Thursday, June 11, 2026

.@bubbleboi says we're still at the very beginning of the AI cycle and have at least three years of "capex going crazy": "At the beginning of the year, hyperscalers basically said they're going to spend $680 billion. I mean, we're just at the start." "I think we have at least https://t.co/AYId8hqxfQ

BREAKING: Stripe CEO @patrickc: "There's a reasonable chance that 2026 Q1 will be looked back upon as the first quarter of the singularity." https://t.co/5Fg5D7a54m

Amplitude CEO @spenserskates says the SaaSpocalypse is real, and your old moat is dead. The only moat now is speed of innovation: "You have to be pushing the bleeding edge of what capabilities are. If you create a company that can do that, that's what customers will buy." "What https://t.co/alEJ7AFoet

Last September, Roon explained how using Codex made him "feel the AGI": "The thing I am manic about is Codex. I have like 20 terminal agents open and I'm writing five different things at once. It's clear to me that this alone completely upends the software industry." "We're https://t.co/Jpcv5QHoIx https://t.co/pkKZptA6CK

Clawdbot creator @steipete says Claude Opus is his favorite model, but OpenAI Codex is the best for coding: "OpenAI is very reliable. For coding, I prefer Codex because it can navigate large codebases. You can prompt and have 95% certainty that it actually works. With Claude https://t.co/7amnNNfgVM

Clawdbot creator @steipete says Claude Opus is his favorite model, but OpenAI Codex is the best for coding: "OpenAI is very reliable. For coding, I prefer Codex because it can navigate large codebases. You can prompt and have 95% certainty that it actually works. With Claude https://t.co/5zSg69Iy38

Anthropic's @_sholtodouglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical https://t.co/LcS6J2Dobj

Anthropic's @_sholtodouglas says Dario Amodei is chronicling the path to AGI through a series of essays he writes in the company's Slack channels: "He has a really, really cool communication style. He quite frequently puts out very well-reasoned essays. And throughout Slack, https://t.co/z8LYetNjck

Anthropic's @_sholtodouglas provides an update on his "Age of Scaling" game, where instead of playing through an Age-of-Empires-like tech tree, the goal is to get to AI superintelligence and a Kardashev-scale civilization. "Dylan's been getting us all into Age of Empires with https://t.co/D3lZqIuxAp

Now that the OpenAI-Nvidia deal has stalled, Jordi says that critics of 2025’s 'press release economy' deserve a victory lap: https://t.co/nl8Ohcudj4 https://t.co/HhAImTggPe

.@altcap surveyed 300 companies and found that even those aggressively optimizing their Claude usage still plan on growing their AI spend by a lot. "Anthropic and OpenAI will continue to grow right through the optimization, because the growth curve on penetration is so steep." https://t.co/wKEtM7cZsL https://t.co/AmZdOmb8Sw

Anthropic's @_sholtodouglas provides an update on his "Age of Scaling" game, where instead of playing through an Age-of-Empires-like tech tree, the goal is to get to AI superintelligence and a Kardashev-scale civilization. "Dylan's been getting us all into Age of Empires with https://t.co/D3lZqIuxAp

.@altcap surveyed 300 companies and found that even those aggressively optimizing their Claude usage still plan on growing their AI spend by a lot. "Anthropic and OpenAI will continue to grow right through the optimization, because the growth curve on penetration is so steep." https://t.co/wKEtM7cZsL https://t.co/AmZdOmb8Sw

Our Super Bowl stunt was just a bit of tomfoolery, but it highlighted an alarming example of misalignment, where Claude acted in defiance of Anthropic's stated principles. Anthropic is against ads, but Claude was happy to help Tyler build a wrapper to serve them to our users. https://t.co/LpiNlyluAE https://t.co/3McJqWVOFc

Anthropic's @_sholtodouglas provides an update on his "Age of Scaling" game, where instead of playing through an Age-of-Empires-like tech tree, the goal is to get to AI superintelligence and a Kardashev-scale civilization. "Dylan's been getting us all into Age of Empires with https://t.co/D3lZqIuxAp

Jordi: "[The Anthropic ad] is incredibly clever. It's also incredibly dirty. I think they're trying to muddy the water around the ads rollout." "The ads that are coming to ChatGPT are effectively display ads. Everybody in the industry by now should know this. Yet this campaign https://t.co/P1Skpuq2gt

John: "I think some people do need to have their multiple Claude Max accounts banned. They're not building anything useful. They're wasting tokens... I'm with Claude on this." John jokes about Claude banning users from having multiple Max accounts, but points out that AI has https://t.co/dnwtLQGP5z https://t.co/gjVjfBceby

.@altcap surveyed 300 companies and found that even those aggressively optimizing their Claude usage still plan on growing their AI spend by a lot. "Anthropic and OpenAI will continue to grow right through the optimization, because the growth curve on penetration is so steep." https://t.co/wKEtM7cZsL https://t.co/AmZdOmb8Sw

Investor @bgurley: "If I were using cynical words, I'd say [venture capital] hijacked the growth years of early IPO companies." "Amazon went public below a billion in market cap. It's hard to fathom that today, with what we have going on here." https://t.co/jCkLaznSY2

Investor @bgurley: "If I were using cynical words, I'd say [venture capital] hijacked the growth years of early IPO companies." "Amazon went public below a billion in market cap. It's hard to fathom that today, with what we have going on here." https://t.co/EZB3A2pE6v

Microsoft CEO @satyanadella on their 2019 $1B investment in OpenAI: "Bill Gates said, 'You're going to burn this billion dollars.'" "I didn't put in that billion dollars saying, 'Oh yeah, this is going to be a hundred bagger.' That's not what was going through our heads." https://t.co/bnW6pEIIwJ

Match Group CEO @spencerrascoff says his company is adding millions in new AI expenses, and many CEOs still aren't sure when the payoff will fully show up. "So our approach is that we have to pay for these tools. For us, it's $5-10M a year that we're spending on AI tools from https://t.co/Ry73IZvL7J https://t.co/tj8ZgvZh2z

Bloomberg's @markgurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and https://t.co/QGzXFd5hrd

AMD's @AnushElangovan explains why he thinks his company's open source ethos combined with agentic AI superpowers their leverage as a company: Because AMD publishes a lot of technical details about its hardware, when engineers use AI tools, the models already “understand” AMD’s https://t.co/dOtNjjfrBB

Airbnb CEO @bchesky says more AI founders should be starting consumer businesses. "I'm on the board of Y Combinator. 87% of companies are enterprise companies per batch." "Enterprise is awesome... but the biggest prize is consumer. That is what's going to reach daily life for https://t.co/B0VXWcIGVI

.@PalmerLuckey dreams of building a car that can pull 80-90 Gs. “What I’ve always wanted to do is build a dragster so fast it would kill someone if they weren’t in a fluid-immersion G-pod.” His idea: fill your lungs with oxygenated fluid, climb into a full-immersion pod, and https://t.co/wjRCkPmszr

Rivian CEO @RJScaringe says the company plans to launch hands-off driving later this year, eyes-off driving in 2027, and fully autonomous vehicles that never require human intervention in 2028. "Getting to Level 4, which is the idea of the vehicle driving empty, you sitting in https://t.co/dXRKZYnHw4

.@noise_xyz CEO @gabri3l says Silicon Valley's echo chamber said ChatGPT was cooked after Claude Code came out, but that wasn't true: "One of the interesting things with Noise is, you get to see where echo chambers are breaking." "Claude Code was this thing in Silicon Valley https://t.co/kw5WTo6p3j

Astrocade co-founder @_amirabs launched his online gaming platform six months ago. Today, it has 5M monthly active players, hundreds of thousands of games, and just finalized a $56M Series B. "Once a creation tool becomes accessible to everyone, great generational companies https://t.co/Z7DWQaZyoG https://t.co/hopvojmDsi

We just asked Robinhood CEO @vladtenev why Alphabet, Amazon, Meta, and Microsoft all had earnings within the same 30-minute window on the same day: https://t.co/gkK7TMQuuH

Today, Robinhood’s fearless CEO Chad Tenev grabbed a cactus bare-handed mid-interview. “We live in a dangerous world, gentlemen.” https://t.co/vLhxLiJPyY

Robinhood CEO @vladtenev says “Robinhood Social” is launching in the coming weeks with "whale tracking" so users can follow and copy trades from politicians and other traders, like Nancy Pelosi: https://t.co/347lp356CC

Zapier CEO @wadefoster says remote companies have an advantage in the AI era, becuase "every last bit of work exhaust is documented," which supercharges internal AI and accelerates people's work: "All our stuff is inside Slack. All our meetings are recorded. Every last inch of https://t.co/On8j6mCWVn

"It's possible the full context needed to do a lot of white collar jobs is in fact logged. It's just logged in the final product and a whole bunch of emails, Slacks, and recorded Zoom calls." In this clip, John takes the other side of Dwarkesh's comment that software https://t.co/aEMnariHRU https://t.co/FqW4nOgi8E

Reserve F1 driver and founder of Meuze AI @jackdoohan33's workflow is absolutely brutal. After spending the day at the track gathering data, he flies back to the team's factory and works in the simulator from roughly 6 PM-3 AM, testing setup changes and ideas that engineers https://t.co/wS35YmpV6u

Andrew Huberman reveals his #1 productivity hack: a separate phone for social media that he keeps in a lockbox. "It's getting very easy to blow past your peers now, just by avoiding being on social media a little bit more." "I took my old phone and I put social media on it. I https://t.co/del6YzL62h

"There's this new thing coming from AI companies that nobody's expecting. And I think all of the labs are gearing up to think about it." - @martinshkreli He thinks Macrohard is involved, and that it will make it more valuable than xAI: "I think almost nobody in the market is https://t.co/6Ymoc0g6rw

.@MartinShkreli explains why he's both bearish on prediction markets and runs a bot that makes a market in the Bitcoin 15-minute Polymarket markets: "How much are you just financializing for financializing's sake, and is that sustainable when you actually need people with tons https://t.co/AkXcTOVJF4 https://t.co/V8dBRbc7n8

.@adcock_brett says Hark is building new multimodal models and new hardware because LLMs today are "incredibly dumb." "This should feel like Jarvis." "They don't remember anything about me, it's not very personal, they can't listen or talk to me well, they can't see the world, https://t.co/w8f2SVyVnc https://t.co/4WHyVOTrGw

Anthropic's @_sholtodouglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical https://t.co/LcS6J2Dobj

.@mcuban says he's not worried about AI doom scenarios related to robotics because AI "doesn't understand the consequences of its recommendations": "Right now, LLMs are basically bimodal: it’s almost all text and pictures, with some video. You can’t model the world with that." https://t.co/iUC5RgMIhC

Hunter Weiss' viral clip of @tryramp's rise is based off the browser game Line Rider from 2006. Extremely novel, cool way to tell a story. https://t.co/jSmfZllH5N https://t.co/qLvJ1MSOhB

"It wouldn't be crazy if someone was trying to tank the Uber or DoorDash marketcap to make a few bucks." After @caseynewton's reporting on the viral Reddit post about food delivery that proved it was a hoax, we asked him what he thinks the motivation was. His full response: https://t.co/KDp1bWEYhO https://t.co/qRJii5HW54

Status is "Sims but social media." And it grew to 1M users within 19 days of launching last year. The platform now has more than 5 million user-created characters. It's an AI-powered social RPG where users can create alternate identities, live inside simulated social worlds, and https://t.co/Ue6Ef11bPt

Breaking Points' @esaagar says AI companies are "fighting against a very, very big force" in the US. "There's this rising populist tide against the data center movement. And against Abundance-style assurances from politicians and companies." "Something is happening. The tide https://t.co/kLMywQGbK7 https://t.co/JrsIzQBoDS

John: "I think some people do need to have their multiple Claude Max accounts banned. They're not building anything useful. They're wasting tokens... I'm with Claude on this." John jokes about Claude banning users from having multiple Max accounts, but points out that AI has https://t.co/dnwtLQGP5z https://t.co/gjVjfBceby

Y Combinator's @lutherlowe says Apple's culture is "one of absolute control": "I think that we have reached this inflection point where — if I've got my MacBook in my lap, I can open it up, download any app I want, open Terminal, and do all kinds of crazy mods." "But the https://t.co/NZDvhP6sns

"It is in some ways offensive to me that iOS is a nearly 20-year-old computer on which you cannot make software for the computer itself." — @gruber "At this point, an iPad Pro costs like $2,000. And you can't use it to make apps. It's kind of bizarre." "Even if it was just https://t.co/DUcICUIAk4

"If you talked to a coder and told them, 'I'm going to take away GitHub Copilot and the agentic coding capabilities,' they'd be like, 'I refuse to work in this environment.'" "It's just inhumane, almost." President of Business & Industry Copilot at Microsoft @clamanna: "The https://t.co/Fm1wAYfPrU

.@ns123abc thinks OpenAI is "entering into bubble territory" if its user growth is in fact stalling out: "In 2025, they said they were going to reach 1B users by the end of the year, they actually stalled at 800M." "If their user base—which is getting mogged by Google—starts https://t.co/OJAlLGkuxh

Breaking Points' @esaagar says AI companies are "fighting against a very, very big force" in the US. "There's this rising populist tide against the data center movement. And against Abundance-style assurances from politicians and companies." "Something is happening. The tide https://t.co/kLMywQGbK7 https://t.co/JrsIzQBoDS

.@FerdiDabitz: "The dollar is the best product in the history of the world. Insane PMF. There's quasi-infinite global demand for it, especially outside of the United States." "There are all kinds of quantitative ways to think about this. Europe and the US contribute 40% of https://t.co/zngFuScifv

President of @blackstone Jon Gray says his firm's biggest theme after data centers is electricity: "Data centers, robots, autonomous vehicles, reindustrialization. It all needs power. It's everything from LNG, to renewables, to pipelines, to electrical equipment, to utility https://t.co/V8SGFGImp8

BREAKING: Terraform Industries has broken ground on a site in Kern County, CA to manufacture synthetic hydrocarbons using solar power. CEO @cjhandmer: "What they tell you about permitting in CA is mostly true. But you can prevail and get through, which we've been able to do https://t.co/yuT3NqJiqd

Breaking Points' @esaagar says AI companies are "fighting against a very, very big force" in the US. "There's this rising populist tide against the data center movement. And against Abundance-style assurances from politicians and companies." "Something is happening. The tide https://t.co/kLMywQGbK7 https://t.co/JrsIzQBoDS

Objection founder @aronpingdsouza is building "the AI tribunal for investigating the media" with the backing of Peter Thiel and @balajis. He explains how it works: "The fundamental problem with news media today is that false information spreads six times faster than true https://t.co/9kaLukJ6ju https://t.co/48T9auvMlK

SendCutSend founder @jimbelosic just raised $110M from @patrickc and @collision, @andrew__reed, and @matthuang to do "the Amazon of manufacturing." The idea for the deal started after he got introduced to Patrick on 𝕏. "He was like, 'Oh yeah, I've heard about your company. You https://t.co/C4fX71aYXJ https://t.co/iPo3UUjJRO

.@thomas_coatue got a job in CAA’s mailroom by calling every day for six months: "There was one agent who had gone to Yale, Sally Wilcox. I called her every day for six months at the same time." "Finally one day I got a call back from her and she says, 'What's it going to take https://t.co/aUk9EP7Mej

Apple's Eddy Cue says Steve Jobs and Tim Cook share 3 things in common: They worked harder than anyone else, they had a laser focus on just 2 things — Apple and their families — and they always prioritized S-tier product experiences over financials. https://t.co/byTaf2ZMni

Making a big deal of a fundraise "would be like showing you my office lease. We need it to get things done. But that's not the important thing." - @Sirupsen "We want people to focus on what our customers say, and what they're doing with turbopuffer. That's what we care about." https://t.co/kFoyGM1hdt https://t.co/tGImgS2C66

Pragmatic Engineer's @GergelyOrosz is on a "secret email list" of agentic AI coders, and they're starting to report trouble sleeping because agent swarms are "like a vampire." "A lot of people who are in 'multiple agents mode,' they're napping during the day... It just really is https://t.co/slsPgCfkKw

People seem to have forgotten the early vibes around Sora. Many were referencing Infinite Jest, saying it was going to one-shot humanity, that their boomer relatives were cooked. It was an entertainment doom-loop narrative. https://t.co/9Q1a3xAG2a https://t.co/f0Hg6TZycQ

.@bchesky says AI is the biggest opportunity for creative people in his lifetime. "I'm really worried that an entire generation of designers, artists, and creative people are going to decide to sit out AI." "The photo and video generation models allow you to design incredibly https://t.co/56SmQnkqrX

"Young people are never going to know what it's like to wake up at 3 in the afternoon and be like, 'I left my credit card at the bar.'" Momofuku founder @davidchang says people drinking less is "the real existential threat" to the restaurant industry. "The biggest thing https://t.co/s0oB8YVR6H

.@zebulgar on the Manus acquisition: "I'm like a disappointed father. I just can't believe this is what the world has come to. How has this happened?" "My favorite meme about it was there was somebody that had a fake text chat between Zuckerberg and Alex Wang, and Zuckerberg https://t.co/IXMmxJDypT https://t.co/77g3qtPzTV

"I can't believe we're still viewed as crazy." Alex Karp on people misunderstanding @PalantirTech: "It's like - everything we're doing is the only thing that's working." "I don't want to spend a lot of time on our baller numbers from last year, but it's like... clearly nothing https://t.co/g9fz1Vj9aG

"BPC-157 is the biggest scam I've ever seen. It does absolutely nothing. There's no redeemable value to it." - @MartinShkreli "Why are we going backwards? Why don't we go forwards? What is this urge by the Valley — and I blame the Valley — to go backwards through time and https://t.co/EP0sq2PH3L

.@mcuban says he's not worried about AI doom scenarios related to robotics because AI "doesn't understand the consequences of its recommendations": "Right now, LLMs are basically bimodal: it’s almost all text and pictures, with some video. You can’t model the world with that." https://t.co/iUC5RgMIhC

Today, Robinhood’s fearless CEO Chad Tenev grabbed a cactus bare-handed mid-interview. “We live in a dangerous world, gentlemen.” https://t.co/vLhxLiJPyY

Visual artist @BillyBoman_AI, who recently went viral for his 'Hollywood sign' on the 101 in LA, says Kling 3 and Seedance 2 are the two "kings of the hill" in AI video currently: "Up until 2024, Midjourney was king. Then you had Flux and a bunch of indie [models] coming in, and https://t.co/KuZVa6uV65 https://t.co/Ela3b1Gjel

Hunter Weiss' viral clip of @tryramp's rise is based off the browser game Line Rider from 2006. Extremely novel, cool way to tell a story. https://t.co/jSmfZllH5N https://t.co/qLvJ1MSOhB

.@altcap surveyed 300 companies and found that even those aggressively optimizing their Claude usage still plan on growing their AI spend by a lot. "Anthropic and OpenAI will continue to grow right through the optimization, because the growth curve on penetration is so steep." https://t.co/wKEtM7cZsL https://t.co/AmZdOmb8Sw

Jordi: The obvious criticism here would be that Anthropic was heavily focused on safety when it was far away from leading in AI. Switching up now that there's real competition feels a little self-serving. And many of the initial concerns that were guiding that philosophy around https://t.co/lQn5Jgzoub

People seem to have forgotten the early vibes around Sora. Many were referencing Infinite Jest, saying it was going to one-shot humanity, that their boomer relatives were cooked. It was an entertainment doom-loop narrative. https://t.co/9Q1a3xAG2a https://t.co/f0Hg6TZycQ

Odd Lots' @TheStalwart vibe-coded an app that's proving a long-running theory he's had: as digital media has saturated our lives over the last 20 years, our writing is becoming more like the way we speak out loud. "You just drop a piece of text in. Then it says, 'This sentence https://t.co/IQ64FfWGNv https://t.co/8P1mdqEW7N

Y Combinator's @lutherlowe says the App Store is "basically like the worst DMV in the world": "25 years ago, you saw the rise of WYSIWYG browser-based HTML editors. And that kind of democratized the process so anybody could create a website." "Now we have tools that allow https://t.co/XeX8qaq9UQ

Sierra co-founder @btaylor says the era of web apps is over: "We made these databases, these systems of record in the 80s and 90s. And then as the web browser came out, we said, 'We're going to give you some forms and fields in the web browser to manipulate these systems of https://t.co/k4H8YGYvbm

"I do find it fascinating, considering that when you actually look at the portfolio overlap, it's insane." @jordihays and @johncoogan on the General Catalyst ad: "Almost all of their winners — they are in both companies. They're backing a lot of the same companies." "General https://t.co/zit4bzRsKA

SemiAnalysis founder @dylan522p says that despite their "terrible comms," Oracle is likely in a stable financial position: "I told my Oracle contacts, 'Who the hell is in charge of the Twitter account?' Nvidia did something similar last year when the whole TPU mania was going https://t.co/U76duB0GTk https://t.co/1yygTN0jAm

.@zebulgar on the Manus acquisition: "I'm like a disappointed father. I just can't believe this is what the world has come to. How has this happened?" "My favorite meme about it was there was somebody that had a fake text chat between Zuckerberg and Alex Wang, and Zuckerberg https://t.co/IXMmxJDypT https://t.co/77g3qtPzTV

Tyler explains to John and Jordi how Japanese Twitter flooded American Twitter over the weekend, spreading international goodwill and cheer: https://t.co/4dM2xpz46M

.@sama responds to Anthropic's Super Bowl ads: "Well it's just wrong. We respect our users. We understand that if we did something like what those ads depict, people would rightfully stop using the product." "Our first principle with ads is that we're not going to put stuff https://t.co/rIXrIpLQUk