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I apologize to any of my twitter followers who are not interested in the union of:
* Information Technology
* Energy Technology
* Physics, Chemistry, and Mathematics
* Love, Laughter, and Kindness amplifiers
Thank you for tolerating my (re)tweets!
Introducing Kino: make videos end-to-end with Claude Code and Codex.
Drop your footage, get highlights, edit together, send links for feedback, and let your agents cook.
AI is becoming a great creative partner. Kino is a new home for your team and agents to collaborate.
Anand Sharma (आनंद) retweeted
Notice how the headlines work.
A Toyota crashes: "Driver injured in crash."
A Ford crashes: "Two cars collide on highway."
A BMW crashes: "Accident on Route 1."
A Tesla crashes: "TESLA crashes."
Not the driver. Not "a car." The brand, in the headline, every single time.
Millions of crashes happen on the roads every year, and almost none come with a brand name. But when it's a Tesla, legacy media suddenly cares which car it was.
Meanwhile, Tesla publishes its own safety data every quarter. With Autopilot engaged, Teslas go far more miles between crashes than the US average.
That's not journalism. That's a campaign.
The cars keep getting safer. The headlines just keep getting louder.
My uncle spent 40 years as a high school teacher. Saved $250k in a modest nest egg.
At 78, he developed dementia and needed memory care.
The facility cost $8,500 a month.
When his savings ran out after two and a half years, the social worker handed my cousin a stack of paperwork.
She explained the rule: "Medicaid won't cover a single day until he has less than $2,000 in total liquid assets."
He had to sell his car, cash out his remaining life insurance, and empty his checking account just to qualify for basic care.
Forty years of discipline, erased down to two thousand dollars so he could die in a shared room.
They don't let working class families leave a legacy.
They make sure you die with zero before they hand you a safety net.
Anand Sharma (आनंद) retweeted
Netflix ran Java 21 virtual threads in production and their services stopped responding. The cause was thread pinning. Java 24 fixed most of it with JEP 491. Here is what went wrong and what to do on your Java version.
Anand Sharma (आनंद) retweeted
Anand Sharma (आनंद) retweeted
How will personal AI agents make money? Shopify CEO @tobi:
"These agents are of tremendous value. Once you have this set up, the money you would have to pay someone to agree that they can never use their Muse again is increasing by the day. There's sort of a reverse-money test.
You're not going to get 2% [of transactions]. Welcome to the world of basis points.
This is one of those areas where I'm just honestly not concerned. There's going to be so much exchange of value here... There are opportunities to monetize, and maybe it's going to go in a way like electricity metering in the background, or maybe it's going to be in a way like transaction flows. Maybe it's going to do all of those things.
People are spending money inefficiently... I think the world is not as optimized as people think, and agents can help people save money"
Tobi Lütke on the AI agent revolution and future of Shopify
@tobi on where agent commerce is headed, sci-fi becoming reality, and his GPU wine cellar.
Why did Amazon block Meta's Muse but Shopify welcomed it? I sit down with Tobi in Toronto to discuss why the companies are taking different approaches to agents and how shopping changes when AI starts buying things on your behalf.
He explains the early AI shopping behavior he’s seeing. We also get into why he thinks AI makes starting a business easier, the backlash against the technology, and why everyone will eventually have to embrace it to get ahead in their careers.
We get into how AI agents will make money, who pays when they handle a purchase, and why advertising gets complicated when your assistant is supposed to work for you. We discuss his experience on Meta’s board and working with Mark Zuckerberg.
Lütke also shares why he turned his wine cellar into a GPU server rack and how he uses his personal AI agent that runs entirely from his house.
This is one of my favorite pods I've ever done.
Timestamps:
00:00 Amazon blocks Muse
02:40 Shopify's approach to AI agents
07:00 How AI agents will change shopping
11:05 Sci-fi and tech optimism
17:57 Zero-sum thinking vs. abundance
21:20 AI backlash and the founder advantage
45:28 Building an AI-first Shopify
52:18 Who profits from agentic commerce?
01:03:22 How Shopify stays ahead
01:10:39 Advertising and discovery in the agent era
01:16:02 Rack, Cellar, and Claw
Links:
Spotify: open.spotify.com/episode/71x…
Substack: sourcesnews.substack.com/p/t…
YouTube: youtu.be/r9SHzCW9zxo
Apple Podcasts: sources.news/p/tobi-lutke-sh…
This episode's presenting sponsor is @hyperagentapp
Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury
Anand Sharma (आनंद) retweeted
A new GitHub Actions runner launches every week now. But getting faster runners is just one part of what the best engineering teams do to speed up their CI.
Introducing CI Playbooks ▶️ an agent-friendly library of 253 GitHub Actions optimizations from companies running software factories.
We analyzed 416 pull requests and commits, and 182 blog posts, talks, and podcasts from ten companies:
1. Anthropic: CI job volume grew 25x in six months as Claude came to write 80% of its code
2. DoorDash: build and test cut from 22 minutes to 6
3. Linear: jobs 34% faster while test suites almost quadrupled
4. Mastra: 29m 56s to 5m 06s p95 on StarSling runners
5. OpenAI: about 30 CI PRs took median CI from about 10 minutes to 4.5
6. Ramp: its coding agent accounts for 74% of merged PRs
7. Shopify: an agent running experiments made the Polaris build 65% faster
8. Spotify: deployer image build went from 2h28m to about 17 minutes
9. Stripe: runs about 5% of its full Ruby test suite per build
10. Uber: CI resource usage down 53%, wait times down 37%
Some of these companies aren't using GitHub Actions as their CI engine internally so we translated all the optimizations they've talked about or made publicly in their repos, into their GHA equivalents.
Every technique comes with its original source and a prompt your coding agent can run on your repo. Add .md to any playbook URL for the markdown version, or just hand this URL to your agent:
starsling.dev/ci-playbooks
There's tons to dig into here, I'm going to highlight some of the findings I found most interesting 🧵
Anand Sharma (आनंद) retweeted
Expected profit growth in next 4 years:
SpaceX: +7,923%
Marvell: +508%
AMD: +501%
Arm: +335%
Palantir: +334%
Broadcom: +306%
Celestica: +285%
Oracle: +193%
Nvidia: +168%
Vertiv: +112%
Arista: +112%
TSMC: +110%
Microsoft: +101%
ASML: +91%
Dell: +83%
Meta: +75%
Amazon: +36%
Alphabet: +30%
Based on expected 4-year net income growth, includes current fiscal year)
Source: average analyst estimates (Bloomberg)
Anand Sharma (आनंद) retweeted
Costs them nothing and gives people another reason to talk about FSD. Love this.
Tesla has just officially introduced the first FSD (Supervised) referral program!
If you refer a Tesla owner to try FSD (Supervised), then you earn one month of free FSD (Supervised) or a $99 Tesla Credit.
To refer someone, you must be currently subscribed to FSD (Supervised) or have purchased FSD (Supervised) outright
Sharing your referrer link grants eligible customers a one-month FSD (Supervised) trial. Referrer benefits are earned when your referral recipient subscribes to FSD (Supervised) during their trial. Your referrer benefit will depend on your FSD (Supervised) ownership status as outlined below:
• Subscribed to FSD (Supervised): One month of free FSD (Supervised)
• Purchased FSD (Supervised) outright: $99 Tesla Credit toward eligible purchases.
You can receive referrer benefits up to 12 times per calendar year when your link is used and an FSD (Supervised) subscription is purchased. This new program is currently only available in the U.S.
After your invitee receives the link, they will have access to one free month of FSD (Supervised), if eligible. If they subscribe to FSD (Supervised) during the trial, you will earn your referrer benefit.
Here's my FSD (Supervised) referral link if you want to check it out: tesla.com/get-app/referral?c…
Anand Sharma (आनंद) retweeted
Tobi Lütke on the AI agent revolution and future of Shopify
@tobi on where agent commerce is headed, sci-fi becoming reality, and his GPU wine cellar.
Why did Amazon block Meta's Muse but Shopify welcomed it? I sit down with Tobi in Toronto to discuss why the companies are taking different approaches to agents and how shopping changes when AI starts buying things on your behalf.
He explains the early AI shopping behavior he’s seeing. We also get into why he thinks AI makes starting a business easier, the backlash against the technology, and why everyone will eventually have to embrace it to get ahead in their careers.
We get into how AI agents will make money, who pays when they handle a purchase, and why advertising gets complicated when your assistant is supposed to work for you. We discuss his experience on Meta’s board and working with Mark Zuckerberg.
Lütke also shares why he turned his wine cellar into a GPU server rack and how he uses his personal AI agent that runs entirely from his house.
This is one of my favorite pods I've ever done.
Timestamps:
00:00 Amazon blocks Muse
02:40 Shopify's approach to AI agents
07:00 How AI agents will change shopping
11:05 Sci-fi and tech optimism
17:57 Zero-sum thinking vs. abundance
21:20 AI backlash and the founder advantage
45:28 Building an AI-first Shopify
52:18 Who profits from agentic commerce?
01:03:22 How Shopify stays ahead
01:10:39 Advertising and discovery in the agent era
01:16:02 Rack, Cellar, and Claw
Links:
Spotify: open.spotify.com/episode/71x…
Substack: sourcesnews.substack.com/p/t…
YouTube: youtu.be/r9SHzCW9zxo
Apple Podcasts: sources.news/p/tobi-lutke-sh…
This episode's presenting sponsor is @hyperagentapp
Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury
Anand Sharma (आनंद) retweeted
Next question: why are you still using branches?
We talked about PRs. I don't think they make sense anymore, if you rethink them from first principles.
Yes, if you only use them to trigger CI, then sure, go ahead. That's a fat commit, not a PR. But for mandatory code review? Knowledge sharing? C'mon.
But some of you said: "we use PRs because we use branches! I love to keep my stuff on branches."
And I'm here to tell you: you don't need branches! You can just push to main.
It's called trunk-based development and the idea behind it is true continuous integration: you continuously integrate your changes with the trunk, the main branch.
It's been around for a while, it works. Just yesterday I talked with someone who said they've used it in an org with 400 engineers, without any issues. Ruby, the project, uses trunk-based development.
The main idea is that you want to avoid long-lived branches. They're bad, because branches can diverge and merging can turn into a thing. And you don't want routine operations to become a thing.
Even when I worked in teams that used PRs and branches, I considered it a smell when a branch lived for longer than a day or two.
But when I shared this with others, I'd often get something back like this:
"Well, good for you, but no. MY thing, what I'm working on, that can't be done on main. It needs to be on a branch! It has a database migration, it changes the underlying shape, the architecture, it refactors this and changes that. It can't go on main yet! I need to merge it all at the end."
And then I'd say:
"Nah, I can merge nearly anything continuously in small commits to main. You split things up. Add the column first, merge that, deploy it, now it's out, works, safe.
Add the helpers first, merge them, get them out.
Want to migrate from legacy pattern A to new pattern B? Don't do it all at once. Add the dependency, then migrate A to B, one by one, safe."
If it can be merged in a large change, I bet it can be done in small increments that you merge to main.
Yes, there are exceptions, but it's 0.5% of cases, not 50%.
But there was a real problem with this approach: it was hard!
There's a lot of "meta programming" you have to do: make sure this small first change compiles and runs and the tests work, merge it, get it out, monitor it; then do the next small piece, make sure that works and get it out; then maybe push some still-unused dead code, add a feature flag, add a config variable; or keep both configurations working at the same time, etc.
That meant sometimes it was just easier to do it in a big fat branch. But big fat branches are risky!
A system that continuously flows is safer than a system that starts and stops in spurts.
But -- you guessed it -- here's the good news:
Now, with agents, all of these chores are no chores at all!
Agents are great at adding feature flags, they're great at splitting up code, they're great at keeping track of three changes and merging them one by one and watching them roll out. They're great at keeping two configurations working for a day. They're great at migrating one by one.
In other words: it's now 10x easier to just work on main and make sure everything is continuously integrated and working.
It's now easy to make sure the system constantly flows.
And look, ...
I'm not here to convince you to switch to trunk-based development. Just a ruse to get you to read this. (But also, hey: try it! Pushing to main is amazing.)
I'm here to make you RETHINK how you develop software.
Don't just use agents to replace your typing.
Use agents as the magic code-writing machines they are. Everything that was hard about software development because it involved writing code -- even the meta programming -- has become easier.
You can now reach for the stars! But you need to look up.
Anand Sharma (आनंद) retweeted
Tesla has just officially introduced the first FSD (Supervised) referral program!
If you refer a Tesla owner to try FSD (Supervised), then you earn one month of free FSD (Supervised) or a $99 Tesla Credit.
To refer someone, you must be currently subscribed to FSD (Supervised) or have purchased FSD (Supervised) outright
Sharing your referrer link grants eligible customers a one-month FSD (Supervised) trial. Referrer benefits are earned when your referral recipient subscribes to FSD (Supervised) during their trial. Your referrer benefit will depend on your FSD (Supervised) ownership status as outlined below:
• Subscribed to FSD (Supervised): One month of free FSD (Supervised)
• Purchased FSD (Supervised) outright: $99 Tesla Credit toward eligible purchases.
You can receive referrer benefits up to 12 times per calendar year when your link is used and an FSD (Supervised) subscription is purchased. This new program is currently only available in the U.S.
After your invitee receives the link, they will have access to one free month of FSD (Supervised), if eligible. If they subscribe to FSD (Supervised) during the trial, you will earn your referrer benefit.
Here's my FSD (Supervised) referral link if you want to check it out: tesla.com/get-app/referral?c…
Anand Sharma (आनंद) retweeted
Seduction expert Robert Greene reveals how to instantly kill your charisma:
- do 95% of the talking
- brag about your accomplishments
- explain things when nobody asked you to
- tell people what you think is right and wrong
Anand Sharma (आनंद) retweeted
We lost one of the greats of stage and screen today. And, in my book, a tremendous friend and man. I learned so much from him. I will miss you, Patrick Stewart, all of my days. @mang0ld
Anand Sharma (आनंद) retweeted
Does this count as a signal in the sea of noise?
If you think Waymo is expensive now, just imagine how much your ride would cost if it wasn't so deeply subsidized.
Anand Sharma (आनंद) retweeted
The US has warned several Gulf Arab states to prepare for a possible short, intense military campaign against Iran after the midterm elections, per the Wall Street Journal.
Read more: unusualwhales.com/news/us-wa…



























