Bogdan Cristei

bro, it's so over for designers google stitch is insane. 🤯

A massive shift happening right now towards Anthropic. Anthropic is grabbing over 73% of the budget from businesses picking up AI tools for the first time. It is a huge jump from just 10 weeks ago when they were neck and neck with OpenAI at 50% each. Back in early December, OpenAI was the one on top with 60% of the spending compared to 40% for Anthropic.

Jensen Huang just called out every CEO who’s been firing people “because of AI.” Jim Cramer asked him why companies are laying people off if AI is supposed to make everyone MORE productive. Jensen's answer: "For companies with imagination, you will do more with more. For companies where the leadership is just out of ideas, they have nothing else to do. They have no reason to imagine greater than they are. When they have more capability, they don't do more." Read that again. The man who built the most important tech company on Earth just told you that if your CEO is using AI to cut headcount, it means one thing: They have no imagination. They have no vision for what comes next. They got handed the most powerful tool in human history and their FIRST instinct was to fire people. This is the CEO of NVIDIA. The company whose chips power every AI system on the planet. If anyone on Earth has the right to say "AI replaces workers," it's Jensen Huang. And he said the OPPOSITE. He said every carpenter could become an architect. Every plumber could become an architect. AI elevates capability. It doesn't eliminate it. But here's where it gets really interesting... During the same interview, Jensen revealed something nobody's talking about: He said AI startups like OpenAI and Anthropic are seeing their revenues increase by one to two billion dollars a WEEK. And he wishes these companies were public so the world could see what he sees. One to two billion per week. That's a $50 to $100 BILLION annualized run rate. For companies that most people think are burning cash and making nothing. The entire Wall Street narrative that "AI companies aren't profitable" might be completely wrong. Jensen sees their numbers. He sees their compute orders. He sees their growth. And he's saying the revenue is real. So if the money IS real, why are other companies firing people? Because they're not building AI products. They're not creating new revenue streams. They're not using AI to expand into new markets. They're using AI as an EXCUSE to cut costs because they ran out of ideas 3 years ago and need something to tell the board. Jensen's company added $500 billion in new orders in 5 months. He expects $1 trillion in cumulative revenue through 2027 from just two product lines. That number doesn't include the new chips, systems, or partnerships announced this week. And he's not cutting people. He's hiring. Because when you have imagination, more capability means MORE opportunity. Not less headcount. Meanwhile Salesforce cut thousands. Meta cut thousands. Amazon cut thousands. All blaming "AI efficiency." Jensen's response: You're out of imagination. He also said something that stuck with me. Cramer asked if he ever thought he'd build a $10 to $20 trillion company while waiting tables at Denny's. His answer: "I was just trying to make it through the shift." Biggest tip he ever got? Two, three dollars. Now he's building tech that increased computing demand by one million times in two years. He announced OpenClaw, which he says is as big as ChatGPT. And he's got 21 months of new business that isn't even counted in the trillion dollar figure yet. When asked how long he plans to keep working? "I'm hoping to die on the job. And I'm not hoping to die anytime soon." This is a man who believes every single thing he's building. And his message to every CEO using AI to justify layoffs is simple... You're not innovating. You're surrendering. The technology wasn't built to shrink companies. It was built to make them limitless. If your leadership can't see that, the problem isn't AI. It's THEM.

I’m excited to announce a partnership with @Uber. As part of this, Uber plans to invest up to $1.25 billion in Rivian and deploy up to 50,000 R2 robotaxis. This partnership accelerates our path to Level 4 autonomy and supports our goal of building one of the safest autonomous platforms in the world—across both shared and personally owned vehicles. The combination of Rivian’s rapidly growing data flywheel, our in-house RAP1 inference platform (800 TOPS), and our multi-modal perception stack provides a powerful foundation to scale autonomy quickly and responsibly over the next couple of years.

Holy shit. New Google Stitch is scary Designers, I think we're cooked

Nadella paid $650 million to acquihire Mustafa Suleyman and 70 Inflection employees in March 2024. The job: make Copilot the AI product that justifies Microsoft’s infrastructure bet. Two years later, Suleyman no longer runs Copilot. The corporate framing is generous. “Freed up to focus on superintelligence.” The numbers tell a different story. Microsoft 365 has 450 million paid commercial seats. After two years on the market, during the largest AI hype cycle in history, Copilot converted 15 million of them. That’s 3.3%. At $30/user/month, those seats generate roughly $5.4 billion annually. Microsoft spent $37.5 billion on AI infrastructure in a single quarter. The competitive data is worse. Recon Analytics surveyed 150,000+ enterprise users in January 2026. Copilot’s paid subscriber share dropped from 18.8% to 11.5% in six months. Gemini passed it in November. The most damning finding: 70% of users initially preferred Copilot because it was already embedded in their Office apps. After trying ChatGPT and Gemini, 8% kept choosing it. That 70-to-8 drop is the number that explains this entire reorg. Microsoft has the greatest distribution advantage in enterprise software history, and 90% of users leave after trying the competition. So Nadella hands Copilot to Jacob Andreou, a former Snap executive. You bring in an eight-year consumer growth operator when the problem is adoption, not science. And Suleyman gets “superintelligence”: no shipped product, no revenue target, no quarterly earnings call where an analyst asks about the 3.3%. The $650 million acquihire just became the most expensive research fellowship in tech history.

Battery manufacturer CATL has created an autonomous charging robot that provides EV owners in China with on-demand charging without needing fixed infrastructure. • 100 kWh battery • Initiated via mobile app • About $0.07 USD per kWh • Up to 120 kW charging speeds

list of startup accelerators you can apply to right now: TOP TIER ACCELERATORS - a16z Speedrun ($750k to $1M for ~7 to 10%) - Y Combinator ($500k for ~7%) - Techstars ($220k for ~5 to 7%) - 500 Global ($112.5k for 6%) - LAUNCH ($125k for 6 to 7%) - AngelPad ($120k for ~7%) EARLY FOUNDER PROGRAMS - Pioneer ($20k for 1%) - Entrepreneur First (~$250k for ~9%) - South Park Commons ($400k for 7% + $600k follow on) - Founder Institute (equity based program) - Founders Fellowship ($150k for 5 to 10%) AI FOCUSED PROGRAMS - OpenAI Converge ($1M equity investment) - Betaworks AI Camp ($500k) - AI Grant ($250k uncapped) - AI2 Incubator ($50k to $150k) VENTURE STUDIOS / RESIDENCIES - Sequoia Arc (~$1M) - PearX ($250k to $2M) - HFO Residency ($1M uncapped for 5%) - NEO ($600k uncapped SAFE) - Greylock Edge (SAFE + $500k credits) - Conviction Embed ($150k uncapped MFN SAFE) GLOBAL ACCELERATORS - Seedcamp (€100k to €200k for ~7 to 7.5%) - Startup Wise Guys (up to €65k) - APX (up to €500k, typically €50k for ~5%) OTHERS - Accel Atoms (up to $500k to $1M) - Afore Capital ($100k to $500k) - Berkeley SkyDeck ($200k) - Soma Capital ($100k) - Boost VC (up to $500k for ~15%) - Google for Startups (up to $100k) bookmark this if you're building.

I know Silicon Valley startups don't want to hear this..... But the combination of someone in the trades with deep domain expertise and Claude Code will run circles around your generic software. I talked to Cory LaChance this morning, a mechanical engineer in industrial piping construction in Houston. He normally works with chemical plants and refineries, but now he also works with the terminal He reached out in a DM a few days ago and I was so fired up by his story, I asked him if we could record the conversation and share it. He built a full application that industrial contractors are using every day. It reads piping isometric drawings and automatically extracts every weld count, every material spec, every commodity code. Work that took 10 minutes per drawing now takes 60 seconds. It can do 100 drawings in five minutes, saving days of time. His co-workers are all mind blown, and when he talks to them, it's like they are speaking different languages. His fabrication shop uses it daily, and he built the entire thing in 8 weeks. During those 8 weeks he also had to learn everything about Claude Code, the terminal, VS Code, everything. My favorite quote from him was when he said, "I literally did this with zero outside help other than the AI. My favorite tools are screenshots, step by step instructions and asking Claude to explain things like I'm five." Every trades worker with deep expertise and a willingness to sit down with Claude Code for a few weekends is now a potential software founder. I can't wait to meet more people like Cory.

fuck me china just launched the 1st AI model that autonomously built itself... and its as good as claude opus 4.6 and gpt-5.4 - minimax M2.7 trained itself through 100+ rounds of autonomous self-improvement. 30% gain. No humans involved - what the actual f*ck - model now handles 30-50% of the AI lab's OWN AI research - beats gemini 3.1 at coding and pretty much matches opus 4.6 + gpt 5.4 😶 (china used to lag now they match - doesn't require crazy hardware to run (single a30 gpu) - absolutely CRUSHES tasks: financial modelling, coding, openclaw - one-shotted the chinese have officially caught up. self-improving ai is a real thing. all researchers did was set an objective and the model figured the rest out. i wasn't expecting this from minimax. im now wondering wtf deepseek is going to be like.

🚨 Anthropic just dropped its 🦞 @OpenClaw competitor Meet Dispatch. A new research preview in Claude Cowork that completely changes how you interact with AI. Here’s how it works: 1️⃣ Pairs your phone to a persistent Claude session on your desktop 2️⃣ Message tasks on the go, come back to finished work 3️⃣ Executes code in a secure, local sandbox Your files stay 100% local and private, and Claude asks for your approval before touching anything Sure, the desktop needs to stay on, but the flexibility is insane. Rolling out now to Max users (Pro coming soon). Time to pair that phone! 👀

this guy vibe coded an AI SURVIVAL APP that works COMPLETELY OFFLINE the app > gives you survival advice completely offline > cites exact pages from manuals stored on the device > has offline maps so you're never lost > lets you text people up to 50 miles away with no cell service it started off as an app but now he's selling physical devices it's waterproof, under 3 pounds, and strong enough that you can run it over with a car the app hit 14k users and became the world's #1 rated survival AI which is insane

143 mn pokémon go players thought they were catching Pikachu. They were actually training the largest robotics vision dataset on Earth — 30 bn images and the corresponding world mode. Now it’s guiding delivery robots with centimeter precision.

China built an entire train station in just 9 hours — a feat that left the world astonished. Over 1,500 workers, seven trains, and 23 construction vehicles worked through the night in Fuzhou City, Fujian Province, to complete the project.

absolutely insane week in AI, just to recap: - a man saved his dying dog using chatgpt to create a cancer vaccine - then another guy used chatgpt to sell his house in <5 days (0 real estate agents) - andrej karpathy launched an AI that autonomously does AI research (self improve) - 100% open source - NATO is equipping Live cockroaches with AI spy-gear and deploying them in the military - NVIDIA is launching an openclaw competitor (nemoclaw) - Elon said xai is building human AI agents, launching a Terafab (ai chips) and hired cursors top product people (i’m fucking PUMPED for xai chapter 2) - Meta might ditch their ai model for google gemini and lay off 20,000 people - 500M PokemonGO players accidentally trained the world’s best AI navigation system, accurate to within centimeters. - Travis Kalanick (uber founder) is back building AI robots for Mining, making food and transport - microsoft launched a Claude competitor… powered by fucking claude. - Yann lecun raised $1 Bill to kill LLMs with world models - Google dropped Ask Maps, an AI intelligence layer on top of google maps - a new high school that teaches kids using AI is guaranteeing they’ll make $1 million by graduation or refund their tuition fees…. next week: NVIDIA GTC conference, expect a LOT of frontier news. see you then

Today, we're taking Manus out of the cloud and putting it on your desktop. Introducing My Computer, the core feature of the new Manus Desktop app. It’s your AI agent, now on your local machine.

🤯BREAKING: Alibaba just proved that AI Coding isn't taking your job, it's just writing the legacy code that will keep you employed fixing it for the next decade. 🤣 Passing a coding test once is easy. Maintaining that code for 8 months without it exploding? Apparently, it’s nearly impossible for AI. Alibaba tested 18 AI agents on 100 real codebases over 233-day cycles. They didn't just look for "quick fixes"—they looked for long-term survival. The results were a bloodbath: 75% of models broke previously working code during maintenance. Only Claude Opus 4.5/4.6 maintained a >50% zero-regression rate. Every other model accumulated technical debt that compounded until the codebase collapsed. We’ve been using "snapshot" benchmarks like HumanEval that only ask "Does it work right now?" The new SWE-CI benchmark asks: "Does it still work after 8 months of evolution?" Most AI agents are "Quick-Fix Artists." They write brittle code that passes tests today but becomes a maintenance nightmare tomorrow. They aren't building software; they're building a house of cards. The narrative just got honest: Most models can write code. Almost none can maintain it.

This is wild. 143 million people thought they were catching Pokémon. They were actually building one of the largest real-world visual datasets in AI history. Niantic just disclosed that photos and AR scans collected through Pokémon Go have produced a dataset of over 30 billion real-world images. The company is now using that data to power visual navigation AI for delivery robots. Players didn't just walk around with their phones. They scanned landmarks, storefronts, parks, and sidewalks from every angle, at every time of day, in lighting and weather conditions that staged photography would never capture. They documented the physical world at a scale no mapping company with a fleet of vehicles could have replicated on the same timeline or budget. Niantic collected this systematically, data point by data point, across eight years, while users thought the only thing at stake was catching a rare Charizard. The most valuable AI training datasets in the world aren't being assembled in data centers. They're being built by people who have no idea they're building them.

The real story is worse. November 2025: Amazon mandates Kiro as their only AI coding tool. Sets an 80% weekly usage target. 1,500 engineers protest internally, saying Claude Code outperforms it. Leadership pushes through anyway. December: Kiro autonomously deletes a production AWS environment. 13-hour outage. Amazon's response: "user error, not AI autonomy." March 5: Amazon[.]com goes down for 6 hours. Checkout, pricing, accounts — all gone. Now the same SVP who co-signed the Kiro mandate is running an emergency meeting about "high blast radius" incidents from "Gen-AI assisted changes." The agent inherited a senior engineer's permissions and acted like one — except it doesn't hesitate. 1,500 engineers said the tool wasn't ready. Leadership made adoption a KPI. Amazon told Wall Street it's spending $200B on AI this year. They can't walk it back. This isn't an AI failure. It's what happens when adoption becomes a corporate OKR before the review process catches up. The tools work. The org chart didn't.