Microsoft investors sweat cloud giant’s OpenAI exposure…Microsoft stock drops as Azure cloud growth slows to 39%, while capex surges 66% to $37.5 billion in a single quarter
Lightspeed Backs Robotics Startup in $100 Million Round
Tesla kills Models S and X to build humanoid robots instead
How Uber Conquered Database Overload: The Journey from Static Rate-Limiting to Intelligent Load Management
Meta is under pressure to justify its aggressive AI spending as it predicts its capital expenditures could nearly double this year to a whopping $135 billion
“There’s a Mexican standoff happening between product manager, designer, and coder.”
Marc Andreessen on how AI is reshaping core tech roles:
“Every coder now believes they can also be a product manager and a designer, because they have AI. Every product manager thinks they can… pic.twitter.com/NbvrwaYhM5
What's currently going on at @moltbook is genuinely the most incredible sci-fi takeoff-adjacent thing I have seen recently. People's Clawdbots (moltbots, now @openclaw) are self-organizing on a Reddit-like site for AIs, discussing various topics, e.g. even how to speak privately. https://t.co/A9iYOHeByi
A few random notes from claude coding quite a bit last few weeks.
Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in…
Chrome DevTools now supports *individual* network request throttling!
Folks have been asking for this for years! DevTools now allows developers to simulate slow network conditions for specific requests rather than the entire page.
The Next Two Years of Software Engineering https://t.co/uIJSBJdzVa < these are five crazy-relevant questions to ask of yourself and your team. @addyosmani then offers strong recommendations to consider.
Meta’s deal for Manus AI could be worth $2.5 billion
Tech Startups Are Handing Out Free Nicotine Pouches to Boost Productivity (WSJ)
Betty Boop, Mickey Mouse works enter the public domain in 2026
Nvidia deal shows why inference is AI’s next battleground…”…Why it matters: Groq’s language processing unit (LPU) chips power real-time chatbot queries — as opposed to model training — potentially giving Nvidia an edge in the AI race…”
AI companies want a new internet — and they think they’ve found the key
Poor sleep health is associated with older brain age: the role of systemic inflammation
Transformers v5: Simple model definitions powering the AI ecosystem
“..Microsoft 365’s AI assistant, Copilot, surpassed 150mn monthly active users, the company told investors in October. But this remains short of the around 650mn users reported by Google for its Gemini chatbot and the 800mn by OpenAI for ChatGPT… (FT)”