nitter.gq/ClementDelangue/status…
My favourite robot can move now?? 😄
Reachy Mini on a hoverboard, controlled from phone, and potentially autonomous with a harness…
Can’t wait to try it
This is a pretty uncomfortable direction, if true…
Bundling access to it with acceptance of AI feels like a very strange kind of pressure
Where is "do no evil" ??
Students in schools that reject Google’s AI will see notices that Search isn’t available. theverge.com/tech/1025411/go…
This is so cool…
I think we need a lot more people building open, hackable robotics platforms like this, and doing it at scale…
The more people who can build on the platform, the faster the whole ecosystem compounds
Love this because it completely breaks the mental picture we grew up with…
Space has a wonderful way of making everyday intuition feel very small
We were taught that Earth orbits the Sun in a closed circle. In reality, Earth has never returned to the same point in space once in 4.5 billion years.
Right now, the Sun is carrying Earth and every planet around the center of the Milky Way at 230 km/s (828,000 km/h), more than 18,000 kilometers every 80 seconds.
Because the Solar System is tilted 60.2° to the galactic plane and bobs up and down through the galactic disc roughly every 30 million years, the planets trace open 3D corkscrew helices across deep space rather than flat loops.
The last time the Sun stood where it stands today, one Galactic Year (230 million years) ago, the very first dinosaurs were only beginning to appear on Earth. Since forming 4.6 billion years ago, our Sun has completed only 20 laps.
Love this because it completely breaks the mental picture we grew up with…
Space has a wonderful way of making everyday intuition feel very small
Anybody born after Oct. 30, 2000, has never known a day without a human presence in space.
Since the beginning of the first expedition 26 years ago on Nov 2, the International Space Station has been inhabited continuously.
📷 The @Space_Station in 2010
I’ve been saying this for some time now…
AI will increase the number of people who can create more than almost any technology before it…
So many ideas used to die because the person with the idea couldn’t code, animate, design, compose, raise money or assemble a team…
As those barriers fall, imagination becomes much more executable
People say AI is killing creativity.
I think the opposite might happen.
For most of human history, having a great idea meant absolutely nothing unless you had the money, technical skills, connections, or resources to execute it.
How many incredible inventions never existed because their creators couldn’t afford to build them?
How many films were never made?
How many games were never developed?
AI is starting to remove the distance between imagination and execution.
We’re entering a world where having an idea might actually be enough to bring it to life.
And people are calling that the death of creativity.
Insane.
This is the part of AI security we are still underestimating…
While AI will accelerate the discovery of new attack methods…the existing ones will become dramatically more accessible in terms of time and money for a lot more people…
And when the economics of anything changes this drastically…a lot more people will be interested in doing what didn’t make sense earlier
Attacks will accelerate from here on - We are there: Six months ago I said Mythos like capability will be widely available. It's happening. A critical vulnerability, a social engineering attack that looks innocuous, or daisy chaining publicly available vulnerabilities and conducting a sniper strike is all being witnessed in the wild. Incident responders have never been busier.
Some key points:
- attacks are not becoming more sophisticated, it's the same attacks, faster and by a lot more people.
- attack path discovery which took trial and error and multiple attempts is now trivial, open source LLMs are here to help
- you are as secure as your supply chain, insecure down or upstream players who have access to your infrastructure could be the next attack path, marketplaces and supply chain is an easier vector
The increase in activity is a result of more people becoming better at hacking due to the ease of being able to attack. Had not contemplated that in my calculus.
Please:
1. Test your infrastructure for accessible vulnerabilities and misconfigurations
2. Fix your code and demand your vendors do.
3. Old infra, or insecure infra at the perimeter needs to be updated first
4. New AI tools, especially coding need a security framework. Your developers will do more with code, new skills, and more automation. Don't forget the coding models have trained on human code.
Stay safe this Halloween :)
What a wonderful time to be alive… if you are annoyed by a product..you can spend a few hours with AI and end up with your own version built exactly how you want...
This completely changes the relationship we have with software …
I’m sure we’ll witness a lot more of “Fine, I’ll make a version for myself”
Weekend hack: HackerTube. I was annoyed with YouTube's recommendations so I had Claude filter down 43M comments over 20 years of HN to 6,454 videos that keep being recommended. *Significantly* better viewing experience, ~2 hours with Opus 5.5:
hackertube.org/
- Excellent recs without any logins (state is kept in local browser session)
- Thumbnail is a representative frame from middle of the video instead of the super duper A/B test hyper-optimized user uploads
- Underlying data from the comment analysis as one zip file, point your Claude at it and ask for your own version
- HackerTube Longs ✊
A bit more on the process:
I use Claude Code (desktop app for Mac), Opus 5.5 on Medium effort as my default. I only talk to Claude and have it do everything, the only "manual work" I helped with in tandem was in the browser (reminiscent of MenuGen): 1) I had to create some kind of API key from Google Cloud UI to query YouTube for video metadata, 2) I booted up a VPS box for serving and 3) I bought the domain name. Once the box was up I gave Claude the IP and told it update, secure, harden, deploy and optimize the code, and it did the whole thing.
Many awesome projects that would have normally taken weeks/months even can now be few-shotted for breakfast. What else are we not thinking of.
If you have been living under a rock and not seeing the rate at which hardware as an industry is developing…look at this!
Capital is spreading across the different parts of the physical world from construction to surgery…
The era of intelligence leaving the screen and entering machines is here
This is the first I’ve felt that AI videos are creative pieces of work…
Yes a computer is generating the frames, but to stand out this well in an ocean of mediocrity, one really has to get into the weeds…
Couldn’t be more excited about where we are headed
The best thing about running is the inner monologue you have, about the things that matter to you, the things that bother you, the random thing that you forgot a month ago...and Nike understands this very well…
Great advertising knows when the product can stay out of the way
So great to be in the vibe of #Goa, amongst excited startup founders and having a heart to heart with some of my best people... what more could one ask for??
Loved the buzz and the hustle of @VibrantGoa and #TiEPanjim
Some conversations stay with you long after they end.
At the Vibrant Goa Global Business Summit, Priya Singh sat down with P.K. Gulati for a fireside chat on “The World Is Your Oyster – Think Big.”
What followed was more than a conversation about building businesses. It was about taking risks, backing yourself, learning along the way and having the courage to imagine something bigger.
PK brought stories and lessons from an extraordinary entrepreneurial journey. For Priya, it was also a conversation with a friend, someone she respects and learns from, and a fellow Chalo board member.
The best conversations don’t just give you answers. They leave you thinking differently.
And perhaps that’s what thinking big is really about.
#Chalo #ThinkBig #Entrepreneurship #Leadership #VibrantGoa
Using it for a few weeks now... can say that the unique form factor, application location and method - are revolutionary - more accurate and better placed...
@DeepiGoyal Gotta confess, love the geeky look and questions - but more the fact that it reads my workouts far better than any other wearable, have used most!
At @temple, one of our missions is to become the ultimate wearable for elite performance athletes.
And today, let's start with the basics: Heart Rate (HR).
You would think accurate HR tracking is a solved problem. It is not. Especially in zones 4 & 5, which matter to professional athletes the most.
To see whether Temple is the most accurate wearable on something as basic as HR, we gave ourselves a high bar to aspire to. A Polar H10 chest strap, taped to the chest. Taped, because worn the usual way, straps lose contact mid-sprint and miss beats. We benchmarked five flagship wearables against that reference, from rest to max effort, second by second.
All the other leading wearables were well behind Temple in our study. Apple Watch Series 12 came closest. Temple also beat the untaped chest strap, the industry's benchmark, in zones 4 and 5.
Why does Temple win? Two reasons.
1. Temple uses adhesive, so its lab condition is its wear condition. You'll experience our study outcomes in real life.
2. The location. Your temple sits right over a major artery, and it's the one patch of skin that doesn't clamp down its blood flow when you go hard. We tested the same sensor at four body sites. The temple was the most accurate of the four.
Charts attached.
Accurate HR makes Temple better at so much more downstream. More soon.
The full paper and data are live right now at temple.com/science, and an extended study by independent researchers is underway.
We invite further independent replication in more conditions, and will fund it. Write to us at [email protected]
This is the depreciation problem in one chart. GPU prices keep rising while token prices keep falling, so whoever buys the racks absorbs the squeeze. Unless usage grows faster than the spread widens, a lot of this capex gets written down before it pays back. – at Dubai, United Arab Emirates
a16z's Moses Sternstein and Alex Danco on the "rack spread," the gap between rising GPU prices and falling token prices:
"The core observation in the rack spread is as follows: roughly since the summer, GPU pricing has gone up, token pricing has gone down. Why that is: a combination of open competition, the labs themselves cutting prices."
"We start with a bunch of GPUs and a bunch of electricity and a bunch of cooling, and on the other side out comes tokens, right? And the thing that achieves that is the model."
"In an oil refinery, you have a bunch of inputs... It goes into a refinery, which is like the model, and then out come refined products that you can actually use, like jet fuel or diesel or lubricant or any number of specialized things."
"There is this term called the crack spread... It's not a net margin that anybody is actually making... But it is useful because if you look at any given refinery, just like you might look at any given model, you want to ask this basic question which is, 'Is this making any money?'"
@MosesSternstein @alex_danco
PK retweeted
Nice to speak with @reportersajila for this report about my book #BridgingTheGulf in @gulf_news
gulfnews.com/uae/india-uae-r…
Calling it a '$3 trillion debt gamble' skips the key question: who carries the risk? Most of this capex comes from cash-rich hyperscalers, not overleveraged startups. The real test is whether AI revenue catches up before the depreciation bills come due. – at Mapusa, India
This chart says a lot about where enterprise AI is heading…
The biggest security priorities are now AI agents, AI SOCs, offensive AI and AI code security…
As AI gets deeper access to systems and more autonomy, the attack surface changes with it…
Cybersecurity is one of the biggest second-order winners of the AI boom
In a single year, AI has rewritten the security priority list for CISOs.
Attackers are moving faster. Bain estimates AI compresses a typical cyberattack from about four weeks to about 18 hours, and models keep getting better at finding and exploiting weaknesses.
There's also more to protect, with employees shipping apps they couldn't have built a year ago and agents getting access to source code, documents, and production systems.
In a survey of 100 CISOs at companies with 1,000+ employees, all seven of the most-selected 2027 priorities involve AI.
The biggest jumps since 2026:
- Internal AI agent security (+28 pts)
- AI SOC (+26 pts)
- AI offensive security (+24 pts)
- AI code security (+23 pts)
- AI vulnerability remediation (+22 pts)
Last year's staples:
- Exposure & vulnerability management (-21 pts)
- SIEM / security data (-18 pts)
- Privileged access management (-18 pts)
From a16z's @OwenColby and @steph_zhang on The New Security Agenda: a16z.news/p/the-new-security…
As someone who has always hated the word “moat,” I’m very much on board with this…
There was never a permanent moat. There isn’t one now. And there probably never will be…
The only durable advantage is the ability to keep moving faster than the world around you…
What I find fascinating is how the AI boom keeps revealing new bottlenecks…
Everyone talks about models and GPUs, but memory is becoming just as strategic…If SK Hynix is effectively sold out through 2029, that tells you how far ahead the infrastructure buildout is being planned…
Sometimes the best way to understand a technology cycle is to watch which “boring” component suddenly becomes impossible to buy…
I think this is one of the clearest signs of what a mature startup ecosystem actually looks like…
The real impact of an Anthropic IPO at this scale would go far beyond the founders. You could have hundreds of employees suddenly sitting on life-changing liquidity, many of them technical, ambitious and already trained inside one of the most important AI companies in the world…
That money will not just buy houses and index funds…A lot of it will flow back into startups, angel investing, new labs and new companies…
This is how ecosystems compound…One great company creates the capital, confidence and talent for the next generation…
The Anthropic mafia could end up being a very real thing
Who actually gets rich if Anthropic lists at $2 trillion?
The S-1 filed on Monday lets us answer from the filing itself.
The reported target is $1.5T to $2T, listing the week of November 16. The filing implies about 16.9B fully diluted shares. So $2T works out to roughly $118 a share.
The cap table at $2T:
- $199B for the 7 controlling co-founders, about 10%
- $28B for Ben Mann, if his stake matches theirs
- $100B for the Anthropic Public Benefit Fund, 5%
- $331B in employee options and RSUs, about 17% , That pool covers about 5,300 employees, an average of $62M each.
- But when you joined matters enormously.
The S-1 shows how much equity was granted each year, and at what price. [
Headcount went from about 300 to 500 in late 2023, to 940 at end 2024, to 5,300 now.
Match the two, and here is roughly how many people made what at $2T:
- $110M to $400M each: ~300 to 500 people hired by 2023
- $200M to $300M each: ~440 to 640 hired in 2024
- $70M to $95M each: ~1,360 hired in 2025
- $10M to $20M each: ~3,000 hired in 2026
So about 940 people hired by the end of 2024 average nine figures. Everyone hired since averages eight figures.
The 2024 class is the surprise. That year Anthropic granted 1.28B options at $1.30 a share. At $118, that one year of grants is worth about $133B.
Then there is the tender. In April, holders could sell at $25.91 a share. Investors lined up $6B, but only $4.7B sold.
Weeks later, Series H priced at $58.90 a share. At $2T, the people who held would be up 4.6x. And Dario and Daniela Amodei were among the sellers.
The 7 founders have pledged 80% of their equity to charity. That is about $159B at $2T. But the S-1 says the pledges are not legally binding.































