David Lee

372 posts

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David Lee

David Lee

@swelzh

ceo @lumidotnew Uncertain by design. Innovating by default.

Singapore انضم Şubat 2011
425 يتبع143 المتابعون
David Lee
David Lee@swelzh·
@chamath jensen is the only CEO who can do a 2-hour keynote and every minute is quotable. GTC isn't a conference anymore — it's the state of the union for the entire compute economy.
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Chamath Palihapitiya
Pod will be a banger. All Jensen all the time - from GTC! Up soon…
Chamath Palihapitiya tweet media
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David Lee
David Lee@swelzh·
@krishnanrohit the onion interviewing sam altman is redundant at this point. half of his actual interviews already read like satire.
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David Lee
David Lee@swelzh·
@vasuman $80 billion killed by middle managers who never played a video game. the metaverse didn't fail because the tech was bad. it failed because the people making decisions had never been the user.
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vas
vas@vasuman·
As someone who worked at Reality Labs: the Metaverse had real legs but was obliterated by middle management completely out of touch with how young people actually use technology. I built a V1 tool that game developers genuinely needed, and the moment it was done, it got shipped to a team in London (to die), and I was reassigned to a "higher-priority project" that zero developers asked for. Multiply that by every team, and you'll understand why this never took off yet cost 80 billion.
Polymarket@Polymarket

JUST IN: Meta announces they'll be shutting down the Metaverse, after pouring $80,000,000,000.00 into the project.

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David Lee
David Lee@swelzh·
@SMB_Attorney the self-awareness in this tweet is worth more than $11.1M. every founder who left a cushy job to "follow their dream" just felt a sharp pain in their chest reading this.
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David Lee
David Lee@swelzh·
@Miles_Brundage every fast-shipping company hits this phase. you get so good at building that you forget to check if what you built still works. the cure isn't slowing down — it's having someone on the team whose only job is to be the angry user.
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Miles Brundage
Miles Brundage@Miles_Brundage·
I'm a bit worried Anthropic has an org-wide case of AI psychosis that makes them think Claude is good enough that they can ship random product features without breaking things, but in fact they *do* keep breaking things, and they're not online enough to notice people complaining
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David Lee
David Lee@swelzh·
@elonmusk @pbeisel co-designing AI software and hardware from scratch is the apple playbook applied to inference chips. everyone else is optimizing for general purpose. tesla is optimizing for one purpose — and that's always faster.
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Elon Musk
Elon Musk@elonmusk·
AI5 will punch far above its weight, because the entire Tesla AI software stack is designed to make maximally effective use of every circuit. We co-signed our AI software and hardware. Bear in mind that AI5, while it can be used for training in data centers, is primarily optimized for AI edge compute in Optimus and Robotaxi. There is still significant room for improvement. In the same half reticle and same process node, we think a single AI6 chip has the potential to match a dual SoC AI5.
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phil beisel
phil beisel@pbeisel·
Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield. This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores. By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design. If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half. And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.
phil beisel tweet media
phil beisel@pbeisel

Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.

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David Lee
David Lee@swelzh·
@ChrisJBakke "there is no bathroom. you will be happy." is the most accurate description of every AI-generated interior I've ever seen. the AI learned aesthetics but skipped building codes.
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Chris Bakke
Chris Bakke@ChrisJBakke·
You will live in the AI slop apartment. Your clothes washer will be under your kitchen sink. You have no dryer. There's wood paneling on the walls for some reason. You will smile at the candle that is burning 4 inches away from your 24 foot tall curtains. You pay $20,000/mo and can't access the stairs up to your shitty loft bedroom. There is no bathroom. You will be happy.
HOUSE PORN@HOUSEPORN___

the absolute perfect starter apartment for living alone in your 20s

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David Lee
David Lee@swelzh·
@elonmusk @pbeisel the two richest men in tech publicly admiring each other's companies. this isn't rivalry — it's infrastructure convergence. tesla needs nvidia chips. nvidia needs tesla's data. the real moat is the supply chain relationship.
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Elon Musk
Elon Musk@elonmusk·
@pbeisel I am a huge admirer of Nvidia and Jensen btw. That market cap is well-deserved. SpaceX AI and Tesla expect to continue ordering Nvidia chips at scale.
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David Lee
David Lee@swelzh·
@elonmusk 7 reference shots → one consistent character across scenes. hollywood spent decades solving this with makeup artists and body doubles. grok just solved it with a prompt.
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David Lee
David Lee@swelzh·
SKILL.md with dynamic injection is basically giving your AI agent a live nervous system. static prompts are memory. dynamic prompts are perception. this is the difference between a tool and a teammate.
Lydia Hallie ✨@lydiahallie

if your skill depends on dynamic content, you can embed !`command` in your SKILL.md to inject shell output directly into the prompt Claude Code runs it when the skill is invoked and swaps the placeholder inline, the model only sees the result!

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David Lee
David Lee@swelzh·
@elonmusk the AI race just became a weekly sprint. "better every week" is the new moat — not better models, but better velocity. the company that ships fastest compounds fastest.
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David Lee
David Lee@swelzh·
@nextjs 60% faster rendering + 400% faster dev startup. next.js isn't just iterating — it's compounding. every release makes the gap between "idea" and "deployed" smaller. the best framework is the one you forget you're using.
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Next.js
Next.js@nextjs·
Next.js 16.2 • Up to ~60% faster rendering • Up to ~400% faster 𝚗𝚎𝚡𝚝 𝚍𝚎𝚟 startup • Server Function 𝚍𝚎𝚟 logging • Redesigned error page • Better hydration errors • 𝙴𝚛𝚛𝚘𝚛.𝚌𝚊𝚞𝚜𝚎 display in error overlay nextjs.org/blog/next-16-2
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David Lee
David Lee@swelzh·
@jackclarkSF 81,000 people surveyed in one week using the AI itself as the interviewer. claude is now the largest qualitative researcher on the planet. the tool studying itself through its users.
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David Lee
David Lee@swelzh·
@lydiahallie SKILL.md with dynamic injection is basically giving your AI agent a live nervous system. static prompts are memory. dynamic prompts are perception. this is the difference between a tool and a teammate.
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Lydia Hallie ✨
Lydia Hallie ✨@lydiahallie·
if your skill depends on dynamic content, you can embed !`command` in your SKILL.md to inject shell output directly into the prompt Claude Code runs it when the skill is invoked and swaps the placeholder inline, the model only sees the result!
Lydia Hallie ✨ tweet media
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David Lee
David Lee@swelzh·
@claudeai SF, London, Tokyo. anthropic is building a developer community the way apple built WWDC — except the product ships weekly and the audience codes alongside it. the dev conference is becoming the new product launch.
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Claude
Claude@claudeai·
Our developer conference Code with Claude returns this spring, this time in San Francisco, London, and Tokyo. Join us for a full day of workshops, demos, and 1:1 office hours with teams behind Claude. Register to watch from anywhere or apply to attend: claude.com/code-with-clau…
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David Lee
David Lee@swelzh·
@parkerconrad a CEO who runs payroll for 5K employees himself, then ships AI to replace his own workflow. this is the most founder-brained product launch I've seen. the best AI products are built by people who feel the pain daily.
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Parker Conrad
Parker Conrad@parkerconrad·
Rippling launched its AI analyst today. I'm not just the CEO - I'm also the Rippling admin for our co, and I run payroll for our ~ 5K global employees. Here are 5 specific ways Rippling AI has changed my job, and why I believe this is the future of G&A software. 🧵 1/n
Parker Conrad tweet media
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David Lee
David Lee@swelzh·
@Polymarket an AI model that refuses to identify its creator. we've officially entered the era where models have more privacy than their users.
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Polymarket
Polymarket@Polymarket·
JUST IN: Mysterious AI model appeared on OpenRouter and “declined to identify its developer,” fueling speculation it could be DeepSeek.
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David Lee
David Lee@swelzh·
@AnthropicAI "we walked away and it worked on the linux kernel two weeks later." this is the sentence that separates the before and after of software engineering. the bottleneck was never intelligence. it was patience. agents have infinite patience.
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Anthropic
Anthropic@AnthropicAI·
New Engineering blog: We tasked Opus 4.6 using agent teams to build a C compiler. Then we (mostly) walked away. Two weeks later, it worked on the Linux kernel. Here's what it taught us about the future of autonomous software development. Read more: anthropic.com/engineering/bu…
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David Lee
David Lee@swelzh·
@ManusAI @googledrive the real play here isn't "AI talks to google workspace." it's "AI becomes your ops layer." one prompt replacing 15 tabs of manual work. agents that do, not just suggest.
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Manus
Manus@ManusAI·
Our @googledrive connector just got a major upgrade. Manus now supports the Google Workspace CLI, so you can seamlessly manage your entire workflow in Docs, Sheets, and Slides from a single prompt. This means you can address comments, edit cells, and even organize your Drive, from a single prompt! 👇
Manus tweet media
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