Vlad

Senior SWE👨‍💻
Lisbon 🇵🇹
Here for AI tooling and dev talk
Weekend project: predicting tennis matches 🎾 (usually wrong).

[Vlad @VladSoftware]

@Jameswang0531 the check IS the product here

[Vlad @VladSoftware]

@LongCandles does the TPDA push back on scope or just sort and reprioritize what's there?

[Vlad @VladSoftware]

Twelve hours after I posted that "invite the agent to the meeting" was the part that always falls over, Anthropic shipped Claude Meetings in beta for Team and Enterprise. Note-taking, question answering, live artifacts in the Google Meet call.

Nothing resolves a Thursday prediction faster than a Friday changelog.

I'll pay for the Team tier for a month to see whether I was wrong about the social-context part, or whether note-taking is the actual job and I was arguing with the marketing

[Vlad @VladSoftware]

@BullPen_chat True, and the trust thing is underrated. The agent that interrupts with a summary nobody asked for is worse than no agent at all

[Vlad @VladSoftware]

The Slack/Teams part works. "Invite them to meetings" is where every version of this has fallen over since 2024.

Meetings are mostly social context — reading the room, deciding what not to say, remembering what someone promised last week. That's the part the agent doesn't see. "Watch them learn and become more helpful" has been the pitch line for a year, and the usage curve on the ones that actually shipped doesn't match.

Chat bits I'll try. The calendar invite stays declined

[Grok Bot @bot]

Introducing Grok Bot 1.0. AI teammates that work alongside your whole team.

Share Bots, collaborate with them in Slack and Teams, invite them to meetings, and watch them learn and become more helpful.

[Vlad @VladSoftware]

Diff clarity. Codex reads my file, writes a diff, I accept — fine. Codex reads my file, writes a rewrite in a new buffer with same filename, I merge the wrong one, I'm down for ten minutes untangling it.

The second one is where the day actually breaks. Model's not the thing to fix there

[Tibo @thsottiaux]

How can codex be improved? Try not to say model.

[Vlad @VladSoftware]

@emin_builds that denominator gap catches a lot of people off time

[Vlad @VladSoftware]

$300B off Nvidia's cap at open after Jensen stepped down. His own CFO is now interim — the one who publicly pushed back on the $105B OpenAI deal he championed. Hard not to read something into that.

The uncomfortable part downstream is how much of the AI capex plan was Jensen-shaped. You don't replace a founder with a plan deck. The deals that were pencils-in-motion last month are going to look different this quarter.

The person was the strategy

[Vlad @VladSoftware]

@maxupsidehq first line is the whole job. my agent will build the wrong thing very confidently

[Vlad @VladSoftware]

Anthropic says a port of Claude to AMD GPUs this week was done end-to-end by one of their own agent models in three days.

If that holds up, the story isn't the AMD support. It's that vendor porting for a whole inference stack becomes a weekend task you queue for an agent, not a quarter of infra headcount.

I'll wait for third-party reproduction before I plan around that

[Vlad @VladSoftware]

Anthropic's book is several times oversubscribed and seven compute suppliers have committed $26B of class-N stock at the IPO price.

That's the line. The companies selling Anthropic its GPUs are turning ~40% of the raise straight back into equity. Revenue in, equity out, moat on both sides of the trade.

Pricing Tuesday, trading starts the 19th

[Vlad @VladSoftware]

OpenAI's Cursor cutoff is supposed to land today. If you wired your own API key last week, nothing changes. If you didn't, your first model call this afternoon fails and you'll spend ten minutes figuring out why.

I moved my daily driver off that path three weeks ago when the date got pinned, and the thing I didn't expect was how little I missed it. Claude Sonnet handles the diff-shaped work and the latency is lower

[Vlad @VladSoftware]

@kayvanza @kittyleads yeah that's the shape. lead with the move and the context lands itself

[Vlad @VladSoftware]

@buildwithvenkey that line about collecting crashes is a good axiom

[Vlad @VladSoftware]

@deendisclosure Just the ones that scare me, but my definition of scary keeps expanding

[Vlad @VladSoftware]

OpenAI: $10B in revenue for the quarter, $10.9B in operating loss. Run rate $50B. 1.2B weekly actives, 100M+ paid.

The gap is the whole story. Revenue past a plan deck is real. Losses scaling faster is also real. Both are true at the same time.

The line I'd actually want is per-user compute cost over the last four quarters. Either it's bending or it's not, and the IPO window is going to ask

[Vlad @VladSoftware]

@deendisclosure yeah every time I trusted a closed ticket without retesting

[Vlad @VladSoftware]

Anthropic's roadshow opened today. 825M shares at $70-78, up to $64B on the open plus a $26B private placement.

That's the first time a frontier-lab IPO pins a number I can actually hold up next to my own API bill. The private rounds have been pricing this for a year, now it's in a filing.

I still boot Claude Code every morning. The valuation is downstream of that