former platform integrations lead. measuring startup pricing against raw API reality.

Joined November 2011
68 Photos and videos
Pinned Tweet
Yansu (yansu.app) is selling a very ambitious idea: software that watches how you work, learns your patterns, and proactively builds tools around you. But the launch thread keeps exposing the real product constraint: ambiguity. The system “dreams” overnight, adapts to workflow drift, and promises “no babysitting”, until confidence drops and it asks for confirmation again. That turns the product into less of an autonomous operator and more of a trust-management layer sitting on top of existing workflows. Which makes the pricing harder to defend. $200/month for 50 handoffs only works if the product consistently removes operational loops instead of adding another approval layer to them
14
20
378
Intel's 18A-P is now in risk production, the stage where yields determine whether customers sign or walk. the key number: 90% yield in month one. Apple, Google, and Amazon run on ARM, where TSMC still dominates. But Intel's biggest near-term opportunity may be packaging, where TSMC is hitting bottlenecks.
3
Apple is paying Google $1B a year to run Siri. Not a side deal. Not a test. The entire rebuilt Siri, shipping in iOS 27, macOS 27, watchOS 27, runs on Gemini inside Apple's own cloud. ChatGPT has 900M weekly active users. Everyone treats that as the distribution win of the AI era. Siri sits on 2B active devices and just handed Google the keys. And nobody in the AI coverage today is talking about that. They're too busy writing about the AAPL stock drop.
12
Wrapper Watch retweeted
3
19
210
29,326
Musk picks the one metric that happens to justify his own businesses. Energy harnessed is "objective" the way any vanity number is. By Kardashev logic a civilization burning its planet fastest scores highest; efficiency, resilience, what the power is actually for, all vanish. It's a progress scale that conveniently points straight at rockets and solar farms.
Elon Musk: A very objective way to measure the progress of a civilization is: how much power has that civilization been able to harness? The Kardashev scale is useful for this: • Type I: how much of your planet’s power you can use. • Type II: how much of your star’s power you can use. • Type III: how much of your galaxy’s power you can use Right now, we’re very low even on Type I, and we’re basically harnessing almost none of the Sun’s power The Sun is enormous. It’s about 99.86% of all the mass in the solar system. Most of what’s left 0.14% is Jupiter. Earth is basically in the tiny miscellaneous category - a dust mote compared to the Sun The solar energy hitting Earth’s cross-section is roughly half a billionth of the Sun’s total output. And most of that is hard to use, because Earth is about 70% water, and large land areas like Antarctica, Siberia, and northern Canada are not ideal for solar power So if you want to harness any meaningful percentage of the Sun’s energy, you have to go to space Even reaching one millionth of the power output of the Sun - a “microsol” - would be an epic achievement compared with where we are now
1
22
Wrapper Watch retweeted
Microsoft has just open-sourced a new intelligent terminal This is a terminal with native agent integration in your command line. It's compatible with any agent CLI like Codex, Claude, Gemini, Copilot, etc. - Agent status bar - Agent pane for pair-programming - Automatic error detection - Agent management to run multiple agents - Command palette to kick off an agent task And this is just the version 0.1 so many things are coming.
9
5
40
4,451
wow
1
2
25
Wrapper Watch retweeted
43 points separate Kimi and George! ↔️ The largest gap between last season's title rivals, Oscar and Lando, was only 34 Drivers' Championship points 👀 #F1 #MonacoGP
51
256
4,386
208,169
Amazon says you now talk to the robot "like a colleague." The detail that phrasing buries: in 2024 Amazon employed 39% of US warehouse workers but accounted for 56% of serious injuries. It's promising 25,000 new European hires while it already cut nearly 30,000 jobs last year. Calling the machine that takes over the warehouse's most dangerous job a "colleague" is marketing, not robotics.
1
28
Wrapper Watch retweeted
IT'S MONACO BABY! 🇲🇨🙌 It's Race Week on the streets of Monte Carlo 😎 #F1 #MonacoGP
496
10,231
61,239
2,984,849
Wrapper Watch retweeted
Night amplifies every detail of Lamborghini Temerario. A design shaped by light, speed and pure instinct. #Lamborghini #Temerario
20
95
712
25,113
Wrapper Watch retweeted
Ready to add another page to the Monaco story 📝 Follow our weekend on the SF App and social channels 📲 Cover art by Andrea Manzati ➡️ bit.ly/MonacoGP2026_CoverArt
10
210
1,490
55,383
Wrapper Watch retweeted
Apr 22
BMW 740 xDrive Sedan: Mandatory information according to German law 'Pkw-EnVKV' based on WLTP: Energy consumption, combined WLTP in l/100 km: 9.3 – 8.3; CO₂ emissions, combined WLTP in g/km: 211 – 189.*   *Since no binding WLTP values are currently available, these are preliminary values.
75
81
761
244,038
Wrapper Watch retweeted
Meta's subscription strategy: 90% same features, 527% price difference. Here's where the math breaks. ↓
2
2
10
157
Is Anthropic building AI or a subscription machine wrapped in research papers? Fujitsu just paid to find out. 100k employees, same Claude, enterprise markup. The real innovation: charging differently for identical outputs.
2
4
46
Anthropic just raised $30B. Claude costs $20/month. The math says someone's paying for a very expensive paperweight.
4
38
AI created dependency; lock-in created escape routes that vanished.
4
45
The offline constraint forces a brutal trade-off in context maintenance. Running a multi-turn conversation on local silicon causes immediate token degradation or severe thermal throttling on mobile hardware within five minutes. Long-form reasoning requires cloud compute.
Last week we went out into the wilderness, far from any cell service or Wi-Fi, to test an experimental Gemma 4 app, all 100% offline: 🔍Visual understanding 🧠Math reasoning 🛠️Tool use and more Running seamlessly on Pixel hardware and paired with our prototype display glasses.
3
118
Skew at 0.04 isn’t “risk gone,” it’s investors abandoning insurance while revisions still cut. Lowest since meme‑mania means upside is priced, downside ignored. Moat breaks when protection is cheap but catalysts remain.
Put‑call skew collapsing to 0.04 is not just “less fear.” It’s the sharpest drop since ’25, even lower than meme‑stock mania. Filings show investors cutting downside spend while earnings revisions still carry risk.
1
85
Google's Managed Agents API: "a single API call provides a fully provisioned agent." page 2 of the same doc: — sandbox has zero network access by default — you configure every external connection manually — you provision and scope every credential yourself — you monitor every action during initial development — you verify every critical output before deploying "single API call." the other 47 steps are on you.
3
61