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You can vibe-code software, but you can’t vibecode a relationship. Affirm CEO Max Levchin explains that while AI makes software cheaper and faster to build, creating real, cash-flow-producing businesses still depends on trust, partners, and scale that can’t be automated: "AI changes everything - but it doesn't change that... much." “We make cash-flow-producing assets known as Affirm loans. There are about 40 million of them made every quarter, and growing quickly. It’s difficult to roll out of bed and say, ‘let’s vibecode that,’ because, while you can vibecode some of the code, getting to our scale requires convincing an enormous number of partners to process tens of billions of dollars of loans." "Those relationships are not vibecoded.”show more

TBPN

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18,309 次观看 • 5 个月前 •via X (Twitter)

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Are you ready to be drained today? se, Co-Founder of fomo, stated that all of Fomo's code was built by AI. Even the non-tech team writes code using AI. For security purposes, all of this code is audited by humans, but don't you think that after a $94M fundraise, the platform should be completely safe for users? Because of vibecode, many people are raising questions. Se Young also stated that the team still hasn't used the money from the latest $75M raise and is growing on revenue. For me, it is completely unclear why a small team that has stable revenue and runs everything on vibecode needs that much money. You don't want to scale the team, and you've had affiliates for a long time. Where do you plan to spend this $75M, and is the platform safe right now? Sw, in the podcast you said you answer all questions on CT and this question is currently the most important one. Funds are safu?

Are you ready to be drained today? se, Co-Founder of fomo, stated that all of Fomo's code was built by AI. Even the non-tech team writes code using AI. For security purposes, all of this code is audited by humans, but don't you think that after a $94M fundraise, the platform should be completely safe for users? Because of vibecode, many people are raising questions. Se Young also stated that the team still hasn't used the money from the latest $75M raise and is growing on revenue. For me, it is completely unclear why a small team that has stable revenue and runs everything on vibecode needs that much money. You don't want to scale the team, and you've had affiliates for a long time. Where do you plan to spend this $75M, and is the platform safe right now? Sw, in the podcast you said you answer all questions on CT and this question is currently the most important one. Funds are safu?

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Databricks’ Arsalan Tavakoli says anyone claiming you can just vibe code any software you need isn’t actually in the business of using software in production. “Build is easy - maintaining and sustaining it is hard.” “If I can, I’d much rather buy than build.” “For things like my CRM - that is not something that, if I can help it, I’m looking to build internally. I’m happy to use something externally, given that I imagine my needs are similar to many other ones, and there should be things that could meet those needs pretty quickly.”

Databricks’ Arsalan Tavakoli says anyone claiming you can just vibe code any software you need isn’t actually in the business of using software in production. “Build is easy - maintaining and sustaining it is hard.” “If I can, I’d much rather buy than build.” “For things like my CRM - that is not something that, if I can help it, I’m looking to build internally. I’m happy to use something externally, given that I imagine my needs are similar to many other ones, and there should be things that could meet those needs pretty quickly.”

TBPN

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AI is changing the software engineering craft. Anders Hejlsberg (Anders Hejlsberg) - creator of C#, TypeScript and industry legend - on why code review needs to get more enjoyable in response: #1 - AI is shifting the craft from writing code, to reviewing code: "In a sense, we're all turning into project managers. We can have an army of junior programmers, called agents, that will just spit out reams of code but someone's got to have the big picture and review all of that. And so, increasingly, our craft is going from one of writing the code, to one of reviewing the code and building the architecture of the code and overseeing the work. It's a different kind of craft. It's a different kind of enjoyment. I've always liked writing the code. To me that was the fulfilling part, seeing it work. In a way, AI robs a little bit of that, because I am less interested in reviewing code." #2 - The code review experience should be improved: "I think we could also make the process of reviewing code much more interesting than it is today. I mean, today, you see a list of diffs in alphabetical order and now it's up to you to make heads or tails of it. There are more pedagogical ways of presenting that. And you could have commentary generated by the AI that tells you what the changes are and whatever, and then tries to guide you along. So that symbiotic relationship, I think we need to work on that more and to keep the enjoyment in there."

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The Pragmatic Engineer

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Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

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TBPN

383,971 次观看 • 6 个月前

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

Box CEO Aaron Levie's defense of software over vibe-coded, n-of-1 internal tools: "If you're Ford, and you're doing your supply chain on an ERP system, you want that to work the exact same way every single time." "The billions of transactions going through that ERP system, you cannot take for granted. So the idea that you're going to go vibe-code that is not possible, or at least not likely." "The other point is: your company has a fixed amount of IT resources. And you have to decide what you're going to spend your time on as an organization." "Do you want to spend time on rebuilding something that the market can supply you, that's seen best practices thousands of times? Or do you want to go and build that out with your n-of-1 experience?" "Or do you want to spend your limited, scarce resources on building software, and building experiences, that will make you more money, and that will actually be used by your customers?" "I think on the margin the average enterprise is going to spend their time and energy on the latter." "I'm 100% bullish on vibe-coding, 100% bullish that we're going to have 100x more software. But that still doesn't cross the threshold where I would want to go build our own CRM system."

TBPN

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#WATCH | Mumbai, Maharashtra: On the Jevons paradox and software demand expansion, Neelkanth Mishra, Executive Director Designate of the World Bank, says, “…If you think about what the major cost of a software firm is, it is people. So, if the writing of software is getting automated, those firms will be the first to make adjustments. But on the whole, it seems that the Jevons paradox—which dictates that as the cost of writing software falls, the amount of software written goes up—is actually playing out. If an XYZ company, which is a product company, was spending, say, $100 million on writing software and can now do it for $70 million, they might need to lay off some people; that is their business priority. But if the amount of software written goes up three to four times, the number of software engineers in the ecosystem will not change… This panic and paranoia about massive job losses is something that I think is, at this stage, unfounded.”

ANI

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.DHH says AI is making it harder than ever to avoid software bloat because the constraints that used to keep software simple no longer exist: “Our task as software builders becomes so much more about distilling it, so much more about killing our darlings, killing features that we think are good, but are just too much.” “Now in this new age where using agents and AI has made it so much easier to implement things, it becomes that much harder to stick to those principles because we used to be granted these constraints simply by the fact that it took a long time to build things.” “We built the entire first version of Basecamp on me having 10 hours per week. Not per day, per week, to build it. That is an enormous constraint on how you can do anything.” “And the first version was awesome because it had such constraints.” “Now if you have 380 hours together with your 10 agents, you can build a monstrosity like that of something that does a million things for a million people, and therefore that bloat just comes naturally in a way it didn't before.” “Therefore, our task as software builders becomes so much more about distilling it, so much more about killing our darlings, killing features that we think are good, but are just too much.”

.DHH says AI is making it harder than ever to avoid software bloat because the constraints that used to keep software simple no longer exist: “Our task as software builders becomes so much more about distilling it, so much more about killing our darlings, killing features that we think are good, but are just too much.” “Now in this new age where using agents and AI has made it so much easier to implement things, it becomes that much harder to stick to those principles because we used to be granted these constraints simply by the fact that it took a long time to build things.” “We built the entire first version of Basecamp on me having 10 hours per week. Not per day, per week, to build it. That is an enormous constraint on how you can do anything.” “And the first version was awesome because it had such constraints.” “Now if you have 380 hours together with your 10 agents, you can build a monstrosity like that of something that does a million things for a million people, and therefore that bloat just comes naturally in a way it didn't before.” “Therefore, our task as software builders becomes so much more about distilling it, so much more about killing our darlings, killing features that we think are good, but are just too much.”

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Sahil Bloom reveals the easiest way to build a $100,000 a month business “If you are a young person right now and you are technologically savvy, you could be making an enormous amount of money by consulting directly with companies that have no idea how to use AI or implement it into their workflows” “Huge companies can go and afford McKinsey or Bain or whoever to come in and do this for them on these enormous projects, but small and medium-sized businesses are not getting hit up by those big consultancies” “I think that a young person that understands AI and has a pretty decent understanding of some of the models that are out there and the capabilities can go build a $100,000 a month business doing that very quickly”

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$PLTR Rule of 40 score reached 155 and the metric has now expanded for 12 consecutive quarters as operating leverage continues improving with scale. That means Palantir is growing close to 100% while converting more than half of revenue into operating income which is a combination almost unheard of in large-scale software. $GOOGL, $AMZN, $MSFT and $META are spending hundreds of billions building the AI factories while Palantir sits above that infrastructure and turns the resulting intelligence into real-world outcomes without funding the physical buildout allowing far more incremental revenue to flow into profit and cash.

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We think the mystery of why Ling’s b+3 can’t be parried is solved. It’s not because it’s an ankle or heel attack, and it’s not directly because of a backturn animation. Some moves simply have a “can’t be parried” property. This property is not shown in practice mode; you have to use external tools that read the game’s code to see it. Below are some moves that can’t be parried and some that look similar but can be parried. Note that most running moves can’t be parried. Thanks to BanaNeko for this information.

We think the mystery of why Ling’s b+3 can’t be parried is solved. It’s not because it’s an ankle or heel attack, and it’s not directly because of a backturn animation. Some moves simply have a “can’t be parried” property. This property is not shown in practice mode; you have to use external tools that read the game’s code to see it. Below are some moves that can’t be parried and some that look similar but can be parried. Note that most running moves can’t be parried. Thanks to BanaNeko for this information.

TekkenDocs

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Cursor CEO Michael Truell on the future of writing code: “ Our goal with Cursor is to invent a new type of programming.” “It looks like a world where you have a representation of the logic of your software that does look more like English.” “You can imagine kind of an evolution of programming language towards pseudocode. You have written down the logic of the software, and you can edit that at a high level.” “It won't be the impenetrable millions of lines of code, it'll instead be something that's much terser and easier to understand and easier to navigate.” Source: Michael Truell (CEO Cursor) with Lenny Rachitsky on Lenny's Podcast

a16z

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"You can't VibeCode Complex Apps" they said. That is until "VAAPs" became a thing. You can vibecode your frontend like mzulali did here, and then plug in an n8n agent as the backend. All you have to do is use a webhook to connect them. Ask the vibecode to send data to your n8n webhook url and then await its response. Make sure that the trigger of your agent workflow is a webhook. His workflow was an agent that has access to fal workflows... Each tool is like a different creative "skill" that the AI agent can call when necessary. This will get much easier to create when VibeCode releases their official n8n integration.

"You can't VibeCode Complex Apps" they said. That is until "VAAPs" became a thing. You can vibecode your frontend like mzulali did here, and then plug in an n8n agent as the backend. All you have to do is use a webhook to connect them. Ask the vibecode to send data to your n8n webhook url and then await its response. Make sure that the trigger of your agent workflow is a webhook. His workflow was an agent that has access to fal workflows... Each tool is like a different creative "skill" that the AI agent can call when necessary. This will get much easier to create when VibeCode releases their official n8n integration.

Learn to VibeCode

18,981 次观看 • 1 年前

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Sequoia's Carl Eschenbach on the founder traits that matter most when scaling a company: "One of the things I absolutely look for is self-awareness in founders, and are they honest about what they’re good at? Because a lot of these founders are just incredibly intelligent human beings, and sometimes they think they can do everything. Do they have the self-awareness to say, 'I need to go get other people as part of the company to help me scale so I can focus on what I’m really good at?'" "There are attributes and characteristics of people that I look for that are way beyond the intelligence side of the equation. You can’t teach grit. You can’t teach drive. You can’t teach a great attitude. You can’t teach determination." "All of those are things that are innate and part of people, and you want to see that in these founders. When you find someone who has that passion, drive, desire, and relentless ability to fight through challenges, issues, and opportunities — and then they have the intellectual horsepower on the other side — when that comes together, that’s a beautiful thing."

TBPN

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"We're about to see the explosion of analog." Gary Vaynerchuk wants to open a restaurant that makes you check your phone in at the door and seats you at communal tables. "Extreme AI is creating extreme analog. I think it's a barbell." "I could not be more interested in physical retail, event-driven businesses, in concerts and venues." "There are a lot of interesting non-digital realities that are coming as a countermove to the insanity of AI advancements." "We're literally within a half decade of not believing a single video that's on the internet. In 5 years, if we're having this interview, most of the audience is trying to figure out if we're real or not." "That is very real, and has substantial counter-opportunities." "Any real entrepreneur, they're not crying about AI killing them. They're curious about how AI at scale is going to create opportunity for them."

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"We're about to see the explosion of analog." Gary Vaynerchuk wants to open a restaurant that makes you check your phone in at the door and seats you at communal tables. "Extreme AI is creating extreme analog. I think it's a barbell." "I could not be more interested in physical retail, event-driven businesses, in concerts and venues." "There are a lot of interesting non-digital realities that are coming as a countermove to the insanity of AI advancements." "We're literally within a half decade of not believing a single video that's on the internet. In 5 years, if we're having this interview, most of the audience is trying to figure out if we're real or not." "That is very real, and has substantial counter-opportunities." "Any real entrepreneur, they're not crying about AI killing them. They're curious about how AI at scale is going to create opportunity for them."

"We're about to see the explosion of analog." Gary Vaynerchuk wants to open a restaurant that makes you check your phone in at the door and seats you at communal tables. "Extreme AI is creating extreme analog. I think it's a barbell." "I could not be more interested in physical retail, event-driven businesses, in concerts and venues." "There are a lot of interesting non-digital realities that are coming as a countermove to the insanity of AI advancements." "We're literally within a half decade of not believing a single video that's on the internet. In 5 years, if we're having this interview, most of the audience is trying to figure out if we're real or not." "That is very real, and has substantial counter-opportunities." "Any real entrepreneur, they're not crying about AI killing them. They're curious about how AI at scale is going to create opportunity for them."

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193,535 次观看 • 1 个月前

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🇺🇸 ELON ON AI: “IF YOU CAN THINK OF IT, YOU CAN HAVE IT - THAT WILL BE THE FUTURE” "I'm Confident that AI and robotics will continue to advance -and they are advancing very rapidly- working will become optional. People will be able to have any goods or services they want. If you can think of it, you can have it. But at a certain point, AI will actually saturate everything humans can think of. And then it becomes a situation where AI is doing things for AI and robotics are doing things for AI and robotics, because they are running out of things to do to make humans happy. Because there is a limit, there are only so many people and only so much food. If you can think of it, you can have it. That will be the future." Source: Elon Musk, Nikhil Kamath

Mario Nawfal

1,398,827 次观看 • 8 个月前

Cursor CEO Michael Truell on the future of writing code: "Our goal with Cursor is to invent a new type of programming." "It looks like a world where you have a representation of the logic of your software that does look more like English." "You can imagine kind of an evolution of programming language towards pseudocode. You have written down the logic of the software, and you can edit that at a high level." "It won't be the impenetrable millions of lines of code, it'll instead be something that's much terser and easier to understand and easier to navigate." Michael Truell with Lenny Rachitsky on Lenny's Podcast

Cursor CEO Michael Truell on the future of writing code: "Our goal with Cursor is to invent a new type of programming." "It looks like a world where you have a representation of the logic of your software that does look more like English." "You can imagine kind of an evolution of programming language towards pseudocode. You have written down the logic of the software, and you can edit that at a high level." "It won't be the impenetrable millions of lines of code, it'll instead be something that's much terser and easier to understand and easier to navigate." Michael Truell with Lenny Rachitsky on Lenny's Podcast

a16z

1,015,035 次观看 • 1 个月前

Anthropic CEO Dario Amodei : "Software is going to become cheap, maybe essentially free. The premise that you need to amortize a piece of software you build across millions of users, that may start to be false. But at the same time, there are whole jobs, whole careers that we've built for decades that may not be present. And, you know, I think we can deal with it. I think we can adjust to it. But I don't, I don't think there's an awareness at all of what, of what is coming here and the magnitude of it." --- From "The Wall Street Journal" YT channel (link in comment)

Anthropic CEO Dario Amodei : "Software is going to become cheap, maybe essentially free. The premise that you need to amortize a piece of software you build across millions of users, that may start to be false. But at the same time, there are whole jobs, whole careers that we've built for decades that may not be present. And, you know, I think we can deal with it. I think we can adjust to it. But I don't, I don't think there's an awareness at all of what, of what is coming here and the magnitude of it." --- From "The Wall Street Journal" YT channel (link in comment)

Rohan Paul

798,242 次观看 • 2 个月前

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Marc Benioff just exposed the biggest hypocrisy in the AI boom. The companies building the AI that’s supposed to kill software are some of Salesforce’s largest customers. Benioff: “The AI companies love our products and they can’t buy enough of them. They’re some of our largest customers now: Anthropic, OpenAI, Google, Amazon, you name it.” Let that land. The most advanced AI labs on earth. The companies with more engineering talent and compute than anyone. The ones building the technology that analysts say will make traditional software obsolete. Still buying traditional software. At scale. Benioff: “No one has a company that’s running entirely on a large language model because it’s not real.” Not because they haven’t tried. Because an LLM is not a foundation. It’s a feature. Benioff: “Yeah, Minority Report, I watched the movie. Great guys, fantastic. But I’m in the present-moment reality right now. We’re living in this world. This is 2026.” The analysts writing reports about fully autonomous AI companies have never had to run one. Benioff is running one of the largest enterprise software companies on earth. The gap between those two perspectives is where billions of dollars are being misallocated. Benioff: “How are we doing our financials, our HR, our customer information? How are we doing all of these aspects of our business?” A neural network that hallucinates cannot execute a financial transaction that has to be right every single time. Cannot secure customer data with zero tolerance for error. Cannot provide the determinism that every real business runs on. Benioff: “We need the determinism, and the programmability, and the security, and the sharing.” AI doesn’t replace those requirements. It sits on top of them. Benioff: “I think the software industry is going to be bigger and broader and do more this year than ever before.” The future isn’t AI replacing software. It’s AI making software exponentially more powerful. The smartest people building the future already know this. They’re the ones still buying the software.

Dustin

203,575 次观看 • 5 个月前

Trump on regime change in Venezuela: "We're not talking about that, but we are talking about the fact that you had an election which was a very strange election, to put it mildly. [...] I can only say that billions of dollars of drugs are pouring into our country from Venezuela."

Trump on regime change in Venezuela: "We're not talking about that, but we are talking about the fact that you had an election which was a very strange election, to put it mildly. [...] I can only say that billions of dollars of drugs are pouring into our country from Venezuela."

Visegrád 24

51,773 次观看 • 11 个月前