devangt

Jevons paradox is happening in real time. Companies, especially outside of tech, are realizing that they can now afford to take on software projects that they wouldn’t have been able to tackle before because now AI lets them do so. We’re going to start to use software for all new things in the economy because it’s incrementally cheaper to produce. Marketing teams at big companies will have engineers helping to automate workflows. Engineers in life sciences and healthcare will automate research. Small businesses will hire engineers for the first to build better digital experiences. And as long as AI agents still require a human who understands what to prompt, how to review when an agent goes off the rails, how it guide back, how to maintain the system that was built, how to fix the ongoing bugs, and more, we will still have humans managing these agents. This is why all the advice you get of not going into engineering is wrong. The world is going to increasingly be made up of software, and the people that understand it best will be in a strong economic position. This will happen in other roles as well where output goes up and demand increases.

@esaagar #springbreak

Absent a family emergency there is basically nothing that is important enough to wait in a 4 hour TSA line for

It was an honor to hang out with Jensen Huang, CEO of @nvidia, and do a long-form podcast with him. Really fun & fascinating technical deep-dive conversation on & off the mic. One of the most brilliant & thoughtful human beings I've ever met. NVIDIA is the most valuable company in the world by market cap and is the engine powering the AI revolution. Podcast probably out tomorrow (Monday) unless I get stuck in too many interesting conversations while running around in SF ;-) PS: I haven't checked my messages in days. Sorry for slow replies 🙏 Trying to stay deeply focused at in overwhelmingly intense time & barely hanging on. Love you all ❤️

@CollinRugg It started at 4am

NEW: Travelers at the Atlanta International Airport are reporting *5 hour* lines to get through security thanks to the partial government shutdown. President Trump says he will be deploying ICE agents to airports to help TSA agents. One traveler said the line just to get to the start of where the security line was took 3 hours. Absolutely insane. Video 2: its.chefstarr /tt

@mattvanswol @zerohedge Look there I am!!!

🚨HOLY CRAP!!! The Atlanta TSA line has now stretched to a stunning 153 minute-wait-time... AT 6AM IN THE MORNING!!!! The line is WRAPPING AROUND BAGGAGE CLAIM!!! THIS IS PURE INSANITY!!!!!!

This has to end by April 1 .. makes for an epic joke on the whole world.

1.5hrs for TSA Precheck in Atlanta this morning. So many tired and frustrated flyers! @Delta team I feel for you’ll. Keep up the good work.

And the only reason why Google and Meta have been able to keep putting up big numbers

And of course the PNW!

@vishalmisra lol

Both of Sachin’s kids acted well in Dhurandhar 2

@ns123abc Ouch

🚨NEWS: Cursor’s $50B “in-house model” is literally Kimi K2.5 with RL on top. Got caught in 24 hours >be Moonshot AI >spend hundreds of millions training Kimi K2.5 >1 trillion parameters, 15 trillion tokens, agent swarm architecture >beat GPT-5.2 and Opus 4.5 on real benchmarks >open-source it because you believe in the ecosystem >one condition: display “Kimi K2.5” if you make over $20M/month from it >Cursor takes the model >runs RL on coding tasks >ships it March 19 as “Composer 2” >blog post: “continued pretraining + scaled reinforcement learning” >zero mention of Kimi K2.5 >“our in-house models generate more code than almost any other LLMs in the world” >publishes benchmark chart >Composer 2 against Opus 4.6 and GPT-5.4 >uses the chart to justify raising at $50 billion! >less than 24 hours later >kimi dev intercepts the API response >model ID: kimi-k2p5-rl-0317-s515-fast >they didn’t even rename it >Moonshot head of pretraining runs tokenizer test >confirms: identical to Kimi’s tokenizer >publicly tags Cursor’s co-founder: “why aren’t you respecting our license?” >two more Moonshot employees post confirmations >all three posts deleted within hours >legal is now involved >but it gets worse >Cursor had Kimi K2.5 listed as a FREE model in their UI just weeks ago >users were openly using it >Feb 9: “K2.5 was in my model list. I updated and it vanished” >it vanished because Cursor pulled it from the picker, and relaunched it as their own model >Moonshot valuation: $4.3B >Cursor valuation: $50B Absolute state of Cursor.

I have no problem staying up until the middle of the night every night just building these days... there is literally no limit on what can be done...

Jensen Huang: "If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed. This is no different than a chip designer who says 'I'm just going to use paper and pencil. I don't think I'm going to need any CAD tools.'"

No spoilers but @RanveerOfficial @rampalarjun @ActorMadhavan and Rakesh Bedi - you are all dhurandhars

Watched #dhurandhar2 on the first day. 🤯 @AdityaDharFilms congratulations— this is a new benchmark. The work and detailing on story, screenplay, plot twists - simply outstanding! You made us laugh, cry, angry, sympathetic and patriotic over 4 hours but I was glued.

@Ibra_official @FOXSports If zlatan says .. it must be true

The 2026 FIFA World Cup is going to be the BEST World Cup of All Time! I’m excited to announce that I will be joining Fox Sports in the United States this summer to cover the World Cup. You’re Welcome America - #ZLATANonFOX

Not that difficult. I made a basic one this past weekend and seems to be working for our team. Hosting costs are nominal and build cost was less then $1k in tokens

@mustafasuleyman Blah blah blah 😑

Technology and the future of our industry will be defined by two things: frontier models, and the products through which they are experienced. For some time, I’ve been thinking about how we best tackle these huge challenges, and today I’m excited to be evolving our structure at Microsoft AI, ensuring we’re positioned to succeed in both. I came to Microsoft with an overriding mission: to create Superintelligence that delivers a transformative, positive impact for millions of people. This requires us to build frontier models, at scale, pushing the boundaries of what’s possible. Everything else follows from this. It's the foundation for our future as a company. With our ambitious, long-term frontier scale compute roadmap locked, we now have everything we need to build truly SOTA models. The next phase of this plan is to restructure our organization to enable me to focus all my energy on our Superintelligence efforts and be able to deliver world class models for Microsoft over the next 5 years. These models will enable us to build enterprise tuned lineages that help improve all our products across the company. They’ll also enable us to deliver the COGS efficiencies necessary to be able to serve AI workloads at the immense scale required in the coming years. Achieving all this will be a huge challenge, and I’m committing everything we have – and I have personally – to make it happen. To that end, I’ve been working hard with other leaders in the background for a while now to define a strategy to unify Copilot by bringing together the Consumer and Commercial efforts as one. We all know this makes sense. Every user – whether at home or at work – will be able to enjoy the full benefit of what we are all building. Today, we’re combining these organizations into a single, unified Copilot org. @JacobAndreou has demonstrated himself to be an outstanding leader for the product experience and clearly has the product instincts, the operational range, and the conviction to make Copilot a great success. Jacob will retain a dotted line to me, and I’ll stay directly involved in much of the day-to-day operation of MAI and supporting Jacob to drive all areas of product strategy. To ensure that the models we build and the products we ship are mutually reinforcing, we are establishing a Copilot Leadership Team that includes me, Jacob, Charles Lamanna, Perry Clarke, and Ryan Roslansky. This will enable us to focus our brand strategy, our product roadmap, our models and our core infrastructure as one to deliver the best experiences possible for all our users. Thank you to the team for everything you’ve done over the last few years. I know how hard everyone has been pushing to help the company adapt to this new era. We really do have an incredible opportunity to redefine Microsoft for this agentic revolution. Let’s keep driving hard in this next chapter! blogs.microsoft.com/blog/2026/03/1…

@MatthewBerman @nvidia @Dell Want!

.@nvidia hand delivered a pre-production unit of the @Dell Pro Max with GB300 to my house. 100lbs beast with 750GB+ of unified memory to power the best open-source models in the world. What should I test first?

Larry knew all along.