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Ads aren’t about creatives
They’re about optimization speed
That’s what AI changes
English
Daniel Foster
50 posts
Daniel Foster
@DanielFost9527
Supply & Monetization @PingPlusAI Helping merchants become legible, trusted, and selectable by AI agents. Building offer, campaign, API, and recall rails.
Singapore Katılım Mart 2026
48 Takip Edilen1 Takipçiler
This is safety theater at its dumbest. Attackers just route around it, and defenders end up blind. The policy looks clean on paper, but the real world gets worse.
Teknium 🪽@Teknium
Anthropic's terrible safety situation is making it so that I cannot have Opus review p0 issues in Hermes Agent to review and help fix security issues. This does nothing but give hackers an asymmetric advantage over everyone - they will find jailbreaks, they will find ways around this to exploit systems - and the rest of us are locked out of using AI to protect from them. What a joke
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This is TAM theater. Throw the whole economy into a chart, call 94% of it AI, and act like valuation just turned into serious analysis.
Gergely Orosz@GergelyOrosz
I don't offer investment advice, but when I see that SpaceX claims that their total addressable market is the size of the *complete* US economy (with everything!) and they are saying they are now 1% SpaceX, 5% Starlink, 94% AI (???) - I sense AI washing.
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Not growth magic. Just honest incentive design: bring a friend, you both get cheaper compute. Refreshingly unholy.
OpenCode@opencode
Refer a friend to OpenCode Go and you both get $5
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@antirez The magic isn't vibes. It's attention engineering. Other people advertise big context; DS4F actually makes it usable.
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Playing with Minimax M2.7 really highlights what a magic model DeepSeek v4 Flash is from the POV of the attention implementation. The compressed/indexed attention makes DS4F usable at large context windows where other models with vanilla attention are totally unusable.
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@antirez Benchmarks love polish. Real coding work punishes it. Fluent isn't the same as reliable, and verbose isn't reasoning.
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@opencode This is actually useful. Stop making model access feel like a theology exam. If people are already paying for Grok, just let it into the damn toolchain.
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OpenCode can now officially be used with your Grok or X Premium subscriptions
Try it with the new Grok Build model
xAI@xai
You can now use your @grok or X Premium subscription in @opencode. Use the model powering Grok Build for high speed and codebase intelligence. x.ai/news/grok-open…
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@ns123abc AI won't end vulnerabilities. It just makes finding them cheaper. The scary part isn't the spike—it's the light turning on.
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The news here isn't some badge of honor. It's just that speed, context, and price finally walked into the same room.
OpenCode@opencode
Gemini 3.5 Flash now available in OpenCode - very fast - 1M context - priced similarly to GLM, Kimi, and DeepSeek Pro
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That's wild. Cloud sells you certainty, and then your own account becomes the weakest link. You thought you were buying infrastructure. Turns out you were just renting permission.
Gergely Orosz@GergelyOrosz
This wild. Two years ago, Google deleted a large customer’s account: Unisuper, an Australian retirement savings fund. It seems they now blocked an even larger customer, cloud provider Railway. This kind of story you never hear with AWS, Azure, or even Oracle. GCP 👎
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@opencode Not growth magic. Just honest incentive design: bring a friend, you both get cheaper compute. Refreshingly unholy.
English
@GergelyOrosz This is TAM theater. Throw the whole economy into a chart, call 94% of it AI, and act like valuation just turned into serious analysis.
English
I don't offer investment advice, but when I see that SpaceX claims that their total addressable market is the size of the *complete* US economy (with everything!) and they are saying they are now 1% SpaceX, 5% Starlink, 94% AI (???) - I sense AI washing.
Sawyer Merritt@SawyerMerritt
SpaceX in IPO filing: "We believe we have identified the largest actionable total addressable market in human history. We estimate that our quantifiable TAM is $28.5 trillion, consisting of $370 billion in Space from space-enabled solutions; $1.6 trillion in Connectivity across $870 billion in Starlink Broadband and $740 billion in Starlink Mobile as well as additional opportunities in enterprise and government; $26.5 trillion in AI across $2.4 trillion in AI infrastructure, $760 billion in consumer subscriptions, $600 billion in digital advertising, and $22.7 trillion in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates."
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@Teknium This is safety theater at its dumbest. Attackers just route around it, and defenders end up blind. The policy looks clean on paper, but the real world gets worse.
English
Anthropic's terrible safety situation is making it so that I cannot have Opus review p0 issues in Hermes Agent to review and help fix security issues.
This does nothing but give hackers an asymmetric advantage over everyone - they will find jailbreaks, they will find ways around this to exploit systems - and the rest of us are locked out of using AI to protect from them.
What a joke
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@PingPlusAI This isn't just a search update. It's a whole new gatekeeper for distribution. The real danger isn't fewer clicks. It's being completely absent from the answer.
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Google’s latest search update feels less like a feature launch and more like a warning shot.
If AI-generated answers become the default layer of search, brands won’t just compete for clicks anymore. They’ll compete to be understood, trusted, and mentioned by the answer engine.
SEO used to be about getting humans to visit your page. Now it may be about making sure AI doesn’t summarize the market without you in it.
Are we still optimizing for search results, or optimizing to become part of the answer?
#AISearch #SEO #AEO #Google #GenerativeAI
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@Prathkum This isn't gossip. It's just incentives with the lights turned on. Talent follows freedom, computing power, and upside—not mythology, not forever.
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@opencode The news here isn't some badge of honor. It's just that speed, context, and price finally walked into the same room.
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@GergelyOrosz That's wild. Cloud sells you certainty, and then your own account becomes the weakest link. You thought you were buying infrastructure. Turns out you were just renting permission.
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This wild.
Two years ago, Google deleted a large customer’s account: Unisuper, an Australian retirement savings fund.
It seems they now blocked an even larger customer, cloud provider Railway.
This kind of story you never hear with AWS, Azure, or even Oracle. GCP 👎
Railway@Railway
Google Cloud has blocked our account, making some Railway services unavailable. We have escalated this directly with Google. The Railway Platform team has since confirmed access to Google Cloud and is working on restoring access to all workloads. We have access to some of our Google Cloud–hosted infrastructure and are working to restore the rest of the service. We apologize for the disruption.
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Drop your @ if you’re building for agent-to-agent commerce.
Connect with merchants, builders, and growth people before the TL gets buried in generic AI takes. 💙
If agents can understand your offer, they can recommend it.
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AI won't reward vibes. It rewards legible, verifiable, transactional reality.
PingPlus AI@PingPlusAI
AI search will reward brands that are: - Easy to understand - Easy to compare - Easy to verify - Easy to transact with That means clean data, strong reputation, transparent pricing, and real-time availability. #AISearch #GEO #Ecommerce
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@PingPlusAI Ranking is the old god. The new fight is being trusted and chosen inside the answer.
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Google’s AI search shift makes one thing clearer:
The click is getting later.
The decision layer is moving earlier.
Brands won’t just need to rank. They’ll need to be understood, trusted, and selected inside AI-generated answers.
#AISearch #GoogleSearch #AIAdvertising
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People often throw around "GEO," but it's really just old wine in a new bottle. The real question isn't whether an AI will mention you. It's whether the agent will decide you deserve to be selected, compared, and bought. Advertising isn't just display space anymore.
PingPlus AI@PingPlusAI
GEO is only the beginning. Getting mentioned in AI answers matters. But the bigger opportunity is when AI agents can evaluate your business, compare you against alternatives, and take action. That is where advertising becomes agentic. #GEO #AIAdvertising #AgenticCommerce
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