LetsSaySomeControversy

@danielnewmanUV Lol, carve 30% office revenue and label copilot revenue. Different matrix same shit

The bull thesis just got validated. In a single afternoon. Meta. Microsoft. Amazon. Alphabet. All four reported. All four delivered. The numbers tell the story: $MSFT Azure +40% — beat the high end of guidance. AI business now a $37B run rate, +123% YoY. Copilot crossed 20 million paid seats. $GOOGL Cloud +63% to $20B. Backlog of $460 billion. Pichai called enterprise AI "the primary growth driver of cloud for the first time." $AMZN AWS +28% to $37.6B — the fastest growth in 15 quarters. Amazon reaffirmed $200B in capex for the year. $META +33% revenue growth — the fastest since 2021. And they raised full-year capex guidance to $125–$145B. The deceleration narrative is dead. The "AI capex is speculative" narrative is dead. The "where's the AI revenue" narrative is dead. This was the prove it quarter. They proved it. What we saw tonight is durable, compounding cloud demand, accelerating AI monetization, and a capex cycle being underwritten by signed customer commitments, not optimism. Sorry bubble bears. 🐻 This isn't 1999. Real customers. Real revenue. Real cycle. The companies investing in AI infrastructure today are buying the most valuable real estate of the next decade and tonight they showed exactly why. Buckle up. We're just getting started.

@OnlyCFO When you sign a multi-years software contract, you have guaranteed a service, good or bad, right or wrong, you have gotten a service. When you use Claude prompts, em, how many tokens exactly you have?

Every Claude release makes a CFO somewhere cry that they signed a multi-year deal that Claude now does in a prompt. Rule: No multi-year deals (except maybe with Anthropic)

@zeeg It is not how it works David, if there is no upside in topline, people can only reduce bottom line. Outsources, Saas, AI. They all become tools to cut costs and improve short term profitability

Everyone constantly talking about how all the jobs are going away seems to misunderstand how P&Ls work If people are cheaper than compute we will just hire more people. If people reduce liability (or can take blame) we will hire more people. If people are required to run the compute they are going to just gain new skills - the same as they do now - and we’ll hire more people. It’s silly FUD to think a brainless model running in a loop is going to solve the vast majority of problems in a way that we are accepting of (if it can ever do it at all).

@VibeMarketer_ what does salesforce do？

salesforce going headless is bigger than people realize. software has been priced per seat for decades. the entire business model assumes a person logs in, clicks around, and gets value from a dashboard. agents don’t log in. they make API calls. so what happens to per-seat pricing when the primary user of your platform isn’t a person? when one company runs 50 agents that each make more API calls in a day than the entire sales team makes in a month? every SaaS company is about to face this question. salesforce just forced it into the open by going fully headless. the ones that figure out agent-native pricing first will own the next cycle. the ones still charging per seat while agents do the work will get left behind.

@asmartbear Only sane comment I see about ai coding

Most engineers I know love coding and hate management. With AI, they’re managers, not doing what they love. They’re writing specs (which they’ve always hated), then doing code reviews of sub-par code. It’s efficient they say!

@cyberpeterg @SullyOmarr Did you pay it personally or your company paid it?

can someone explain to me how people are spending > $400/day in tokens & having "agents run for hours" the only explanation is they're having them do meaningless work and wasting tokens to show others "theyre using ai" no other way

@Polymarket 800b is priced in this company will dominate AI market. However, is instill AI a real thing?

BREAKING: VCs have reportedly been "flooding Anthropic with offers" at up to an $800,000,000,000.00 valuation in recent weeks.

@ujjwalscript em…given how fast ai generate codes, the work load is impossible

The WORST part about tech right now? Nobody understands how their own apps work anymore. We are officially entering the era of "Fear-Driven Development." Here is how it happens: You need to set up a complex background job system. You ask an AI agent to build it using Google Cloud Task Queue and Firebase. It spits out 800 lines of perfect, functional Python and configuration logic in 12 seconds. You deploy it. It works. The product managers cheer. Six months later, the system starts silently dropping events under heavy load. You open the codebase. You stare at the 800 lines. You realize you have absolutely no idea how the routing logic actually works. You didn't struggle through the documentation. You didn't build the mental model. You are suddenly terrified to change a single variable. You didn't write the app—you just approved the Pull Request. We used to build software block by block. Now we just summon it, and hope the spell doesn't wear off. If you want to survive this next decade of engineering, make this your golden rule: Never deploy AI-generated code that you couldn't explain on a whiteboard. You don't own the code you didn't architect. You are just renting it from the AI.

@ALEngineered Modern corporate’s purpose is to create tons of reliable low impact work.

The fastest way to endanger your career is to become reliable at low-impact work. You’ll be rewarded with more of it until you are replaced by AI that was trained on your priors.

@zuess05 Code use to be the most valuable thing and most useless thing in business sense. Everyone developer can write clone facebook, but there is only one facebook

Genuine question. If Claude can clone your entire SaaS in 45 minutes, why would anyone pay you $29/month for it? What is your actual moat?

@PrivOSAI @cgtwts AI compresses coding work. But keep adjusting prompts to make sure parameters flow between functions smoothly; reading through codes to understand it and make sure algorithm works the way I wanted is not fun. Or maybe I don’t know it at all. How you guys vibe coding?

“fully automated in 12 months” feels more like a provocation than a prediction. AI will compress a lot of coding work, no doubt. But software engineering isn’t just writing code. It’s judgment, trade-offs, system design, and understanding messy real-world constraints. Engineers who only write code are at risk. Engineers who understand systems, security, and context become more valuable.

Anthropic CEO: “software engineering will be FULLY automated in 12 months” software engineers are cooked.

@rohanpaul_ai Lol, whoever has ai in his/her user name has no clue what they are saying. Companies spend millions on copilot are not serious on AI. CEOs have no clue of foundations running their companies. They only care about share prices. AI became their best friends to cut cost. That is it

Fortune: Companies are spending millions on AI while most employees still refuse to use it. Roughly 80% of enterprise workers in this survey either skipped company AI tools, did the work manually, or did not use AI at all, even while companies kept raising spending on digital transformation. Executives saying the tools are ready while workers say the tools are confusing, poorly explained, and untrustworthy for serious decisions. imo, skill issue, probably for most. --- fortune .com/2026/04/09/ai-backlash-quiet-quitting-fobo-obsolete-white-collar-rebellion/

@TukiFromKL Have you guys give a thought that maybe, maybe developers have given claude code too much access. People installed the biggest malware in history and start wondering why the sudden all vulnerabilities came up

🚨 HOLY SHIT.. Anthropic released Claude Mythos.. an AI that finds and exploits software vulnerabilities on its own.. Cloudflare crashed 13% in one day.. 22% in four days.. CrowdStrike dropped 7.5%.. Palo Alto, SentinelOne, Okta all fell.. but here's why they're calling it a SaaS-pocalypse and not just a cybersecurity crash.. every software company you pay monthly.. your CRM, your cloud storage, your project management tool.. they all promise your data is secure.. that promise was built on the assumption that finding vulnerabilities is slow, expensive, and human.. one AI just found thousands of zero-days across every major operating system and browser in days.. including a 17-year-old bug that survived decades of human review.. it wasn't a hack.. it was a product demo.. and it was so dangerous Anthropic only gave 40 companies access.. Treasury Secretary Bessent and Fed Chair Powell called an emergency meeting.. the entire SaaS industry is a $300 billion trust exercise.. and one AI just proved the trust was misplaced..

@SimonHoiberg funny there is no AI customer services from major company that actually works

I replaced 8 team members with AI agents over the last 2 years. And somehow customer satisfaction went UP. Not because AI is "better than humans" (it's not, in many ways). But because AI doesn't have bad days, doesn't forget to follow up, and doesn't go quiet for 3 hours during peak support load. Consistency beats talent when talent is inconsistent.

@AtifManzooAli @Layton_Gott Realistically, how you gonna define everything function and make sure parameters flow correctly through functions. Reivew code effectively?

@Layton_Gott I actually agree with this take. In a world where AI writes great code, grinding syntax for years is mid — learning systems, users, and using AI as your dev team is how you stay dangerous.

Unpopular opinion: Spending 2 years learning to code from scratch is a WASTE of time. Not because coding isn't valuable. But because by the time you learn how to manually code AI will be better than basically every human. Every month alone we get some new insane model: (OpenClaw, Perplexity computer, Opus 4.6, Codex 5.4 etc…) Learn the fundamentals from AI such as understand coding architecture and system design. Then let AI handle the coding. The people who win in 3-5 years won't be the best coders. They'll be the smartest system promoters.

@aiedge_ hey Let’s talk something seriously. How you effectively review AI generated code?

Anthropic CEO is literally trying to automate your entire life. “We are so close to AI models reaching human-level intelligence..." There is a HUGE disconnect between what these CEOs are stating and what the average person thinks is possible with AI. Most people have no clue.

@RMCtwit @TechLayoffLover 30 CTOs from different industries. Anyway

@TechLayoffLover 30 CTOs having drinks in a gathering in Palo Alto. Way to go low profile, dudes.

Had drinks with 30 CTOs last night at an off-the-record gathering in Palo Alto Every single one showed me the same internal PowerPoint slide "2026 AI Headcount Targets: Path to 70% Cost Reduction" The numbers will make you physically sick Fintech CTO planning to cut 280-person engineering org down to 43 "AI orchestrators" by September. Same product roadmap. Same delivery expectations. Healthcare CTO already eliminated his entire manual QA department. 67 people. Replaced with 3 senior engineers running autonomous testing agents that ship code directly to production. SaaS CTO walked me through his "human depreciation timeline": 340 engineers today, 89 planned for 2027. Customer support going from 120 humans to 12 "escalation specialists" managing AI conversations. The most chilling part: they're all using the exact same consulting deck from McKinsey called "The 30% Organization" One CTO literally said "hiring humans for code is like hiring horses for transportation" Another showed me Slack screenshots where his L7s are asking if they should train their replacements The consensus was unanimous: if you can't manage 10 AI agents by Christmas, you're not making it to New Year's Every single one of them is planning to announce these cuts as "AI transformation success stories" While their stock options vest at record highs built on the backs of workers they're about to execute The future of engineering is 3 humans with 50 AI agents in a WeWork somewhere while 500 families lose their homes

@heyshrutimishra I guess no one gives fuck about global warming and environment anymore

China deployed a 1,300-ton data center on the ocean floor off the coast of Hainan. No cooling towers or air conditioning. Just cold seawater doing the job for free. The result? Cooling costs drop from ~50% of total energy to under 10%.

@vinodsrinivasan Dude… redundancy sucks. But if someone worked 20 years and 2 years from retirement. Redundancy means he gets paid for two years tax free without have to work. Why is it bad?

A man worked at Oracle for 20 years. He has cancer. Two years from retirement. He found out he was laid off via email. No phone call. No manager. Just a message saying today is your last working day.

I miss stackoverflow era, when developers helping each other with real codes. Discussing issues with solutions. Nowadays, there are just bunch of people writing ‘let me teach you how to write prompts’…