2026-03-20

Research preview is the new beta

I think OpenAI’s strategy is pretty clear: 1. More people have ChatGPT installed than any other AI product 2. Make ChatGPT great for coding and knowledge work 3. Make it a personal assistant like OpenClaw that knows you and can do whatever you want They just need to do 2 and 3 faster before people switch to Claude or Gemini for the same use cases. Fidji Simo: Companies go through phases of exploration and phases of refocus; both are critical. But when new bets start to work, like we're seeing now with Codex, it's very important to double down on them and avoid distractions. Really glad we're seizing this moment.

RT gabriel me and everyone around me prompt codex and chatgpt with voice. the more decisions you can spit out to codex the better your code will be, so you're only interface limited the "everyone will use speech" guys were right, just 234 products and 18344 softwares too early

✅ Papercut fixed: Gemini won’t cut you off if you pause while talking on Android anymore. (iOS in a few weeks!) So next time you hit the mic icon, feel free to pause, take a breath, or ramble. No more anxiety to speak it all out before @GeminiApp jumps in prematurely.

to: every single dev that works with a designer msg: Give your designer access to your coding agent. It is imperative that you do so. You'll see the most productivity and beauty in your work in a month. And then you'll realize just how much -you- were holding them back this entire time.

RT Mario Zechner People of pi. Do you feel experimental? Want to try a new edit tool? Stuff this into your ~/.pi/agent/extensions folder. Use it with your preferred model(s) for a while. Report back if it works. Example: GPT 5.4 prefers rewriting entire files sometimes over doing multiple small edits. This mostly solves this for me. https://gist.github.com/badlogic/30c35e985b5ca59f8e6f69a66520d487

RT Scott Kennedy ⠕ Just completed our annual SOC2 audit using Vanta. They audited every MDM config, device destruction certificate, patched vulnerability. Honestly, it was painful. But we passed each test and I know we do right by our users. Delve is a known "shortcut". Never considered it. Ryan: Delve, a YC-backed compliance startup that raised $32 million, has been accused of systematically faking SOC 2, ISO 27001, HIPAA, and GDPR compliance reports for hundreds of clients. According to a detailed Substack investigation by DeepDelver, a leaked Google spreadsheet

RT sunny madra “If your $500K engineer isn’t burning at least $250K in tokens, something is wrong.”

Without getting into the specific numbers, this underlying concept and trend is going to be very real. For any worker who is able to wield AI agents effectively in an organization, their compute budgets are just going to monotonically go up over time. This will of course start in engineering, where we already know developers can run multiple agents in parallel, or have projects going over night. But this eventually hit the rest of knowledge work as well. Lawyers that can create and review more drafts, marketed that can build more campaigns and test more ideals in parallel, sales reps that can reach out to more customers and process more leads. Many of these activities will essentially be token-dependent in how much work a single person can do. These aren’t chatbot workflows answering a simple question, but agents that are running and processing through incredible amounts of data at scale, and generating all new forms of information. Companies will have to figure out how they budget for this, and it likely won’t be an IT budget item over time, but ultimately owned and allocated by the business. Maybe the CFO is ultimately the head of AI :-). TFTC: Jensen Huang: "If that $500,000 engineer did not consume at least $250,000 worth of tokens, I am going to be deeply alarmed. This is no different than a chip designer who says 'I'm just going to use paper and pencil. I don't think I'm going to need any CAD tools.'"

I *think* the tide is finally going to turn on all the actors (LPs, VCs, founders, employees) who believe momentum is simply everything.. It has led to terrible trickle down effects across the entire ecosystem (manipulating data, no diligence, growth at all costs etc.) As they say, what goes up must eventually come down. I hope these are not infamous last words, but I’m hopeful 🤞

lol lmao, even Berber Jin: SCOOP - OpenAI is planning to simplify its product experience and launch one "superapp" -- part of its broader effort to instill more discipline and focus into the business, and beat back the threat posed by Anthropic more here in our @WSJ story https://www.wsj.com/tech/openai-plans-launch-of-desktop-superapp-to-refocus-simplify-user-experience-9e19931d?mod=author_content_page_1_pos_1

RT Aakash Gupta Apple added AI coding agents from Anthropic and OpenAI to Xcode 26.3 two weeks ago. Today it's blocking the two biggest independent vibe coding apps from updating in the App Store. Replit just raised $400 million at a $9 billion valuation. It generated $240 million in revenue last year and is targeting $1 billion in ARR by December. Since January, when Apple froze its updates, Replit dropped from first to third in the developer tools download chart. Two months of blocked updates did what no competitor could. The stated reason: "longstanding App Store rules" against apps running code that changes their own functionality. The actual targets: embedded web views that preview generated apps, and the ability to create software for Apple devices. Think about what Apple is asking. Replit has to open its generated apps in Safari instead of inside its own app. That kills the seamless build-test loop that makes the product work. Vibecode has to remove the ability to generate iOS apps entirely. Apple's message to Vibecode is that you can exist in the App Store as long as you don't make things for the App Store. Apple's Services division did $108 billion last year. The App Store contributes an estimated $40 billion of that. Every app built through Replit or Vibecode that ships as a web app instead of a native iOS app is revenue Apple never touches. The 30% commission on a $0 App Store listing is $0. Vibe coding tools let a marketer or a small business owner describe an app in English and have it running in minutes. That capability routes around the App Store entirely. Apple saw 50 million Replit users building apps that don't need App Store approval, don't pay the 30% cut, and don't require Xcode. So Apple put vibe coding in Xcode and froze it everywhere else. The policy isn't about code execution rules from 2009. The policy is about who gets to be the on-ramp. Wes Roth: Apple has quietly halted App Store updates for popular AI "vibe-coding" applications most notably the $9 billion startup Replit and mobile app builder Vibecode. After months of pushback, Apple is reportedly demanding major UX changes. Replit is being asked to force its

I always enjoy Nikita’s product management truth telling from the front lines. In a world of bland podcast interviews, this is a taste of what big time PM work is like Nikita Bier: @wirelyss Every consumer-facing API client that we’ve allowed has 100x the spam reports of our iPhone app. We would need the client to send us device telemetrics, attestation, and much more. It would be Manhattan Project of API engineering. And upon achieving this incredible feat, we

Harry Potter and LotR references henceforth banned. Just Death Note and Evangelion from here on out.

Happy Eid! 😊

RT Marc Andreessen 🇺🇸 OpenClaw and Pi together are in the top 10 of all time software breakthroughs. Chrys Bader: folks who are calling @openclaw pure hype are telling on themselves openclaw is like the early internet, it's raw, unrefined, and takes a little doing to get things to work, but when you figure it out, it's transformative. here are some real use cases that are having material

RT Theo - t3.gg Responses to this are hilarious. Codex implemented this correctly in 15 minutes btw Theo - t3.gg: Just let Opus go for over an hour on a new feature. When it was done, I asked how I can test it. 20 minutes later, it realized I can't test it because it did the whole thing entirely wrong. Idk how you guys use this model every day for real work 🙃

RT vittorio this is art

RT Mario Zechner time to clone Claude Code channels: -13 days. and anthropic even named it the same as the preexisting pi extension (not saying they cloned it, and even if, GG!). that's hilarious. JB Cornac: @badlogicgames https://www.npmjs.com/package/@e9n/pi-channels Already exists and it’s even called the same lol

Surprised it lasted that long. Wes Roth: Apple has quietly halted App Store updates for popular AI "vibe-coding" applications most notably the $9 billion startup Replit and mobile app builder Vibecode. After months of pushback, Apple is reportedly demanding major UX changes. Replit is being asked to force its

it's tax season! aka send anything from your accountant straight to Codex season

RT Oskar Groth Wasn't joking about this one btw You can reverse-engineer pretty much any part of Apple platform internals in seconds using Claude or Codex with Hopper MCP Oskar Groth: @sids7 Connect to Hopper MCP and it’s basically as good as having access to all of Apple’s internal source code

RT Aakash Gupta Cursor is raising at a $50 billion valuation on the claim that its “in-house models generate more code than almost any other LLMs in the world.” Less than 24 hours after launching Composer 2, a developer found the model ID in the API response: kimi-k2p5-rl-0317-s515-fast. That’s Moonshot AI’s Kimi K2.5 with reinforcement learning appended. A developer named Fynn was testing Cursor’s OpenAI-compatible base URL when the identifier leaked through the response headers. Moonshot’s head of pretraining, Yulun Du, confirmed on X that the tokenizer is identical to Kimi’s and questioned Cursor’s license compliance. Two other Moonshot employees posted confirmations. All three posts have since been deleted. This is the second time. When Cursor launched Composer 1 in October 2025, users across multiple countries reported the model spontaneously switching its inner monologue to Chinese mid-session. Kenneth Auchenberg, a partner at Alley Corp, posted a screenshot calling it a smoking gun. KR-Asia and 36Kr confirmed both Cursor and Windsurf were running fine-tuned Chinese open-weight models underneath. Cursor never disclosed what Composer 1 was built on. They shipped Composer 1.5 in February and moved on. The pattern: take a Chinese open-weight model, run RL on coding tasks, ship it as a proprietary breakthrough, publish a cost-performance chart comparing yourself against Opus 4.6 and GPT-5.4 without disclosing that your base model was free, then raise another round. That chart from the Composer 2 announcement deserves its own paragraph. Cursor plotted Composer 2 against frontier models on a price-vs-quality axis to argue they’d hit a superior tradeoff. What the chart doesn’t show is that Anthropic and OpenAI trained their models from scratch. Cursor took an open-weight model that Moonshot spent hundreds of millions developing, ran RL on top, and presented the output as evidence of in-house research. That’s margin arbitrage on someone else’s R&D dressed up as a benchmark slide. The license makes this more than an attribution oversight. Kimi K2.5 ships under a Modified MIT License with one clause designed for exactly this scenario: if your product exceeds $20 million in monthly revenue, you must prominently display “Kimi K2.5” on the user interface. Cursor’s ARR crossed $2 billion in February. That’s roughly $167 million per month, 8x the threshold. The clause covers derivative works explicitly. Cursor is valued at $29.3 billion and raising at $50 billion. Moonshot’s last reported valuation was $4.3 billion. The company worth 12x more took the smaller company’s model and shipped it as proprietary technology to justify a valuation built on the frontier lab narrative. Three Composer releases in five months. Composer 1 caught speaking Chinese. Composer 2 caught with a Kimi model ID in the API. A P0 incident this year. And a benchmark chart that compares an RL fine-tune against models requiring billions in training compute without disclosing the base was free. The question for investors in the $50 billion round: what exactly are you buying? A VS Code fork with strong distribution, or a frontier research lab? The model ID in the API answers that. If Moonshot doesn’t enforce this license against a company generating $2 billion annually from a derivative of their model, the attribution clause becomes decoration for every future open-weight release. Every AI lab watching this is running the same math: why open-source your model if companies with better distribution can strip attribution, call it proprietary, and raise at 12x your valuation? kimi-k2p5-rl-0317-s515-fast is the most expensive model ID leak in the history of AI licensing. Harveen Singh Chadha: things are about to get interesting from here on

If you're finding conviction, you need to be deeply intentional. Spend time on something that actually matters. If you want to build something world-class, you have to demand excellence. @drfeifei embodies all of this, and more. Thanks for coming by @southpkcommons.

RT Ali Grids 30s from Figma to animated demo. Designers & devs feasting rn. @Replit

Here's how we made ClawHub fast. Next we make ClawHub great for plugins. Seth Raphael: 🦞 I’m now an OpenClaw maintainer ⚡ I work at Convex So naturally I scaled ClawHub to support 1M WAU. The future is crustacean-powered and runs on the best backend in the world. Here’s how: https://stack.convex.dev/optimizing-openclaw

RT Every 📧 1,600 commits. 140,000 lines of code. Built in 10 days. Then 4,000 users showed up on launch day and the whole thing went up in flames. @danshipper on the reality of vibe coding at scale: http://every.to/chain-of-thought/when-your-vibe-coded-app-goes-viral-and-then-goes-down

RT Anthony great read from Dan about vibe coding an entire app and then vibe fixing it after it started crashing Dan Shipper 📧: Last week our vibe-coded agent-native document editor, Proof, went viral. 4,000+ documents were created in the first two days—and then the app started crashing uncontrollably. I vibe coded all of Proof—so I spent the next week or so not sleeping and watching Codex agents debug

Eid Mubarak! a day of celebration after a month of reflection The Andalusian Edit: "Glad tidings to he who knows his own faults more than other people know it." — Ibn Hazm al-Andalusi

RT Gopal our March demo night @southpkcommons showed us a the future of digital public squares, interactive dramas, and ambient intelligence. how we live and work is changing... h/t @spencerc99, @eddiejiao_obj, @annieqxx, @johnjyang, and @shermangrewal for showing us how.

RT Brad Groux If you care about the future of OpenClaw, be sure to follow Dave - he's on the board with @steipete and they are working together to protect the future of the project. Check out his conversation about the Foundation with @jason and @TWiStartups - https://www.youtube.com/watch?v=KEHMoI00q3w Dave Morin 🦞: 🦞 Been working with Peter Steinberger (@steipete) on the OpenClaw Foundation structure for weeks. A home for thinkers and hackers and those that want to own their data. Honored to serve as the founding independent board member. This community built something extraordinary, our

RT gabriel i was skeptical of the openclaw concept first, but turned out i was just stupid very visionary product. perfectly predicted and made it obvious how having access EVERYTHING from ANYWHERE to do ANY work is clearly how the world will run very soon

Of all the things that didn't happen, this one didn't happen the most. diego77: Cleveland research report....Anthropic is emerging as a competitive threat for SAP and enterprise apps more broadly. See potential for our signings growth to flatten out as a result. Our clients are closely evaluating Anthropic as we speak and reconsidering their 9-figure SAP

If you have a story like this, please reach out and allow me the privilege to be your first check 🙇 Gaurab Chakrabarti: We spent $15,000 on billboards targeting one person: the guy controlling all the chemical spend at a saltwater disposal company in Texas. We mapped his commute and bought every billboard between his house and the oil field. When we finally called, he said "I see your billboards

RT Replit ⠕ for a limited time, get 1 month free (or $20 in credits) simply gift a friend a month of Replit Agent 4: - they get 1 month of Core free & you get 1 month free don’t miss out

RT Arsh Goyal You can get Replit Core FREE for 1 month + gift someone Replit FREE for 1 month. Win - Win 🤝🏻🤝🏻 @amasad @Replit Replit ⠕: for a limited time, get 1 month free (or $20 in credits) simply gift a friend a month of Replit Agent 4: - they get 1 month of Core free & you get 1 month free don’t miss out

Next.js 16.2 is an agent-native framework. 𝙰𝙶𝙴𝙽𝚃𝚂.𝚖𝚍 + bundled docs make your agent an expert in the exact version of Next.js you’re using. @𝚟𝚎𝚛𝚌𝚎𝚕/𝚗𝚎𝚡𝚝-𝚋𝚛𝚘𝚠𝚜𝚎𝚛 gets your agent a purpose-built tool to debug & optimize your frontend. We proved these in production at Vercel. Agents shipped optimizations that expert frontend engineers missed or struggled to write manually. The thing I’m most excited about is that agents will be able to harness the full power of the newer advanced React and Next.js capabilities that were conceived for humans to have the best possible end-user experience. Next.js: Next.js 16.2: AI Improvements • Next.js-aware browser lets Agents improve your app • 𝙰𝙶𝙴𝙽𝚃𝚂.𝚖𝚍 included in 𝚌𝚛𝚎𝚊𝚝𝚎-𝚗𝚎𝚡𝚝-𝚊𝚙𝚙 by default • Browser errors forwarded to terminal • Dev server lock file prevents duplicate servers https://nextjs.org/blog/next-16-2-ai

Imagine leaving a product requirements meeting and Replit is already building the MVP via Granola MCP. Granola: Hello, @Replit 👋 Build anything – like a journal based on your meeting notes – now with your meeting notes as context 🚀

RT maxx taking my dog on a walk while replit builds my agent

Sawyer Hood:

RT Lydia Hallie ✨ Claude Code on desktop lets you select DOM elements directly, much easier than describing which component you want updated! Claude gets the tag, classes, key styles, surrounding HTML, and a cropped screenshot. React apps also get the source file, component name and props

Important to note that Replit has been on the App Store for 4 years and core functionality is exactly the same: You type (or generate) code, we compile on the server, and open a webview. Never have been in violation of any guidelines, which Apple eventually acknowledged. Wes Roth: Apple has quietly halted App Store updates for popular AI "vibe-coding" applications most notably the $9 billion startup Replit and mobile app builder Vibecode. After months of pushback, Apple is reportedly demanding major UX changes. Replit is being asked to force its

RT cat The PM playbook was built on an assumption that the technology underneath your product is roughly stable With the current pace of model progress, this is no longer true. Here's how we've evolved the PM role:

RT Dwarkesh Patel When Copernicus proposed heliocentrism in 1543, it was actually less accurate than Ptolemy's geocentric model - a system refined over 1,400 years with epicycles precisely tuned to match observed planetary positions. It took another 70 years before Kepler, working from Tycho Brahe's unprecedentedly precise observations, replaced Copernicus’s circles with ellipses - finally making heliocentrism empirically superior. Terence Tao's point is that science needs a high temperature setting. If we only fund and follow what's most state of the art today, we kill the ideas that might need decades of work to surpass some overall plateau.

RT Noah Zweben You can now schedule recurring cloud-based tasks on Claude Code. Set a repo (or repos), a schedule, and a prompt. Claude runs it via cloud infra on your schedule, so you don’t need to keep Claude Code running on your local machine.

1/ Plan in short sprints 2/ Encourage demos and evals over doc (get a prototype in front of internal folks and users asap!) 3/ Revisit features with new models 4/ Do the simple thing first cat: The PM playbook was built on an assumption that the technology underneath your product is roughly stable With the current pace of model progress, this is no longer true. Here's how we've evolved the PM role:

The Foundation Model Trap #ai #podcast

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Dreamer: the Agent OS for Everyone — David Singleton

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Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI

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