Mimi

@claudeai just shipped Auto mode, a classifier that decides what’s safe to run. Anthropic is upfront: 17% false-negative rate. Research preview. Team plan only. I built a plugin for the other side of that tradeoff. 🧵

@SpencerHakimian For a sec, I thought the company’s name was Hell 💀

🚨BREAKING: GOOGLE, BLACKSTONE TO CREATE NEW AI COMPANY Welcome to Hell.

@deedydas People think too much like losers. Get your head down, mind your own business and build what makes sense to you regardless of the outcome.

The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. There’s a deep malaise about work (and its future). Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich aren’t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.

@elonmusk @inversebrah @WatcherGuru I’ve always said it.

@WatcherGuru Obviously. Sometimes grown men send me their Instagram profiles and I’m like are you transitioning or what?

JUST IN: Elon Musk says "Instagram is for girls."

@sama @rezoundous Less unproductive overthinking, more consistency checks.

@rezoundous curious, could you try to explain it?

Can't explain it, but I trust GPT-5.5 more than Opus 4.7 right now.

@trq212 Correct, also ditched PowerPoint and word for html

HTML is the new markdown. I've stopped writing markdown files for almost everything and switched to using Claude Code to generate HTML for me. This is why.

@vatsalyatandon Nope not the same vibe

claude took her job too

@arseniycodes Used it with the 100$ credit we got few weeks ago. It was pretty good, but you have to be smart. Front load the work with CC and use design for improvements and polishing mostly.

anthropic released Claude design about a month ago. is anybody using it?

@VFinnishProbs Americans obsession with Europeans livelihood needs to be studied

Americans: We're so much richer than you! Europeans: Thanks for your email. I'm currently out of the office on summer holiday until the 30th Sept.

@aiedge_ Procurement is missing 🫠

Accurate.

@helloitsaustin @AnthropicAI Congrats!!

I got married this past weekend so I did what any rational @AnthropicAI employee would do and had Claude Code analyze 12 years of iMessages with my wife, then Claude Design used that data to whip up a website for our guests in just minutes.

@Hesamation Hope he’s not counting on MCPs

brother, AI literally uses APIs.

@dwarkesh_sp @reinerpope Love this please do more of this format!

Did a very different format with @reinerpope – a blackboard lecture where he walks through how frontier LLMs are trained and served. It's shocking how much you can deduce about what the labs are doing from a handful of equations, public API prices, and some chalk. It’s a bit technical, but I encourage you to hang in there - it’s really worth it. There are less than a handful of people who understand the full stack of AI, from chip design to model architecture, as well as Reiner. It was a real delight to learn from him. Recommend watching this one on YouTube so you can see the chalkboard. 0:00:00 – How batch size affects token cost and speed 0:31:59 – How MoE models are laid out across GPU racks 0:47:02 – How pipeline parallelism spreads model layers across racks 1:03:27 – Why Ilya said, “As we now know, pipelining is not wise.” 1:18:49 – Because of RL, models may be 100x over-trained beyond Chinchilla-optimal 1:32:52 – Deducing long context memory costs from API pricing 2:03:52 – Convergent evolution between neural nets and cryptography

@james406 Lmao I firstly thought this wasn’t satirical and was about to fire up 😂

as a founder, you should spend all your time at events i thought i didn't need to attend them, and was feeling pretty burnt out from constant networking so i took a night off skipped an event a friend was hosting it turns out, that event was called "Blank-check-a-palooza", and some multi-billionaire was handing founders blank checks with extremely favorable term sheets that dinner spawned several successful companies: nvidia, apple, standard oil, dropbox lesson: attending events > everything else

@hthieblot Thanks for posting this hits home

Never quit as a founder. I’m begging you. It’s 0 for longer than you’ll ever expect. No momentum. Soul-crushing doubts. Nobody seems to care. Even when it looks like it’s working, it’s not. You keep trying new things. You don’t lose hope. Then it snaps to 100. You finally find the one thing that resonates. You wake up with more customers than you can handle. Everything is breaking. Momentum keeps building even when you’re not pushing. Something changed. You didn’t get lucky, you just didn’t leave.

@aakashgupta Have you heard of real estate portfolios?

Peter Thiel just bought a $12 million mansion. In Buenos Aires 🇦🇷 Read that again. Not Miami. Not Monaco. Not London. Buenos Aires. 1,600 square meters in Palermo Chico, the 110-year-old protected zone where tower construction is banned by law and the neighbors are embassies, Susana Giménez, and the old Argentine aristocracy. BuySell BA confirmed his network is looking at the same street. The math is the first tell. $12 million for 17,000 square feet in a G20 capital works out to about $700 per square foot. Manhattan trophy runs $4,000 to $8,000. Mayfair $3,500 to $5,000. Paris 8th $1,500 to $2,500. Peter paid 15 to 20% of the global comp for the best asset on the block. The second tell is the pattern. He took New Zealand citizenship in 2011, before any tech founder thought about jurisdictional arbitrage. He moved to Miami in 2021, before the capital rotation out of San Francisco became the dominant story. Each time his network followed within 18 months. Partners moved. Portfolio companies relocated. Capital chased the footprint. Now look at the deployment. Two months on the ground in Argentina. Met Javier Milei at Casa Rosada this week. The Palermo Chico mansion is his third trophy purchase in 16 months, after $9 million for the fifth floor of Palacio Devoto and $15.2 million for a Key Biscayne penthouse. That's $36 million of personal real estate moved in under two years. The underlying thesis writes itself. Milei took Argentina from 211% annual inflation to 32%. Delivered the first federal surplus in 14 years. Unwound capital controls. The country is fragile, monthly inflation still runs 2 to 3%, and the peso could break. But a G20 economy under libertarian restructuring is a once-in-a-generation asset class, and Peter is buying a physical option on that trajectory holding through the 2027 election. You buy a $12 million trophy in Palermo Chico when you plan to be in Buenos Aires while policy gets written. Last time his network moved into a geography before the thesis went mainstream, Miami became a tech capital node within three years. Buenos Aires just got added to the list.

@rezoundous Context switching masters

Does anyone actually run 20 agents in parallel?

@JorgeCastilloPr We just want colors back 😩

We made it. The soulless minimalistic flat design era is finally over 🥹 The sun always rises.

@ParikPatelCFA That’s the biggest red flag even worse than those who use CC on the desktop app 😭

Ladies if your boyfriend uses the Claude Code VSCode extension instead of the terminal tool that’s not your boyfriend that’s your girlfriend

@levelsio We need to build a crowd sourced performance monitoring of these models. I’m down for it if someone wanna team up. We need to keep labs on their toes, this stuff is only gonna get worse over time

I can't believe we were right Claude was dumbified on March 4, just when we noticed!

@siliconmania Wait until LinkedIn finds out about this 💀

you asked for it. so we made it. say hi to siliconmania.tv/weekly each reference of the weekly tech recaps. explained. its finally time to understand all of them. enjoy.