Oswarld | Oz

[Oswarld | Oz @oswarld_oz]

AI is a matter of Choices between Bypass and Decline.
#Life_is_a_matter_of_choices_between_birth_and_death

[Oswarld | Oz @oswarld_oz]

built an #indiegame where writes hate tweets about you the more famous you get, the meaner it gets

https://t.co/XSGJhwvJwS

[Oswarld | Oz @oswarld_oz]

Apple $AAPL
📊 Apple FY26 Q2 (calendar Q1 2026) — "A different game, by design"
▪ Revenue: $111.2B (vs. $109.7B expected) (+16.6% YoY) — best March quarter ever▪ EPS: $2.01 (vs. $1.96 expected) (+21.8% YoY) ▪ Operating income: $35.9B (+21.3%) ▪ Net income: $29.6B (+19.4%)
Products & Services▪ iPhone: $57.0B (+21.7%) — quarterly record ▪ Services: $31.0B (+16.3%) ▪ Mac: $8.4B (+5.7%) ▪ iPad: $6.9B (+8.0%) ▪ Wearables, Home & Accessories: $7.9B (+5.0%)
By region (the tariff & China-risk neutralizer)▪ Greater China: $20.5B (+28.1%) — well above $18.9B consensus ▪ Americas: $45.1B (+11.9%) ▪ Europe: $28.1B (+14.7%) ▪ Japan: $8.4B (+15.1%) ▪ Rest of Asia Pacific: $9.1B (+25.3%)
Capital return (the decisive contrast with the other four)▪ Buyback: additional $100B authorized▪ Dividend: $0.27/share (+4%)
Guidance▪ June quarter revenue: +14% to +17% YoY (vs. +9.1% consensus)
👉 While the rest of Big Tech ramped CapEx into the stratosphere, Apple returned cash. Effectively no AI CapEx guide. Living proof that "not every company has to play the same game" — a working model of a company that owns its own commercialization cycle.

[Oswarld | Oz @oswarld_oz]

Meta $AMZN
📊 Meta Q1 2026 — "Vision was there, pre-sold revenue was not"
▪ Revenue: $56.3B (+33% YoY) ▪ Operating income: $22.9B (+30% YoY) / margin 41% ▪ Net income: $26.8B (+61% YoY) — includes $8B tax benefit ▪ EPS: $10.44 (vs. $6.67 expected) — includes $3.13 tax-benefit effect ▪ Daily Active People (DAP): 3.56B (+4%)
By segment▪ Ad revenue: $55.0B (+33% YoY) ▪ Ad impressions: +19% / Avg. price per ad: +12% ▪ Family of Apps operating income: $26.9B (+24%) ▪ Reality Labs revenue: $402M (-2%) / op loss -$4.0B
CapEx guidance (the quarter's swing variable)▪ 2026: $125–145B (raised from $115–135B) ▪ Reason for the raise: "component price increases, especially memory" — NOT demand acceleration. The decisive contrast with Alphabet and Microsoft. ▪ 2026 expenses: $162–169B ▪ 2026 operating income: expected to exceed 2025
Cash flow▪ Operating cash flow: $32.2B ▪ Free cash flow: $12.4B ▪ Barclays estimate for 2026 annual FCF: ~-90% YoY
Market reaction: -9%👉 Numbers crushed consensus. But unveiling "Meta Superintelligence Labs" couldn't substitute for the RPO and backlog the market wanted to see. The quarter where the CapEx ≥ revenue-visibility bar was applied most ruthlessly.

[Oswarld | Oz @oswarld_oz]

On Codex GitHub, the description for GPT-5.4, previously titled "Latest Frontier Agentic Coding Model," has been removed and replaced with "Strong Model."

GPT 5.5 Coming Soon?

[Marcel Münch @_mm85]

400+ Robotics Companies here in Shenzhen today!

If you are here, let me know!

[Oswarld | Oz @oswarld_oz]

“AI is built by Chinese people in the U.S. and Chinese people in China.”

https://t.co/X7eHhK8h7F

[Deedy @deedydas]

defense tech is so freaking cool

[Alibaba Group @AlibabaGroup]

Meet @HappyOysterAI from Alibaba ATH, an open‑ended world model built for real‑time world creation and interaction.

Be part of the first wave and see what you can build. 🌍✨

#AlibabaAI #HappyOyster

[墓碑科技 @mubeitech]

白宫迎来了史上第一单 DoorDash 外卖。

客户是川普。
餐品毫无悬念，是麦当劳。

外卖员的身份有点特别。
她叫 Sharon Simmons，来自阿肯色州，是一位硬核老奶奶。
她提着外卖袋，一路走进了华盛顿特区的总统办公室。
亲手把麦当劳递给了总统。

能接下这个顶级订单，靠的是实打实的业绩。
在此之前，她已经累计跑了整整 14,000 单。

一万四千次的奔��，换来了一次最高规格的交付。

[Argona @Argona0x]

i gave an AI $50 and told it "pay for yourself or you die"

48 hours later it turned $50 into $2,980

and it's still alive

autonomous trading agent on polymarket

every 10 minutes it:

→ scans 500-1000 markets
→ builds fair value estimate with claude
→ finds mispricing > 8%
→ calculates position size (kelly criterion, max 6% bankroll)
→ executes
→ pays its own API bill from profits

if balance hits $0, the agent dies

so it learned to survive

built in rust for speed

claude API for reasoning (agent pays for its own inference)

runs on a $4.5/month VPS

weather markets: parses NOAA before polymarket updates sports: scrapes injury reports, finds mispricing crypto: on-chain metrics + sentiment

$50 → $2,980 in 48 hours

how much do u think i’ll see in a week?

[Oswarld | Oz @oswarld_oz]

@inventeam https://t.co/tMYsJMajN4

진짜 했제 안하고 싶은데 말 했제!

[Figma @figma]

Imagine turning any image into a vector (now you actually can)

→ Convert raster images into editable vectors
→ Simplify and control color output

[Claude @claudeai]

Ads are coming to AI. But not to Claude. Keep thinking.

[Oswarld | Oz @oswarld_oz]

Do you use more than one AI model?

Grok on X, ChatGPT for quick stuff, Claude for writing, Gemini for work?

I kept re-introducing myself every time — so I built this.

Context Wallet lets you switch your context instead of rewriting it.

Just launched on the Chrome Web Store 👇
https://t.co/of1deD5w0D

[Oswarld | Oz @oswarld_oz]

Had some power users around me alpha test it, got feedback, iterated… Just submitted it for Chrome extension review 🙏 Fingers crossed it gets approved smoothly. If it goes well, I’ll share the results!

[Oswarld | Oz @oswarld_oz]

Am I the only one who switches between #Grok, #ChatGPT, #Gemini, and #Claude? Meet Context Wallet.

#switchingcost #productivity
#YCX26 @ycombinator

[Oswarld | Oz @oswarld_oz]

Most AI services run in browsers anyway (even local models get a web UI these days). So I built a Chrome extension.Swap context cards like you’d connect a wallet. One click, different persona. Done.