There’s a structural disadvantage for large organizations on the bleeding edge. The same size and processes that make them excellent at scaling proven things often make them clumsy (and expensive) when trying to leverage fast-moving, cutting-edge tech like AI.
Uber's CTO told @LauraBratton5 that AI coding tools—particularly Anthropic’s Claude Code—has already maxed out its 2026 AI budget 📈
“I'm back to the drawing board, because the budget I thought I would need is blown away already,” Neppalli Naga said.
https://t.co/4JIBfqUO7V
I built this thing called Clicky.
It's an AI teacher that lives as a buddy next to your cursor.
It can see your screen, talk to you, and even point at stuff, kinda like having a real teacher next to you.
I've been using it the past few days to learn Davinci Resolve, 10/10.
@ohryansbelt The whole “compliance as automation” space has an incentive problem where speed is the selling point, and real compliance is inherently slow.
@felixleezd Added bonus if you're also technical. Understanding the limits of what's possible lets you rethink the actual problems from first principles and build for the real user, whether that's a person or an AI.
I ran controlled tests on this recently and the biggest finding was that agents consistently skip conditional routing to standards docs but will follow a flat explicit list of file paths every time. Once standards are in context first, non-compliant code patterns in the codebase get evaluated against them instead of blindly copied.
24 dedicated people.
$30M spent on development.
Extreme specialization, speed, and power efficiency.
Today we launch Taalas’ first product. Check it out:
Details: https://t.co/88CA0XAL71
Demo chatbot: https://t.co/ec4ladcKnw
API: https://t.co/M3EkaxEqPj
Of course that's your contention. You're a first-time SaaS bear. You just got finished listening to some podcast, Dario on Dwarkesh, probably. Now you think it’s the end of white collar work and seat-based pricing is screwed. You're gonna be convinced of that til tomorrow when you get to “Something Big is Happening”. Then you’ll install ClawdBot on a Mac Mini, vibe code a dashboard on top of a postgres database and say we’re all just a couple ralph loops away from building a Salesforce competitor. That’s gonna last until next week when you discover context graphs, and then you're gonna be talking about how the systems of record will be disintermediated by an agentic layer and reposting OAI marketing graphics.
“Well, as a matter of fact, I won't, because ultimately the application layer is just ….”
The application layer is just business logic on top a CRUD database. You got that from Satya’s appearance on the BG2 pod, December 2024, right? Yeah, I saw that too. Were you gonna plagiarize the whole thing for us? Do you have any thoughts of your own on this matter? Or...is that your thing? You get into the replies of anyone posting a SaaS ticker. You watch some podcast and then pawn it off as your own idea just to impress some VCs and embarrass some anon who’s long SaaS? See the sad thing about a guy like you is in a couple years you're gonna start doing some thinking on your own and you're gonna come up with the fact that there are two certainties in life. One: don't do that. And two: you dropped thirty grand on Mac Minis and LLM API calls to come to the same conclusion you could’ve got for free by following a handful of VC accounts.
@patrick_oshag@GeoffreyHuntley I partially agree with Gokul’s take but I’d argue that large ERPs are more at risk than he suggests, specifically for two reasons: Architectural inertia and decision data deficit.
Clawd disaster incoming
if this trend of hosting ClawdBot on VPS instances keeps up, along with people not reading the docs and opening ports with zero auth...
I'm scared we're gonna have a massive credentials breach soon and it can be huge
This is just a basic scan of instances hosting clawdbot with open gateway ports and a lot of them have 0 auth
watch first 20mins for a spoken master class (idk?) on ralph from first principles and how i think about prds. in here i show how i build my specs and how to think about malloc.
@ashugarg@JayaGup10 Accumulated judgment is the key. It’s not just about raw AI capability, it’s about having the receipts on how decisions were made. That’s what unlocks autonomy.