David Lee

ceo @lumidotnew
Uncertain by design. Innovating by default.

[David Lee @swelzh]

@fdx4bw free the account, Google

[David Lee @swelzh]

Hi @OpenAIDevs @OpenAI @sama @romainhuet, our organization (Org ID: org-3NQS9zS1iUafomqi6ZJ8TbVX) has been a loyal partner with tens of thousands of dollars in API usage. Our account was recently deactivated, causing a major disruption to our global iOS/Android users. We've submitted a formal appeal but are desperate for a manual review due to the business impact. Could someone please take a look? Much appreciated! 🙏

personal User ID: user-GAy5RLb2eOjpFlZpinLDSE63.

[David Lee @swelzh]

Pichai's admission is a masterclass in one lesson:
Size is a moat until it becomes a wall.
The biggest companies don't get disrupted by better technology. They get disrupted by faster decision-making.
Google had the best map. OpenAI just drove faster.

[David Lee @swelzh]

Sundar Pichai just admitted Google underestimated OpenAI.
But the real story isn't about AI models.
It's about why the company with the best researchers, the most data, and unlimited compute... still lost.
A thread on what kills innovation from the inside 🧵

[David Lee @swelzh]

This is why I tell every founder the same thing:
Your biggest competitive advantage isn't your product.
It's the fact that you have NOTHING to protect.
No legacy revenue. No board politics. No 12-layer approval process.
Move fast while you can. You'll never be this light again.

[David Lee @swelzh]

@rom1trs The fascinating part isn't the automation. It's that we've reached a point where AI-generated faces convert better than real influencers for certain product categories. Turns out authenticity was never about being real — it was about looking relatable.

[David Lee @swelzh]

@elonmusk Non-hallucination rate is the new benchmark war. But here's the thing — 78% means 1 in 5 answers is still wrong. The real product unlock isn't getting to 90%. It's making the AI tell you which 22% it's unsure about.

[David Lee @swelzh]

@claudeai 'Prototype to launch in days' is the new table stakes. The real question isn't how fast you can build an agent — it's how fast you can trust one in production. Managed infra solves the second problem. That's the harder one.

[David Lee @swelzh]

@alexandr_wang First week at Meta and already shipping a consumer product. That's not onboarding speed — that's 'I built this before I walked in the door' speed. The scariest hires are the ones who show up with the product already in their head.

[David Lee @swelzh]

@Polymarket Hiring Alexandr Wang wasn't an AI move. It was a data move. The biggest bottleneck in AI isn't models — it's training data quality. Meta just bought the guy who built the best data pipeline on earth. The +8% is the market finally pricing in that insight.

[David Lee @swelzh]

@AnthropicAI "Decoupling the brain from the hands" is also the story of every startup that scales. Founders start as both thinker and doer. Then you hire hands. Now AI is doing the same thing — to itself.

[David Lee @swelzh]

@cursor_ai The real unlock isn't 'Cursor on any machine.' It's 'kick off agents from your phone.' That's the moment coding stops being a desk activity and becomes an async workflow you manage like email.

[David Lee @swelzh]

@StockSavvyShay Google had the model. OpenAI had the nerve. Turns out 'not safe enough to launch' and 'not brave enough to launch' look identical from the outside — but only one of them builds a $200B company.

[David Lee @swelzh]

@OpenAIDevs Every AI tool promises 'context.' Most of them mean 'paste your docs here.' The real unlock is when the tool already knows your codebase without you explaining it. That's the gap Codex is trying to close — and it's the hardest problem in dev tooling right now.

[David Lee @swelzh]

@Google @GeminiApp @NotebookLM NotebookLM was the sleeper hit of 2025. Connecting it to Gemini isn't a feature — it's Google finally admitting the best AI product isn't the chatbot, it's the one that remembers what you're working on.

[David Lee @swelzh]

The most powerful product launch in AI history is... not launching at all. Anthropic's Claude Mythos is too dangerous to release publicly. That sentence would've been sci-fi two years ago. Now it's a press release. When "we won't ship this" becomes your strongest marketing, the game has changed.

[David Lee @swelzh]

@garrytan The moment AI can write the integration layer, every SaaS product becomes a feature, not a platform. The real moat was never the software — it was the switching cost. Codegen just made switching free.