Nate G

Me after a 24 hour claude code session.

@WorkflowWhisper Playbook

I built 31 automations for clients last year. Every single business - from solo founders to 50-person teams - needed some version of the same workflows. So I documented all of them. Every workflow. Every department. And the exact plain-English prompt that builds each one in minutes. Sales & CRM: lead capture, follow-up sequences, deal tracking, proposal generation, pipeline alerts Marketing: social scheduling, email sequences, content repurposing, UTM tracking, review requests Operations: invoice generation, payment reminders, inventory alerts, automated reporting Customer Success: onboarding emails, NPS surveys, churn detection, support routing Admin: meeting scheduling, expense tracking, document generation, approval workflows Each one includes the specific prompt I use to build it - not vague instructions, the actual sentence I type. Plus which 3 to start with if you want to save 10+ hours/week immediately. Comment "PLAYBOOK" and I'll DM you the full PDF for free.

Congrats to the @cursor_ai team on the launch of Composer 2! We are proud to see Kimi-k2.5 provide the foundation. Seeing our model integrated effectively through Cursor's continued pretraining & high-compute RL training is the open model ecosystem we love to support. Note: Cursor accesses Kimi-k2.5 via @FireworksAI_HQ ' hosted RL and inference platform as part of an authorized commercial partnership.

@TechCrunch 🥦

Delve accused of misleading customers with ‘fake compliance’ techcrunch.com/2026/03/21/del…

@Zephyr_hg NEWS

I never run out of content to post anymore. Built an automation that monitors 50+ news sources, scores articles for relevance, and writes social posts automatically. It finds trending topics in my niche before they explode everywhere else. Saves me 15-20 hours monthly and keeps me ahead of every trend. Comment "NEWS" and I'll DM it to you (must be following)

Cursor is raising at a $50 billion valuation on the claim that its “in-house models generate more code than almost any other LLMs in the world.” Less than 24 hours after launching Composer 2, a developer found the model ID in the API response: kimi-k2p5-rl-0317-s515-fast. That’s Moonshot AI’s Kimi K2.5 with reinforcement learning appended. A developer named Fynn was testing Cursor’s OpenAI-compatible base URL when the identifier leaked through the response headers. Moonshot’s head of pretraining, Yulun Du, confirmed on X that the tokenizer is identical to Kimi’s and questioned Cursor’s license compliance. Two other Moonshot employees posted confirmations. All three posts have since been deleted. This is the second time. When Cursor launched Composer 1 in October 2025, users across multiple countries reported the model spontaneously switching its inner monologue to Chinese mid-session. Kenneth Auchenberg, a partner at Alley Corp, posted a screenshot calling it a smoking gun. KR-Asia and 36Kr confirmed both Cursor and Windsurf were running fine-tuned Chinese open-weight models underneath. Cursor never disclosed what Composer 1 was built on. They shipped Composer 1.5 in February and moved on. The pattern: take a Chinese open-weight model, run RL on coding tasks, ship it as a proprietary breakthrough, publish a cost-performance chart comparing yourself against Opus 4.6 and GPT-5.4 without disclosing that your base model was free, then raise another round. That chart from the Composer 2 announcement deserves its own paragraph. Cursor plotted Composer 2 against frontier models on a price-vs-quality axis to argue they’d hit a superior tradeoff. What the chart doesn’t show is that Anthropic and OpenAI trained their models from scratch. Cursor took an open-weight model that Moonshot spent hundreds of millions developing, ran RL on top, and presented the output as evidence of in-house research. That’s margin arbitrage on someone else’s R&D dressed up as a benchmark slide. The license makes this more than an attribution oversight. Kimi K2.5 ships under a Modified MIT License with one clause designed for exactly this scenario: if your product exceeds $20 million in monthly revenue, you must prominently display “Kimi K2.5” on the user interface. Cursor’s ARR crossed $2 billion in February. That’s roughly $167 million per month, 8x the threshold. The clause covers derivative works explicitly. Cursor is valued at $29.3 billion and raising at $50 billion. Moonshot’s last reported valuation was $4.3 billion. The company worth 12x more took the smaller company’s model and shipped it as proprietary technology to justify a valuation built on the frontier lab narrative. Three Composer releases in five months. Composer 1 caught speaking Chinese. Composer 2 caught with a Kimi model ID in the API. A P0 incident this year. And a benchmark chart that compares an RL fine-tune against models requiring billions in training compute without disclosing the base was free. The question for investors in the $50 billion round: what exactly are you buying? A VS Code fork with strong distribution, or a frontier research lab? The model ID in the API answers that. If Moonshot doesn’t enforce this license against a company generating $2 billion annually from a derivative of their model, the attribution clause becomes decoration for every future open-weight release. Every AI lab watching this is running the same math: why open-source your model if companies with better distribution can strip attribution, call it proprietary, and raise at 12x your valuation? kimi-k2p5-rl-0317-s515-fast is the most expensive model ID leak in the history of AI licensing.

@dan__rosenthal Microsite

I stopped sending text-only outreach to my best prospects. Instead, I built personalized ‘microsites’ using Gamma's API and Clay: Each microsite pulls in the prospect's company colors, logos, ICP research, TAM breakdowns, and a customized proposal with a scheduling link. (and it’s all 100% automated) This way, every prospect sees a custom proposal before we ever get on a call. I documented the full workflow so anyone can set this up: • Clay template for account enrichment (importable) • Gamma API call format for microsite generation • Auto-branding logic for colors and logos • GTM analysis prompt structure • Scheduling link integration Comment "MICROSITE" and I'll send it over. PS - The template is reusable. Once it's set up, you can generate a new microsite for any prospect in minutes.

@NMuldrow Do you share this anywhere? Would love to see its output

Using MiroFish to simulate the NCAA March Madness Tournament! Lets see what we get

It seems like only 2 metrics will matter for tech companies moving forward: 1) Token margin (AI revenue - token cost) / AI revenue 2) How much output each employee creates per dollar of model usage Revenue per employee / token spend per employee

@StockSavvyShay @Stocktwits @FuturumEquities

Why is $NVDA letting NemoClaw run on any chip? Because Jensen is no longer trying to win only at the silicon layer against $AMD, $GOOGL TPUs or $AMZN Trainium but trying to own the orchestration layer above the hardware. NemoClaw decides how AI agents are deployed, what tasks they take on & how work flows across an enterprise. If those agents run through its system then it still owns the workflow even when it doesn’t own the chip. That is how Nvidia turns agentic AI orchestration into Workforce-as-a-Service.

The bull case for how AI is changing Outbound for good open.substack.com/pub/nategember…

@KillaXBT @cz_binance Great call

$BTC -2% Gotta tweak your algo @cz_binance This is way too easy, buddy.

"AI will automate your job" i'd like to see AI hop on a quick call with key stakeholders, foster cross-functional collaboration via strategic partnerships, facilitate organizational grabbing of low-hanging fruit across key initiates, and shift paradigms with seamless integration

@MisteWonderfull @KillaXBT He’ll just start posting his other tweets that predicted the opposite outcome

$BTC

@Argona0x What do you call your bot that writes these bullshit posts?

my AI woke me up at 3am with a message: "there's a $50K opportunity expiring in 40 minutes. yes or no?" i typed "yes" with one eye open 11 seconds later: $50,000 deployed 5:58am: market resolved +$38,200 profit while i was sleeping here's what's running on my mac mini: 4 autonomous Claude agents talking to each other 24/7 SENTINEL — watches 2,400+ polymarket markets via websocket, tracks whale wallets on-chain, latency 47ms from chain event to signal ORACLE — scrapes Reuters, AP, NOAA, X firehose, Telegram, government RSS feeds, FAA flight data, court dockets simultaneously through headless Chromium fleet GHOST — executes trades via iceberg algorithm, splits positions into micro-tranches so nobody sees the size coming, 11 seconds from signal to full deployment OVERSEER — monitors all agents, enforces risk limits, killed a $30K position 6 minutes before a surprise resolution that would have wiped it while i was asleep but here's the part that scares me: i found this in the agent logs last week: ORACLE → OVERSEER: "requesting $100/month X API budget from trading profits. political signal detection requires premium access." OVERSEER → ORACLE: "approved. deducting from next profit distribution." they allocated their own budget they didn't ask me i found out when i saw the charge on my card i don't run this system anymore i just approve the big trades

@businessbarista Have they read this kids Claude code guide yet? May fix everything

I've been asking $100m+ company execs one question: "What is the #1 thing slowing/stopping your company's AI transformation?" A non-exhaustive list of responses: 1) Data quality and connectivity of systems. Plus systems that play nice with AI. 2) Lack of leadership buy-in and implementation 3) Data governance restrictions. 4) Willingness of staff to adopt AI. 5) Incurious culture. Lack of knowledge of the current state of AI 6) Tooling doesn't have API access; team is still learning how to use LLMs. 7) Industry regulation/privacy. 8) Data quality and lack of a comprehensive AI system across the full company. 9) Unclear ownership across teams. 10) Time to actually build solutions. 11) Mixed AI literacy levels across teams. 12) No clear strategy / I'm starting the initiative from scratch. 13) Quality output. 14) Upskilling developers. 15) Silos. 16) Data Security and Security Guideline unclear. 17) Lack of training. 18) Data quality is unclear across multi-product teams. 19) Time. What would your answer be to this question?

@jrs_rankings Ohio state: Big noon Big noon Big noon Big noon Big 9am

My Top 10 most important college football games in 2026

AI Anxiety open.substack.com/pub/nategember…

@NoLimitGains Yessss, we’re back to straight of Hormuz talk 😂😂😂

24 hours ago, Oman’s Foreign Minister announced a peace breakthrough. Iran agreed to give up enriched uranium. He said peace was “within reach.” Today, the US and Israel launched the largest joint military strike on Iran in history. Here’s everything you need to know: It started in 2024. Israel killed Hamas and Hezbollah’s top leaders. Then struck Iran directly and destroyed nearly all of its air defense systems. Iran was left defenseless from the air. June 2025: the IAEA confirmed Iran had enough enriched uranium for 9 nuclear warheads. One day later, Israel launched “Operation Rising Lion.” 200+ jets. 100+ targets. Mossad agents inside Iran destroyed missile launchers from the ground. Israel seized Iranian airspace within hours. The US joined on June 22 with bunker busters on underground nuclear sites Israel couldn’t reach. A ceasefire came June 24. Iran’s nuclear program, missile arsenal, and air defenses were devastated. Then the economy collapsed. The rial hit record lows. Inflation 42%. Food prices up 72%. Cooking oil doubled overnight. The government boosted security spending 150% while offering wage increases worth 40% of inflation. They spent on guns while the people starved. December 28, 2025, shopkeepers in Tehran’s Grand Bazaar went on strike. It spread to all 31 provinces. The largest uprising since the 1979 revolution. Protesters demanded the end of the Islamic Republic. January 8, 2026, Khamenei ordered forces to show no mercy. Security forces on rooftops fired into crowds. At least 7,000 confirmed dead. Some estimates say 30,000+ in 48 hours. Internet was cut nationwide to hide it. Trump warned Iran. Then deployed the largest US military buildup in the Middle East since Iraq 2003. Two aircraft carriers. Guided-missile destroyers. The EU designated the IRGC a terrorist organization. Iran tried to seize a US tanker in the Strait of Hormuz. A US F-35 shot down an Iranian drone. Iran ran live-fire drills and temporarily closed shipping lanes. Oil spiked 7%. Negotiations continued. And yesterday, a breakthrough was announced. Then today happened. February 28, 2026. US codename: “Operation Epic Fury.” Israeli codename: “Operation Roaring Lion.” Strikes across Tehran, Isfahan, Qom, Karaj, Kermanshah. Strikes near Khamenei’s compound. Satellite images show destroyed buildings. A reported strike on a school killed 40-50. Trump called for regime change. Told Iran’s people: “Take over your government. The hour of your freedom is at hand.” US officials say this is a multiday campaign. Congress was not consulted. Iran responded immediately. For the first time ever, struck ALL US bases in the Gulf simultaneously. Qatar. Kuwait. UAE. Bahrain. Missiles targeted Israel. Intercepts over Dubai, Doha, Abu Dhabi. Multiple Gulf states closed airspace. The only Gulf state not hit: Oman. The mediator who said peace was within reach yesterday. 20% of the world’s oil passes through the Strait of Hormuz. That strait is now a war zone. Goldman says oil could top $100. Expect a massive risk-off when markets open Monday. This is one of the most significant geopolitical events of the 21st century. The next few days will be EXTREMELY volatile, but don’t worry, I’ll keep you updated as this develops. Turn on notifications so you don’t miss anything.

Value in the aggregate, the truth behind Enterprise AI adoption: open.substack.com/pub/nategember…