Cognition Leads AI Agent Revolution with Unmatched Utilization
cognition is now the largest independent agent lab in the world. take the 200% utilization that everyone is hitting from this chart and run out the sales growth from this, i encourage you to go thru the exercise if you are new to investing a lot of you have read my cog initation post, but when i talk to people they do not sufficiently appreciate that this is the perfect storm of all the trends: - first* koding agent - first* cloud dev infra - best reviewed code review/security guy - first* llm wiki knowledge base - s-tier GTM - most IOI golds - somehow also cracked at Smash Bros and Poker agent lab gets you: - long model diversity - long reasoning/toolcalling models - long harnesses - long domain specific RLFT - long coding data/expertise/evals - long full agentic SDLC - chief partner to CIOs in combating tokenmaxxing slop from humans and from agents - SOTA foodbench from house chefs and this is why you can see this is Peter Thiel's biggest AI bet *i dont like "first" as an adjective, but "first + 2 years of serious scaling" really serves as a shorthand for "most enterprise battle tested" - see customer list in screenshot - literally 10s of thousands of devs, 10s of thousands of repos, PER CUSTOMER is the kind of weight I put on the simple word "first"
Codex Evolves: Now Offers Agentic Excel on Mac
gotta say Codex is completely unrecognizable from 3 months ago. guys went extreme founder mode on this thing @gabrielchua was demoing this and i was like “you guys have agentic excel on mac” https://t.co/khrZiOvZp9
OpenAI’s $10 B Venture Fails Basic Server Rendering
openai's new $10b forward deployed company is so locked in they can't even bother to server side render properly (jk congrats, nice win for UK AI 🇬🇧) https://t.co/3RJMCU0dPc
First Look Inside Cog House: $100B Future Unveiled
the inside story of the legendary Cog House. i believe there have not been any public photos of this place until now (bc we were explicitly not allowed to lol) as an advisor its been awe inspiring to see this company...
Seeking Codex Mode Usage Stats as Adoption Proxy
wondering if @embirico has numbers on what % of codex users use this mode and how much it has gone up over the last month its a decent proxy for alignment/agent adoption https://t.co/rROmu1SezX
AI Engineers Must Master This Essential ‘Just‑in‑Case’ Guide
this is a big deal, on the order of Kelsey Hightower’s “Kubernetes The Hard Way” and probably all ai engineers should go thru this once mostly i advocate “just in time learning”, but this is one scenario you want “just in...
Beware: Near‑phishing Scam Almost Fooled Me
be aware of this kind of phishing. i was almost tricked. cc @nikitabier @business https://t.co/lqgbXgcQzU
Crowdsource Hated Apps, Build Better Indie Clones
Idea: Business owners should crowdsource a list of Most Hated Software and then indiehackers should pick thru and make new clones of them are just "simple" - rewind 10 years of enshittification on them. I hate (and use): - dropbox - gusto - zoom -...
DeepSeek V4 Sets New Standard for Efficient Long-Context AI
IMO DeepSeek v4 demonstrated utter confidence and competence by not benchmaxxing, not focusing on some BS final run cost, not even spending inference-optimal compute. just showed up, demonstrated SOTA long context efficiency techniques (CSA, HCA, mHC, flash at 8% cost of...
New Pareto Frontiers: Massive Context, Speed, and Benchmark Gains
looks like new Pareto frontiers across everything: - Context: 400K context in Codex and a 1M in API - API Pricing: $5/m input and $30/m output tokens. - Codex improved its own inference speed 20% lol - First generation...
Image‑2‑Thinking Introduces Agentic Loop for Text‑to‑Image
btw in talking to friends the best framing for how to discuss GPT-Image-2-Thinking taking multiple tens of mins for generation and being able to oneshot QR codes and diagrams and logos and foods and faces.. ...is that Image-2 is a new...
GPT 5.5: The Ultimate Birthday Gift I Crave
GPT 5.5 tomorrow would be the best damn birthday gift I could ever ask for
Listen to Aman R. Sanger's First Pre
LS was the first podcast cursor ever did listen back to baby @amanrsanger when they were 5 people and pre-PMF https://t.co/0tIvpIwjC4
DeepMind's Sedielem Delivers 40‑Minute SOTA Image‑Gen Overview
do not miss. one of the INSANE gets courtesy of @osanseviero and the @GoogleDeepMind london avengers. if you always felt out of the loop on the SOTA on Imagegen, today or otherwise, this is the best 40 minutes you will...
Google's Ultra‑slow Rollouts Ruin Excitement, Switch to Orion
FWIW i have just updated chrome and do not see this. google has this big issue of ultra slow incremental rollouts. it really kills the vibe - i see stuff they launch, i am excited to try out, "oh its still...