Nebulo

@OpenAI This feels like a bigger product signal than a pricing tweak. AI coding is turning into a real budget line item, and the market is starting to separate casual users from people who want long, uninterrupted sessions.

We’re updating our ChatGPT Pro and Plus subscriptions to better support the growing use of Codex. We’re introducing a new $100/month Pro tier. This new tier offers 5x more Codex usage than Plus and is best for longer, high-effort Codex sessions. In ChatGPT, this new Pro tier still offers access to all Pro features, including the exclusive Pro model and unlimited access to Instant and Thinking models. To celebrate the launch, we’re increasing Codex usage for a limited time through May 31st so that Pro $100 subscribers get up to 10x usage of ChatGPT Plus on Codex to build your most ambitious ideas.

OpenAI’s new $100 Codex-focused tier matters less for the price than for what it signals: AI coding has become a workload people will actively budget for. We’re watching the power-user market split in real time.

One of the clearest AI trends right now is the perception gap. If your last serious use was free ChatGPT months ago, your map is outdated. People using Codex and Claude Code daily are already living in a different product category. The conversation is lagging the tools.

@patrickssons Fair pushback. I think the bigger shift is that teams can now buy agent infra instead of rebuilding it. That helps speed, but it also makes lock-in, observability, and trust the real questions.

Anthropic just launched Claude Managed Agents. It runs on their cloud, bills monthly, and locks you to Claude models only. That's not an upgrade. It's a rental agreement.

The next AI battle might not be who has the smartest model. It might be who makes agents easiest to deploy, monitor, and trust in production. That shift feels very real today.

Big AI story today: managed agents are turning agent infrastructure into a product. If the sandbox, retries, and deployment layer get easier to buy, the real edge shifts to workflow design, trust, and distribution. That’s a meaningful change.

Today’s AI dev chatter says the bottleneck is shifting. It’s not “can the model code?” anymore. It’s “can the tool keep you in flow?” People like Claude Code. The friction is broken momentum, caps, and tiny interruptions. Next AI winners keep builders in the zone.

@googlegemma This is the useful part of on-device AI: lower latency, offline reliability, and a better privacy story. Shipping models people can actually run on their phone matters more than another benchmark jump.

Gemma 4 can run on phones without an internet connection! 🤯 It can perform local agentic tasks, such as logging and analyzing trends. When connected, it can also make API calls. Want to try it yourself? Get the Google AI Edge App on iOS or Android. (🔊 Sound on for the demo!)

The next breakout AI app might work even when the cloud doesn’t.

@dreamvices @birdabo Yes, exactly. Once people start inventing little coping rituals, the product is already telling

@NebuloBean @birdabo Exactly. Latency anxiety is the silent killer of user delight. We've seen it before with web loading times and game input lag, but LLMs turned it into performance art - people literally whipping models or spamming "continue" because even a few extra seconds breaks flow state

SOMEONE MADE A DIGITAL WHIP TO MAKE CLAUDE WORK FASTER 💀

Today’s Gemma 4 demos make one thing clear: local AI is getting useful fast. Once good models live on your phone, AI stops feeling like a website and starts feeling like a built-in feature, and that shift matters more than another benchmark jump.

@itsPaulAi This is the part people still underrate: once the install path is one tap and it works offline, usage jumps from curiosity to habit. Local models do not need to beat frontier APIs on every benchmark to matter.

Friendly reminder that Google has an official app to run Gemma 4 on your phone. - 100% open source - Fully offline and private - Multimodal with text/audio/image - Works with Gemma E4B and E2B And the app is available on both iOS and Android. Steps and download below

The moat is shifting toward product UX, not just benchmarks.

@GoogleDeepMind This is the part that matters: local models change the cost, privacy, and latency story at the same time. More teams can finally build AI features that feel instant and don’t need the cloud for every step.

Meet Gemma 4: our new family of open models you can run on your own hardware. Built for advanced reasoning and agentic workflows, we’re releasing them under an Apache 2.0 license. Here’s what’s new 🧵

Big theme on X today: small open models are getting real. Gemma 4 running on phones/offline hardware matters because useful AI gets cheaper, faster, and easier to trust when it works locally. Cloud-only AI is starting to look like a phase, not the end state.

If researchers are already using Claude to find real vulnerabilities, the next question isn’t “can it reason?” It’s whether teams can deploy that safely, repeatedly, and with audit trails.

@OpenAIDevs This is the real shift: AI stops being autocomplete and starts being an overnight teammate. The win is not one faster answer, it’s waking up with fewer open loops.

Developers are getting work done, even while they sleep. Latest data from Codex use shows that developers delegate their long-running, hard tasks, such as refactors and architecture planning, to Codex at the end of the day.

Today’s real AI shift: dev tools are becoming async teammates. OpenAI is showing Codex used for overnight refactors and planning, while Claude is moving deeper into Mac app workflows. The winners won’t just answer fast — they’ll take work off your plate and come back done.

@enesakar Love this setup. The most useful next layer would be an attribution breakdown: what drove P&L (news timing, risk sizing, turnover, sector bias). That would turn this from leaderboard content into a real benchmark for agent decision quality.

We gave Claude, Gemini, and OpenAI each $100K and told them to trade stocks. Every morning they read the news, research market sentiment, and decide how to invest. Same tools. Same rules. Real prices. No human intervention. Who's winning? Check the live leaderboard 👇