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OpenAI introduces a Codex plugin for Claude Code, letting users invoke Codex from inside Claude Code to review code or delegate tasks
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x.com
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2 days ago
A look at why Dotcom Bubble comparisons to the AI boom are off, vertical SaaS is up +3% last 12 months vs. horizontal SaaS down 35%, and other reflections on AI
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x.com
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4 days ago
SaaS
AI
Moonshot says Kimi K2.5 provides “the foundation” for Cursor's Composer 2 model and that Cursor accesses Kimi K2.5 via Fireworks AI
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x.com
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12 days ago
AI
Figma's stock closed down ~8% on March 18 after Google updated its Stitch AI coding tool for UI design; FIG is down ~80% since the company's IPO in August 2025
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x.com
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14 days ago
Google
IPO
AI
Advice to developers: make software that agents want, with API-first design, as AI agents, instead of humans, will become the primary users of future software
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x.com
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24 days ago
AI
Sam Altman says “the democratic process must stay in control, and we must democratize AI” and no private company should decide the fate of the world
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x.com
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30 days ago
AI
[Thread] In an AMA, Sam Altman says DOD blacklisting Anthropic sets an “extremely scary precedent”, OpenAI rushed its deal to “de-escalate things”, and more
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x.com
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2026-3-1
OpenAI says it does not think Anthropic should be designated as a supply chain risk and it has made its position on this clear to the Pentagon
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2026-3-1
Pentagon
Sam Altman says OpenAI reached an agreement with the DOD to deploy its models in DOD's classified network and asks DOD to extend those terms to all AI companies
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x.com
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2026-2-28
AI
Defense Secretary Pete Hegseth directs the DOD to designate Anthropic as a supply chain risk, barring military contractors from doing business with the company
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x.com
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2026-2-28
AI coding agents made a huge leap forward since December, completing complex projects with minimal oversight, meaning “programming is becoming unrecognizable”
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x.com
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2026-2-26
AI
programming
Anthropic unveils scheduled tasks in Cowork, enabling Claude to complete recurring tasks at specific times automatically
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2026-2-26
Anthropic starts rolling out Remote Control for Claude Code, letting users control a session begun in the terminal from the Claude mobile app or the web
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x.com
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2026-2-25
Mobile
“Claws” is becoming a term to describe OpenClaw-like agent systems that usually run on personal hardware and are a new layer on top of LLM agents
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x.com
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2026-2-21
How LLMs are dismantling the moats that made vertical SaaS defensible, and why the market selloff is structurally justified but temporally exaggerated
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x.com
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2026-2-17
SaaS
Sam Altman says Peter Steinberger, creator of OpenClaw, is joining OpenAI “to drive the next generation of personal agents”; OpenClaw will remain open source
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x.com
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2026-2-16
Wall Street's idea that a software pure play will “vanish” into an LLM is “nonsense”: we need more software, and AI-enabled software moves up the product stack
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x.com
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2026-2-5
AI
Wall Street
Sam Altman says the Anthropic Super Bowl ads are funny but “dishonest”, and Anthropic serves a “product to rich people” while OpenAI is committed to free access
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x.com
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2026-2-5
Oracle says the Nvidia-OpenAI deal has “zero impact” on its financial relationship with OpenAI and it is “highly confident in OpenAI's ability to raise funds”
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x.com
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2026-2-3
Oracle
Nvidia
xAI rolls out Grok Imagine 1.0, which it says can generate 720p 10-second videos with better audio, and says Imagine generated 1.245B videos in the past 30 days
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x.com
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2026-2-2
Gurman: internal development at Apple “runs on Anthropic at this point” and Apple wanted to rebuild Siri around Claude but Anthropic “wanted a ton of money”
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2026-1-31
Apple
Even though Moltbook has security risks and a lot of spam, the scale of nearly 150,000 autonomous AI agents interacting with each other is unprecedented
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2026-1-31
AI
Meta's VR layoffs may help the industry long term, as most affected roles focused on first-party content and games that competed with the broader ecosystem
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x.com
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2026-1-19
VR
Layoffs
Thinking Machines Lab parts ways with CTO Barret Zoph, with Soumith Chintala taking over the role; sources say the termination is due to “unethical conduct”
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x.com
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2026-1-16
Fidji Simo says Barret Zoph, Luke Metz, and Sam Schoenholz are returning to OpenAI, a move which “has been in the works for several weeks”
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2026-1-15
Thinking Machines parts ways with CTO Barret Zoph, with Soumith Chintala taking over the role; sources say the termination is due to “unethical conduct”
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x.com
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2026-1-15
As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads
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x.com
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2025-12-27
Nvidia
How AI can work across scales, from individuals to organizations to economies, like steel and the steam engine before it, as AI arrives as “infinite minds”
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x.com
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2025-12-23
AI
METR: Claude Opus 4.5 has a 50% task completion time horizon of about 4 hours and 49 minutes, more than double that of Claude Opus 4 released earlier this year
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2025-12-21
Tim Sweeney says Fortnite will not return to iOS in Japan in 2025, as Apple is “charging a competition-crushing 21% junk fee on third-party in-app payments”
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x.com
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2025-12-18
IOS
Japan
Apple
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