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Jeff McLeod
9.8K posts

Jeff McLeod
@Jeffmcleod
Dad & Husband | Founder of 10x Solutions | Scaling AI & New Tech | Ex-Intel & Level One | Author 📘 https://t.co/TR6XbIRaus | 👕 https://t.co/A2yIgiMLjI
California, USA Katılım Mart 2009
9K Takip Edilen11.8K Takipçiler

A few people asked about the “In Lip-Bu We Trust” shirt mentioned in the article, so here it is: etsy.com/listing/450371…
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$700B hyperscaler capex 🚀
For context: Amazon spent more on capex in the last 3 years than the prior 26 combined.
This is what the buildout of AI factories looks like.
Massive investments in environments purpose-built to generate intelligence at scale.
And it accelerates everything on top:
Software
Apps
Agents
Workflows
Cost to build ↓
Speed to build ↑
Small teams act big.
Individuals build like companies.
We’re moving from scarce intelligence → abundant intelligence.

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GenAI isn’t a winner-take-all market.
It’s fragmenting.
ChatGPT still leads, but its traffic share is declining as Gemini, Claude, and others climb. That’s not a weakness. It’s what real platform markets look like.
This isn’t about one model winning. It’s about distribution spreading while usage explodes.
More tools
More entry points
More use cases
More demand
The pie is expanding faster than any single player can own.
And that changes the game.
The winners won’t just be the best models.
They’ll be the ones that embed into workflows, distribution, and ecosystems.
Search → Gemini
Office → Copilot
Customer workflows → vertical AI
Developers → Claude, Codex, APIs
This is starting to look a lot like cloud.
Multi-vendor. Multi-model. Multi-surface.
The real question isn’t who wins.
It’s where value compounds.

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I'm trying to build an office receptionist app for my reachy mini today with ml intern + @OpenAI GPT 5.5. Wish me luck!
You can follow my session agent traces live here: huggingface.co/datasets/clem/…

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@Jeffmcleod I vaguely remember some ergo-break inducing software that Intel inflicted on us. Can't remember what popped up on the screen, but this is definitely better.
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The cost of inference has dropped 99% in 2.5 years.
Altimeter Capital@AltimeterCap
Altimeter Founder & CEO Brad Gerstner (@altcap) & Nvidia VP Sunny Madra (@sundeep) were guest speakers of Apoorv Agrawal (@apoorv03)'s Stanford class. The cost of inference has dropped 99% in two and a half years. That's not a rounding error; it's a fundamental shift in what's possible to build.
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Jeff McLeod retweetledi

@pmarca AI lets you do 10x more, faster, and better… so the instinct is to do everything.
That’s where most people get it wrong.
Half the battle is deciding what not to do.
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True, and the exact opposite of the constant claims to the contrary, but precisely what you’d expect from a huge surge in productivity.
shadcn@shadcn
Every friend I talk to is overworked since AI. Working weekends. Always on their phone prompting. Kinda sad.
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The idea stuck with me enough that I turned it into something tangible. Made a shirt out of it in about 30 minutes using AI and a few other tools.
Link here if you're curious: etsy.com/listing/448999…?
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for those wondering… yep it's a real shirt etsy.com/listing/448999…
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It went from podcast clip → sweaters → shirts
this escalated quickly

Marc Andreessen 🇺🇸@pmarca
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