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"Follow the gigawatt." Two years ago, Coatue's AI framework was "follow the GPU". Today the gigawatt is the atomic unit of AI growth, and one of the biggest shortages in the market. Jaimin Rangwalla, CIO of Public Investments at Coatue, on how the team is mapping the supply ch…↗

A big pivot from Ken Griffin on AI: “Number one is, in the last few months, there has been a step change in the productivity of the AI toolkit. It is profoundly more powerful than it was just nine months ago. And for us at Citadel, that has allowed us to unleash a much broader…↗

The secret behind every Viral Launch... We've done 30 of the largest launches on X. They all follow a specific formula that can be copied again and again... using Claude code. In this I will show you how and exactly how to get millions of views for your launch with 95% of the…↗

we built the first sane way to debug your agent locally. you can see your traces. codex/claude code can too. this lets them write evals and test your agents automatically. best part: it's completely free and open source. install with 1 line. (github below)↗

I strongly believe there are entire companies right now under heavy AI psychosis and its impossible to have rational conversations about it with them. I can't name any specific people because they include personal friends I deeply respect, but I worry about how this plays out. I…↗

·@mitchellh·May 15, 2026·essay·ai·mtbf·mttr·reliability-engineering

Scoop: OpenAI announced another major reorg on Friday, as part of its effort to unify ChatGPT and Codex. -Greg Brockman is officially taking over OpenAI's products, after previously being tapped as an interim leader -Head of Codex, Thibault Sottiaux, is now leading core product…↗

My laptop has become a “satellite device” since I started using Codex from my phone. And my Mac mini has become the “home.” It’s clunky, but the end state feels more like how we’re going to be working in the near future: I’m currently running the Codex app on 2 devices: 1. my Ma…↗

Had a lot of fun (really, actually) chatting with @kentlind on the Something Ventured podcast. We cover a lot of ground: the early days of seed investing (featuring folks like @jeff, @m2jr, @joshk et al), the state of seed today, Silicon Valley's "British invasion" (Kent's words,…↗

·@Bandrew·May 14, 2026·media·ai·founders-pledge·growsf·seed-investing

An early beta of Grok Build, an agentic CLI for coding, building apps, and automating workflows is now available for SuperGrok Heavy subscribers. Through this early beta, we will improve the model and product based on your feedback. Try it at x.ai/cli↗

Introducing MagicPath 2.0. MagicPath is now a multiplayer canvas for humans and agents like Codex or Claude Code to design and build with AI. Use your codebase, grab data from anywhere, and see the agents work in real time as a team while building fully functional prototypes.↗

·@skirano·May 14, 2026·tool·ai-prototype·claude-code·codex·magicpath

My interaction design manual is now open for registration with 3 new chapters. With 23 chapters and 23 downloadable React components on an interactive platform, Devouring Details includes everything I know about not just interactions, but design. Available for 2 weeks.↗

Krishna Rao is the CFO of Anthropic, and this is his first podcast appearance. He joined the company two years ago when run-rate revenue was about $250M. Today it is $30B. He has helped raise ~$75B and is responsible for the procurement and allocation of compute. I feel lucky w…↗

Been thinking about this announcement. I think this connects directly to something I've been thinking about since listening to the @dylan522p episode on the @dwarkesh_sp podcast back in March. Their core thesis: we are going into a semiconductor shortage till ~2030. It's not j…↗

AI Gateway production index Ask which AI model is best, and the answer changes before the ink dries. That's what happens in an industry where new models are released weekly. Every benchmark measures a different race, and every race crowns its own winner, but Vercel has a unique…↗

·@vercel·May 13, 2026·research·privacy-extension·x-com

Starting today, you can run cloud agents inside fully configured development environments. Set them up the same way you'd set up a laptop for an engineer: cloned repos, installed dependencies, and toolchain credentials.↗

This is the clarity we've been crying out for. But it's a poisoned chalice. This is a 10X cut to claude -p disguised as a monthly bonus. Anthropic is discouraging any kind of programmatic usage. And that's fine - no subsidy lasts forever. But it's time to try Codex.↗

If you use any of the following with your Claude sub, your usage must got cut by 25x: - T3 Code - Conductor - zed - jean - “Claude -p” in your ci - scripts to call Claude code from other tools They’re disguising this as “free credits”. Don’t fall for it.↗

·@theo·May 13, 2026·news·claude·conductor·free-credits·t3-code