Wai Phyo Kyaw

We’re deeply driven by belief that fast decisions are far better than slow ones/radically better than no decisions firstround.com/review/speed-a…

OpenAI shutting down Sora is the most predictable outcome of misunderstanding consumer behavior. Everyone grossly overestimates how creative people want to be. 99% of humans simply want to scroll and zone out instead of spending energy conceptualizing, editing, and creating videos. No matter how much the barrier to creation is lowered by a single prompt. It still takes effort and a fair amount of creative thinking. Even Instagram has 2 billion users. But hardly ~10 million (or 0.5%) would be serious creators. So any AI consumer app betting on "with [new_app], everyone becomes a creator!" is being delusional and will go down the same way. After all the word "consumer" exists for a reason. They consume. They don't produce (or even want to lol)

We’re saying goodbye to the Sora app. To everyone who created with Sora, shared it, and built community around it: thank you. What you made with Sora mattered, and we know this news is disappointing. We’ll share more soon, including timelines for the app and API and details on preserving your work. – The Sora Team

More details on $GRAB's acquisition of FoodPanda Taiwan: - Taiwan will be the 2nd highest household income market across Grab's regional footprint (only behind SG) - 3.6x higher urban density vs the SEA average - Taiwan user penetration of deliveries is 10% v 7% avg - Taiwan's Food-Service SAM increases combined SAM by 20% to $240B. - FoodPanda Taiwan has 67% active user reach as per 2025 - Grab intends to integrate its GrabMaps and Merchant AI Assistant tooling to improve partner earnings & efficiency across the business

You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.

The comfortable middle is over for software. Growth has stalled but true profitability still hasn't arrived — most of the sector is stuck: too slow for a premium growth multiple, too diluted for a fortress multiple. a16z's David George says CEOs have 12-18 months to pick exactly one of two paths: a16z.news/p/there-are-on…

Today, we’re releasing a feature that allows Claude to control your computer: Mouse, keyboard, and screen, giving it the ability to use any app. I believe this is especially useful if used with Dispatch, which allows you to remotely control Claude on your computer while you’re away.

After nine months of negotiations, I’m glad to announce the sale of foodpanda Taiwan to Grab for $600m. Many thanks to our Taiwan team. Grab is going to be an excellent owner. Exciting future ahead.

Web 1.0 came with new channels: - email, search, link sharing, etc Web 2.0 too: - feeds, creators, viral invites, etc Mobile: - app stores, SMS invites, vertical vid, mobile ads What about AI? I’ve been complaining that AI hasn’t come with much. But we’re seeing a big growth channel opening now: Products that are built as APIs/CLIs that can be pulled into new projects by Codex/Claude on the fly Maybe the “AI-native hotel app” doesn’t mean a mobile booking app with an AI chat panel. It means a CLI that can book a hotel for you, that an AI agent can pull into a bespoke answer or project or into code. Bolting on an AI chat panel is this generation’s weak form of AI. Maybe the full reinvention involves making it agent-first not human-first and once you start looking at it that way, a lot of existing products suddenly feel mis-specified. they’re built as destinations, but agents don’t want destinations. they want capabilities. composable, callable, reliable capabilities. So instead of “go to Expedia” or “open the app,” the future interaction is more like: an agent assembles a workflow on the fly. it pulls a flight search tool, a hotel booking tool, maybe a weather model, maybe even your personal preference graph. none of these are full products in the traditional sense. they’re more like endpoints with taste and state. This flips distribution completely. historically you win by owning the surface area. seo, app store ranking, homepage traffic. in an agent world, you win by being the default callable primitive. the thing that shows up again and again in agent-generated plans because it works, has clean interfaces, and returns structured outputs. distribution shifts from “top of funnel” to “top of call stack.” And the crazy part is this might actually compress product surface area dramatically. the best products might look more like tight, extremely well-designed CLIs with opinionated defaults rather than sprawling UIs. almost like the stripe api moment, but for everything. imagine if every vertical had a “stripe-level” primitive that agents preferentially use. there’s also a weird inversion of brand here. humans used to choose brands. now agents will. so the brand becomes partially machine-legible. reliability, latency, error rates, schema clarity. you can almost imagine “agent seo” where the ranking factors are things like success rate across thousands of agent runs, or how easy your tool is to integrate in a chain-of-thought execution loop. This also suggests a new kind of moat. not just data or network effects, but integration depth with agent ecosystems. if claude or codex or openclaw learns that your tool is the safest way to accomplish X, it gets baked into prompts, templates, maybe even fine-tunes. you become a default. and defaults, historically, are insanely sticky. The contrarian take is that most current “AI features” are a local maximum. chat panels, copilots, assistants. they’re transitional. the real end state might look closer to invisible infrastructure that agents orchestrate. the ui is just a debug layer for humans to peek into what the agents are doing. so maybe the new growth channels for ai look like: - being callable - being composable - being reliable at scale in agent loops - being embedded in agent templates and workflows - being the default primitive in a given domain and if that’s right, then the question for any new product isn’t “what’s the ui” or even “what’s the killer feature.” it’s “what’s the minimal, highest-leverage capability we can expose such that agents will repeatedly choose us when building something new.”

Incredible, lol, robot maker Unitree just filed for IPO and not only do they make money, their adjusted net margin is 35%, putting it on par with software companies. Humanoid fever is only going to increase from here I think :) At @TechBuzzChina we have some new special projects in this area we are announcing soon! Some stats: - Unitree’s STAR Market (Shanghai) IPO has been accepted, with a planned raise of RMB 4.2 billion (US$611 million) and an implied initial post-money valuation of at least RMB 42 billion (US$6.1 billion) - 2025 revenue reached RMB 1.71 billion (US$248 million), - up 335% YoY, while adjusted net profit exceeded RMB 600 million (US$87 million), up 674% YoY. - In the first 9 months of 25, humanoid robot revenue reached RMB 595 million (US$86 million), surpassing quadruped robot revenue of RMB 488 million (US$71 million) for the first time. - Unitree shipped over 5,500 units last year, occupying 32.4% of the global humanoid market - Of the IPO proceeds, the biggest chunk, RMB 2.02 billion (US$294 million), will go toward robot model R&D, followed by RMB 1.11 billion (US$161 million) for robot body R&D. Another RMB 445 million (US$65 million) is earmarked for new product development and RMB 624 million (US$91 million) for a manufacturing base.

Moments like this.

Today, we are officially opening the capability to integrate #OpenClaw into #Weixin. With the launch of the #WeixinClawBot, users can use Weixin as a dedicated messaging channel for OpenClaw. Now, you can send and receive messages with OpenClaw just like texting a friend. #AIAutomation #AI

We just released Claude Code channels, which allows you to control your Claude Code session through select MCPs, starting with Telegram and Discord. Use this to message Claude Code directly from your phone.

Someone built a Google translate for Linkedin 😭

Rice post match He speaks so well. If he's not going into coaching, he'll work in media for sure. So humble, analytic and he explains so well. He's pratically doing the work for them. He could've spoken for an hour. What an ambassador for our club! 🫶

We're shipping a new feature in Claude Cowork as a research preview that I'm excited about: Dispatch! One persistent conversation with Claude that runs on your computer. Message it from your phone. Come back to finished work. To try it out, download Claude Desktop, then pair your phone.

Using Skills well is a skill issue. I didn't quite realize how much until I wrote this, the best can completely transform how your team works.

My therapist once told me: “Get good at bouncing back. A rough conversation, a bad day, a skipped workout, a choice you regret, none of it has to ruin the rest of your week. You can reset whenever you decide to. You can't change what happened, but you can choose how long you hold onto it”.

MAX DOWMAN ❤️

If you are between 36 and 45, pay attention. This is the decade where life stops being theoretical and starts becoming so real. In your twenties and early thirties, you could experiment, fail, restart, and people would still call it “figuring life out”. But between 36 and 45, the consequences of your earlier decisions begin to show clearly. Careers either stabilize or stagnate, businesses either mature or quietly collapse, financial discipline either starts paying you back or exposes years of neglect. At this stage, the biggest mistake is trying to look successful instead of becoming stable. Many people feel pressure to prove that they are doing well, so they chase appearances, bigger lifestyles, and unnecessary competition with peers. But this decade is less about impressing people and more about building structures that will carry you into the second half of your life. Your focus should gradually shift toward ownership and long-term security. Ownership of assets, ownership of skills that cannot easily be replaced, ownership of systems that generate income whether you are present or not. This is also the period where wise financial decisions begin to compound. A business that survives this stage often becomes stronger. Investments made carefully during this decade can define the comfort of your fifties and sixties. Another reality many people face during this time is responsibility. Family responsibilities increase. Parents get older. Children grow. The margin for reckless decisions becomes smaller. What once looked like a small mistake can now create long-term consequences. That is why discipline becomes even more important during this stage of life. Not the loud type of discipline people talk about online, but the quiet discipline of consistency, patience, and careful thinking. Because the truth is simple. By the time you approach 50, the world becomes far less forgiving to people who are still experimenting with their lives. The seeds you plant between 36 and 45 will largely determine the stability, respect, and freedom you experience in the decades ahead.

Researchers trained a humanoid robot to play tennis using only 5 hours of motion capture data The robot can now sustain multi-shot rallies with human players, hitting balls traveling >15 m/s with a ~90% success rate AlphaGo for every sport is coming