@aleabitoreddit Surprised that $SIVE isn’t getting sympathy gains from the $POET news? Can the hit piece really have been that bad?
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drew
1.5K posts
Oh wow, I missed this.
That's probably why $POET is up 20.2% pre-market confirming "far in excess" of purchase orders on top of $MRVL supplier relationships.
That translates materially to $SIVE laser production as well.
Markets haven't fully priced in either yet imo.
PelicanTrader@satoritrade
@aleabitoreddit $POET CFO also said that he's expecting purchase orders "far in excess" of the $5 million order they received last Oct. If these orders come through, revenues could ramp meaningfully in the coming quarters
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drew retweetledi
drew retweetledi
It is quite ridiculous how agile you have to be with your AI agent stack right now. Whatever you spent 6 months perfecting 12 months ago probably is already out of date and you’re better off doing a reset than trying to resuscitate it architecturally.
And what’s interesting is that for every jump in progress that eliminates one part of the stack, generally a new capability becomes possible that you need to build new scaffolding for.
For instance, probably lots of RAG pipelines have had to adjust because of context windows have improved dramatically and you can now just using agentic search due to improve tool use. But that same improved tool use means you probably need to be supporting code execution with sandboxes so the agent can handle more complex work.
So one capability gets bitter lessened, and a new one opens up altogether. This is the cycle we’re going to be in for years. If you don’t have the speed and agility to deal with it, probably going to be in a tough spot.
Matt Carey@mattzcarey
every new model generation you see the pinch of the bitter lesson. harnesses, pipelines, rules which previously felt important now hold you back from innovating. what took months of grind for you is now just a prompt away at ½ the cost. look for it and you will see. Both large and small companies re-evaluating. Company directions change before your eyes. it’s a wild moment for our industry
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drew retweetledi
3/11/20.
6 Years Sober.
God Doesn’t Make Mistakes. 🦅💎
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drew retweetledi
Claude Opus 4.6 is now out! At Box, we've been testing the new model with Box AI on complex areas of knowledge work across many key industries like Financial Services, Life Sciences, and Legal. Overall, Opus 4.6 represents a 10% jump over Opus 4.5 on our hardest knowledge work tasks.
In our testing, we have the model perform a variety of complex, real-world tasks on enterprise content in a single shot. This work resembles the sophisticated multi-step work that a professional does in each major industry, and we saw major jumps in accuracy across nearly all areas.
What's clear is that Opus 4.6 represents another increase in advanced reasoning, logic, agentic tool use, coding, and more. All of these capabilities are necessary to be able to deploy AI agents at scale in an enterprise.
Box customers can build AI agents with Claude Opus 4.6 within the Box AI Studio. Learn more at: blog.box.com/raw-data-insig…
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drew retweetledi
Box CEO @levie's defense of software over vibe-coded, n-of-1 internal tools:
"If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time."
"The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely."
"The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization."
"Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?"
"Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?"
"I think on the margin the average enterprise is going to spend their time and energy on the latter."
"I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."
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drew retweetledi
drew retweetledi
drew retweetledi
AI brings down the cost of building software dramatically. And now everyone can write code for any use case they can think of.
But nothing changes about the concept of core competencies in a company. Companies spend their finite resources on things that differentiate them and let them serve customers better.
Vibe coding customizations to software, building internal apps that don’t have an obvious solution, or prototyping software makes total sense. This will likely produce 10X or 100X more software than we have today. But vibe coding your own CRM or ERP system just won’t be a thing at scale.
The long tail of work that goes into maintaining the software, fixing bugs, adding new features, keeping up with connectors and APIs, and the endless other activities that go into building software don’t go away just because software is now cheap to build.
Companies will tend, over time, to apply their resources to the things that make their business unique and then rent everything else.
Peer Richelsen@peer_rich
"why would i pay for saas if i can prompt the software myself and run it" my brother in christ have you heard of open source businesses the last thing people want to do is to be in charge of development and maintenance of software
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drew retweetledi
Claude Cowork gives you a peek into the future of knowledge work. Here's a demo of using Box as a cloud filesystem via MCP for Claude to leverage content as context to generate new slides locally. The future is having agents running in the background doing work for you.
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drew retweetledi
Today, Box is launching Box Extract, our most powerful way to mine the intelligence sitting inside of critical unstructured data at scale.
Enterprises are sitting on a wealth of valuable information inside of their enterprise content, from their contracts and invoices to research documents and marketing assets. Inside of this information is critical data around customer interactions, revenue opportunities, market intelligence, research breakthroughs, security and governance risks, and more.
Previously it was nearly impossible to capture this information without massive human labor or fragile legacy document processing solutions. This meant that most of the critical data about our business has always been trapped away in this content that we never know about or have access to.
For the first time ever, AI Agents let us capture the inherent critical information sitting inside this content. Box Extract provides an end-to-end suite of capabilities to make it easy to customize these agents, run them on your content at scale, and get all of the benefits of advanced AI breakthroughs from Google's Gemini, OpenAI, Anthropic, xAI, and more for document processing.
And best of all, Box lets you then leverage this content intelligence across your organization with powerful end-user experiences for interacting with this structured data, APIs to connect this data into other enterprise systems, and the have the ability to use this data to drive automated workflows for any business process.
We're still in the very early days of Box Extract, with tons of new capabilities coming soon.
Box@Box
Most organizations run on unstructured content, but it’s the data locked within that content moves business forward. Box Extract is now generally available, delivering agentic data extraction at scale for smart process automation. Combining the latest AI models with advanced OCR capabilities, and agentic approaches that understand document structure and meaning, Box Extract automatically and accurately extracts high quality data from a variety of content to automate workflows, speed content discovery, and drive smarter business decisions.
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drew retweetledi
🚨#BREAKING: It’s now been seven hours, and Verizon services still remain down nationwide with no resolution in sight. Despite the company saying it is working to fix the issue, the cause of the outage has not been disclosed.
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@jonathanroomer @felixrieseberg Funnily enough after asking regular Claude chat about the issue I found out that my Palo Alto Networks corporate VPN was causing the issue. something to do with a certain sandbox that it was trying to set up within my device that was being blocked by the VPN
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@drewcoucho @felixrieseberg Nope did a flame install and it worked for 2 messages then stopped - but it works on my secondary laptop so an issue with the install somehow going wrong on that machine
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Hey @felixrieseberg please help: I cant get passed this message on Cowork: "Unable to connect to Claude. The service encountered an error. You can try again."
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drew retweetledi
The capability overhang right now in AI is pretty massive. Most of the world still thinks of AI as chatbots that will answer a question on demand but not yet do real work for them.
Beyond coding, almost no knowledge work has had any real agentic automation applied to it yet. The past quarter of model updates is going to open up an all new AI agent use-cases across nearly every industry.
The winners will be those that can figure out how to wrap the models in the right agent scaffolding, provide the agent the right data to work with context engineering, and deliver the change management that actually drives the change in workflow for the customer.
This is what 2026 will be about.
frankie@FrankieIsLost
there’s a billion dollars inside the opus 4.5 model weights and you just need to type the right claude code prompts to get them out
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drew retweetledi
drew retweetledi
What's going on with these metal rallies?
Have they gone too far?
Have we seen the top with record Call Market Options.
And will Santa continue to rally markets into the end of the year?
That and more in Today's Show: 👇👇👇
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drew retweetledi
What are the benefits of bying a kobo or a kindle over just an iPad where I can also read everything I can download for free instead of just having to buy books through their proprietary e-bookshop?
haya ✧.*@SIXOFHAYA
i’m so in love with my kobo i think it’s my favourite purchase of 2025
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