Wade Fletcher

co-founder and ceo @tractorbeamai

[Citrini @citrini]

I give it a year until we see a new breed of AI native private equity firms that acquire companies just so they can move their workflows from Claude to open source Chinese models and flip them.

[Wade Fletcher @wadefletch]

TOKEN
FUTURES

[Greg Brockman @gdb]

we are offering discounted tokens and certainty on capacity availability in exchange for 1-3 year commits.

we expect that the world will feel increasingly capacity constrained for the next while, as models continue to get much more useful.

[Wade Fletcher @wadefletch]

@landon20s @CMEGroup @WhiteHouse wen token futures

[Wade Fletcher @wadefletch]

@HankCouture we use tailscale and gitops-managed EKS

was a bit to setup but trivial to deploy new Claude-coded apps

and the platform stack itself is built to be claude-codeable

[Wade Fletcher @wadefletch]

curious that both Anthropic and OpenAI are moving natively (in billing atl) into other clouds

thought they were playing to disrupt the clouds as they move into hosted services (i.e. workspaces and managed agents) as inference commoditizes and continues to race to the bottom

some scribbles on possible motivations:

- perhaps still good comp adv to let someone else run the VMs and they want to own higher abstractions (sensical for Anthropic w/ no metal, but for OpenAI w/ stargate buildout?)

- perhaps this is a concession they’re giving to get compute

- or maybe the agreements don’t exist, this is sama’s way to make every cloud ceo assume he’s got a deal w/ their competitors and get better deals w/ them and then lev over msft?

- anthropic has had Claude in GCP/AWS for a while actually, maybe that was bleeding OpenAI w/ enterprise? committed spend + startup credits go brrrr ig

[Sam Altman @sama]

we have updated our partnership with microsoft.

microsoft will remain our primary cloud partner, but we are now able to make our products and services available across all clouds.

will continue to provide them with models and products until 2032, and a revenue share through 2030.

[Soren Larson @hypersoren]

https://t.co/d6IkUYafoD

[Wade Fletcher @wadefletch]

@dennizor ultimately this looks more like a data warehouse even when it presents as an app builder

lot of solved data eng problems underneath: branching, lineage, metadata

with that, API/CLI/MCP over robust multimodal tractional store w/ ample metadata is codegen

[Wade Fletcher @wadefletch]

oh heck yeah

we’re just exploring building something in the space

opinionated data stack but w/ agent-friendly declarative everything and operational apps as the end goal, not just BI

would love to chat if you can share more about your project

still a prototype but these are exactly the use cases we want to specialize for

[Wade Fletcher @wadefletch]

Steve Jobs in 1983

[Nabeel S. Qureshi @nabeelqu]

If you are seriously AGI-pilled, then one weird implication in the limit is that “talent” seemingly stops mattering as much for company success. It just becomes a game of hard power: access to the very best AI models, compute, data, land, etc.

[Wade Fletcher @wadefletch]

1) what

[Jordi Hays @jordihays]

TBPN has been acquired by OpenAI

The world is changing quickly but TBPN will stay the same. Live every weekday just with a lot more resources.

Thank you to everyone that has been a part of this journey big or small. We are 17 months in and unironically just getting started.

[Wade Fletcher @wadefletch]

everyone's dunking on lovable going horizontal. imo too much focus on output and no attention on input

input modes > output modes

engineers get magic from claude code because code is precise by nature

non-technical builders haven't had a lingua franca with the tools, but if lovable speaks spreadsheet... biz logic already encoded in formulas and column names is a plenty precise prompt

file-to-app is the killer launch

[Anton Osika @antonosika]

Introducing Lovable for more general tasks.

Lovable has always been for building apps. Today it also becomes your data scientist, your business analyst, your deck builder, and your marketing assistant.

This is a big step toward what Lovable is becoming: a general-purpose co-founder that can do anything.

See examples below.

[Wade Fletcher @wadefletch]

@shiftj we’re doing this at scale for PE funds + their portfolios

still moving like a software company, progressively automating the internals

we’re hiring

[Wade Fletcher @wadefletch]

come join us!!

[Landon @landon20s]

Chicago-based @tractorbeamai is hiring engineers

Role sits at the intersection of AI strategy and implementation

They're building out of out Fulton Market office

https://t.co/48Pd7EDbNs

[Wade Fletcher @wadefletch]

grok this and you'll unlock much easier intuition around branching, subagents, runtime infra

side effect: makes it very hard to use any framework

[dex @dexhorthy]

but actually, if we kind of accept that "an AI Agent is basically a for loop", then what's the lispy version of this?

> an AI Agent is a foldL where the accumulator is a context window, and the reducer is an LLM DetermineNextStep + a switch statement on how to handle it

[Wade Fletcher @wadefletch]

@tylerangert reminds me of this classic

[Wade Fletcher @wadefletch]

TIL the new budget macbook uses last year’s iphone chips

[f4mi ‼️ @f4micom]

realistically we are going to see yearly refresh versions of the neo with the leftover iphone chips

apple is a logistics master under Cook lol fr

[Wade Fletcher @wadefletch]

@pvncher @mitsuhiko after that is optimizers for pipelines

palimpzest docetl et al

[Wade Fletcher @wadefletch]

@seflless @kieranklaassen https://t.co/lSkBrb2wnG