Caesey

I really love building iPhone apps in Codex. Codex can design the screens, write the Swift code with GPT-5.5, run the app in Simulator without opening Xcode, and even click around with computer use to test it!

ANTHROPIC JUST EXPOSED HOW FAR BEHIND MOST FOUNDERS ARE IN BUILDING COMPANIES WITH AI AGENTS. Not a chatbot guide. Not a prompt tutorial. A full workshop on how to architect, build, and deploy AI agents that run your business operations autonomously. From the team that built Claude. For free. Here is what most people are missing about why this is different from every other AI workshop. Most workshops teach you how to use AI tools. This teaches you how to REPLACE business functions with them. Not replace individual tasks. Entire functions. Research. Content. Customer communication. Operations. Analytics. All running on agent systems that trigger autonomously, hand off between each other, and compound their output without a human initiating anything. The founders who attended Anthropic's enterprise briefings on this material are already building companies with 3 to 5 person teams that operate at the output level of 50-person organizations. Now the same workshop is public. Free. The gap between companies that understand how to architect multi-agent systems and companies that are still using AI as a chat tool is not closing. It is widening every single month. This workshop is the fastest path from the wrong side of that gap to the right one. Bookmark this and watch it this weekend. Follow @cyrilXBT for every Anthropic release that changes how companies are built.

The All In Pod just framed the Anthropic- SpaceX compute deal better than anyone else has. Everyone focused on the fact that Anthropic, a company Elon Musk has publicly called evil and misanthropic is now renting his data center. But look at the structure Elon built underneath it. Shaun Maguire’s tweet says it, SpaceX isn’t a rocket company but rather a five layer platform play, Launch, Connectivity, Compute, Applications, and Other Bets. Layer 3 is where this deal lives and it changes everything about how you value the whole stack. Here’s what the infrastructure actually looks like. Colossus 1 in Memphis, the one just leased to Anthropic has 300+ megawatts, 220,000 GPUs across H100, H200, and GB200. Macro-Hard, known internally as Colossus 2, is targeting 1 gigawatt of capacity with 550,000 Blackwell GPUs. Macro-Harder, an 810,000 square-foot former warehouse in Southaven, Mississippi pushes the total campus toward 2 gigawatts and over 1 million GPUs. He gave Anthropic the older cluster, the H100s, great for inference, less critical for next-gen training while he kept the Blackwell capacity for Grok-5. He monetized the sunk cost without giving away the crown jewel. The All-In read is that this deal generates an incremental $4–5 billion of revenue this year alone, on top of analyst estimates already in the mid-20s. That’s the answer to the xAI valuation question that has hung over every roadshow conversation. Elon wasn’t building an AI lab with expensive infrastructure but rather building EWS, Elon Web Services. The Anthropic deal is just the first customer announcement.

Obsidian + Claude Code = 24/7 personal operating system. Works while you sleep. The people who build this tonight will never work the same way again. Watch it and Bookmark it now.

Anthropic gave these out yesterday at code with claude. Added personalized memory and Claude to it. You can just build things. @bcherny @trq212 Time to add managed agents to this. That’s going to be so cool.

"I do not think a chatbot is the right interface for travel or e-commerce." - @bchesky "I think the future is not apps. The future is agents, but I don't think they're going to be text-forward. I think they're going to be really rich user interfaces." "Imagine using iMessage to do everything, when in fact every other app has a unique interface." "With e-commerce, you want a very rich user interface. It would be agentic. You can have a conversation with it, but the point is that it has to be more visual."

I have a hunch about what this vague hint is meant to convey: OpenAI’s super app is coming. The reference calls to mind Sam Altman’s Death Star meme.

Pod!

"Enterprise makes a lot of sense until everyone does enterprise." @bchesky says we're going to see a massive revolution from enterprise to consumer AI in the next two years: "I saw a tweet recently that like 60 new neolabs are being formed. I've met a number of these researchers. A lot of them are interested in doing the same things." "Everyone's saying that consumer's hard. But you know what's also hard? Competing with 10 other companies in enterprise doing your idea too. That's also hard." "We're about to enter this new era where suddenly going beyond text is possible. I think you're going to even be able to see real-time AI-generated interfaces in the next year or two." "My prediction is, this has been the era of enterprise. Even [with] ChatGPT's breakout success, I would predict that most of their revenue is going to be going to Codex. And I think in the next two years, you're going to see a massive revolution in consumer." "We're going to try to do our part. I'm not sure Airbnb will be the company to blaze the trail. But I think someone has to. In another era, it would have been Apple. The Steve Jobs-era Apple would have done that."

The IG girlies larping as Palantir influencers is unironically my favorite content rn

No, blue collar jobs are not safe either

The 3 most important books of modern technology

SOMEONE JUST KILLED THE REAL ESTATE INDUSTRY A guy scanned an entire house with his phone. Uploaded it. Now anyone on Earth can walk through it in a browser tab. No app. No VR. No agent. No appointment. Click → you’re inside. Every room. Every angle. Every shadow. Photoreal. The numbers are insane: - Agent fee on a $500k home: $15,000 - Cost to make this scan: ~$200 - Time to “tour” 50 houses: one evening - File size: smaller than a TikTok The science is wild too: It’s called 3D Gaussian Splatting instead of polygons (how games render), it uses millions of tiny glowing “splats” of color and depth. AI reconstructs reality from your photos. The result loads on a phone and looks like you’re THERE. The grift opportunity is even wilder: Freelancers are already charging $300–$800 per scan for realtors, Airbnbs, venues, car dealers, museums. One person + one phone + one weekend = a business. Open source. Built on PlayCanvas. Free GitHub: github.com/playcanvas

FUCK YES

im actually about to make a shit ton of money from codex, why isnt everyone doing this

SpaceXAI will provide @AnthropicAI with access to Colossus 1, one of the world’s largest and fastest-deployed AI supercomputers, to provide additional capacity for Claude → x.ai/news/anthropic…

SpaceXAI and @AnthropicAI have also expressed interest in partnering to develop multiple gigawatts of orbital AI compute capacity

WATCH: BLACKROCK CEO LARRY FINK SAYS "I ACTUALLY BELIEVE A NEW ASSET CLASS WILL BE BUYING FUTURES OF COMPUTE, WE JUST DON'T HAVE ENOUGH COMPUTE POWER RIGHT NOW."

Juicy tea

Long term investors watching 20 year olds retire of semiconductors