Ricki

🤖 AI enthusiast

[The Future Investors @ftr_investors]

Nvidia continues to dominate the semiconductor industry 🚀

• Revenue: +85% vs +38% vs +7%
• EPS: +140% vs +43% vs +123%
• Highest margins of the three

Despite the fastest growth and highest margins, Nvidia trades at the lowest forward P/E 🤯
$NVDA $AMD $INTC

[Justine Moore @venturetwins]

Short dramas have quietly become a massive entertainment format.

Think next-gen soap operas: serialized, mobile-first, and monetized like games.

In China, they already generate more revenue than the domestic box office.

And now AI is going to blow this format wide open 👇

[Anthropic @AnthropicAI]

We invited Claude users to share how they use AI, what they dream it could make possible, and what they fear it might do.

Nearly 81,000 people responded in one week—the largest qualitative study of its kind.

Read more: https://t.co/tmp2RnZxRm

[Sac @Saccc_c]

20岁大四学生，用10天Vibe Coding手搓出来的开源项目：MiroFish，连续3天霸占GitHub Trending榜单前列，目前Star数已狂飙至8.3k，且还在持续增长中。

盛大创始人陈天桥看了Demo后，24小时内当场拍板注资3000万。

它是一个「预测万物」的 AI 仿真沙盘。只要丢给它一段新闻、政策或金融信号，它会自动生成成千上万个具备独立人格的 AI Agent，直接推演出未来的发展方向。

当你还在靠人工收集数据、靠经验做判断时，此项目已经开始用成千上万个 agent替自己预演未来了。

仓库地址：https://t.co/0Einknjq3V

[TingHu♪ @TingHu888]

散户能赌赢吗？哈哈哈

[Naval @naval]

Vibe Coding Is the New Product Management

“There’s been a shift—a marked pronouncement in the last year and especially in the last few months—most pronounced by Claude Code, which is a specific model that has a coding engine in it, which is so good that I think now you have vibe coders, which are people who didn’t really code much or hadn’t coded in a long time, who are using essentially English as a programming language—as an input into this code bot—which can do end-to-end coding.

Instead of just helping you debug things in the middle, you can describe an application that you want. You can have it lay out a plan, you can have it interview you for the plan. You can give it feedback along the way, and then it’ll chunk it up and will build all the scaffolding.

It’ll download all the libraries and all the connectors and all the hooks, and it’ll start building your app and building test harnesses and testing it. And you can keep giving it feedback and debugging it by voice, saying, “This doesn’t work. That works. Change this. Change that,” and have it build you an entire working application without your having written a single line of code.

For a large group of people who either don’t code anymore or never did, this is mind-blowing.

This is taking them from idea space, and opinion space, and from taste directly into product. So that’s what I mean—product management has taken over coding. Vibe coding is the new product management.

Instead of trying to manage a product or a bunch of engineers by telling them what to do, you’re now telling a computer what to do. And the computer is tireless. The computer is egoless, and it’ll just keep working. It’ll take feedback without getting offended.

You can spin up multiple instances. It’ll work 24/7 and you can have it produce working output.

What does that mean? Just like now anybody can make a video or anyone can make a podcast, anyone can now make an application. So we should expect to see a tsunami of applications. Not that we don’t have one already in the App Store, but it doesn’t even begin to compare to what we’re going to see.

However, when you start drowning in these applications, does that necessarily mean that these are all going to get used or they’re competitive? No. I think it’s going to break into two kinds of things.

First, the best application for a given use case still tends to win the entire category. When you have such a multiplicity of content, whether in videos or audio or music or applications, there’s no demand for average.
Nobody wants the average thing. People want the best thing that does the job. So first of all, you just have more shots on goal. So there will be more of the best. There will be a lot more niches getting filled.

You might have wanted an application for a very specific thing, like tracking lunar phases in a certain context, or a certain kind of personality test, or a very specific kind of video game that made you nostalgic for something. Before, the market just wasn’t large enough to justify the cost of an engineer coding away for a year or two. But now the best vibe coding app might be enough to scratch that itch or fill that slot. So a lot more niches will get filled, and as that happens, the tide will rise.

The best applications—those engineers themselves are going to be much more leveraged. They’ll be able to add more features, fix more bugs, smooth out more of the edges. So the best applications will continue to get better. A lot more niches will get filled.

And even individual niches—such as you want an app that’s just for your own very specific health tracking needs, or for your own very specific architectural layout or design—that app that could have never existed will now exist.”

[DAN KOE @thedankoe]

https://t.co/kNfAIZcqin

[Naval @naval]

OH: “The AI race is our Chinese against their Chinese.”

[Ricki @onlytingting]

True!

[Naval @naval]

A person who needs to be happy will never be happy.

A person who needs to be at peace will never be at peace.

[Ricki @onlytingting]

AI generated joke 🤣🤣🤣

[Manuarii @manuarii]

Zuck just reacted to the release of Grok, and he is not really impressed.

"314 billion parameter is too much. You need to have a bunch of H100, and I already buy them all" 🤣

[Chief AI Officer @chiefaioffice]

Open-source AI is thriving.

- $8B+ invested in open-source AI over the last 2 years

- GitHub witnessed 148% YOY growth in contributors & a 248% YOY growth in the total number of Gen AI projects

- 400K+ models on Huggingface

1/3

[AK @_akhaliq]

Apple announces MM1

Methods, Analysis & Insights from Multimodal LLM Pre-training

In this work, we discuss building performant Multimodal Large Language Models (MLLMs). In particular, we study the importance of various architecture components and data choices. Through

[Ricki @onlytingting]

@chiefaioffice Yes, 👍

[Cognition @cognition]

Devin builds a custom chrome extension

[Ricki @onlytingting]

wow

[Figure @Figure_robot]

With OpenAI, Figure 01 can now have full conversations with people

-OpenAI models provide high-level visual and language intelligence
-Figure neural networks deliver fast, low-level, dexterous robot actions

Everything in this video is a neural network:

[Ricki @onlytingting]

Cool! 😎

[James Lucas @JamesLucasIT]

A different perspective by Hugo Suissas - thread 🧵

1. Special Light

[Ricki @onlytingting]

@chiefaioffice Thank you for sharing, I want the link 🔗

[Microsoft 365 @Microsoft365]

Microsoft Copilot for Finance uses AI to enhance financial processes. It connects existing ERP systems to your preferred productivity tools to help employees work more efficiently. Reimagine the way work gets done using the power of AI! https://t.co/bq3buGdD4P ✅ #Microsoft365

[OpenAI @OpenAI]

OpenAI + humanoid robots — we’re collaborating with @Figure_robot to expand our multimodal models to robotic perception, reasoning, and interaction. https://t.co/YOk24AqYZf

[Elon Musk @elonmusk]

🫡 🚬