Ejaaz

4.6K posts

Ejaaz

@cryptopunk7213

searching for patterns | AI @limitlessFT | @26cryptocapital | Prev. @coinbase @consensys

Metaverse Katılım Ağustos 2018

695 Takip Edilen49.7K Takipçiler

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Ejaaz@cryptopunk7213·4 Mar

yeah so this is insane 24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck - MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol - massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right) - added $300M to his corweave position totalling $700M (someones gotta run those gpus) - aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now) - dumped $100Ms of NVIDIA and Intel positions. - aggressively buying bitcoin mining companies and re-purposing them for ai data centers. (cipher, bitdeer) - fund up $1.5B in the last 3 months (+35% last quarter) - now owns 10% of core scientific (levered bet on coreweave 😂) He outperformed the S&P500 8X in the funds first 6 months. fucking goated.

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Ejaaz@cryptopunk7213·1h

@rpnickson noticed ig reels skew very pro-claude. genz marketing campaign maybe

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Roberto Nickson@rpnickson·2h

Asked my IG audience what model they’re using most for their important / deep work and I didn’t expect it to be this lopsided. Claude has had a really impressive surge over the last few months.

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Ejaaz@cryptopunk7213·2h

you guys are killing it, my feedback: - persistent memory has been a dream. claude and claude code feels like a continuous working relationship vs. stop-start (this is a bigger deal than you’d think) - the whole asynchronous text-claude-whenever kinda thing is GREAT. i’m all for llms being embedded in whatever i use. so channels is great. - MCP has saved my ass more than you’d imagine. web chrome browsing doesn’t always work so claude just using mcp instead of flopping is sick i got a ton more feedback but good shit dude

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Noah Zweben@noahzweben·2h

@cryptopunk7213 Thank you :) let me know if you have any feedback. Been a blast working on these!

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Ejaaz@cryptopunk7213·4h

anthropic’s openclaw-killer is complete. fucking crazy what they’ve shipped in 4 weeks: - texting claude code - 10,000s of claude skills + MCP - Claude security (autonomous bug-fixer) - persistent memory (claude never forgets) - channels (text claude from telegram) - autonomous cron-jobs - 1M context window - new model (opus, sonnet) - 30+ plug-ins that’ve tanked stocks - remote control just insane fucking levels of execution.

Thariq@trq212

We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.

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Ejaaz@cryptopunk7213·6h

@brah_ddah yes as a harness *on top* of foundation models. they don’t have the cash to train T1 llms.

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Brahddah.eth (Elite Chad)@brah_ddah·6h

@cryptopunk7213 Don’t you think cursor is actually potentially super well positioned to be great in coding AI?

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Ejaaz@cryptopunk7213·6h

1. theres no way this beats opus 4.6 2. wtf is this chart crime??? 😂

Cursor@cursor_ai

Composer 2 is now available in Cursor.

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Ejaaz@cryptopunk7213·8h

man shit is getting dystopian really fucking quickly doordash is now paying people to film themselves doing chores then using that to train AI robots that will replace them - guess what? they're not the only ones: - niantic (pokemonGO creators) has trained AI delivery robots with 30 billion photos taken by 500M+ players - Uber launched 'digital tasks' last year where drivers complete tasks to train AI in exchange for a few dollars i don't think people realise they're doing something that will eventually get them fired "heres $5 in exchange for your job"

Polymarket@Polymarket

JUST IN: DoorDash rolls out new app that pays people to film themselves doing chores for AI training data.

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Ejaaz@cryptopunk7213·10h

wow google ai fucking killing it this week, just launched a claude code competitor - already built 100,000+ apps you now have an entire vibe-coding stack in your browser powered by their coding agent antigravity: - new coding engine can execute multiple tasks and remembers everything across your chat history - proactively adds any live database using firebase in 1-click (prev this was a pain in the ass) - persistent memory = work across ALL devices, it just picks up where you left off. now all we need is the ability to text antigravity and we have a openclaw competitor .@OfficialLoganK :)

Google@Google

Introducing a new upgraded vibe coding experience in @GoogleAIStudio. You can now turn any idea into functional, production ready apps. Build multiplayer games, collaborative tools, apps with secure log-ins and more.

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Ejaaz@cryptopunk7213·11h

@aakashgupta idk what the codex team has been doing recently but it’s fckin great

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Aakash Gupta@aakashgupta·11h

@cryptopunk7213 200iq explanation

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Ejaaz@cryptopunk7213·12h

wow openai basically saying "fuck you" to anthropic codex just became the operating system for 8 million software developers, astral's tools were downloaded 177 MILLION times *last month* but theres a smarter strategy happening: - openai doesn't want codex to just generate code, they want it owning the entire coding process (plan, modify, maintain etc) - astral gives codex that power. - this is openai's 2ND ACQUISITION this week. promptfoo ALSO widens codex's end-to-end coding capability. - open source: this is fucking amazing for the OS community. openAI plans to keep astral tools open. codex is going to be a fucking beast now

OpenAI Newsroom@OpenAINewsroom

We've reached an agreement to acquire Astral. After we close, OpenAI plans for @astral_sh to join our Codex team, with a continued focus on building great tools and advancing the shared mission of making developers more productive. openai.com/index/openai-t…

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Ejaaz@cryptopunk7213·13h

Google crashed figma’s stock -10% with 1 AI product. thats $2B wiped out. graphic designers cooked. anthropic, openai did the same thing to cyber security companies (-30%), legal firms (-35%), financial analysts, software engineers… entire professions are being consumed by 2-4 companies with every feature update. very quickly too. genuinely insane to watch

Stitch by Google@stitchbygoogle

Meet the new Stitch, your vibe design partner. Here are 5 major upgrades to help you create, iterate and collaborate: 🎨 AI-Native Canvas 🧠 Smarter Design Agent 🎙️ Voice ⚡️ Instant Prototypes 📐 Design Systems and DESIGN.md Rolling out now. Details and product walkthrough video in 🧵

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Ejaaz@cryptopunk7213·14h

@elonmusk @XRoboHub @bindureddy vastly more amount of space in space

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Elon Musk@elonmusk·19h

@bindureddy Google will win the AI race in the West, China on Earth and SpaceX in space

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Bindu Reddy@bindureddy·20h

Gemini 3.0 didn’t quite work out and most of us are still stuck with 2.5 Sometimes I don’t get it - what’s preventing Google from ditching all the side hustles and training 100 models from 100 teams in parallel Pick the model/team combination that produces a decent model! That way, they will at least stay in the AI race 😅

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Ejaaz@cryptopunk7213·16h

@elonmusk ai gen slop gets promoted > good content. i see some great posts with minimal impressions.

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Elon Musk@elonmusk·18h

Algorithm is better today than 3 months ago?

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Ejaaz@cryptopunk7213·23h

well this is fucking weird Val Kilmer (deceased actor) will be “resurrected via AI” to star in a new movie: - his entire body, voice, acting will be ai-generated - 1st major actor to be cast and not actually act - family signed off on the rights to use his appearance - he was cast to be in the film in 2020 but fell ill (cancer) and sadly passed away now his simulated body will live in a film hollywood getting very weird

Variety@Variety

FIRST LOOK: Val Kilmer has been resurrected via AI to star in the new movie "As Deep as the Grave." Kilmer was cast in the movie in 2020, five years before his death. But he was too sick amid his throat cancer battle to ever make it to set. Now an AI version of the actor is appearing in the film, with the full blessing of his daughter, Mercedes: "He always looked at emerging technologies with optimism as a tool to expand the possibilities of storytelling. This spirit is something that we are all honoring within this specific film, of which he was an integral part.” “He was the actor I wanted to play this role,” says writer-director Coerte Voorhees. “It was very much designed around him. It drew on his Native American heritage and his ties to and love of the Southwest... His family kept saying how important they thought the movie was and that Val really wanted to be a part of this. He really thought it was important story that he wanted his name on. It was that support that gave me the confidence to say, okay let’s do this. Despite the fact some people might call it controversial, this is what Val wanted.” wp.me/pc8uak-1lH1PI

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Ejaaz@cryptopunk7213·1d

yo i just realised with openAI out of the picture - Apple & Google are about to go to war over the most valuable moat: consumer ai - openai and anthropic focused on coding & enterprise - microsoft focused on enterprise - Meta fucked up, gonna use google - xAI catching up Apple has spent $0 (ZERO) on AI, sitting on $130 billion war chest to turn Siri and iOS into the best ai operating system Google doesn’t have a good track record in consumer BUT they have all the distribution and data. they’re also powering apples AI… shit is about to get v interesting imo

Polymarket@Polymarket

JUST IN: OpenAI reportedly planning major strategy shift to refocus the company around business users and “vibe coders”

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Ejaaz@cryptopunk7213·1d

this is incredible from Anthropic Claude asked 81,000 people how they use AI and the results are very eye-opening, check this out: - claude saved a woman's life after correctly diagnosing her cancer (doctors got it wrong for 9 yrs). - 17% of people are worried ai is killing their ability to think (i agree) - "we already have drones with ai killing us like flies. i want to live" - ukranian on AI being used for war #1 concern was unreliability. more people worry about ai being wrong vs. replacing their actual jobs. - 33% say AI has helped them learn faster - AI is a massive equalizer for people in "tech-disadvantaged" regions (eg Africa) - feels like a superpower. - most surprising to me: ai pessimists and optimists are... the same people. humans are equally excited but scared about AI 81,000 people, 159 countries. 1 week. the largest ever study of its kind. so cool.

Anthropic@AnthropicAI

We invited Claude users to share how they use AI, what they dream it could make possible, and what they fear it might do. Nearly 81,000 people responded in one week—the largest qualitative study of its kind. Read more: anthropic.com/features/81k-i…

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Ejaaz@cryptopunk7213·1d

Anthropic lol - in <24hrs since launching this you can now text *claude CODE* to build apps for you while you’re away fully automated coding AI inside your pocket. amazing.

Felix Rieseberg@felixrieseberg

By popular demand, Dispatch can now launch Claude Code sessions. Ask it to build, make, or improve something! To use it, update your Claude desktop app and make sure you have Code enabled.

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Ejaaz@cryptopunk7213·1d

@tszzl not if i can upload my consciousness into optimus roon

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roon@tszzl·1d

the romantic human aspect of space colonization-placing our flags on other worlds-is redundant with robots and Von Neumann replicators unfortunately. the mars colony will be robots. ppl can join, but as consumers of an experience rather than critical parts of novel adventures

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Ejaaz@cryptopunk7213·1d

@davidmanheim common sense voice: the diff between 56.2 and 57.2 SWE is negligible. the benchmaxxing is also done by *checks notes* everyone else

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David Manheim (Home)@davidmanheim·1d

@cryptopunk7213 Narrator voice: But it was not as good as Claude Opus 4.6 or GPT-5.4 (even when looking at the cherry-picked, non-audited, and non-reproducible results.) x.com/cryptopunk7213…

Ejaaz@cryptopunk7213

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.

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Ejaaz@cryptopunk7213·1d