this is new https://t.co/6lY57NGnRe↗

Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years. https://t.co/UgzapDmN7S↗

Coding with agents is a trap, and we all fell for it. https://t.co/CO8kRlk2JQ↗

Today I’m launching AI IQ — frontier AI models, scored on the human IQ scale. Instead of endless leaderboard tables, AI IQ shows: • Where models land on the IQ bell curve • How frontier IQ is changing over time • How models compare on IQ and EQ • What intelligence costs in pra…↗

AI is making you stupid. Today, we're introducing the all new Oboe, designed to make you smarter. Think about the last 10 answers you got from an LLM. How many of them do you actually remember? Probably none, because LLMs are not good teachers. But @oboelabs helps you learn t…↗

Compute futures have arrived: quarterly, monthly & yearly contracts on Nvidia H100/H200 prices trading on Architect. Purpose-built for companies with exposure to GPU price volatility. Intuitive trading interface, instant settlement, our team online 24/7. https://t.co/Ap1Ytah…↗

Today Intercom becomes Fin Sometimes you see a corporate announcement that’s so obvious and so late, it's almost an admission of failure. And I'm open to feedback on how I should have pulled the trigger on this change much sooner. But the tech industry is so littered with awkwa…↗

Curious how $1 of AI capex flows through a datacenter project? We break down the economics of datacenters at our latest drop. https://t.co/3rLBPvzCBQ https://t.co/Zn9AMijAG4↗

Claude Code agent view is great! So I built one for Codex, OpenCode, Droid and Pi too. Open source if you want to check out: https://t.co/V4ey6qCDdK https://t.co/o6t8ioTLeM↗

how is 7 powers changing in the age of AI? - counterpositioning - weakens - scale economics - weakens - switching - gone - network economies - weakens - process power - strengthens - branding - strengthens - cornered resource - strengthens https://t.co/hVBPUtPQLI↗