Nick Sgobba

AI Product Scientist | 3x Techpreneur | ex-IBM Senior Inventor | Strategic Advisor | International Speaker

[Joe Schmidt IV @joeschmidtiv]

https://t.co/i7teOUTWgZ

[Nick Sgobba @nicksgobba]

Don’t build where the Frontier AI Labs are walking... period.

[Joe Schmidt IV @joeschmidtiv]

https://t.co/i7teOUTWgZ

[ᴅᴀɴɪᴇʟ ᴍɪᴇssʟᴇʀ 🛡️ @DanielMiessler]

Claude Code is about to release a feature called /workflows that I think will be extremely significant.

Especially for Enterprise AI.

I talked about this in 2024 in a post called Companies Are Just Graphs of Algorithms.

Basically the idea is that all work is just an algorithm, i.e., a series of steps to accomplish a goal.

Skills and Cowork have been heading in this direction already, and we've seen what that's done to company valuations in various spaces.

Well this is closer to the final form.

It's turning the regular, expected work that's done in companies into pseudo-deterministic workflows that follow defined SOPs.

The human role will be determining what problems to solve (taste, expeirence, etc), building new products from that, and then optimizing these workflows from above.

But the work itself will be these workflows executed according to SOPs.

[Boring_Business @BoringBiz_]

SpaceX IPO valuation implies a 93x revenue multiple and you don’t even have a P/E ratio because the company has negative earnings

[Wall St Engine @wallstengine]

GOOGLE JUST SHOWED HOW INSANE AI DEMAND HAS GOTTEN

Monthly tokens processed across Google surfaces:

May 2024: 9.7T
May 2025: ~480T
May 2026: 3.2Q+

That is 7x Y/Y growth.

[Hedgie @HedgieMarkets]

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products.

My Take
The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested.

This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown.

Hedgie🤗

[Nick Sgobba @nicksgobba]

Prolonged constraints completely rewire your decision-making.

Survival mode operates on a different frequency than growth mode.

This is why unsolicited advice from a position of comfort rarely helps...

Good advice without shared context is noise... not guidance.

[XREAL 👓 @XREAL_Global]

Get ready for Project Aura, developed in partnership with @Android XR. These wired XR glasses blend the physical and digital worlds like never before.

Experiences that live inside the real world. A catalog of differentiated Android XR experiences. Your favorite Android apps from day one. A massive 70° field of view, intuitive hand and voice controls, and with Gemini as your assistant.

To deliver the ultimate XR experience, the Android XR Developer Catalyst Program is officially open.

Whether you're a consumer ready to see what’s next, or a developer ready to build it, hit the link below to learn more. 👇
https://t.co/s0sAwfhC3s

#AndroidDev #AndroidXR #ProjectAura #GoogleIO

[Yash Bhardwaj @ybhrdwj]

I turned sam altman's texts to mira murati into 2011 style emo teenage heathrob anthem🫶

[kache @yacineMTB]

you can outsource your thinking
but you cannot outsource your understanding

[Aaron @aaronp613]

Apple accidentally left Claude.md files in today's Apple Support app update (v5.13)

[Years Progress @YearsProgress]

2026 is 33% complete.

[Andrej Karpathy @karpathy]

Wow, this tweet went very viral!

I wanted share a possibly slightly improved version of the tweet in an "idea file". The idea of the idea file is that in this era of LLM agents, there is less of a point/need of sharing the specific code/app, you just share the idea, then the other person's agent customizes & builds it for your specific needs.

So here's the idea in a gist format: https://t.co/NlAfEJjtJV

You can give this to your agent and it can build you your own LLM wiki and guide you on how to use it etc. It's intentionally kept a little bit abstract/vague because there are so many directions to take this in. And ofc, people can adjust the idea or contribute their own in the Discussion which is cool.

[Patsnap @Patsnap]

Everyone knows GLP-1 drugs are changing medicine. But fewer people are talking about what's actually powering the race behind the scenes. 👩‍🔬

It's called fast-follow innovation. Companies analyze existing molecules, patents, and clinical data, then move quickly to improve on what works. Pfizer's early small-molecule research may have ended, but it sparked a wave of next-generation candidates now driving programs at AstraZeneca, Merck, and Hansoh.

Our latest report gives you the full picture. 🔬

Download for free: https://t.co/J6wc9RhJDF

#GLP1 #Ozempic #Innovation #DrugDiscovery #GLP

[Brian Roemmele @BrianRoemmele]

“Every software company in the world needs to have a Claw strategy" - Jensen Huang, Nvidia

Indeed. This and more.

[🚨 AI News | TestingCatalog @testingcatalog]

BREAKING 🚨: Exclusive look at a future agentic design tool from Google. It feels like it has been designed as a VR workspace with voice controls and a new agent widget. Stitching…

What's coming:
- A new "wide" canvas layout
- 🔥 Voice Live Mode
- 🔥 Voice selector with 8 different options: Puck, Charon, Kore, Fenrir, Autonoe, Leda, Orus, Zephyr
- 🔥 A new Agent widget instead of the old sidebar
- A new Design system selector with presets
- 🔥 New Studio section with loads of generations, like Marketing kit and developer handoff
- 🔥 Stitch React prototype - a fully functional React app based on generated screens
- Instant prototype - an editable prototype that links generated screens, allowing users to navigate between them
- 🔥 A new "Imagine new screen" option for Instant Prototypes
- Figma linking
- Loads of smaller tweaks

The design-to-production flow will shorten drastically. The line between design and development will fade away.

[Codie Sanchez @Codie_Sanchez]

“Learn to code," they said.
Meanwhile, the electrician is billing $180/hour and booked out 3 weeks.

[mrinank @MrinankSharma]

Today is my last day at Anthropic. I resigned.

Here is the letter I shared with my colleagues, explaining my decision.

[NotebookLM @NotebookLM]

Because you wouldn’t let it slide… these are rolling out today for our most requested feature:

Prompt-Based Revisions: Tweak, tailor, and tune your slides just by prompting the revisions you want

PPTX Support: You can now export your Slide Decks (Google Slides coming next!)

[Lior Alexander @LiorOnAI]

Ilya Sutskever (OpenAI cofounder) top 30 must-read research papers.

"If you really learn all of these, you’ll know 90% of what matters today"