Lúcio Trigo

Applying the conservation of value!

[CopyRebeldia @CopyRebeldia]

Así se ve un sueldo de 750.000 dólares al año: un tipo en camiseta blanca, un pizarrón y 2 horas y media.

Stanford, CS336. Percy Liang construye un LLM desde cero. Lo que hay debajo de Claude y ChatGPT, y arranca por la parte que todos saltan: el modelo no lee tu texto, lee números.

Anthropic paga ese sueldo a los ingenieros que entienden esa capa.

Lo único que cobra Stanford son 2 horas y media de tu atención.

[Andrew Ng @AndrewYNg]

The most important skills in Building and Deploying AI Applications. https://t.co/IyWIKLIzeM

[Lúcio Trigo @veuvel]

Very interesting 🧐

[Lúcio Trigo @veuvel]

🤔

[Milk Road AI @MilkRoadAI]

The humanoid robot market is projected to reach $7.5 trillion by 2050 and the real money is not in the companies assembling the robots (Save this).

It is in the components that every single robot on earth will need, regardless of which assembler wins.

Here are the companies that benefit from each layer.

Harmonic Drive Systems (HSYDF / 6324.T) controls roughly 85% of the global strain wave gear market, the compact, zero backlash gearboxes that go inside every robot joint requiring precision movement.

A single humanoid robot can use 20 to 40 of these gears and there is essentially no substitute at scale.

That is one of the most durable monopolies in any hardware supply chain right now.

Nabtesco (NCTKY / 6268.T) holds roughly 60% of the cycloidal reducer market, the heavy-duty version of the same type of gearbox used in the legs and load-bearing joints.

Its operating profit rose 60% year over year as humanoid and industrial robot orders surged.

Schaeffler AG (SFHLF) is rapidly becoming one of the most important actuator suppliers in this space, signing strategic partnerships with multiple humanoid robot makers to supply both strain wave and planetary gear actuators.

Schaeffler manufactures all components in-house, which gives it both margin control and supply chain reliability that competitors cannot easily replicate.

Nidec (NJDCY / 6594.T) is the world's largest electric motor company and is building out a full integrated 6-axis humanoid motion solution combining the motor, gearbox, and controller into a single unit.

At $2.6 trillion yen in annual revenue, it has the scale to be a dominant supplier as humanoid volumes ramp into the millions.

Ambarella (AMBA) is the edge AI chip company that processes the visual data directly on the robot, without needing a cloud connection.

Its CV7 chip, launched at CES 2026 on a 4nm process, is designed specifically for the multi-sensor perception workloads that humanoid vision systems require and it runs at a fraction of the power of conventional solutions.

Yaskawa Electric (YASKY / 6506.T) recently acquired Tokyo Robotics and saw its operating profit rise roughly 70% in its most recent fiscal year as it pivots aggressively toward the humanoid supply chain.

It is one of the few companies globally that can supply precision motion components at industrial scale already today.

The pattern across all of these names is the same.

They are not betting on one robot company winning but rather sell to all of them, they have structural supply constraints working in their favor and the volume ramp from 2027 onward will flow directly through their order books.

Milk Road is tracking every layer of the humanoid robot supply chain, from the memory inside the brain to the gears inside the joints and the companies positioned to win before the mainstream catches on.

Come join Milk Road Pro and get our full analysis every day using the link below!

[All day Astronomy @forallcurious]

NASA has released one of the most detailed visualizations ever created of Earth’s ocean currents.

Using data from satellites and advanced ocean models, the map reveals massive rivers of moving water, swirling eddies hundreds of miles wide, and the powerful Gulf Stream carrying warm water from the Gulf of Mexico across the Atlantic.

[Veles @velesxbt]

A Stanford mathematician who spent 10 years as a professional magician just described the market in one sentence:

"I've spent my life on two tricks: making a rigged deck look random, and making a random one look rigged. The market is the first trick, and almost nobody catches it."

That's Persi Diaconis. He has a free lecture that asks one question: does anything actually happen at random? The answer is: far less than you think.

The market is his first trick in the wild. It looks like pure chance. Buried inside is a faint rig, a 50.75% tilt no eye can see. Your gut reads a losing week as a broken system and a hot streak as skill. Wrong both times. The tilt is invisible to human intuition, which is exactly why funds hand the decision to the math.

None of it is hidden. Diaconis has taught it for decades. The probability goes back to 1713. The lecture is free.

Here's the trap: you feel every win and every loss, but you cannot feel the average. And the average is the only thing that pays. It takes thousands of trades for a 51% edge to separate from luck, and almost everyone quits long before then.

The math is free. The patience to trust it past your own eyes is the edge.

[Grant @iamgrantowen]

I asked @danmartell to walk me through every level of making money with AI.

He gave me the most simple, practical advice I've ever heard on this subject.

Level 1 - Making $0 - $100k
Level 2 - Making $1m - $10m
Level 3 - Building a $10m++ enterprise.

0:00 Only 5% of the World Has Ever Paid for AI
0:46 The Easiest Thing to Sell With AI Right Now
1:56 The Marcus and Sophie Framework
4:24 Theory of Constraints (Right Problem to Solve)
5:33 What Is the Number One Business Constraint
7:13 How to Leave Your Job and Go All In
8:27 Business Is Simple Find a Problem and Solve It
9:08 Stop Getting Ready to Get Ready
9:33 The Sarah Story One Text and $10K
9:53 Pull Up Your Phone and Message Your Contacts
11:05 Dan's Son Gets His First Client at $800/Month
12:41 Best Employee vs. Best Employer
13:59 What Other Services Can You Sell With AI
14:44 Sales Is Not Talking It's Asking
17:01 What to Do When You Hate Your Business
18:40 Pain and Pleasure Are the Only Two Motivators
19:13 They Haven't Made It a Must Yet
20:29 Make It a Must Not a Nice to Have
21:06 The Jen Story and the Gasping Moment
22:17 How to Find Your First 10 to 15 Clients
28:38 The Personal Brand Play
33:06 Vision Is What AI Cannot Do
34:55 Hard for Computers Easy for Humans
36:13 Level 2 Making Your First Million With AI
37:18 The Replacement Ladder Framework
37:39 Admin First Then Delivery Then Marketing
39:09 Why Marketing Is the Biggest AI Category
39:32 Why You Should Keep Sales for Yourself
40:00 Level 5 Leadership and AI Agents
41:41 What a Fully AI Systems Business Looks Like
43:13 The Gym Owner With Three Locations
46:16 Shutting Down the Company for Two Days
46:37 Teaching the Whole Team to Code in Claude
49:28 Wayne the 62 Year Old Who Made $12K a Month
52:38 I Only Share What Actually Works
53:21 Whisper Flow and Talking to Your AI
56:41 Claude Chat Claude Coworker and Claude Code
57:57 The Claude Browser Extension
58:49 Claude Code Is Not Just for Developers
1:00:06 How to Migrate Your AI Memory Across Tools
1:01:08 Level 3 $1M to $10M and the Brand Play
1:02:05 Nobody Buys AI They Buy Trust
1:03:25 Brand Is Association and Association Is Trust
1:05:12 A Million Followers Is $10M in Activated Revenue
1:07:03 How to Keep AI From Becoming Slop
1:07:42 Human in the Loop
1:08:16 The 10 80 10 Rule and Why AI Is Now the 80
1:10:01 The Team FIRED Themselves
1:11:45 Dan's Free AI Curriculum for Your Team

[Yasmine Khosrowshahi @yasminekho]

Seth Godin gave a masterclass on how to build an audience that throws money at you:

1. Being original and creative is overrated when it comes to building a business. Copy a model that already works. Find someone who has a structure that succeeds and use it instead of trying to invent something from scratch.

2. Stop making average crap. There is no shortage of pizza places, cookies, or skincare products. There is a shortage of things worth talking about. A line around the block exists because the pizza was good enough to put on TikTok, not because of TikTok.

3. The false proxy of followers is a trap. Someone can get 40 million views on TikTok and sell $200 worth of product. If you need 40 million views every time you want to make 200 bucks, you are in real trouble.

4. Marketing is creating the conditions for an idea to spread. It does not spread because you push it hard. It spreads because the people you serve benefit from telling their friends about it.

5. Remarkable does not mean neat. It means worth making a remark about. Google did not run ads for years. Facebook did not run ads for years. The iPhone did not take off because of great advertising. People talked about them.

6. Step one is to invent a thing worth making, with a story worth telling, and a contribution worth talking about. Most people buy a Birkin bag not because they need a purse but because they are buying a story about status and affiliation.

7. Step two is to design and build it in a way that a few people will particularly benefit from and deeply care about. A $220 jigsaw that feels incredible in your hand will outsell a cheap one to the right woodworker, even at ten times the price.

8. Being popular is different than being great. Being popular is different than being profitable. Find the smallest group of people with a problem they are desperate enough to pay you to solve.

9. Start with the smallest viable market. An agency built only for pediatric orthodontists will have a line out the door after four happy clients, because that specific audience does not want an innovator. They want the best at one specific thing.

10. Good decisions and good outcomes are not the same thing. Buying a lottery ticket and winning was still a stupid decision. Making something for a specific group, even if it sometimes fails, is the right decision regardless of the individual outcome.

11. Practical empathy means showing up and finding out who responds to what you are saying, even if you are not the person you are trying to serve. You do not have to be a cancer survivor to build something for cancer survivors. You just have to show up and listen.

12. Step three is to tell a story that matches the built in narrative and dreams of that tiny group of people. Context changes everything. A world class violinist playing in a subway gets ignored by the same people who would pay $200 to see him on stage.

13. You cannot make people change their worldview easily. It is far easier to tell people they were right all along than to convince them they were wrong. Meet people where their beliefs already are.

14. Authenticity is overrated. Authenticity is for your friends and family. Consistency is for professionals. Nobody wants their hotel doorman to be authentically having a bad day. They want the promise kept every single time.

15. The last time you were fully authentic was in diapers. Every choice since then has been shaped by how the world responds. That is not fake. That is called being part of civilization.

16. Step four is to spread the word, but not by you spreading it. Your customers spread it. The question is not how do I get the word out. The question is what are the conditions that make my customers want to tell their friends.

17. Status and affiliation drive almost every purchase decision once basic needs are met. When Tom's Shoes put a visible logo on a pair of espadrilles, it gave the buyer a story to tell, and her friends a reason to ask about it, creating tension that drove the next sale.

18. The same idea applied to coffee failed completely. Nobody sees the label on your coffee bag the way they see your shoes. If the system is not built to spark a conversation, the idea will not spread no matter how good the cause is.

19. Step five is the one everyone skips. Show up regularly, consistently, and generously for years to earn permission and enrollment. Most people quit too late, not too soon. Most people should never have started a project that size in the first place.

20. The biggest businesses in the world started in the smallest markets. Airbnb did not begin by trying to take over the travel industry. Find a small problem, make a promise, keep it, and do it again.

Follow @yasminekho if you want to see more content on marketing & branding.

[Lúcio Trigo @veuvel]

Amazing

[Khairallah AL-Awady @eng_khairallah1]

Anthropic pays $750,000+ a year for engineers who can build LLM architectures from scratch. Stanford taught the entire thing in 1 hour lecture & released it for free.

Bookmark & watch this today before someone takes it down and read this article below

[Blaber @4rblaber]

creator of claude code Boris Cherny on why prompt engineering is a dead end:

"we realized early on that asking an llm to write a complex feature in one shot is setting it up for failure. the real magic of agentic coding happens inside the iterative loop."

if you're still manually typing prompts, reading the diffs, and prompting again, you are the bottleneck. top-tier builders don't chat with their tools-they design autonomous feedback loops.

you set the end state. the agent writes, compiles, reads the error logs, and corrects itself recursively until the tests pass.

this 90-minute deep dive is a pure masterclass on how anthropic engineered the ultimate loop-based architecture.

[Lúcio Trigo @veuvel]

The new deal 😬

[me @twetsfyp]

Two Anthropic engineers have just revealed in 24 minutes all the hidden Claude features that almost nobody knows about.

This video is going to completely change the way you use AI.

Watch it and save it.

[Lúcio Trigo @veuvel]

🤷

[Wonder of Science @wonderofscience]

Incredible footage of Mason Barnes surfing a huge wave at Nazaré, Portugal

[Lúcio Trigo @veuvel]

Automate … automate until you

[Lúcio Trigo @veuvel]

The basics …

[Roan @RohOnChain]

this man just told you exactly how Jane Street built its trading machine that prints billions every single day without breaking:

[Codez @0xCodez]

https://t.co/eJB3TgyJwV