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Every morning
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Tuesday recap
Is Claude Code a threat to Clay? Here’s why I think, for now, that answer is no. And most (almost all) of my business is now Claude Code. And I designed it that way because it’s what I enjoy, not because it’s the best tool for every GTM problem.
Can natural language replace scalar rewards in reinforcement learning? A new paper from researchers at Stanford, UMD, Netflix, and Microsoft Research presents a formal structure for utilizing natural language as feedback in a reinforcement learning setting they call Learning from Language...
This little-known Chinese AI lab just dropped an AI model 3x faster and 20x cheaper than Claude. Here’s what the headlines won’t tell you:
Executives expecting magic wand AI outcomes without funding data quality, change management, and integration work are setting teams up to fail. You can't skip the plumbing and still expect water. #CIO #AI https://t.co/VtuS5rQ0ZG
Tesla will get to a working robotaxi eventually, but it's difficult to say when. My 50th percentile is end of 2026, but the variance is high. It could be in a few months. It could be a few years. We'd...
As a CS girlie, I started my journey in Analytics and to this day, I still believe it has one of the lowest barriers to entry into a career in tech. The barrier has never been lower. If you’re thinking about...
$NKTR bears will still look at you with a straight face and tell you that an adverse event (ISRs) that led to a ***LESS THAN 1%*** discontinuation rate is the bear thesis… The ISR brain damage done to y’all by those...
I don't really understand devs who jump back and forth between LLM providers. Claude, Codex, Claude, Gemini, back to Codex, then Claude. What marginal improvement can be worth the massive context shift every single time? Pick one and build. You won't have...
I appreciate this reflection on why ARC matters, but in the replies I expressed some reservations about what high accuracy on ARC benchmarks actually reflects for assessing "human-like fluid intelligence" (Chollet's stated goal for ARC).
Agentic AI isn’t about learning 10 steps. It’s about mastering 4 loops: Perception → Memory → Planning → Action. Frameworks change. Autonomy principles don’t. Build agents that think in systems, not prompts. https://t.co/yINTc7aLJZ
7 operational mistakes that almost killed my business (and will kill yours if you don’t catch them early) 1. Working with the cheapest partners 2. Not checking supplier invoices at scale 3. No naming conventions on ads or creatives 4. Not understanding China...
There is still a net benefit to having someone with an intricate knowledge of the creative and ad buying processes that AI can’t automate.
This principle hit OX40 hard - $SNY $AMGN $APGE What about $CRVS and ITK…? 🤔 https://t.co/gvLcqVgrpk
LEAD = Someone opted in, knows about you, is being nurtured by you. PROSPECT = You found them in a public database, has no idea who you are. I see so many "gurus" and magical "AI Experts" conflate Lead and...
We went from AI systems that struggled to do grade school math to AI systems that can solve research-level math problems in just a few years. I agree with Jakub this is perhaps the most important eval now. I am also pretty...
As reported by Bill Harwood (@cbs_spacenews) and others, on Thurs NASA flowed LH2 thru the new seals on SLS. Now there's a blog post explaining that ground support equipment problem reduced the flow. Working on it this weekend. https://t.co/PbuyJHZMNV
If you can't trace what data, tools, and rules led to an agent's decision, you're not ready for production. Decision provenance and observability are critical release criteria. #Observability #AI #DevOps https://t.co/1tg10UmJNv
PhD grant (4 years) in Barcelona (ICN2/TCN) — AI-Driven Multiscale Modelling of Spin Qubits for Scalable Quantum Devices ~€2,575/month gross | International environment | Apply by 28 Feb 2026 (24:00 CEST) Apply: https://t.co/7CSc9tlGbO Project: https://t.co/CCEbaZFYMG https://t.co/vLapeXaeAe
AI market/TAM in midterm 1. Most employees will have a free LLM on their desktop; we are moving top team memebrs to two daisy chained Mac studios ($25k total) — easy investment 2. All major models will free for...
Why social search for #B2B ecommerce is the new key to credibility and conversion https://t.co/djobyMHgwk
how I feel about Google rn after trying the Gemini app for a day https://t.co/AvDWD718eH
The NASA SLS costs 23X the entire XB-1 program. Every time it launches. What could private innovators create had this capital not been confiscated by gov’t and pissed away? Each time SLS launches 23 XB-1s go up in smoke. We don’t...
Printing brain phantoms in a support gel and selectively replicates gray and white matter https://t.co/9rIVOPCjd2 https://t.co/LFwa9Qlqjc
Iran Turns to Digital Surveillance Tools to Track Down Protesters @nytimes https://t.co/7JUt5gcTW3 Iran's government most likely tracked the protesters through location data emitting from their phones, researchers later concluded. The move was part of a new phase by the authorities to...
Microsoft’s AI chief says AI will automate most white-collar work in 18 months. He claims AI will handle law, accounting, marketing, and coding at human level. Yet reports show only small productivity gains, and one study found developers took 20% longer with...
Stitching works because it borrows momentum. You’re stepping into a conversation that already has attention.
$40M raised. Series A ready. Episode 232 dives into the real signals founders should look for before raising more capital 👇 https://t.co/0CcjGEIVb9 #SaaS #AI https://t.co/S1vxKwuxiB
Ingest Structure Learn (ISL) is the new ETL. It used to be the case that a company would try to license this kind of data as an “edge”. I’ve seen many companies in SV try to make this claim. That...
World-class IT in the AI era looks very different. I share provocative lessons for CIOs who feel under fire to transform IT and show real impact. #CIO #ITLeadership #AI https://t.co/VjbvwFzWSu
Worst ways to build wealth - thinking a $100M valuation means you have $100M - raising money. period - adding features for 5 years instead of admitting your product sucks - telling yourself "we just need more time" at year 7 - calling yourself a...
Why CES 2026 Signals the End of AI as a Tool CES 2026 showcased a new era where AI stops being just a tool and becomes deeply integrated into every technology — changing how we think about AI altogether. Read...
How First-Party Data Is Becoming a New Revenue Engine in the Age of AI 🤖 https://t.co/9tqx5wEeF0 https://t.co/wg7i7liZrp
While AI dominates headlines with mega-rounds, fintech is quietly leading European VC valuations. Median pre-money for fintech reached €12.4m — 29% higher than AI, and well ahead of SaaS and life sciences. In a hype-driven cycle, investors are rewarding revenue, regulation-ready models...
My thread actually worked. From complaining about the lack of folders in Gemini to getting a "soon" from Google’s VP in just a few hours 😁
AI is not taking over biology, at least not now—it's accelerating discovery, not replacing scientists; humans still ask the questions, validate results, and steer ethical choices. https://t.co/l8KCQGNd4Y
RT Data Privacy Week is over. Lawsuits, breaches, and AI experiments don't pause the other 51 weeks of the year. Privacy is now a leadership accountability issue, not a back office task. #CIO #CMO #CISO #DataPrivacy @Star_CIO https://t.co/Naq82FuMWZ
1/ You can't bolt AI onto chaos. In biotech, if your data is a mess, your AI won't save you. Build the data strategy first. Here's how. https://t.co/HM7qddrCsC
QLDPC for the win (and also a little bit scary) work by @IcebergQuantum reducing physical qubits to break RSA-2048 to only 100,000 which we probably aren’t that far away from. we aren’t ready for this. https://t.co/DUJQCeG72E
Each week I send out a free analytics tutorial to 39,009 professionals. This week is Part 3 in a series on mining free-form text data using Python in Excel. Think about this for a second. Production quality, reproducible text mining inside an Excel...
Strategic Brief: The Agentic Pricing Shift, Nuclear Cloud Grids, and the Analog Marketing Rebellion https://t.co/P5qLllgBGU
Those “direct-to-physician” CDS AI tools like OpenEvidence and DoximityGPT? They're now going after health systems too. My 5 thoughts on how this will all play out: First, the gist of what was announced: → Sutter Health will integrate OpenEvidence with Epic, allowing...
AI adoption shows how societies function. Different speeds in different regions reflect culture, policies and skills. Analysing these patterns helps understand productivity and competitiveness. infographic by @VisualCap via @antgrasso https://t.co/7VQ6FzYEsW
Tired of being left in the dark on how other SaaS companies are doing? Then welcome to the 2025 State of SaaS Marketing mega thread. Buckle up. I surveyed hundreds of SaaS founders & marketers last year, to collect the data that's usually...
AI for teachers isn’t about tools. It’s about systems: Goals → Prompts → Activities → Feedback → Reflection. When AI is designed into pedagogy, teachers spend less time grading and more time teaching. That’s the real upgrade. https://t.co/q6Y8axT6BU
Credit markets could be the next AI casualty. A UBS analyst flags the $3.5T leveraged loan and private credit space as vulnerable, with AI disruption moving faster than expected. Up to $120B in fresh defaults this year would turn the AI boom...
Moving Climate Change And Vaccines Out Of The Anti-Science Crosshairs | many thanks @AngelaKShen @Health_Affairs for the thoughtful review our book #ScienceUnderSiege @MichaelEMann @PeterHotez @public_affairs https://t.co/DbXijUsYnB
AI is accelerating the divide between leaders who learn continuously and those who fall behind. Standing still is not a https://t.co/fRpFGuoNlH the full episode: https://t.co/niO7fXOQML https://t.co/vMRrQNi6cA
Pilot v1.0.0 shipped 🎉 133 features. Built in 2 weeks. The last 22 issues of the v1.0 roadmap were executed by Pilot itself — decomposing epics, creating branches, running CI, merging PRs. → Label a ticket "pilot". Get a PR back. GitHub,...
Move over Tableau and PowerBI. There's a new Python library that automates Business Intelligence with AI using Text2SQL. Let me introduce you to WrenAI:
Banks are quietly moving AI beyond chatbots and into the plumbing of money itself. Inside compliance queues and cash dashboards, AI agents are starting to initiate tasks and move funds based on live signals. This is the real inflection point: not smarter...
