Dong Ming

I’ve come to the conclusion that the only worthwhile goals in 2026 are: 1. don’t die, like @bryan_johnson 2. spend free time working with and learning AI agents 3. ensure my immediate family members do the same

Robotaxi supplier base seems to be getting more fragmented... good for $UBER

opencode 1.3.0 will no longer autoload the claude max plugin we did our best to convince anthropic to support developer choice but they sent lawyers it's your right to access services however you wish but it is also their right to block whoever they want we can't maintain an official plugin so it's been removed from github and marked deprecated on npm appreciate our partners at openai, github and gitlab who are going the other direction and supporting developer freedom

Jensen Huang: "If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed. This is no different than a chip designer who says 'I'm just going to use paper and pencil. I don't think I'm going to need any CAD tools.'"

🚨 Cursor just dropped Composer 2.. their own AI model.. not Claude.. not GPT.. their own.. and it beats Claude Opus on coding benchmarks.. at a fraction of the cost.. a code editor with 50 people just outperformed a $30 billion AI lab.. at coding.. which is supposed to be their whole thing.. the vibe coding era just got an upgrade..

$uber $rvn

Tomorrow we will unveil the all new vibe coding experience in @GoogleAIStudio, the team has spent 4 months rebuilding it all from scratch and smoothing out rough edges to help everyone bring their ideas to life. This is a big step forward, but just the start : )

$WMT is disappointed in results from OpenAI partnership, whereby Walmart users are allowed to shop via ChatGPT and OpenAI would receive a commission on these purchases “Conversion rates—the percentage of users following through with a purchase of an item shown to them by ChatGPT—have been three times lower for the selection sold directly inside the chatbot than those that require clicking out, according to Daniel Danker, who oversees design and product for Walmart. Put simply, Instant Checkout has been a flop.” -- Wired OpenAI on a heater recently in the news….

This is the "highest alpha" compound engineering thread I have ever read - by a long shot too. It is simply astounding what @intercom is doing. It takes compound engineering to an entirely different level - it's not even about just engineering - it's the entire organization. It is "organizational compounding" through extremely smart orchestration of AI. It's wild, because there is such a spectrum of how companies use AI. Some have no strategy to use it, or just deploy a very restricted co-pilot - and then 10% of their employees use it like a glorified search engine. And then you have this. What do you think will happen to the performance gap between these two types of companies? Also, what do you think foundation lab companies are doing? They are clearly even more all-in on this type of thing, and they have access to better models and better ways to tie this all together. What a wild and exciting time to be going AI-first.

Wow. Anthropic is eating OpenAI’s lunch in the enterprise

Claude has over 4x the chance of ChatGPT for claiming the best model by 2026 on Kalshi? This seems obviously wrong.

5.4-mini is roughly Sonnet 4.6 intelligence but 70% cheaper and like 3x faster

I saw Jassy soft-guiding to $600B in AWS revenue by 2036. Some napkin math: $AMZN currently trades at ~17x AWS revenue (assuming all other businesses like Ads, e-comm, devices, and logistics are valued at 0). If you use a more conservative multiple like 10x (to account for the 15–18% CAGR in AWS growth), you’d reach a $6T valuation for AWS alone. That’s roughly a triple from today's prices. Not bad

Use GPT-5.4 mini and nano for most of your Openclaw use cases. It’s a workhorse model.

“Freeing up”

Amazon $AMZN CEO Andy Jassy reportedly just said at a internal meeting - AI TO DOUBLE AWS SALES TO $600 BILLION BY 2036

$UBER thesis continues to play out with the $NVDA deal today (which was actually announced back in January??). Stock is cheaper than it was 6mo ago.

I love the transparency by $HOOD $RVI. New investments in Stripe and ElevenLabs. On March 9, 2026 RVI purchased an aggregate of $14,577,645 of Class B Common Stock of Stripe. On March 12, 2026 RVI purchased an aggregate of $19,999,971.34 of Series D Preferred Stock of ElevenLabs in a primary transaction

💯

Agentic software engineering adoption is on fire at @Uber. 1,800 code changes per week are now written entirely by Uber's internal background coding agent, and 95% of our engineers now use AI every month across all the tools we track. This is a real reset moment for engineering; it's one of the most exciting times to lead. This shift requires builders to be curious and hands-on. I’m incredibly lucky to be surrounded by a team that’s doing exactly that. The best part is that the strongest adoption isn’t being pushed top down from leadership announcements; it’s coming from engineers who are quietly experimenting, quietly shipping, and quietly pushing things forward. I love spending time with those engineers because there’s no substitute for being close to the work. Over the last few months, we leaned in hard, and the results have been phenomenal. The bigger shift: going agentic. 84% of AI users are now working with agent-style workflows, not just tab completion. Claude Code usage nearly doubled in 2 months (32% → 63%), while IDE-based tools have largely plateaued. Engineers are moving from accepting suggestions to delegating tasks. Even within traditional IDEs, ~70% of committed code is now AI-generated. Background agents are writing code autonomously. Our internal background coding agent went from <1% of all code changes to 8% in just a few months. There is zero human authoring. Engineers review and approve, but the code is written entirely by AI agents. The role of the engineer is shifting - from writing every line to architecting systems and reviewing AI-generated code. More to come from the @UberEng team in the coming days.