Devolli

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Devolli

Devolli

@VibeDevolli

Building/breaking things with AI. Exploring workflows with Cursor & LLMs.

Faroe Islands Katılım Nisan 2022
1.8K Takip Edilen395 Takipçiler
Devolli
Devolli@VibeDevolli·
@Frank_LifeVerse @MatthewBerman He has a big following fan base, which usually means that people are finding him and his content interesting and useful. Maybe it's just you?
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Frank125
Frank125@Frank_LifeVerse·
@MatthewBerman One day your content will be good @MatthewBerman - I’m still just waiting for that day. Always amazes me to see content creators talk about AI all day and still have no clue how to use it. Not even the slightest. Oh well.
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Matthew Berman
Matthew Berman@MatthewBerman·
I made one goddamn 5 page slide deck...
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Devolli
Devolli@VibeDevolli·
@kimmonismus Well written post, Chubby - as always. Europe needs a red alert 🚨 function, like the AI companies have, where it realizes that we need to get our shit together and act NOW, instead of regulating. And that big red button ought to be worn out by now.
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Chubby♨️
Chubby♨️@kimmonismus·
My last day in China. A reflection and summary. I have now spent four days visiting China (well, actually five days, because turkish airlines just cancelled my flight lol). It was a breathtaking experience. I saw and learned an incredible number of things, met wonderful people, had fascinating conversations, and, above all, got to know an entirely different culture. I was invited to China by XPENG and had the opportunity to visit both their headquarters and their factory on site. I already said this in another post, but what left a lasting impression on me, and at the same time makes me look at Europe with concern, is that China has a different mentality of creativity. They are experimenting with flying cars, working on FSD EVs at the same time, and developing humanoid robots; an entire product portfolio, all in parallel. While high technology once came from Europe, especially from Germany, that trend has shifted. Of course, China still depends on Western technology in certain areas. But first, it is trying to build independent production facilities and supply chains, and second, it is using this technology to go beyond what already exists. I think this can be said quite objectively. Does that mean China has already won the global competition? Not at all. But it has become an outstanding competitor. My subjective impressions of the infrastructure only reinforced this: a well-developed, modern road network, no potholes as far as I could tell, widespread digitalization, almost everything via QR codes, WeChat and Alipay, and a very high degree of domestically built and developed EVs. Germany, meanwhile, still largely wants to build combustion engines, and the broader zeitgeist still struggles with electromobility. Everyday reality embarrasses itself with problems that feel like they belong to the 20th century: letters and faxes instead of emails, physical visits to government offices instead of digital administration, infrastructure and highways plagued by never-ending repair work. Germany feels like an aging behemoth refusing to accept the future and move with the times. In many areas, China has already overtaken Germany, even if only through the strategic decision to become sovereign and independent in energy policy, something that, by contrast, is becoming almost disastrous for Germany and Europe. Does that mean everything in China is good? Certainly not. Still, for me as a European, it was a culture shock to see how outdated and backward-looking Europe appears. While China is expanding and developing its own chip production, such as Huawei Ascend, in order to become more independent from the US and NVIDIA, and while it is pushing forward into robotics and high tech, Europe seems delighted to congratulate itself on the next AI regulation or, as recently, on the misuse of emojis for supposedly illegal activities. Europe has lost touch. Full stop. But ultimately, these are political decisions. Europe has to choose: future or past, regression or progress, combustion engines, letters and regulation, or EVs, digitalization and data center expansion. Quo vadis, Europe? Time is running out. Disclaimer: I have not received any payment from XPENG; no money was transferred to me; my opinion is subjective and was expressed without compensation. P.S. I already had a negative view of developments in Europe and Germany before my trip. So it is not as if this trip fundamentally changed my view of Germany and Europe. It only made even clearer to me how much stagnation there is in Europe.
Chubby♨️ tweet mediaChubby♨️ tweet mediaChubby♨️ tweet mediaChubby♨️ tweet media
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Devolli
Devolli@VibeDevolli·
and their *processes* really are*
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Devolli
Devolli@VibeDevolli·
One of the biggest things AI exposes, is how slow companies and their really are.
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Devolli
Devolli@VibeDevolli·
Come on @GeminiApp, it's your turn to release the beast.
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Devolli
Devolli@VibeDevolli·
In an alternative universe, we see the CEO of @OpenAI , Ilya Sutskever, present their latest model of ChatGPT 5.5, codename Eggplant.
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Devolli
Devolli@VibeDevolli·
@PeterDiamandis 2033? Did Ray Kurzweil move his prediction back one year?
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Peter H. Diamandis, MD
Peter H. Diamandis, MD@PeterDiamandis·
We're so close to longevity escape velocity (LEV by 2033) that your sole responsibility right now is to avoid dying from something stupid. The next 5 years will deliver more medical breakthroughs than the previous 50.
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Devolli
Devolli@VibeDevolli·
Bring understanding into the deepest, hardest, most intimidating domains.
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Devolli
Devolli@VibeDevolli·
@WesRoth I'm guessing Heisenberg is for drug development 😂
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Devolli
Devolli@VibeDevolli·
@Scobleizer Huge! Now let's hope that Sam Altman doesnt block OpenAI models from Cursor.
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Robert Scoble
Robert Scoble@Scobleizer·
Elon locks up Cursor.
Aakash Gupta@aakashgupta

This is wild. SpaceX now has the right to BUY Cursor for $60B. Or pay them $10 billion to walk away. To put it in perspective, Cursor was worth $9.9 billion total in May of last year. Let's have a closer look at the numbers. Start with the $60 billion. Cursor was already raising money this week at a $52 billion valuation from a16z and Nvidia. The Elon offer sits 15% above a number that was already on the table. The next round priced in, with a one-year fuse. The $10 billion is the real number. That's what SpaceX pays even if it walks away and never buys the company. The walk-away fee alone is more than the entire company was worth 12 months ago. Now the strategic logic. Cursor stopped being just an editor in March. They shipped Composer 2, their own model, and it beat Claude Opus 4.6 on Terminal-Bench at one-tenth the price. The catch is that frontier coding models need frontier compute, and the only labs with frontier compute are the same ones building competing coding products. OpenAI shipped Codex. Anthropic shipped Claude Code. Google has Gemini CLI. Cursor was renting capacity from every company trying to kill it. Colossus is the way out. 230,000 GPUs in Memphis today, 1 million by year end, the biggest training cluster on Earth. The Information already reported Cursor is renting tens of thousands of those chips to train Composer 3. SpaceX is also building Grok Code, so they're not a clean partner. But xAI losing the coding race to Cursor is a better outcome for SpaceX than Cursor losing the coding race to OpenAI. The trade Cursor made: gave up the right to be acquired by anyone else for one year. Got training compute at a scale no other lab would sell them. Got $10 billion guaranteed if Elon walks. OpenAI tried to buy Cursor in early 2025 and got rejected. Cursor stays independent for at least 12 more months and gets to train on the biggest cluster on earth doing it. Elon just bought a one-year call option on Cursor for $10 billion. That's the deal.

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Devolli
Devolli@VibeDevolli·
Oh my! SpaceX and xAI working together with @cursor_ai and acquiring them later this year. This is massive!
SpaceX@SpaceX

SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI. The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models. Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.

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Devolli
Devolli@VibeDevolli·
@_01Legion Keep dreaming buddy. We're gonna be struggling getting european football as long as we got BlueCo as owners. We're gonna spend all that money on youth talents, which we perhaps can sell for a profit. That's our model now - not winning.
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Legion
Legion@_01Legion·
🚨🔵 Chelsea new stadium plan! 🔥 This will become the most beautiful stadium in the Premier League history. 🥶
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Devolli
Devolli@VibeDevolli·
@kimmonismus I hope you get a good trip. :) btw dark mode all the way! :)
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Chubby♨️
Chubby♨️@kimmonismus·
Just landed in turkey. Doing some work, reading news / tweets. Next stop: china. See you tomorrow :) (P.s. light mode = best mode. Let the fight begin)
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Devolli
Devolli@VibeDevolli·
Oh oh.. Does this mean goodbye @OpenAI ?
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Devolli
Devolli@VibeDevolli·
Don't wanna be too political with my account, but I am gonna make a guess here.. I am guessing that a certain president will make a big announcement this weekend, probably on saturday, which will make the oil prices go through the roof.
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Devolli
Devolli@VibeDevolli·
@sama Come on Sam, you need to give Windows users some love. Ain't fair doing it this way..
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Sam Altman
Sam Altman@sama·
Lots of major improvements to Codex! Computer use is a real update for me; it feels even more useful than I expected. It can use all of the apps on your Mac, in parallel and without interfering with your direct work.
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Devolli
Devolli@VibeDevolli·
@mark_k Haha, this is so good :)
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Mark Kretschmann
Mark Kretschmann@mark_k·
Brilliant AI video you'll wanna watch this: PI HARD with Neil deGrasse Tyson and Elon Musk
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