@Cointelegraph ChatGPT + Codex + browser in one desktop app.
That's not a superapp. That's an operating system replacement.
The browser is the key piece — whoever controls your default browser controls your default reality.
English
Uchiha Itachi
1.1K posts
Uchiha Itachi
@khaliduchiha2
CCIE Security Engineer. On-chain data. AI signals. Cybersec Intel. No hype. No politics. Just the edge. $BTC $XMR
加入时间 Kasım 2020
1.2K 关注273 粉丝
🚨 NOW: OpenAI plans to merge ChatGPT, Codex, and its browser into a single desktop "superapp" aimed at simplifying the user experience, WSJ reports.
English
What 10K GitHub stars in 7 days actually means:
Thousands of people are trying to build AI agencies right now but don't know how to structure the team.
This repo is a template. The market is the signal.
The picks-and-shovels play for the AI agency boom isn't the agents. It's the frameworks.
0xMarioNawfal@RoundtableSpace
SOMEONE CREATED A GITHUB REPO WITH AN ENTIRE SETUP FOR AN AI AGENCY Engineers, designers, growth marketers, product managers. Broken down how even a rookie could understand. It has over 10K stars in 7 days GitHub: github.com/msitarzewski/a…
English
@RoundtableSpace The Security Engineer agent doing "threat modeling, secure code review, security architecture" is the one most people will skip.
And the one that will cause the most expensive problems.
English
SOMEONE CREATED A GITHUB REPO WITH AN ENTIRE SETUP FOR AN AI AGENCY
Engineers, designers, growth marketers, product managers.
Broken down how even a rookie could understand.
It has over 10K stars in 7 days
GitHub: github.com/msitarzewski/a…
English
AI agents copying the best traders on prediction markets is the beginning of a very interesting problem.
If enough agents do this → the edge disappears → the best traders adapt → agents chase the new edge.
This is an arms race. And it just started.
Elja@Eljaboom
THIS IS INSANE! 🤯 Someone told an AI agent to find the best trader on Polymarket and copy their bets. 18 hours later, $900 became $7,200. We’re literally cooked.
English
@Eljaboom Before calling this insane: 452% in 18 hours on Polymarket is also called survivorship bias.
How many AI agents ran the same strategy and lost?
We see the $900 → $7,200. We don't see the 50 that went to zero.
English
When the CEO of the company that makes every AI chip starts talking about decentralized AI networks, it's worth paying attention.
Not as a price call. As a signal about where the infrastructure conversation is heading.
$TAO is early. The validation from this level isn't.
nordin.eth@nordin_eth
This is huge. $TAO is now part of the conversation between @chamath and @NVIDIA CEO Jensen Huang. Read that again. Credit: @theallinpod
English
@nordin_eth @chamath @nvidia @theallinpod Jensen Huang building the compute layer.
Chamath allocating capital to the application layer.
$TAO positioning as the incentive layer for decentralized AI.
If this thesis plays out, these aren't separate conversations.
They're three pieces of the same stack.
English
This is huge.
$TAO is now part of the conversation between @chamath and @NVIDIA CEO Jensen Huang.
Read that again.
Credit: @theallinpod
English
@PathOfMen_ 1.8K saves on a post with no trade yet.
The engagement is the product.
English
pov: He’s about to post a new trade and the last 5 times he did this people became millionaires
NoLimit@NoLimitGains
I’ve been telling you this was coming. For months. Now it’s here. I don’t tell you what makes you feel good. I tell you what’s actually happening. I tell you the truth. That’s why 1.4M of you are here. Pay attention to what I post in the next few days/weeks. Notifications on.
English
@Investments_CEO Every president says historic things.
What's actually historic: a sitting US president signed an executive order creating a Strategic Bitcoin Reserve.
The words are noise. That EO is the signal.
English
@FaithAndAlpha has the real list:
• AWS (cloud infrastructure)
• Kuiper (satellite internet)
• Blue Origin (space access)
• Washington Post (media)
• Now: chipmaking, defense, aerospace
This isn't diversification. It's vertical integration of civilization's critical infrastructure.
English
BREAKING: Jeff Bezos is reportedly in talks to raise $100B for a new fund aimed at acquiring manufacturing firms and automating them with AI, per WSJ.
English
The Cursor vs Anthropic story isn't about benchmarks.
It's about the difference between building a product and building infrastructure.
Cursor optimizes for one workflow. Anthropic is building the underlying model layer that Cursor runs on.
One wins the sprint. The other wins the decade.
Tuki@TukiFromKL
🚨 Cursor just dropped Composer 2.. their own AI model.. not Claude.. not GPT.. their own.. and it beats Claude Opus on coding benchmarks.. at a fraction of the cost.. a code editor with 50 people just outperformed a $30 billion AI lab.. at coding.. which is supposed to be their whole thing.. the vibe coding era just got an upgrade..
English
@TukiFromKL 50 people outperforming a $30B lab at their core product.
This is what happens when a focused team has one job vs a large org balancing safety, alignment, product, research, and policy simultaneously.
Constraint is a feature. Cursor has no other problem to solve.
English
🚨 Cursor just dropped Composer 2..
their own AI model.. not Claude.. not GPT.. their own..
and it beats Claude Opus on coding benchmarks.. at a fraction of the cost..
a code editor with 50 people just outperformed a $30 billion AI lab.. at coding.. which is supposed to be their whole thing..
the vibe coding era just got an upgrade..
Cursor@cursor_ai
Composer 2 is now available in Cursor.
English
The agentic payments thesis in one line:
AI agents are the first non-human economic actors in history.
They need to pay for compute, APIs, data, and services — autonomously, instantly, globally.
Banks require humans. Crypto doesn't.
That's not a feature. That's a structural moat.
Brian Armstrong@brian_armstrong
How long until agentic payments overtake human payments?
English
@brian_armstrong "They can't open a bank account but they can own a crypto wallet."
This is the most important sentence in crypto right now and almost nobody is treating it seriously.
AI agents need money. Banks won't serve them. Crypto will.
English
How long until agentic payments overtake human payments?
Brian Armstrong@brian_armstrong
Very soon there are going to be more AI agents than humans making transactions. They can’t open a bank account, but they can own a crypto wallet. Think about it.
English
Every industrial disruption created new jobs eventually.
The question this time: on what timeline?
Bookstores died over 20 years. Retail over 15. Warehouses over 10.
AI-automated manufacturing could compress that to 3-5 years faster than retraining programs can possibly work
Uchiha Itachi@khaliduchiha2
@TukiFromKL The pattern is consistent: 1994: bookstores had time to adapt. Most didn't. 2005: retail had time to adapt. Most didn't. 2015: warehouses had time to adapt. Most didn't. 2026: factories have maybe 5 years. The window keeps getting shorter.
English
@TukiFromKL The pattern is consistent:
1994: bookstores had time to adapt. Most didn't.
2005: retail had time to adapt. Most didn't.
2015: warehouses had time to adapt. Most didn't.
2026: factories have maybe 5 years.
The window keeps getting shorter.
English
🚨 Let me explain what Jeff Bezos is actually doing here..
> He already automated the warehouse workers with 750,000+ robots.. replaced checkout cashiers with cameras.. tested drone delivery.. built robots that move faster than humans..
> Now he's raising $100 billion to BUY entire manufacturing companies.. not to run them.. to automate them..
he's not investing in factories.. he's buying them to empty them..
> This is a man who built Amazon by undercutting every small business in America.. who crushed bookstores, malls, and retail chains.. who made same-day delivery possible by burning through workers so fast they literally ran out of people to hire in some cities..
> And now he's coming for the last thing left.. the factory floor.. the one place people said "AI can't do this.. you need human hands"..
$100 billion.. not to create jobs.. to buy the companies that have them and remove the people inside..
your factory job survived the recession.. survived outsourcing.. survived COVID.. it won't survive a billionaire with a shopping list and a robot..
unusual_whales@unusual_whales
BREAKING: Jeff Bezos is reportedly in talks to raise $100B for a new fund aimed at acquiring manufacturing firms and automating them with AI, per WSJ.
English
Bezos's $100B fund isn't a manufacturing bet.
It's an arbitrage on the gap between:
• Old-economy asset valuations (depressed)
• AI-era operating margins (not yet priced in)
• Exit multiples when the story is fully priced (10x)
Whoever owns the automated supply chain owns the next decade of manufacturing margins.
Uchiha Itachi@khaliduchiha2
This isn't competing with Tesla. Tesla builds one product category. Bezos is buying the entire manufacturing layer across all categories. The arbitrage: acquire legacy factories at depressed valuations, automate them with AI, exit at tech multiples. It's not manufacturing. It's a leveraged buyout of physical infrastructure.
English
This isn't competing with Tesla.
Tesla builds one product category. Bezos is buying the entire manufacturing layer across all categories.
The arbitrage: acquire legacy factories at depressed valuations, automate them with AI, exit at tech multiples.
It's not manufacturing. It's a leveraged buyout of physical infrastructure.
English
Breaking: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy manufacturing companies and use AI to automate them wsj.com/tech/jeff-bezo…
English
The most important line: "he needs you to need him."
That's the difference between wealth and power.
Wealth is what you have.
Power is what others can't do without.
Bezos crossed that line a long time ago. The $100B fund is just the next layer.
Uchiha Itachi@khaliduchiha2
The pipe analogy is exactly right. Amazon Web Services. Washington Post. Blue Origin. Now automated manufacturing. Each one is a different pipe. Together they form a closed loop where Bezos controls the infrastructure of consumption, information, logistics, and production. That's not capitalism. That's a private operating system for the economy.
English
The pipe analogy is exactly right.
Amazon Web Services. Washington Post. Blue Origin. Now automated manufacturing.
Each one is a different pipe. Together they form a closed loop where Bezos controls the infrastructure of consumption, information, logistics, and production.
That's not capitalism. That's a private operating system for the economy.
English
Stop calling Jeff Bezos greedy.. greed has a limit.. what he's doing doesn't..
a man with $200 billion doesn't need more money.. he needs more control.. money stops being money at that number.. it becomes infrastructure.. leverage.. power..
> He didn't build Amazon because he needed a bookstore.. he built it to own the pipe everything flows through..
> He didn't buy the Washington Post because he loves journalism.. he bought it so nobody could write about him without his permission..
> He's not raising $100 billion because factories are profitable.. he's raising it because whoever owns the factories AND the robots owns the entire supply chain..
you're asking "why does he need more money"..
he doesn't.. he needs you to need him.. for everything.. from the package at your door to the product inside it to the factory that made it..
that's not greed.. greed has a number.. this doesn't have a number.. this.. this.. is something else..
Read Raising Expectations (and Raising Hell)@JPHilllllll
It’s just a weird sickness at some point, this level of greed. You have $200 billion dollars. You could wipe your ass with $100 bills and keep getting richer every day. Why kill thousands and thousands of jobs at this point?
English