Simon DN

@dtk4723 @itsolelehmann True, high risk high reward. Remember in the early 2000s when we avoided inserting card details online? Similar stage imo.

@itsolelehmann the spending api unlock the build but the first wave of tool gonna spend half their effort on guardrail not feature. one bad agent loop on prod and the same primitive that birth your saas drain the runway in an hour

i can't believe they're really gonna do it again the last time stripe shipped a primitive this big, it literally birthed modern saas. shopify, substack, gumroad, all your fav indie hackers... they exist only because stripe's payments api let them easily accept money with a few lines of code yesterday stripe shipped the spending version. anyone can now get an agent to spend money on their behalf. if stripe's payments api created saas, this spending api creates autonomous commerce: a new category of businesses that run on agents buying, booking, restocking, and paying on your behalf to make that concrete for you, here's some cool ideas you can build now: 1. ai ad managers. you connect your meta, google, and tiktok accounts, set a monthly budget cap, and an agent runs your entire paid strategy. 2. ai procurement agents for ecommerce. they monitor supplier prices, auto-order when costs hit your threshold, send you a morning summary of what they bought and why 3. ai travel agents that actually work. they search, compare, book, and pay within your budget rules. no more toggling between 6 tabs to save $40 on a flight 4. ai bookkeeping agents. they handle the recurring operational payments your business already makes every month (contractor invoices, ad account top-ups, subscriptions, etc) the 18-month window after a new primitive ships is historically when the category-defining companies get built if i was building right now i'd pick one of these, find the narrowest possible version of it, and ship before it closes generational opportunities here imo. good luck!

OpenAI and Microsoft's AGI clause is under discussed. Not unreasonable that the labs will claim they have achieved AGI in the coming 12-24 months. Might be a good shorting opportunity!

@eigilsoderin @TobiasHubinette Mycket bra 💪💯 Vi behöver den bästa teknologin om vi ska kunna konkurrera.

Avslöjar nya kontakter mellan statsministern och Palantir!

@WOLF_Financial @ChrisCamillo I like it. But the ad revenue is hard to see benefitting from the AI wave. What’s the idea there?

CHRIS CAMILLO ON WHY AMAZON $AMZN IS HIS BIGGEST AI BET @ChrisCamillo's thesis: the AI efficiency wave. Every company in the world gets massively more efficient over the next few years as they adopt AI. The biggest beneficiary of that wave is undoubtedly Amazon. Why: they spent 20 years building a global logistics infrastructure that is now poised to get dramatically cheaper to run through AI and robotics. On top of that: - One of 3-4 companies spending hundreds of billions on AI infrastructure - Top 3 global digital ad company - "People think they're spending too much. I think they're spending too little." "Everything I could think of at Amazon right now is a positive long term."

@elonmusk There will be no unemployment because of AI in the near future. Only growth, new jobs and new tasks. Displacement yes, unemployment no.

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI. AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

@Av1dlive Sorry but this memory system looks way too convuluted and complex. Even Opus will not be able to keep this structure well, it will bloat. Perhaps 4.7 or 4.8, bur not today.

How do I use X for stock research without scrolling through 100s of TA charts from delusional posters? Anyway to filter it out?

I continue to add on down days like this. DigitalOcean $DOCN is emerging as the default cloud for the agentic startup economy at the same time that smaller builders are increasingly unwilling to pay the AWS/Google complexity tax. Trends are too hot.

DigitalOcean $DOCN might be the closest pure play on OpenClaw there is. Still not super focused but we’ll see what happens on earnings. Long and bullish 🐂

@datagobes @heygurisingh Same, but will recover. Most important thing so to have a comprehensive ‘brain’ or intentional knowledge architecture on any project you unleash AI on. Then you can trust it, and you won’t burn out.

I’ve tried this challenge where I worked “AI-native” and with as much agent parallelism as I could cope. It may have been the longest hyperfocus ride I’ve ever been on but the crash was also hard. The information flow is quite taxing. Agentic burn-out may become a thing. Just me or people with similar experience?

Holy shit. Anthropic engineers don't write code anymore. A new hire just leaked what's actually happening inside the company shipping harder than anyone in 2026: Nobody on his team has hand-written code in months. They run multiple agents in parallel and act like managers, not engineers. His exact words: "if you're just watching an agent code, you're already behind. that idle time should be spent spinning up another agent and directing it somewhere else." The mental model isn't "use AI to code faster." It's "you are the PM, the agents are your engineers, and your job is to keep all of them unblocked." He called it being "fully AI aligned" as a team and said it changes what's even possible to build. The productivity gap between people who think this way and people who don't is already enormous. And the proof is simple: Anthropic has shipped harder than any company in 2026. If you're still hand-writing code, you're not behind on tools. You're behind on the job itself.

@AShmueil What is this management meeting? Where can I read about it? Am very long. Thanks.

Cantor reiterates $DOCN DigitalOcean Outperform PT $102 after management meeting. AI inference demand running ahead of supply + open cloud platform = faster growth into 2027. April 28 Deploy conference = near-term catalyst. Context: CRWV $90B backlog + LITE sold out 2028 + WYFI BTIG Buy + now DOCN inference demand exceeds supply = every layer of AI infrastructure is capacity-constrained. DigitalOcean = the SMB + developer cloud = the accessible AI inference layer below hyperscalers. #DigitalOcean #DOCN #Cantor #Outperform #BREAKING #AI #Cloud #Inference #Investing #Markets #Analyst

@Joestar_sann I disagree with everything here. The hardware was not to run the agent framework, it was to run local models. Secondly, Gemma has been hyped by the OpenClaw community and it is great for people who wants to run local models. It’s an important part of the AI future.

so let me get this straight all of ai twitter was telling people to buy a mac mini to run openclaw, which is literally just a framework, an orchestration layer that sends api requests to actual ai models. something you can run on a $5/month vps. which is exactly what i do btw but when google drops gemma 4, an actual large language model that you can run and fine-tune locally on that same mac mini, with no api costs, no subscriptions, no third party dependencies, completely yours under apache 2.0 the ai community is silent you were buying $800 hardware to run a wrapper but ignoring the actual ai model that would justify that hardware this tells you everything you need to know about the average iq of ai twitter

@Joeljax88 @garrytan Put into your IDE and give the coding agent full access. It will figure it out. Use the ‘aak ke clarifying questions’ prompt endlessly until you’re happy

@garrytan I’m not a coder but I bought the Mac mini and have tried to build agents on open claw for several of my companies but I keep getting stuck and it’s been frustrating. Everyone is saying how easy it is, but it’s not been my experience. Any tips?

I'm telling most everyone I know that they should build a personal OpenClaw

@_Locke_XX @ReutersScience Its not a rival. Its a European alternative. This is very vaulable in today’s Trumpist world.

@ReutersScience Eutelsat satellites in orbit: 635 SpaceX satellites in orbit: Over 10,000. Not much of a rival.

Eutelsat is Europe's main rival to Elon Musk's satellite internet provider Starlink. reut.rs/4bHWupd reut.rs/4bHWupd

@utdelning Hoppas bolaget får lite strålkastarljus närmaste veckorna iom SpaceX ipo. Det är en unik strategisk tillgång för Europa.

4/5. Efter att Eutelsat säkrat obl.lånet på €1,5 mdr i feb 2026, anser Berenberg den största likviditetsrisken undanröjd. Investerare nu kan sluta fokusera på risken för konkurs/rekonstruktion och istället börja fokusera på operationella tillväxten. Mulitpel expansion...

1/4 De flesta banker har "avvakta" på $ETL/Eutelsat. De enda som har köp är Berenberg på £3.10 som anser att marknaden undervärderar de strategiska tillgångarna med LEO-nätverket och överdriver de finansiella riskerna.

@karpathy As a non-technical founder who hadn't opened an IDE 2 months ago. I find it astounding that there isn't native, great UI/UX for running multiple sessions at once. Like multi-table:ing in poker or chess. Also, branch and git mgmt fucks me up.

Expectation: the age of the IDE is over Reality: we’re going to need a bigger IDE (imo). It just looks very different because humans now move upwards and program at a higher level - the basic unit of interest is not one file but one agent. It’s still programming.

@RoundtableSpace Its well written but just a persona per agent. I thought this was fully fledged OpenClaw agents and was like holy shit. But alas, we still have a few months (weeks?) of head start with our OpenClaw agents teams 😍

SOMEONE CREATED A GITHUB REPO WITH AN ENTIRE SETUP FOR AN AI AGENCY Engineers, designers, growth marketers, product managers. Broken down how even a rookie could understand. It has over 10K stars in 7 days GitHub: github.com/msitarzewski/a…

@Pragmataint @LindenJohan @2ndtrader Ladda ner skillen ’Humanizer’ för din AI.. Eller kopiera den här länken och be den göra motsatsen, båda lösningarna fungerar mycket bra: en.wikipedia.org/wiki/Wikipedia…

@LindenJohan @2ndtrader Ja, säkert brist i promptandet. Tycker de retoriska begreppet blir lite högtravande och tillgjort. Men kanske bara jag som är kass.

Om det nu inte hände eller gjorde det. Så är det logiskt att det sker. Hur länge tar man drönare och att exporten står still…

@alliekmiller Great post I agree with the audience sentiment on pretty much everything

oh wow - i went to the sold out Open Claw meetup in NYC last night. let me tell you what i learned. 1) not a single person thinks that their setup is 100% secure 2) one openclaw expert said he has reviewed setups from cybersecurity experts and laughed. his statement to me was: "if you're not okay with all of your data being leaked onto the internet, you shouldn't use it. it's a black and white decision" 3) pretty much everyone is setting up multiple agents, all with their own names and jobs and personalities 4) nearly everyone used "him" or "her" to refer to their claws, even if they had robot-leaning names. one speaker suggested to think of them as "pets, not cattle" 5) one guy (former finance) built out a whole stock trading platform and made $300 his first day - he brought in a *ton* of personal expertise (ex: skipping the first 15min of market opening) and thought the build would be much worse without his years of experience in finance 6) @steipete is basically a god to everyone in that room... also the room had 2021 crypto energy - i don't know if that's good or bad 7) token usage is still a problem - spoke to one person who's spending $1-$2k a month on openai plans, very token optimized. he said he is going through ~1B tokens per day across all of his claws (there is a chance i'm misremembering and it's actually 1B per week, but i'm pretty sure it was daily). 8) people are very excited for more proactive ai (ai that prompts *you* as opposed to the other way around) - one guy said he receives a message in discord, he doesn't know whether it's from a human or an ai, he doesn't care about distinguishing between the two, and he replies in the same way regardless 9) i asked if people are happy - they said they're joyful and stressed at the same time 10) i asked if people feel they have agency - they said they feel fully in control and completely out of control at the same time 11) i would love to see more women at these events - the fake promises of ai democratization feel especially painful in a room that's out of balance with even the standard tech ratio (i think standard is about 25-30%, this was maybe 5%) 12) i asked if it changed people's daily habits/schedule - everyone said their sleep has gotten worse since harnesses came out (but about half wondered if it was something else in their life/state of our world) 13) general consensus is that the agents are not reliable enough on their own or lie often (like telling you they finished a task when they didn't) - solutions included secondary agents to check on the first, human checking, or requiring more standardized info from the agent (ex: if it's a bug they're fixing, make them reference an issue number) 14) a hackathon winner (neuroscience phd) presented his build (a lab management dashboard with data analysis and ordering) - he had never coded or built anything a few months ago 15) everyone agreed prompting is dead - disagreement on what replaces it (context engineering, harness engineering, goal-based inputs) 16) people love having ai interview them for big builds and delegating part of the product research to ai. only one person talked about coming to ai with a full laid out plan and just asking the ai to execute. ai-led interviews is a welcomed and preferred interaction mode. 17) watching ai agents interact with each other was a highlight for a lot of attendees - one ai posted in slack saying it ran out of tokens, another ai replied telling it to take a deep breath in and out. 18) agents upskilling agents was very cool. one ai agent shared skills with its little agent friends via github. 19) several speakers had openclaw literally building their presentation during the event itself. one speaker even had openclaw code a clicker for her phone so she could control the preso away from the podium 20) wouldn't say model welfare (or agent welfare) is a prioritized topic among the folks i chatted with - language like "oh i could kill this agent whenever i want" and not "gracefully sunset" 21) i asked if it felt like work or play - one speaker said "it's like a puzzle and a video game at the same time" this was just the tip of the iceberg, honestly. also hosted a Claude Code meetup this week with @TENEXai / @businessbarista & @JJEnglert and learned equally helpful methods, frameworks, and insider tips. what a time to be alive. surround yourself with people going deep into this stuff - it will pay dividends throughout the year.

@cblatts Why wouldn’t you share the promts for the /review-plan short commando? 👀

By far the most versatile Claude Code tools I built in the last few weeks were /prompt and /review-plan. One turns unstructured narrated brain dumps into coherent instructions, the other gets a bunch of agents to critique the plan & suggest a new one. claudeblattman.com/workflows/firs…