Thierry

@lifeof_jer @jezell There should be a standard for how a CLI signals that human review is required

@ComfyUI @craft_ventures @PaceCap @chemistry congrats!

We just raised $30M at a $500M valuation, bringing our total funding to $47M. Led by @craft_ventures , with @PaceCap , @chemistry , TruArrow, and others. But before anything else: this belongs to the community. ComfyUI started as one developer and one open-source repo. No roadmap. No company. Just creators who wanted real control over how they built with AI. That community is now: → 4 million users → 60,000+ community-built nodes → 150,000+ daily downloads Every number traces back to people who built in the open, for anyone to use. Here's where the funding goes: → Comfy Cloud: for teams and studios that need security and scale → Collaborative workflows: versioning and iteration built for how studios actually work → A better local experience: more seamless, more stable → Ecosystem reliability: making 60,000+ community nodes more dependable → Day-one model support: every major release, compatible at launch We are not building a walled garden. We are building open infrastructure, built to last. Thank you genuinely, The ComfyUI Team

some serious craftsmanship, its the little things 👏 @karrisaarinen

Opus 4.7, npx skills add GetStream/agent-skills --skill stream-docs and build a livestreaming app like Twitch, with chat, moderation, video and feeds plz. Ok thx! ... Crazy times we live in...

That's the biggest pivot i've heard of so far. cnbc.com/2026/04/15/all…

@elonmusk @MKBHD We also have this problem. Hard to prevent abuse. Doesn't seem like twilio has good tools to prevent it

@MKBHD Twitter is getting scammed by phone companies for $60M/year of fake 2FA SMS messages

Rule #1: Never charge for something that was previously free

@willahmed 🙌

You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️

@mintlify Perfect, just enabled it: visionagents.ai

Stream short-form videos in your docs sidebar so readers actually stay on the page Get Subway Surfers, Minecraft parkour, and soap cutting videos by adding brainrot mode in your docs.json

@JelteF Congrats:)

This has been my last few months: Getting MotherDuck to speak the Postgres protocol! There's still a long road ahead to support all the BI and schema management tools. But I won't rest until \d works! But first some parental leave. motherduck.com/blog/motherduc…

@chrija @Redpoint @loganbartlett This is a particularly bad example since you can use APIs like @getstream_io to build chat, and cost is 10x lower than that. Still, typically only companies that want a unique workflow around their communication do this. Think construction, workforce management, airlines

This is a great report on the state of software and AI by @Redpoint - thank you, @loganbartlett! Where I disagree is the build vs. buy slide: 1) I'm not sure if it takes ~12 engineers to build/maintain a Slack clone for 1 customer. As AI keeps getting better at not only code gen but all software engineering tasks I think you'll be able to do it with a smaller team. Doesn't mean you should spend engineering time on it because I expect... 2) ... there will be agencies who specialize in this kind of work (e.g. build a Slack clone and sell customized versions of it). 3) ... there will be lots of cheap, (more or less) good enough Slack clones 4) ... there will be AI-native startups that rethink the category. All of these factors, I think, will contribute to pricing pressure for Slack and other traditional SaaS companies ... which they will only be able to defend against if they get a share of the agentic revenue enabled by their products.

Smart cameras. Doorbells. Robots. Now they can all join live video calls. 📷 The new Stream Video ESP32 SDK lets embedded devices: - Stream video/audio via WebRTC - Run entirely on ESP32-S3/P4 - Plug into existing Stream apps This is a big step for real-time IoT. Open source → stream-video-esp32

Google builds great AI models, but then the product integrations like sheet + gemini often just don't work.

@dessaigne Good idea. We run a lot of custom stuff to speed up ci

Now that code has is unleashed, don't let CI become your bottleneck!

The Stream Chat SDK just got a major redesign. What's new: – Modern UI with two built-in styles (incl. Liquid Glass) – Shared design system across iOS, Android, React, RN, Flutter – Aligned APIs + component names across platforms – More control with improved ViewFactory + styling In beta for the next 2 weeks. Docs for each SDK in the thread ↓

@tobi what's your setup? cursor, claude, custom?

🫡 areyougoingexponential.vercel.app/tobi

@tobi Yes thats true :)

The world of software leaps forward right now _by the weekend_

@niravtolia @Nextdoor 🙌

Three takeaways from @Nextdoor’s Q4 & FY2025 earnings: 1️⃣ Strongest financial quarter ever. $69M in Q4 revenue (+7% YoY). Delivered full-year positive Adjusted EBITDA — 12 months ahead of schedule. 2️⃣ Validated business model. Improving engagement quality, rising monetization leverage, and emerging operating discipline. 3️⃣ Scaled and durable foundation. 105M+ verified neighbors across 350,000 neighborhoods and $405M in cash and marketable securities. We’re building around a differentiated asset — a verified neighborhood graph — with a founder’s mentality focused on long-term network health and capital discipline. Our opportunity hasn’t changed. Our execution has. More: investors.nextdoor.com $NXDR

@jasonlk 4.6, skills and ralph have been quite the change though

What seems crazy is that the stock markets decided in January AI was a massive threat to existing B2B leaders The threat has been there for quite some time. Especially since Claude 3.5 What seems less crazy is having great uncertainty about what B2B software will look like in 2027+ I myself am less and less sure every week that goes by

Higher threat of new entrants compressing margins. Especially basic CRUD is vulnerable. But even more complex enterprise logic if you look at Ralph or @8090solutions . Dated apps, the are not vertical specific/require lots of customization seem more vulnerable. For instance Ramp building their own sales and marketing stack. Vertical saas is probably less vulnerable. Infra also a bit less since often running 1 of something isn't efficient.

The only rational explanation for drop in SaaS multiples is margin compression but not because AI agents will do the work or because enterprises will re-write everything in house. This will not happen. Rather because AI makes it much easier and faster to create competitive software. So there will be a lot more competition. But that’s exactly why entrenched vertical systems of record will still have unfair advantage. Great Product, Distribution an integrations become are moats and will remain so but the margins in SaaS will compress dramatically. Competition erodes margins.

@jeiting 🤣

is there anybody who got a job at Crashlytics and now works at SpaceX without ever quitting?