Survive AI by Rebuilding Platforms for an AI‑First Future
Great point by @eoghan here: surviving AI isn't just • build ✨AI✨ features (2023), • or a Copilot(2024), • or even an AI agent (2025), • it's also... rebuilding your platform for an AI-first world (2026) Systems of record simply won't stay relevant without a rebuild.
Future Software: Seats Include Built‑In API Usage for Agents
As agents become the biggest users of software, then all software has to be available in a headless fashion. Agents won’t be using your UI, they’ll be talking to your APIs. So the question becomes what is the business model of...
VC-Backed CTOs Reveal How They're Leveraging AI
We have surveyed @2048vc portfolio CTOs on their usage of AI. Check out what they shared and comment on your usage that's not covered below.
LLMs End Code Rationing, Empower Yes Engineers
For 50 years, software engineering ran on code rationing. Writing code was expensive, so we rationed it carefully through roadmaps, RFCs, prioritization meetings, and scope reviews. This created a role: the No Engineer. No, that won't scale. No, we don't have...
Aleph Prioritizes Non‑Consensus Over Winning GenAI Race
Literally what I spoke about at our annual meeting this week. @aleph is architected for non consensus. We do not have the right nor the interest in winning in GenAI. This is very well written.
GitHub Copilot’s Price Spikes Expose Lack of Own Coding Model
Microsoft / GH Copilot is now paying the price for not owning a foundational model of their own that is good at coding. They now need to resell the markup of OpenAI, Anthropic, Google Cursor was v smart to build...
Meta Envisions AI Agents Doing Most Work, Humans Supervise
"In a separate memo, Meta’s technology chief, Andrew Bosworth, said the company is building toward a vision where AI agents primarily do the work. 'Our role is to direct, review and help them improve,' he said." https://t.co/ylqoPxHgeP
CTIA Names Former Federated Wireless Exec Kurt Schaubach CTO
CTIA appointed Kurt Schaubach as CTO. Schaubach joins CTIA from Federated Wireless. via CityBiz https://t.co/YoFujOvkWr
Microsoft Backs Agent-to-Agent Protocol in New Framework
Glad to see Microsoft betting on the Agent-to-Agent Protocol for their v1 Agent Framework (Python/C#) ... https://t.co/3R39hl934s
Ubuntu Prioritizes Hardware Support and Local‑First AI
I started to talk with teams building the leading OSes about how AI changes (or does not change) their roadmap and what their OS looks like. Ubuntu is one that feels very grounded: massive focus on hardware support (GPUs, NPUs, DPUs)...
AI‑Driven Workforce Demands Immediate Lock‑In Cost Management
Any company that truly believes AI agents will be a significant part of their workforce in the future should be working overtime on the lock-in problem. Both the CTO & CFO should be having sleepless nights about x% of their workforce...
Anthropic's Silent Changes Expose Massive Risks of Closed Models
The last month, Anthropic: - Quietly nerfed their flagship model harness (Claude Code) without telling anyone - Banned corporate customers of Claude - Silently changed plans for customers with certain files in their repo All evidence that closed models are *massive* risks.
CTO Questions AI's Role and Human Relevance
MyPoV: Bryan Harris CTO of @SASsoftware asks “will people matter?” “Why do we even need AI?” #SASInnovate https://t.co/pnIoaAmb16
Structured-Prompt-Driven Development Enables Agentic Programming
NEW POST Thoughtworks internal IT use a workflow for agentic programming called Structured-Prompt-Driven Development (SPDD). @WeiZhang595190 and Jessie Jie Xia describe how this works with a simple example plus details in a github project. https://t.co/6cHnSPWr6L
Agentic AI Boosts BMW's Engineering Speed Twelvefold
The AI-powered R&D department: how agentic AI is supercharging engineering velocity “BMW accelerates analysis cycles twelvefold” https://t.co/wshZeLW7q3 https://t.co/6Sl6SlBiic
Fintech Giants Converge on AI-Native Future, Diverge in Architecture
Three digitally native Fintech & Techfin hyperscalers are building toward the same destination. Becoming AI-native. They're taking completely different roads to get there. The architecture of these three Fintechs isn't a purely technical choice. It's a mirror of each business model and...
Gemini Models Handle 6+ Trillion Tokens Monthly via ADK
"More than six trillion tokens are processed monthly on Gemini models through ADK." https://t.co/OcL9RxiiKq < quite the little nugget snuck into this broader post about the new @googlecloud Gemini Enterprise Agent Platform. ADK 2.0 looks pretty great.
Open‑source Marathon Planning System with Multi‑Agent Architecture
That gorgeous marathon planning system we showed off on stage yesterday at #GoogleCloudNext? The one that shows a coordinated multi-agent architecture with memory and MCPs? We open sourced all of it. Run it locally or on the cloud. Party on. https://t.co/MeDZLkI3ww https://t.co/1qHbupJp2d
Claude Labels Menu‑bar Launcher “Dumb” But Solves UI Split
Ha! This is new — I love it? Claude Opus 4.6 just called one of my ideas dumb. (I asked it to argue both sides of an idea.) "The menu bar app is dumb — it's a process launcher...
Anthropic Secures European Data Centers to Boost Compute
Anthropic is focusing on a key bottleneck By securing data center deals in Europe, the company is ensuring it has the infrastructure needed to scale its models. The priority is clear. In AI, access to compute is becoming as strategic as the...
Adobe's Real AI Strategy Defies Market Skepticism
.@Adobe Summit 2026: Liz Miller Calls Out the Market on AI Strategy – and She’s Not Holding Back https://t.co/bbXv2HFi9W @cxtodaynews “When financial markets say Adobe doesn’t have an AI strategy, my answer is: you haven’t been paying attention. An AI...
Circle CPTO Envisions Agentic Economic Activity
From Tokenized podcast, Circle CPTO @chandhok lays out our vision for agentic economic activity. https://t.co/CN2qKRsbqp
Google Cloud Spanner Omni: Portable, Best‑in‑Class Database Everywhere
The best database on the internet is now available ... anywhere? We just announced @googlecloud Spanner Omni, with reimagined TrueTime and Colossus components for portability. https://t.co/iHBOKF7nH2 Pull the container here: "docker pull https://t.co/g26aVGW0aX" https://t.co/zqU7Z1g3Lp
Google AI Now Writes Three‑quarters of New Code
75% -> Google says 75% of new code created inside the company is now generated by AI and reviewed by human engineers, up from 50% last fall https://t.co/iAQrM8UHCQ
A Decade of Distributed Systems: Cloud, Ethics, and Local‑First
How have the fundamentals of building large, distributed software systems changed the last decade? A conversation with Martin Kleppmann (author of Designing Data-Intensive Applications) - given that the second, updated edition of the book was just released. Timestamps: 00:00 Early career 05:46 Building...
Google Launches Antigravity to Rival Claude Code, Codex
Antigravity to combat Claude Code and OpenAI's Codex. And no, that's not the next Marvel movie :) -> Google's Chief AI Architect Koray Kavukcuoglu is working to unite its internal AI coding tools under the Antigravity platform, to counter...
AI Forces Firms to Rethink Build‑vs‑buy Decisions
One of the more interesting comments from a recent roundtable: A large financial institution is re-evaluating build vs buy across their entire stack because of AI assisted development. Including major SaaS platforms. Are you rethinking this right now? Does AI truly change...
OpenAI Introduces Persistent 24/7 ChatGPT Agents
Always-on Agents that can run a small AI-run organization -> OpenAI develops platform for always-on Agents on ChatGPT "OpenAI is testing a ChatGPT Agents feature codenamed Hermes, enabling users to create persistent agents with custom skills, tasks, and workflows."...
Uber Burns 2026 AI Budget in Just Four Months
JUST IN: Uber CTO says the company spent entire 2026 AI budget in only 4 months
European Telcos Redefine Services Beyond Connectivity in AI Era
I’m in the first plenary session at @FuturenetW in London, listening to a panel of European operator CTOs + a vendor talking about #telcos “beyond connectivity” in the AI era. Quick comments: https://t.co/uzObx4Clwf
Startup Hype Eclipses Real Product and Cash Reality
Overheard in NYC “we can’t just vibe code this product we have to build a real saas platform [pounds the table]” “we just need to get on calls and we’ll have fucking sales pouring in through the windows” “we could just keep doing...
Web Worker Boosts Trading UI 2.5× Performance
We're moving @Gemini ActiveTrader real-time market data processing off the main thread and into a dedicated web worker. The worker handles WebSocket message parsing and orderbook state management so that the UI thread can stay responsive even under heavy market...
Reining in AI Agents with Identity, Context, Persistence, Platforms
Have we given agents too much ... agency? @addyosmani calls out four architectural bets to regain control. Agents need: 🔑 Identities, not shared credentials 📚 Universal context, not scraped windows 📆 To survive your laptop closing ☁️ Platforms https://t.co/V0nEqql07a https://t.co/3lGAgHm8Uq
GroupthinkAI Goes Headless, Private, User‑Provided LLM Keys
taking @groupthinkAI fully headless and private this weekend, removing all cost structure and letting users provide their own LLM API keys and storage
Hybrid Model Cuts KV Cache, Slashes Token Costs
Moonshot AI prefill/decode disaggregation beyond a single cluster: cross-datacenter + heterogeneous hardware, unlocking the potential for significantly lower cost per token. This was previously blocked by KV cache transfer overhead. The key enabler is our hybrid model (Kimi Linear), which reduces...
AI Agent Costs Are Turning Into Enterprise Payroll
Your AI tool costs went from $20/mo to potentially $500K/quarter. And most companies haven't updated their budgets yet. Here's why AI agent billing is the next enterprise crisis 🧵👇 1/ A year ago: AI = autocomplete. Quick prompts, quick answers, flat subscription. Budgetable. Today:...
Cisco Bets on AI Waste to Fuel 70% AI Code
Something I'm hearing more often: AI wastage is necessary, at least for a while. Cisco's @jpatel41 says you gotta let people burn through tokens to build the instinct. Now has its first product with zero lines of human code and...
Doubled Intercom Productivity in Nine Months – Full Breakdown
🚨Here's a must read🚨 We 2x-ed our productivity in Intercom in 9 months. Our CTO @darraghcurran shares all the gory details, charts, costs, and more in this thread
Apple Execs Hint at Upcoming Spatial Computing Glasses
Two of Apple's biggest execs have talked about the future of spatial computing in a new interview —and it sounds like there's something in those smart glasses rumors. https://t.co/9TDRSphbI3
AI Accelerates Strategy Execution to Near-Real-Time
2025: “Strategy” *Takes weeks to ship a new page* Uses ChatGPT to “do research” “I don’t have enough time.” “That’s too hard. I’m going to need more headcount.” 2026: Strategy and execution Ships a new page in an afternoon and continually optimizes it Uses Claude Code, OpenClaw, Hermes, to...
ML-Driven Chip Design Tackles Chiplets and Multiphysics
https://t.co/hSBxqyOfWZ I spent time with @Synopsys CEO Sassine Ghazi to ask what the future of chip design is. Actually they're one of the earliest adopters, and ML chips want even more ML to optimize them. Add in chiplets and multiphysics, and...
One Engineer + AI Agents Replace Seven-Person Teams
Sid Sijbrandij, the co-founder of GitLab, just said: "One developer with parallel AI agents will outproduce an entire team of seven." And at his new company Kilo, that's already the standard. He has 20 engineers. Each one manages multiple AI agents across...
OpenAI Preps Dual-Mode Codex Upgrade to Beat Claude
The release is expected this week. They need to catch up to Claude Code and Cowork -> OpenAI is laying the groundwork for a major Codex update that would push the platform well beyond its origins as a coding agent. "Hidden...
Design Agentic UX, Not Just APIs, for B2B Success
Every B2B software company is (or should be) building an agentic version of their product. One that can be used programmatically by agents, not just interactively by humans. But, you can't just wrap your existing APIs into an MCP server...
Scale Gradually: Start Simple, Add Complexity When Needed
Step-1: Use a static web framework to save costs Step-2: Run entire website on a single virtual machine for simplicity Step-3: Split backend & database into separate virtual machines Step-4: Add more availability zones to improve resilience Step-5: Use serverless for infrequent workloads Step-6: Keep...
FedEx Freight Adopts AI-Driven Stack for Growth
.@FedEx Freight eyes AI, simplified stack to unlock growth as independent company https://t.co/PzcG5kJdZ4 The technology and AI strategy will simplify operations, reduce customer friction and create an architecture that can leverage AI today as well as future advances. @ldignan
OpenAI's Early Compute Surge Secures Edge over Anthropic
OpenAI told investors this week that its early push to dramatically increase computing resources gives it a key advantage over Anthropic - Bloomberg
Design Products for Agents First, Not as Afterthought
Are you building your product expecting agents to be a primary consumer? Or an afterthought? Good @posthog piece on agent-first product engineering, including some super-solid tips on the right way to build agent skills. https://t.co/sjAGUMtJIq https://t.co/xoEyWtH2QF
LLMs Dictate Tech Stacks; Every Business Needs a CLI
LLMs decide what languages and libraries we use. They’ll also decide what products a business runs on. They'll prefer ones that work with them. Every business now needs a CLI. fin(.)ai/cli https://t.co/ycezh9XYWd
DHH Shifts: From AI Skeptic to Advocate
Just six months ago, @dhh (creator of Ruby on Rails and Omarchy) said how he doesn’t really use AI tools to write code, because they are not good enough. Things have changed, a lot. Timestamps: 00:00 Intro 02:11 Omarchy and Ruby on Rails 08:25...