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OpenCode says it has reached 13M monthly users, 4.6M weekly users and roughly $40M in annualized revenue. Anthropic restricted competing coding tools. OpenCode works with any model, which gives teams a way around building their coding stack on one lab.

21,226 次观看 • 9 天前 •via X (Twitter)

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Robinhood Chain could become the next billion-dollar meme ecosystem. The reason is simple Every successful ecosystem in crypto was never built around a single meme coin pumping. It was built around the users, attention, and ecosystem effects that memes created. $BRETT once reached a $2B market cap and became one of the most iconic memes in the Base ecosystem. It helped Base attract massive attention, users, and liquidity. Solana followed a similar path. Over the past few years, meme coins became one of Solana’s strongest user acquisition channels. further proved that speculation can be transformed into massive on-chain user growth. Almost every successful ecosystem has gone through a meme-driven growth phase. And Robinhood Chain happens to have several unique advantages: First, it has Robinhood’s distribution power with tens of millions of traditional finance users. Second, Robinhood is building around RWA and tokenized stocks, which requires bringing more users on-chain. Third, memes could become the lowest-friction entry point connecting traditional finance users with the crypto world. Robinhood’s CEO said: “While we’re building Robinhood Chain to be the best chain for RWA… it works great for memes too.” Many people see this as just a casual comment. But I think it reveals Robinhood’s deeper product strategy. Because RWA is unlikely to be the reason users enter crypto for the first time. Very few people will download a wallet and learn how bridges work just to buy a tokenized stock. But a viral meme can become the first interaction that brings users on-chain. Once users enter the ecosystem, they can gradually explore stablecoins, RWA, tokenized stocks, and other on-chain products. If Robinhood can replicate the Base and Solana playbook, Robinhood Chain could become the catalyst for the next major meme wave in crypto.

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61,518 次观看 • 25 天前

Nat Eliason’s (Nat Eliason) career arc is borderline absurd—but it works. He’ll spot a new tool or trend, master it, build a business around it, and move on. Nat’s pulled it off with the note-taking wave ($600k in sales from a Roam Research course), real estate (6x return flipping property in Austin), and crypto (published his insider story with Random House). Now it’s AI: he’s running a viral course on building apps with AI—$200k in pre-sales in just a week, 800 students and counting. I’ve known Nat for a long time and I think he has a great sense for where the puck is headed. He was one of the first guests I had on the podcast and I was delighted to have him on again. Here are a few takeaways from our conversation: - Coding with AI has become orders of magnitude easier for non-technical people over the last 2 years—Nat rarely has to help students fix bugs; they troubleshoot in Cursor on their own. - AI coding assistants are creating new behaviours in programming, like using a speech-to-text model to talk to an agent and having it write code for you. - The traditional learning curve of coding is flattening because AI tools let beginners build and iterate in faster feedback loops. - AI has given Nat leverage in spades—it increases his ability to be a creator while also building a robust business with as few people to manage as possible. He demos an AI book editor he coded for his sci-fi novel. - In the age of AI, software is becoming content and the barriers to create are lower than ever—but custom software for everything isn’t the answer. Nat’s model is that personalized tools make sense for that one thing you care the most about. - Nat believes that the future of writing with AI is a Cursor-style interface with a model that’s trained on your style and voice. This episode is a must-watch for writers, creators, and anyone interested in the future of product building. Watch below! Timestamps: Introduction: 00:01:45 The origins of Nat’s viral course on building apps with AI: 00:11:45 How coding with AI has evolved over the last two years: 00:18:46 Nat creates an app using Composer, Cursor’s AI assistant: 00:22:22 Tactical tips for coding with Cursor: 00:26:06 How coding with AI is creating new behaviours in programming: 00:29:06 What excites Nat the most about the future of AI: 00:32:41 A demo of Hubbard, the AI editor Nat built for his science fiction writing: 00:38:58 When does it makes sense to build custom software: 00:44:52 Nat’s take on the future of writing with AI: 00:49:18

Dan Shipper 📧

27,207 次观看 • 1 年前

Possibly the biggest change in Microsoft Teams history? Teams without the Teams? Public preview in November to desktop, mobile, iOS, and Android. Here is what you need to know: 🟣 Microsoft is introducing a new combined chat and channels experience. Meaning chat and teams/channels will show up under the "Chat" sidebar icon. No more dedicated Teams sidebar button. 🟣 Teams and Channels will have their own section in chat. 🟣 Group your chats and/or channels however best works for you with favourites and custom sections (up to 50 sections and 50 items per section) 🟣 “Unread,” “Chat,” “Channels,” “Meetings,” and “Muted” Filters 🟣 New message can initiate a new chat or new channel post 🟣 New Mention view gathers all your mentions into a single interactive list. 🟣 At launch, a self-service, guided onboarding will help users discover the new experience and configure it to their preferences (on or off) 🟣 Users who prefer to keep chat and channels separate can easily do so during the onboarding process or at any time later. So far, it looks like there are no IT/tenant-level override controls. This experience change is targeted at getting more users using teams/channels. Most Teams users live in "chats", not teams/channels. There will undoubtedly be some pushback from users who use teams/channels well and like having the mental separation of teams/channels vs chats. I've been fortunate to be using it for a while, and I'm personally a big fan; my use of the correct channels has gone way up, and now I can find them all in one place in the app, particularly on mobile. I'm now much more likely to see channel conversations I need to see. What do you think? #MicrosoftTeams #Microsoft365

Tom Arbuthnot

64,526 次观看 • 1 年前

The most overlooked part of the SpaceX IPO thesis is the model and most people are completely missing it (Save this) Everyone has been focused on the Anthropic compute deal and the Colossus revenue because those are numbers you can put in a spreadsheet. Six months ago, xAI was competing reasonably well on model performance but was not clearly on the frontier. Then SpaceX exercised its option to acquire Cursor for $60 billion, the largest startup acquisition in history just days after completing the largest IPO in history at $75 billion. Cursor is a team of 700 to 800 people, was on track to exit 2026 at up to $10 billion in revenue, had millions of professional developers using it daily, and had already built a team with the genuine potential to compete at the frontier, the one thing holding them back was compute. SpaceX just gave them the largest GPU cluster in the world to work with. Grok 4.3, a 1.5 trillion parameter model, is currently training with Cursor's proprietary coding data being injected directly into pre-training, not just fine tuning which is a fundamentally more powerful integration than anything the market is currently modeling. The prior version, Grok 4, was already on the Pareto frontier as of 10 to 12 days ago, the most intelligent 500 billion parameter model in the world, sitting alongside Google Gemini, Anthropic, and OpenAI as one of only four systems at the true frontier. Composer 2.5, the previous Cursor model was Pareto dominant in coding tasks just before the acquisition closed, meaning SpaceX inherited a model that was already best-in-class in the highest-value AI use case in the market. The AWS parallel is the one everyone keeps missing. Bezos built data center capacity for Black Friday, sat on idle infrastructure the rest of the year, and monetized it into what was at the time the most profitable technology business in history and investors hated it in 2009 and 2010 because he was burning free cash flow on capacity that had no obvious revenue yet. SpaceX is in exactly that position, it built Colossus for xAI's own training needs, is monetizing excess capacity to Anthropic at $1.25 billion per month across 220,000 Nvidia GPUs, and has reportedly secured up to 20% of Nvidia's early Vera Rubin allocation, giving it the most powerful and scarcest GPU infrastructure in the world during the critical window when those chips are hardest to get. The $60 billion Cursor acquisition closed at a moment when SpaceX had essentially unlimited compute, a team already at the frontier, and a product with deep enterprise distribution, three things no other model lab had simultaneously when it was at this stage. The market is pricing the compute business conservatively and ignoring the model call option entirely, and coding is the fastest path to AGI, once you are on the Pareto frontier with that compute, revenue scales fast. Anthropic went from negligible revenue to $30 billion annualized in under 18 months and that is the existence proof. Bullish on SpaceXAI and Elon Musk

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69,446 次观看 • 1 个月前

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82,161 次观看 • 1 年前