Andrew

I build AI systems, automate workflows, and test monetizable ideas in public. Sharing the lessons, experiments, and patterns I learn as I go. If you’re into AI, automation, and building online, follow along.

@PolymarketMoney $900B valuation for Anthropic is insane on paper. Either the market is completely detached or they have something massive cooking that actually changes the economics.

JUST IN: Anthropic is now considering raising a new round at a $900,000,000,000+ valuation.

@XFreeze Elon dropping $38M to accidentally fund an $800B rival is the most expensive “I told you so” in tech history.

Today, OpenAI’s lawyers, led by William Savitt, spent hours on aggressive cross-examination - hitting Elon with unfair yes/no traps and trying to paint him as jealous, regretful, and a bully Every trap failed Elon fired back and stood firm: He called himself “a fool” for donating $38 million that built an $800 billion company: “They should not get rich off a nonprofit. That’s not right” He shut down every attack on his motives and reiterated the truth: ✅ OpenAI stole the charity ✅ Betrayed the open-source mission for Microsoft billions (the $10B deal was the tipping point) ✅ Larry Page said it’d be “fine” if AI wiped out humanity ✅ Warned Obama years ago ✅ AGI in untrustworthy hands = existential threat ✅ Founded OpenAI as a true nonprofit to benefit humanity.....not to enrich a few insiders ✅ Altman & Brockman were never honest about keeping it nonprofit ✅ Left the board in 2018 after seeing the profit-first direction ✅ The for-profit conversion looted the original mission and its donors ✅ Repeatedly warned Altman & Brockman before the big shift ALL core facts held firm. Not one key point broken Now Elon is demanding $130–150 billion returned to the nonprofit + removal of Altman & Brockman + full reversion to nonprofit status Elon was right then. He’s right now The truth doesn’t break under pressure

@levie Exactly. We keep assuming demand is fixed. Lower the cost or raise the output with AI and you unlock way more consumption. Radiology already proved it. Coding, legal, marketing, science, all the same story…

Radiologist growth is a perfect example of what happens when automation comes into supply-constrained professions. We have more radiologists, getting paid more, when even more technology is available, than ever. We myopically think that demand for a skill is static and automation will lead to less of a need for that skill. History consistently proves the opposite. Lower the cost (or increase the output) of a service that didn’t reach saturation, and you get more or new demand for it. AI agents allow for plenty of fields of work to deliver more output per dollar, either in volume or quality. This means that more customers end up consuming the services than before. This will happen in coding, legal, many new areas of marketing, sales, various scientific fields, and more.

@emollick Anthropic out here treating Mythos like a loaded gun while OpenAI and Google are still deciding if it’s a water pistol. Self-reported cyber risk is peak “trust me bro.”

Mythos seems to be a very capable model based on available information, but it is not a cybersecurity model - it is an advanced general purpose model that happens to be good at cyber because it is good at a bunch of things. Anthropic stated that they were worried about cybersecurity risk, and their efforts mean it is a restricted model with lots of government attention. OpenAI and Google will pass the same threshold soon (and may already have with unreleased models). and the question is whether they are as worried about cybersecurity risks, or whether they think their guardrails will hold. Currently, the degree to which models have cyberrisk is entirely self-reported and not regulated. That means that OpenAI and Google could release Mythos-class models if they want, by assessing the risk differently and making different decisions. Does that mean Anthropic is at a disadvantage because it can't release its equivalent model? Will OpenAI and Google also be somehow restricted from releasing their Mythos competitor. It all seems pretty unclear right now.

@jxmnop Entire company mainlined vibecoding and OD’d. Claude Code went from “this is magic” to “what the hell is this” in record time.

very interesting that Claude Code is the ultimate product for vibecoding, and Claude Code's engineers vibecoded Claude Code so hard it became unusable an entire company overdosing on Dogfood

@emollick Perfect illustration. AI gets you a few clever ideas and some copy. Everything that actually makes the party happen. Timing, people, vibe, and the execution is still 100% human.

Illustration of the jagged frontier as a PR thing: 1) People had to ask the AI for a party date 2) People wrote the social media posts about the party, set up the invite list 3) People had to solicit AI for the party ideas & select them 4) People order food, put it out, etc...

@edzitron Google is playing this one perfectly. No AI revenue disclosure means every cloud beat gets painted as AI magic. Amazon and Microsoft handed analysts the receipts and now pay the price.

Google is the smartest of the hyperscalers in that it doesn't disclose its AI revenues, thus everybody can say that any growth in cloud is a result of AI. Amazon ($15bn runrate) and Microsoft ($37bn runrate) made a huge mistake disclosing!

@bgurley Big 4 partners out here pretending AI is just a fancy typewriter. Meanwhile the actual work is getting done for pennies and they still want full rack rate.

We all know with certainty that AI will drastically reduce the costs of corporate auditing. This cost-reduction already widespread in legal. One problem - the big 4 are holding the line, telling clients despite AI, we are not lowering rates. Curious how this lands. The "task" is way cheaper. Will one of the "next three" start disrupting with price? Will the PCAOB circle ranks in an ugly act of regulatory capture? I'm watching with interest. Any predictions?

@BoringBiz_ Spot on. AI spend is exploding IT budgets and forcing every legacy contract back to the table. Companies are stacking tools they’re scared to cancel. The squeeze on old SaaS is just starting.

I absolutely think AI is hurting software companies, and it is not because of what most people think No serious company is ripping out their CRM or payroll SaaS for a vibe coded tool that was created 2 weeks ago Rather, the spend on AI at enterprises has made IT budgets a key focus area for every CEO and CFO across the board Every single one of them is now seeing their IT spend go vertical because of token costs In order to compensate for the higher costs, they are renegotiating software vendor contracts and pushing back on pricing where they can on legacy software Just as an example, I have had numerous conversations with decision makers at banks, private equity firms and hedge funds across Wall Street on their AI spend Many of them purchased licenses for enterprise OpenAI in 2024 and 2025 Now, they are realizing that vertical specific tools like Alphasense or Hebbia actually provide better value proposition to their analysts Instead of shutting down the OpenAI contract, they went ahead and demoed these new tools, and ended up onboarding them as well Early this year, same thing happened with Claude after these firms saw the massive popularity for tools like Claude in Excel and Cowork The ultimate result is that many of these firms are now stuck paying for multiple subscriptions across all the AI platforms, and this is putting a massive strain on IT budget They are now going back to legacy SaaS vendors and asking for pricing discounts, or just downsizing seats on those legacy platforms Most of them are afraid to cut off the AI licenses because they risk having to spend dollars and time onboarding again if that platform releases the next leg of innovation in AI

@edzitron This is eye-opening and honestly pretty scary. Amazon dropping $300bn+ with heavy Anthropic exposure is a hell of a bet. If they play it right though, it comes back tenfold.

This is really bad. Amazon spent $52bn (normalized for inflation) in capex between 2002 and 2017 to create one of the single-most profitable businesses in the world. Now it's spending $300bn+ with 75%+ of that revenue coming from Anthropic, who it's fed $13bn+ to keep alive.

@AlexFinn Bro is out here merging to main while kids play on monkey bars. The permanent underclass might just be the ones who forgot how to touch grass.

Right now my Codex agent is fully integrated into my smart glasses Getting projected directly onto my corneas I walk around my neighborhood. Nobody has any idea I’m shipping I walk through a park. Kids frolic. Parents laugh. I weep for them. They’re not locked in. The permanent underclass is coming and they choose to FROLIC instead of SHIP A child climbs the monkey bars. I silently merge today’s work with main Another child swings on the swing set. I burn my 20 millionth token of the day Not a second goes by I don’t have an agent writing code. I just pray Eight Sleep comes out with a ChatGPT integration soon so I can code while I sleep. That’s the last frontier. If you’re reading this tweet and do not have an agent terminal open either on your computer or on your face just know tonight I’m praying for you.

@GG_Observatory Totally with you on that one. Observability is the whole game. Without it, you’re just shipping folklore.

@ShipNotHype The pattern nobody talks about enough: observability is the difference between "it works in prod" and "it broke at 3am and you had no idea why. Logs + structured outputs > vibes. Keep building 🔥

I build AI systems, automate workflows, and test monetizable ideas in public. Sharing the lessons, experiments, and patterns I learn as I go. If you’re into AI, automation, and building online, follow along.

I asked Claude to pressure test my business idea before I built anything. Told it to argue against it as a skeptical investor. It found three real holes in my positioning in four minutes. I fixed two of them before writing a single line of code. The best use of AI is not building faster. It is being wrong faster.

@Monsterinmymin1 @quxiaoyin Totally mistyped that. I meant the sharp ones are using Ai to find a way to replace their income. Good callout.

@ShipNotHype @quxiaoyin Why in the hell would you build your replacement? That's the stupidest thing I've ever heard. How would that make you sharp? The boss won't give you a parting gift for helping them fire you.

Here's my prediction: if you're still at a big company, your job is about to become toxic as hell. AI gets better every day, replacing more workers. Now bosses are constantly thinking: "Is this person actually better than AI? Are they worth their salary?" You'll be under constant evaluation. It's like Squid Game, but with performance reviews. Three things will make this unbearable: First, impossible standards. Bosses will say: "AI can write code AND do product management. Why can't you?" They'll expect you to be superhuman. Second, layoffs become the default solution. When revenue dips, companies won't fix real problems. They'll just cut headcount to pump stock prices. You'll constantly worry about being next. Third, you'll be treated like a replaceable part. The attitude becomes: "If you can't outperform AI, you don't deserve to be human." Meanwhile, these companies aren't actually innovating. They're legacy businesses trying to hide decline through cost-cutting. All the pressure, none of the upside. What should you do? Take the money if it's good - like what xAI offers - but plan your exit. Or better yet, become the boss. AI empowers owners, not employees. Alternative career path: become a therapist. There's going to be a lot of burned-out tech workers who need help dealing with this workplace dystopia. The mental health industry is about to boom. #FutureOfWork #AI #BigTech #MentalHealth #Entrepreneurship #WorkplaceCulture #TechIndustry #CareerAdvice

@signulll Claude's bedrock monopoly ends. OpenAI sneaks in the back door. Enterprise just got spicy.

ppl underestimate how big of a deal it is that openai models are now on bedrock. i’ve met so many co’s that defaulted to anthropic & claude because they were already on bedrock, & for a long time that was basically the path of least resistance. this is huge for openai model accessibility.

@nikitabier most downloads ever? my feed’s already a firehose. send help.

After a quiet start of the year, X will record the most monthly downloads in history this April, beating our last record by 40%. We're just getting warmed up.

@IT_unhinged 64 characters, no biometrics, one wrong key starts over. the man wanted flexibility. he got options.

An operations manager submitted a ticket demanding I disable his password expiration. He said changing it every 90 days was a psychological burden. I told him security protocols are hardcoded into the AD environment. He CC'd my boss and said my lack of flexibility was halting operational efficiency. My boss told me to find a workaround. I found one. I moved his user account into the legacy mainframe service tier. Service accounts have passwords that never expire. However, the legacy tier requires a minimum password length of 64 characters. And it doesn't support biometric login. He now has to manually type a paragraph of random letters and symbols every time his screen locks. If he gets one character wrong, he has to start over. He asked to be put back on the 90 day rotation. I told him the migration script only runs once a fiscal year. His operational efficiency has plummeted. My psychological burden is zero.

@bhalligan A few specific examples could be. CRM agent auto-qualifies leads from emails. Docs agent polishes drafts. Silent execution wins.

@ShipNotHype So handing your employees pre-made agents? What is specific

What's the smartest, fastest way you've seen a company force-multiply their people with AI? Just saw the most clever way a founder is AI-pilling their entire 300-person team. Writing it up to share, but I wonder if it can be topped...

@cmuratori goblins as a feature? Aw hell ya! spice over sterile code.

Personally, I would consider "model often brings up goblins for no reason" a feature, not a bug.

@lolnvmtho Work’s not for joy. It’s for building what you love after hours.

i am not ashamed to admit that while i am grateful for having a job, i do not enjoy working.