
Lucy X ✨
4.3K posts



A lot of founders have pinged me to ask what steps they would need to take to pull of what @jack has done restructuring @blocks this way. He answers it spot on 👇 "look at all the tools you're using. Look at all the information you're generating just by doing your work. Just putting that into an intelligence and being able to query it will give you an understanding of the company that is 2-3x more than you had before, ever." If you want to hear more, let me know and I can share my longer thoughts



OPENAI'S CFO SAYS: NO COMPUTE. NO REVENUE. - OpenAI is turning down business in 2026 because they don't have enough compute - Codex went from 100K to 2M developers in 3 months. - "If you do not have compute, you do not have revenue. That is one thing I know for sure."

Grok 说 Anthropic 的护城河是: 1. 核心护城河:模型本身 + Constitutional AI 的安全哲学 2. 内部执行力和产品做产品的飞轮 3. 企业订阅市场和数据飞轮:用6 个月以上高留存用户会主动把 Claude 用在更高价值任务上,成功率也更高,形成正向学习飞轮


if you don't have these in your configs you're ngmi








