LLMs are like Fabs Whoever controls the 'fabs' controls the margins. Just like TSMC. Google owns their TPU fabs. Everyone else rents NVIDIA's. The compute supply chain is the new app store tax.
GENERATIVE AI
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LLMs as Utilities: AI Infrastructure as the Real Value Layer
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LLMs are like Utilities AI is electricity. When the grid goes down, intelligence 'brownouts.' Just like when OpenAI crashes and half the internet stops working. The AI infrastructure layer is where the real value will be captured as @JesseTinsley keeps telling me.
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Software 3.0 Consuming Software Itself: The Next Evolution
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@pmarca famously said 'software is eating the world.' Now, Software 3.0 is eating software itself. Software 1.0 and 2.0 are being absorbed into something more powerful. What happens next?
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Software 3.0: English as Code, AI as Electricity
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I'M BLOWN AWAY. Andrej Karpathy just explained Software 3.0 at YC. BIG IDEAS: English is coding. AI is electricity. And, build for LLMs, not just people. Key takeaways:
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AI Startup Success, Safety Concerns, and Job Market Trends
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Top stories in AI today: – Solo-owned vibe coding startup sells for $80M
– OpenAI prepares for bioweapon risks
– How to build a smart AI orchestrator for projects
– Stanford: What workers want from AI
– 4 new AI tools & 4 job opportunities Read more: https://
therundown.ai/p/vibe-coding-
startups-80m-speedrun
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AI Foundations Matter More Than Chasing Trends
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Everyone’s chasing the next AI trend – GenAI, agentic systems, whatever’s HOT – but none of that matters if your foundation is broken.
— Nina Schick (@NinaDSchick) 20 juin 2025
We’re still just at the foothills of the exponential curve. What’s coming is going to move faster, scale harder, and become more integrated into… pic.twitter.com/h4vRLCNNfGEveryone’s chasing the next AI trend – GenAI, agentic systems, whatever’s HOT – but none of that matters if your foundation is broken. We’re still just at the foothills of the exponential curve. What’s coming is going to move faster, scale harder, and become more integrated into
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AI Reasoning: Understanding the Shift in Reasoning Models
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AI reasoning is becoming an AI buzz word, but there’s more to it than just hype. What is AI reasoning and how does it shift how reasoning models work? We dive in: https://
cohere.com/blog/ai-reason
ing
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LLMs Excel in Structured Workflows Today
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People still underestimate what LLMs can do with structured workflows. This thread makes it very clear. It’s not the future, it’s right now.
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Combining Market Data with LLM Analysis in 2025
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If you are not combining market data with LLM analysis in 2025, you're behind. Grok 3 isn’t perfect, but it’s good enough to augment decision making in real time.
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Open Source AI Simulates Pro Bokeh Effect on Any Video
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Vous n’avez pas besoin d’une caméra à 30 000€ pour avoir un rendu cinéma.
— VISION IA (@vision_ia) 20 juin 2025
Une IA open source permet désormais de simuler un flou d’arrière-plan pro (le fameux "bokeh")… depuis n’importe quelle vidéo.
Effet bluffant. Gratuit. Et dispo maintenant.
Je vous montre. pic.twitter.com/amb3SmKI9LVous n’avez pas besoin d’une caméra à 30 000€ pour avoir un rendu cinéma. Une IA open source permet désormais de simuler un flou d’arrière-plan pro (le fameux "bokeh")… depuis n’importe quelle vidéo. Effet bluffant. Gratuit. Et dispo maintenant. Je vous montre.