Caden Marlow

1.3K posts

Caden Marlow

Caden Marlow

@cadmarlow

Katılım Eylül 2024
517 Takip Edilen95 Takipçiler
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Caden Marlow
Caden Marlow@cadmarlow·
The man (creator of @openclaw) is shipping like a team of 100 SWE, never seen so many commits on a projet from one man..in this short periode of time. If you harness the power of coding with AI and master the good tools. You can become thanos with the infinity stones. And the better you are at coding, the most senior your are and experience dev you are, the most productive you will be. The best devs can become 100x engineers. The rest of us at 10x..
Peter Steinberger 🦞@steipete

How the sauce is made @openclaw

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andrew chen
andrew chen@andrewchen·
hosting zoom office hours this week for a16z speedrun you'll be able to apply to a16z speedrun in just a few weeks, so so come AMA. first come, first served drop a comment + like and I'll DM you a calendly link
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Jeets
Jeets@ieatjeets·
how are North Korean hackers so good at hacking and social engineering when they haven’t stepped foot in the real world?
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Caden Marlow
Caden Marlow@cadmarlow·
@ns123abc Elizabeth Holmes’s company never shiped a working product, Sam’s company as more than 200 millions monthly actifs users using the product…and changed the tech world forever.
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NIK@ns123abc·
Remember Elizabeth Holmes? Same vibes.
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Caden Marlow
Caden Marlow@cadmarlow·
Je suis d’accord, on est encore loin d’avoir exploité les limites des LLM. Chaque mois ils progressent. Le code est déjà quasi maîtrisé, l’impact économique ne fait que commencer et il est déjà massif. Tous les métiers derrière un écran sont en train d’être transformés et l’humain devient obsolète, pas besoin d’attendre des world models pour bouleverser la société et avoir un système meilleur que l’homme en tout point.
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Brivael - FR
Brivael - FR@BrivaelFr·
J'ai eu la chance de rencontrer les deux pères du Deep Learning, Geoffrey Hinton et Yann LeCun, il y a environ deux ans, lors d'un cocktail parisien organisé par un VC de la Place. Et plus j'avance avec les LLMs, plus je me dis que Yann LeCun a tort. Ce qui est drôle, c'est que c'est pas impossible qu'AMI devienne un labo de recherche d'entre-soi où les mecs vont faire de belles théories. Et pendant ce temps-là, la Silicon Valley avancera et produira une singularité technologique.
FutureRadar@futureradar_FR

🚨 NOTRE YANN LE CUN RECADRE ELON MUSK (ENCORE). Notre compatriote derrière AMI LABS (levée récente d'1 milliard $) : pour lui, ChatGPT, Gemini et xAI font fausse route en misant tout sur le langage. Sa thèse brutale : Le langage est limité : Utile pour le code ou les maths, mais incapable de "penser" réellement. La vraie pensée est abstraite : Le cerveau manipule des modèles mentaux dans un espace continu, pas des mots. Le tacle final : Il demande ironiquement si xAI va enfin copier sa méthode (JEPA) pour réussir. Pendant qu'Elon construit des machines à parler, Le Cun (@ylecun) veut construire des machines à comprendre le monde physique. Qui a raison : Le pragmatique Musk ou le théoricien Le Cun ? On en débat. 👇

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Ara
Ara@arafatkatze·
The SF tech bro striver slop needs to stop its actively damaging the world. Imagine spending years of your life slogging to MIT, only to drop out and work on compliance software and committing fraud even at such a frivolous endeavor so that you can tick the 30 million fundraising checkbox from your striver infested brain. Its a sad society that creates kids with such a huge gaping hole in their heart that they need to resort to total fraud to get a sense of achievement.
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10x Engineer
10x Engineer@10x_er·
This stuff is literally not real. I give this feature 6-12 months tops before they remove it, bookmark this and confim. Like what do you mean you want me to pick how hard my model wants to try? I want it to try its hardest, always, and I want it to be fast. Why would I ever need to consider tradeoffs when doing knowledge work with AI.
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Leonardo
Leonardo@mrloldev·
leaked video of the YC after party
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Caden Marlow
Caden Marlow@cadmarlow·
@narmacnetworth wtf the most stupid take i v e seen on x so far, meta in numbers: Revenu in 2022: 100 Billions, 2023: 134 billions, 2024: 164 billions, 2025: 200 billions… and what you call is taking risks.. Are you dumb or this is click bait ?
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Xiang
Xiang@narmacnetworth·
Zuck has been an absolute disaster of a leader past few years -metaverse (massive miss) -ai (early but massive miss) -scale aquihire (massive miss) Speaking to some senior folks at the co it seems everyone (directors alike) are genuinely worried abt their jobs and what’s next due to massive swings in priority and horrible WLB with no direction Not kidding, it’s time for meta to have a real conversation about a CEO who can operate. Zuck is missing the Mark pun intended.
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Caden Marlow
Caden Marlow@cadmarlow·
@hiarun02 a product to kill vendor lock in, now you can build yourself anything, but when you are trap for many years on a CRM exemple, how do you get out ? We need a simple way to export all our data
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Arun
Arun@hiarun02·
> Every idea feels taken. > Every API already exists. > Every SaaS has 12 competitors. So what do we build now?
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Caden Marlow
Caden Marlow@cadmarlow·
@Ric_RTP sorry but were did you see they sold it for hundreds of millions ? Generally if the price is not share on PRs in means it’s below 50 millions, I am not sure openAI x10 revenue is not a tech company…
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Ricardo
Ricardo@Ric_RTP·
OpenAI just paid hundreds of millions of dollars for a podcast with 70,000 viewers. At first glance, it makes zero sense. Until you realize what they're actually buying: Control over what gets said about AI before regulators figure out what to regulate. This is literally one of the most aggressive power grabs in tech history... OpenAI just acquired TBPN, the Silicon Valley talk show hosted by John Coogan and Jordi Hays. The show has a tiny audience - 70,000 viewers per episode. But it's the most influential room in tech. It's where Zuckerberg, Satya Nadella, Marc Benioff, and Altman himself go to "chop it up" with friendly hosts who treat executive moves like sports trades. The New York Times called it "Silicon Valley's newest obsession." OpenAI didn't buy it for the revenue. They bought it to control the narrative. And then they put it under Chris Lehane. Lehane isn't a media executive. He's a political assassin. He coined the phrase "vast right-wing conspiracy" to deflect press scrutiny of the Clinton White House. He ran Fairshake, the crypto super PAC that spent hundreds of millions in 2024 to destroy anti-crypto candidates and rewrote the composition of Congress. He joined OpenAI in 2024 and has been whispering in Trump's ear ever since, pushing policies to BLOCK states from regulating AI and ease environmental rules slowing data center construction. That's the man now running OpenAI's new media company. They're promising "editorial independence." But do you think TBPN is going to run a hard-hitting investigation into OpenAI's circular financing? Or the Amazon AWS deal that blew up Microsoft's partnership? Or the $35 billion Amazon payment contingent on OpenAI achieving AGI? Of course not. That's not the point. The point is CONTROL of the room where the conversation happens. Now zoom out: Same week, Anthropic filed paperwork to form AnthroPAC while fighting a lawsuit against the Pentagon after being labeled a "supply chain risk." AI companies have now committed over $300 MILLION to the 2026 midterms. That's more than the entire crypto industry spent in 2024. Leading the Future, backed by Greg Brockman and Andreessen Horowitz: $125M raised. Anthropic: $20M to Public First Action. OpenAI: owns a media company AND has Lehane coordinating with the White House. This isn't about AI safety. It isn't about better products. It isn't about winning benchmarks... It's about who controls the narrative BEFORE the regulation gets written. Every tech mogul is now building their own "propaganda stack." Bezos bought The Washington Post. Benioff bought Time. Patrick Soon-Shiong bought the LA Times. Laurene Powell Jobs took The Atlantic. Elon took Twitter. Now it's AI's turn. But here's the thing: When you combine $300M in political donations, friendly podcasts owned by the companies being discussed, and operatives whispering in a President's ear who ALREADY signed an executive order blocking state AI regulation... You don't have a tech industry anymore. You have a political machine with AI products attached. OpenAI isn't worth $852 billion because of GPT-5.4. It's worth $852 billion because they're buying the referees before the game even starts. The next months aren't going to be about which model is smarter. They're going to be about which AI company captured more politicians, more media outlets, and more of the regulatory apparatus before the public figured out what was happening. And by the time you realize the game is rigged, the rules will already be written.
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Caden Marlow
Caden Marlow@cadmarlow·
What a story, how axios was compromised ⬇️
Aakash Gupta@aakashgupta

North Korean intelligence agents built an entire fake company to compromise one JavaScript developer. And it worked. UNC1069 didn't hack Axios. They befriended its maintainer. They cloned a real company founder's identity, built a branded Slack workspace with fake employee profiles and LinkedIn post channels, then scheduled a Microsoft Teams call with what appeared to be a full team. During the call, a fake error message said his system needed an update. He installed it. That update was the RAT. From one developer's laptop, they had everything: npm credentials, publishing access, the keys to a package installed in 80% of cloud environments. Axios gets 100 million downloads per week. The attackers published two poisoned versions at 12:21 AM UTC on a Sunday night, tagging both the latest and legacy branches within 39 minutes. The malicious dependency had been pre-staged 18 hours earlier with a clean decoy version to build registry history. Three separate RAT payloads were pre-built for macOS, Windows, and Linux. The malware self-deleted after execution to erase forensic evidence. The poisoned versions were live for about three hours before npm pulled them. Huntress observed 135 endpoints across all operating systems calling the attacker's command-and-control server during that window. Wiz found the malicious versions in roughly 3% of environments scanned. Every affected machine needs full credential rotation: npm tokens, AWS keys, SSH keys, CI/CD secrets, everything in .env files. The part that keeps getting worse: this isn't isolated. The same threat cluster compromised Trivy (a security scanner), KICS, LiteLLM, and multiple GitHub Actions in the two weeks before Axios. Google estimates hundreds of thousands of stolen secrets are now circulating from these combined attacks. The maintainer had 2FA enabled. He said himself: "I have 2FA/MFA on practically everything." The exact method of token compromise is still undetermined. One person. One fake Teams call. 100 million weekly downloads weaponized in under three hours. The npm ecosystem runs on mass trust in individual maintainers who volunteer their time, and North Korean intelligence now has a repeatable playbook for turning that trust into a delivery mechanism.

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Will Ahmed
Will Ahmed@willahmed·
You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️
Will Ahmed tweet media
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Caden Marlow
Caden Marlow@cadmarlow·
@TheMG3D What is the scam here ? Given the incredible numbers (revenu, users..), products and roadmap and the one the most incredible team on earth ?
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Caden Marlow
Caden Marlow@cadmarlow·
@aakashgupta and still a massive opportunity to buy MU ! Demand will still be exponential.. so few companies are using AI yet..
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Aakash Gupta
Aakash Gupta@aakashgupta·
The timeline on this is genuinely insane. October 2025: Sam Altman flies to Seoul and signs simultaneous deals with Samsung and SK Hynix for 900,000 DRAM wafers per month. That's 40% of global supply. Neither company knew the other was signing a near-identical commitment at the same time. Those deals were letters of intent. Non-binding. No RAM actually changed hands. But the market treated them as gospel. Contract DRAM prices jumped 171%. A 64GB DDR5 kit went from $190 to $700 in three months. December 2025: Micron kills Crucial, its 29-year-old consumer memory brand, to reallocate every wafer to AI and enterprise customers. The company explicitly said it was exiting consumer memory to "improve supply and support for our larger, strategic customers in faster-growing segments." Translation: the AI demand signal was so loud that selling RAM to PC builders stopped making financial sense. March 2026: Google publishes TurboQuant, a compression algorithm that reduces AI memory requirements by 6x with zero accuracy loss. Cloudflare's CEO called it "Google's DeepSeek." The entire thesis that AI would consume infinite memory forever just got a six-month expiration date on it. Same month: OpenAI and Oracle cancel the Abilene Stargate expansion. The $500 billion data center vision that justified the RAM deals couldn't survive its own financing terms. Bloomberg attributed the collapse partly to OpenAI's "often-changing demand forecasting." MU is now down ~33% from its post-earnings high. Revenue up 196% year over year, EPS up 682%, and the stock is in freefall because the company restructured its entire business around a demand signal that came from non-binding letters and is now being compressed out of existence by a research paper. Micron bet the consumer division on Sam Altman's signature. The signature was worth exactly what the paper said: nothing binding.
Grummz@Grummz

Imagine closing your entire consumer memory division because this guy signed a non binding letter that he would buy 40% of the world’s RAM. Only to have him rug pull 3 months later.

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