A few weeks ago, tobi lutke leaked Shopify’s internal AI memo. Two things immediately stand out to me: 1. Using AI isn’t optional. It’s mandatory - this makes sense because integrating AI into your workflow could make you 10x or 100x more productive. 2. Before you ask for more

How does AI impact the future of coding? I’m curious to hear your thoughts. Let me know in the comments below.

Open source is usually about access. Closed source is about pushing the technical frontier. I think the same dynamic is true for AI models. The big players like OpenAI, Google, and Anthropic will push the technical frontier forward by constantly innovating. Open-source

AI Infrastructure Still Hasn’t Had Its AWS Moment

ChatGPT’s new memory feature is a brilliant product move. But technically speaking, it’s not an impressive feature. Here’s why: OpenAI hasn’t achieved a breakthrough in AI cognition to roll out this new feature. Instead, they most likely are using a basic retrieval-augmented

Satya is spot on. Right now is the “moment of truth” for AI. The money invested in the space have far outpaced the value AI has created so far. As of now, there have been: • $60 billion invested in AI startups since 2022 • $100 billion spent on AI infrastructure •

The robots aren't coming. They're already here (just without bodies.) Here's why that matters: AI agents = robots without bodies. Robots = AI agents with bodies. The technology remains the same. An autonomous system that can observe, decide and act. The only difference is

AI agents can cost 20X more than LLMs (and nobody's talking about it):

AI models are improving at an INSANE pace right now. Here are the second-order effects nobody’s talking about: