@haridigresses @garrytan @Workday Can you ask Microsoft or Google to free up access to the data they store?
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Kunal
1.1K posts
This is the beginning of the end for @Workday.
Charging for data use and egress is the sort of rent-seeking behavior that companies employ when they've run out of innovation DNA.
Hey Workday — it's not *your* data, it's your *customers'* data, and they can do whatever they want with it. If you want to block the "parasites", maybe just build a better product instead of engaging in anti-competitive practices (hi @FTC!).
If you think you command the same pricing power with @HiBob_HR and @Rippling nipping at your heels, you're in for a rude shock. And just wait until someone builds an open-source Workday (I would bet this is a thing in the next few years).
PS: Rippling also exhibits similar (in fact, worse) closed-platform tendencies, and I think it's a big mistake. I hope they change this philosophy. Open ecosystems tend to win in the end.
Garry Tan@garrytan
Recent earnings call, Aneel Bhusri of Workday says startups with AI agents are "parasites" This is what system of record incumbents really think of startups. The war is just beginning. The facts: the user data belongs to the users, not the incumbent software vendor.
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Kunal ری ٹویٹ کیا
The only conclusion I can draw from this report is that we're utterly failing to educate the next generation of engineers.
Lukasz Olejnik@lukOlejnik
Amazon is holding a mandatory meeting about AI breaking its systems. The official framing is "part of normal business." The briefing note describes a trend of incidents with "high blast radius" caused by "Gen-AI assisted changes" for which "best practices and safeguards are not yet fully established." Translation to human language: we gave AI to engineers and things keep breaking? The response for now? Junior and mid-level engineers can no longer push AI-assisted code without a senior signing off. AWS spent 13 hours recovering after its own AI coding tool, asked to make some changes, decided instead to delete and recreate the environment (the software equivalent of fixing a leaky tap by knocking down the wall). Amazon called that an "extremely limited event" (the affected tool served customers in mainland China).
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@Yuchenj_UW You seriously believe this is AI driven? How about their product just not having moved in the last 5 years. I still go to Venmo or Zelle as my default apps. What have they done with 10k employees?
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4000 jobs got replaced by AI.
Smaller, flatter teams powered by AI are the future.
I hope these AI-driven layoffs unleash a wave of new companies and creativity. Otherwise, we’d better figure out UBI.
jack@jack
we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack
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Bloomberg makes ~$15B a year, ~$12B from the terminal.
Bloomberg charges $30000/yr per user for terminal access.
Perplexity Computer literally one-shotted the terminal with real-time data within minutes using a single prompt.
ₕₐₘₚₜₒₙ@hamptonism
Perplexity just became the the first Al company to truly go head-to-head with the Bloomberg Terminal... Using Perplexity Computer (with no local setup or single LLM limitation), it was able to build me a terminal with real-time data to analyze $NVDA using Perplexity Finance:
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@OpenAIDevs Not with codex but with Claude code. I can also use Codex provided there is a similar $100 plan like Claude Max for Codex.
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@GenAI_is_real How about it solving real consumer a s business problems? Not every software is for training llms.
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the "ship from your bedroom" starter pack is great for building the 10,000th wrapper app, but it's not where the real value is being created in 2026.
when everyone is using the same stack, the only moat left is deep infra. been heads down on sglang omni and diffusion training lately—at this scale, you can't just "stripe" or "pinecone" your way out of a 500ms latency problem. gpt 5.3 is helping me scaffold the basics, but i’m still ruthless about pruning its 30-line hallucinations down to 5-line high-perf kernels.
shipping is easy. scaling a generative feedback loop that actually makes money is the hard part.
Sahil@sahill_og
- Claude for coding. - Supabase for backend. - Vercel for deploying. - Namecheap for domain. - Stripe for payments. - GitHub for version control. - Resend for emails. - Clerk for auth. - Cloudflare for DNS. - PostHog for analytics. - Sentry for error tracking. - Upstash for Redis. - Pinecone for vector DB. You can literally ship a startup from your bedroom now. It’s not that deep bro.
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Another reminder model is the product.
Anthropic probably only added a bunch of skills (& optional MCPs) for the Claude Code software do be able to do security reviews.
Most great AI models already can do code security review, this one makes it formal. They probably trained Opus/Sonnet on high quality security review data also.
If your startup a thin wrapper on the model without any other network effect or stickiness, NGMI.
Claude@claudeai
Introducing Claude Code Security, now in limited research preview. It scans codebases for vulnerabilities and suggests targeted software patches for human review, allowing teams to find and fix issues that traditional tools often miss. Learn more: anthropic.com/news/claude-co…
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BREAKING ⚠️
US Supreme Court strikes down Trump’s global tariffs as ‘unlawful’, 18% tariff on India is now ILLEGAL. Huge implications and billions in refunds likely ahead.
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@RajivMessage What about battery life, especially in very cold temperatures? There are no workarounds for basic physics and chemistry?
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Please watch 40 secs. China using entertainment applications as cover to develop robotic soldiers. Is India ready to face swarms of 1000s of robotic soldiers led by a small number of humans?
A matter of time before Pakistan-China start co-producing these in mass scale.
This is called "physical AI". This is not about LLMs or India languages, or "social AI applications". Its not about training lakhs of AI techies to service foreign clients and bring foreign exchange.
Its not about Indian army using AI for "logistics" and "planning".
Are folks in denial, craving "feel good" tamasha, attacking those who want to discuss?
Please post comments. Jai Hind. 🙏
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Kunal ری ٹویٹ کیا
A thought experiment: what will be the response of the Indian armed forces if China gifts 5000 such robots to Pakistan and together they send 15,000+ robots which are armed to the hilt to attack India in a two front war? The land machines could be supplemented with drone swarms of tens of thousands of armed flying machines.
What is India’s counter? Are we ready?
Or a fresh L1 based bidding cycle and a long protracted materiel procurement process are going to be initiated after the machines have penetrated our borders?
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@arpit_bhayani Do tell the kind of problems they are trying to solve and asking in interviews too.
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I am interviewing with some AI companies, and it has been such an interesting learning curve :)
I may not get selected by any of them, but the learning has been incredible. One major realization - solving these problems requires software engineering complexity far beyond what I imagined.
The engineer in me is happy :) So much to learn.
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Everyone is sharing this, and for the most part it’s a pretty good essay. I get everything he’s saying. Yet, and it’s a very big yet, he is still operating and thinking from an incredibly niche bubble. People who build apps bubble. That bubble, despite what its members may think, is insanely confined. For a generation the whole Silicon Valley was working under the delusion that “software was eating the world”. Which, to put it mildly, was exceedingly overexaggerated.
Matt Shumer@mattshumer_
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