Wednesday, June 3, 2026

Timeline

Archive

@semianalysis_·Tweet 2061915952711639361

Timeline screenshot: Cerebras did what the industry calls impossible: turned an entire 46,225mm² wafer into one chip. Defects on silicon that big are inevitable, so they built in…

Jun 1, 2026Unsorted

2 accepted

@tbpn·same event

48strong

Cerebras just had the biggest IPO of the year. Founder @andrewdfeldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA https://t.co/ViZr6nfm4t

May 14, 202635K impressions192 likesindustry news announcements

@tbpn·same company or person

39medium

SemiAnalysis President @fabknowledge on the Cerebras IPO: "There is a narrow path for them. I think they're going to be able to inference maybe 1 trillion parameters and very small context window sizes. Or smaller models at very fast speeds." "There's demand. Clearly, we're in https://t.co/ToFdVfla1i

May 14, 202690K impressions243 likesindustry news announcements

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@tbpn·same theme

33weak

Braintrust CEO @ankrgyl agrees with @dwarkesh_sp's claim that "diffusion is cope" and that if models were truly better, they'd be spreading faster: "We are now programming at the maximum speed that we can program." "There are so many people who make mistakes and walk them back, https://t.co/aAIYXHHSpl https://t.co/jekWFOGmbM

Feb 18, 202631K impressions97 likesexecutive commentary industry opinions

@tbpn·not related

37no

John: I don't know why there wouldn't be a lot of different customers lining up to buy Cerebras chips. Every lab that has exploding demand — Cursor, Anthropic, Meta, Google, etc. — unless they have a direct answer to this, I would see them being a buyer in the near term. https://t.co/06Bcb4blPs https://t.co/horJzEcw2t

May 11, 2026123K impressions179 likesAI-driven business models

@uncanny_harry·Tweet 2061818469918581007

Timeline screenshot: "AI HAS NO PLACE IN FILMMAKING!" say the luddites and then the G.O.A.T drops this. If you are listening to the haters telling you AI has no place in in filmm…

Jun 1, 2026Unsorted

1 accepted

@tbpn·same theme

52medium

.@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

May 8, 202659K impressions404 likesAI in entertainment

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@tbpn·same theme

41weak

The reaction to the OpenAI Greg Brockman video shows why the superintelligence narrative is bad for the AI industry. Compare AI to a rocket company that wants to go to Mars, like SpaceX. They're not saying, "We're racing toward this definitive moment, boots on the ground on https://t.co/WSSeBm97fH https://t.co/ueIWV85luE

Dec 18, 202569K impressions97 likesAI ethics and implications

@tbpn·not related

44no

.@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

Mar 19, 202691K impressions91 likesAI ethics and implications

@philipjohnston·Tweet 2062007390187516388

Timeline screenshot: I’m glad I’ve provoked a reaction! This will age badly over the coming few years.

Also I’m not talking about timing raise based on AI opinion. I’m talking a…

Jun 2, 2026Unsorted

1 accepted

@tbpn·counterpoint

48medium

"VCs are lagging indicators." - Pax Ventures' @MichelleVolz "Often, great founders will see something before VCs." "Once something is hype-y, it's usually too late to find a good early-stage investment." "LPs are lagging-lagging indicators. Once something is very mainstream https://t.co/7L0LkngXuy

Mar 9, 202632K impressions196 likesexecutive commentary industry opinions

@altcap·Tweet 2061889035627581666

Timeline screenshot: The new Cyber AI EO is a good balancing between safety & speed. It gives the gov’t a short review period but expressly prohibits a new licensing / pre-clear…

Jun 1, 2026Unsorted

1 accepted

@tbpn·same theme

47medium

"Getting jobs for all Americans is going to be hard" as AI fully diffuses throughout the US economy, says @PalantirTech CEO Alex Karp. “You have to have different policies around how we train people.” “Currently, if you’re a young kid in high school and you’re neurodivergent, https://t.co/7AlG1KJYgR

Mar 12, 202660K impressions246 likesAI ethics and implications

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@tbpn·same theme

40weak

“Is AI overhyped or underhyped?” @drfeifei: "Silicon Valley can mistake clear vision with short distance. In 2006 the first self-driving car drove 140 miles...it still took 20 years for Waymo to be barely on the road." "Clear vision is important, but the journey will be long." https://t.co/6B3RbagImd

Feb 8, 202667K impressions658 likesAI ethics and implications

@tbpn·same theme

40weak

“Is AI overhyped or underhyped?” @drfeifei: "Silicon Valley can mistake clear vision with short distance. In 2006 the first self-driving car drove 140 miles...it still took 20 years for Waymo to be barely on the road." "Clear vision is important, but the journey will be long." https://t.co/FIiEhtkKmO https://t.co/84sXHjdTW5

Feb 18, 202665K impressions302 likesAI ethics and implications

@stockmktnewz·Tweet 2062175839429476662

Timeline screenshot: $UBER just announced that it is cutting 23% of jobs in its "People" division that includes human resources, recruitment, workplace facilities and culture - B…

Jun 2, 2026Unsorted

1 accepted

@tbpn·same event

44medium

"The reality is, nobody's hiring." Marathon Founding Partner @gokulr reacts to the Block layoffs and predicts that over the next 18 months, every public company is going to have a 30%+ cut because of AI: "If they don’t, I question their leadership." https://t.co/9vTLTp3u8X

Mar 3, 2026155K impressions268 likescorporate leadership talent moves

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@tbpn·not related

35no

Verizon CEO Dan Schulman is warning that AI will cause 20%-30% unemployment within the next 2-5 years, and asked staff to use AI to write their own obituaries in a recent all hands, per WSJ. https://t.co/d3w14pxCQ7

Apr 20, 202646K impressions169 likesfuture of work

@eglyman·Tweet 2062157392473624653

Timeline screenshot: Introducing Stack.

The AI operating system that lets accounting firms take on more clients without hiring. Learns your firm's process, runs the close, posts…

Jun 2, 2026Unsorted

1 accepted

@tbpn·same theme

43medium

"AI will rewrite interfaces. It will never rewrite real infrastructure." - Shopify president @harleyf on the SaaSpocalypse "Ultimately, I think the companies that are going to do really well will be the ones that are systems of record. The ones that are actually operating like https://t.co/eGhEUndxIC

Feb 11, 202642K impressions128 likesexecutive commentary industry opinions

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@tbpn·not related

39no

Sequoia's @gradypb says systems of record software companies are relatively safe from AI disruption, but that systems of engagement companies built on top of them are in trouble: "The first wave of the on-prem to cloud transition was transitioning systems of record — the https://t.co/C545HVh3E2

Mar 19, 202675K impressions211 likesexecutive commentary industry opinions

@tbpn·not related

37no

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

Apr 15, 202677K impressions297 likesAI in marketing

@gergelyorosz·Tweet 2061892888607272962

Timeline screenshot: You cannot make this up: Meta nuked teams like Integrity so bad that services are without oncall coverage 💀

Let me spell it out: it’s more important for Z…

Jun 1, 2026Unsorted

1 accepted

@tbpn·same company or person

42medium

.@johncoogan says the recent reporting on Meta's 'tokenmaxxing' is less of a sign of bad incentives at the company, and more of a tell about its potential strategy for more vertical integration: "I think it makes clearer the strategy with MSL. Because it's clear that they're https://t.co/mjh46Diwei https://t.co/osZD8c6JT3

Apr 7, 202632K impressions53 likesAI ethics and implications

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@tbpn·same theme

37weak

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

Feb 4, 2026192K impressions386 likesAI and mental health

@tbpn·same theme

36weak

OpenAI has declared 'Code Red' multiple times, according recent Bloomberg reporting. Investors are alarmed. But the concern is purely the result of a comms issue. Because there's a phrase for when you want an entire team focusing on one particular project that isn't 'Code https://t.co/L2lqpgSZ26 https://t.co/pOssXUf9x6

Dec 19, 202553K impressions153 likesAI ethics and implications

@tbpn·same theme

36weak

Stripe's @collision thinks people who think AI means the death of software engineering are "all high, honestly." "All these people calling the death of software engineering are smoking something." "You're able to work with AI so much better if you understand the underlying https://t.co/GOymqtZhSu

Apr 30, 202633K impressions228 likesAI ethics and implications

@cognition·Tweet 2061889596703551926

Timeline screenshot: Introducing Devin Desktop.

Manage fleets of local and cloud agents from one surface. Plan, delegate, review, and ship without leaving your editor. pic.twitt…

Jun 1, 2026Unsorted

1 accepted

@tbpn·same theme

42medium

Airtable's @howietl says that basically everyone will need to graduate from being ICs to ICs that manage teams of 20-30 agents: "The best developers today don't just sit there in front of their IDEs and synchronously talk to their agent." "[Instead], you have like 30 separate https://t.co/QLPBBY9yrt

Apr 21, 202634K impressions149 likesfuture of work

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@tbpn·same theme

31weak

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

Jan 29, 202657K impressions347 likesAI ethics and implications

@tbpn·not related

38no

$FIG just launched the Figma Design Agent, a dedicated agent that works alongside users in Figma. The agent lives directly on the canvas, so you can prompt from any design layer, iterate and edit alongside the agent, and hand it boring tasks that would have otherwise taken up a https://t.co/S55hUEUowq

May 20, 202643K impressions221 likesproduct launches rebrands

@luke_metro·Tweet 2061885739445739633

Timeline screenshot: I'm starting an AI rollup to roll up all the other AI rollups. Raising $300m on $1B pre. DM with term sheets.

Jun 1, 2026Unsorted

0 accepted

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@tbpn·same theme

43weak

.@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

Apr 28, 202644K impressions161 likesAI ethics and implications

@tbpn·not related

42no

BREAKING: @altcap says he's working with the White House and all the major AI players on an initiative that "would deliver a very tangible and profound dividend" to the communities where they're building data centers. https://t.co/sIhRf27AZG

May 29, 202673K impressions307 likesindustry news announcements

@tbpn·not related

40no

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

May 27, 202672K impressions108 likesAI in marketing

@boringbiz_·Tweet 2062000174017249377

Timeline screenshot: Just finished listening to Sarah Friar, OpenAI CFO, on the Liquidity Summit. Worth giving a listen

My thoughts…

I legitimately cannot believe what it’s lik…

Jun 2, 2026Unsorted

0 accepted

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@tbpn·not related

43no

Today, John put the Financial Times in the Truth Zone about a viral OpenAI chart they published. "What are we doing with this chart? This is a crazy chart... I'm so confused by this." His detailed breakdown of why he says it's a chart crime: https://t.co/nBNPL8hFNF https://t.co/o8wiwFcqiX

Dec 12, 202534K impressions57 likesexecutive commentary industry opinions

@tbpn·not related

43no

Salesforce CEO @benioff mounts a passionate defense of software: "The AI companies love our products. They're some of our largest customers. Anthropic, OpenAI, Google, Amazon." "That's reality. No one has a company running entirely on a LLM, because that's not real." https://t.co/FIbhiZ8lRk

Feb 25, 202650K impressions333 likesexecutive commentary industry opinions

@tbpn·not related

41no

The podcast with the xAI employee who may have gotten fired for giving the interview was great content, Jordi says. "There's just one small problem, though - Usually, a $200 billion company likes to control who's going to go out and do a tell-all about the company." "If you https://t.co/Vqu3j9ZuSa https://t.co/IPm7wlm0H4

Jan 19, 202698K impressions348 likesshow lineup guest announcements

@tbpn·not related

39no

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

Dec 31, 202596K impressions282 likesexecutive commentary industry opinions

@alexeheath·Tweet 2062192642033865192

Timeline screenshot: https://t.co/UdyqoUGmsM

Jun 2, 2026Unsorted

0 accepted

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@tbpn·not related

18no

.@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

Jan 8, 202674K impressions132 likesneeds_review

@tbpn·not related

17no

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

Feb 11, 202644K impressions201 likesexecutive commentary industry opinions

@tbpn·not related

17no

"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

Mar 12, 202635K impressions167 likesAI ethics and implications