Speedracer
15.4K posts
Speedracer
@chintu30
Director of Product at Fintech startup | Building @ForeverApesNFT | Fintech, Crypto | Metaverse explorer | Centrist. Non Tribalist.
San Francisco, CA 🌉 Katılım Ekim 2008
3.3K Takip Edilen2.8K Takipçiler
Why is Evan Spiegel suddenly doing the podcast circuit? There is always a reason...
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Gemini attacking on consumer and Anthropic on enterprise cannot be a comfortable place to be in. Google IO is around the corner and is expected to demo next generation of Gemini. However it is in everyone’s best interest that OpenAi succeeds and beats targets.
Negligible Capital@negligible_cap
*OPENAI MISSED '25 REV TARGET FOR CHATGPT: WSJ Wow. OpenAI not only missed their 2025 revenue target, but they also missed their goal of reaching 1B weekly active users according to WSJ CFO Sarah Friar also reportedly told company leaders that she’s worried the company won’t be able to meet their spending commitments if revenue doesn’t grow faster. “OpenAI missed an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year, according to people familiar with the goals. The company still hasn't announced that milestone, unnerving some investors. It also missed its yearly revenue target for ChatGPT as well after Google's Gemini saw massive growth late last year and ate into OpenAI's market share, the people said. The company has also struggled with defection rates among subscribers, according to people familiar with those figures.”
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If… OpenAI builds a phone they’ll obviously want it to be deeply AI native. They would want everything to be proactive and automated based on user behavior. This would mean that apps are abstracted away or they become headless. This is the only way for them to compete w iOS.
Polymarket@Polymarket
JUST IN: OpenAI is reportedly developing a smartphone designed to "make apps obsolete" by replacing them with AI agents.
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Can someone explain why Fundrise Innovation Fund ($VCX) which owns Anthropic (20% weight of the fund) is not seeing similar gains?
The Kobeissi Letter@KobeissiLetter
BREAKING: Anthropic's pre-IPO valuation has officially hit a record $1 trillion. Anthropic's implied valuation is now up +733% since October 2025, per onchain pre-IPO trading data. Pre-IPO instruments trading onchain, backed 1:1 by SPV exposure on Jupiter, are providing a real-time proxy for the company’s implied IPO valuation. Anthropic has now become the third company to exceed $1 trillion in implied valuation, joining OpenAI and SpaceX. The implied market cap of these 3 companies alone is now up to $3.7 TRILLION. We are about to witness a historic IPO run.
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This is the definition of MOAT. Not the foundational models or the application layers. Google controls the supply of AI. Suddenly the $185B in CapEx seems cheap.
Alexis Ohanian 🗽@alexisohanian
Wow. Apparently Google controls ~25% of global AI compute, with ~3.8 million TPUs and 1.3 million GPUs.
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I called this last year too, just xAI is now SpaceX :) @chamath
Speedracer@chintu30
I’m predicting that @tesla and @xai will merge within the next 2 years. @elonmusk
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Speedracer retweetledi
At ‘#GoogleCloud Next
Google just committed to 960,000 NVIDIA Rubin GPUs on A5X
That’s ~2x Colossus 2 and ~2.4x Stargate Abilene
The hyperscaler with the most credible silicon alternative is scaling Rubin to nearly 1M
The Co-Design moat isn’t cracking
$NVDA
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.@Google is way overdue for a big update in IO and they are falling behind at this point -
1. Gemini Desktop app with Cowork
2. Agent building to Pro customers
3. Gemini 3.5 Pro
4. Nano banana 3.5 Pro
5. Veo 3.5 Pro
6. Some big Anti Gravity updates
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@mukund @BrettFromDJ Proving that wrappers are good enough to get the use case partially there? This won’t replace purpose built applications, they offer more value adds like multi player modes but certainly reduces the need for big spending.
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@BrettFromDJ Same with Claude Code. Claude Cowork. Claude Design. Claude GTM (to be released soon) and Claude Build (also to be released soon).
Same stuff. Small tweaks in UI.
Same underlying model.
Same rate limits.
This is just a rehash
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If you've been on X for more than 5 mins today, you'd think Figma was dead.
But if you spent another 5 mins into looking into Claude Design, you'd realize it's the exact same product we had access to before, but with a different UI.
Claude@claudeai
Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude. Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.
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@joshcrnls Because a prompt based design output is more natural and brings along more functions to the design process. Where Figma adds value is in multi player tools (commenting, editing, e2e view ). These are areas where Figma holds value
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can someone explain to me why everyone thinks an ai lab made up entirely of engineers is going to build a better design product than a company who has lived and breathed the needs of designers for a decade
Claude@claudeai
Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude. Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.
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Adobe and Figma are being abstracted away in ruthless fashion. They are increasingly becoming the dumb layer. Wire up with Claude - export to Figma (make tweaks as needed) - use Figma MCP on Claude code/cursor to build.
Worse - they may not be needed at all.
Claude@claudeai
Introducing Claude Design by Anthropic Labs: make prototypes, slides, and one-pagers by talking to Claude. Powered by Claude Opus 4.7, our most capable vision model. Available in research preview on the Pro, Max, Team, and Enterprise plans, rolling out throughout the day.
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Introducing Gemini on Mac.
We heard your feedback. We recruited a small team. They built 100+ features in less than 100 days. 🤯
100% native Swift. Lightning fast.
Let us know what you think!
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This is so fantastic to see from Google. A user reported a bug on X and head of Gemini followed through and fixed it. Bravo!
Josh Woodward@joshwoodward
@omrkrcy Done. It'll ship out in the next app update.
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Google ships just as much as Anthropic.
In the past few weeks alone:
• Google Skills upgrade
• Gemini new Mac app
• Google Skills in Chrome
• Stitch (AI design tool)
• Gemma 4
• Agentic actions in Chrome
• NotebookLM upgrades
AND we're getting Google I/O announcements in May.
Google@Google
Today, we’re introducing Skills in @GoogleChrome, a new way to build one-click workflows for your most frequently used AI prompts — like asking for ingredient substitutions to make a recipe vegan, generating side-by-side shopping comparisons across multiple tabs, or scanning long docs to get the info you need quickly. When you write a prompt that you want to use again, you can save it as a Skill directly from your chat history. The next time you need it, select your saved Skill in Gemini in Chrome by typing forward slash ( / ) or clicking the plus sign ( + ) button, and your Skill will run on the page you’re viewing, along with any other tabs you select.
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@advikjain_ @zachkrall This is my struggle too. Have to transfer context between the 3 products which aren’t in sync
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@zachkrall one of the most frustrating things is that i cant easily transfer context from chat to code
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ok i still dont understand why chat, cowork, code are even separate tabs to begin with
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Native AI apps + MacBook Neo together are going to obliterate the PC market.
Sundar Pichai@sundarpichai
Introducing Gemini on Mac. It’s the first time we’re bringing the @Geminiapp to desktop. The team built this initial release with @Antigravity, and it went from an idea to a native Swift app prototype in a few days. More features on the way!
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Speedracer retweetledi
Finally. Cowork like capabilities are coming!
Sundar Pichai@sundarpichai
Introducing Gemini on Mac. It’s the first time we’re bringing the @Geminiapp to desktop. The team built this initial release with @Antigravity, and it went from an idea to a native Swift app prototype in a few days. More features on the way!
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