Fun conversation about what I'm seeing in AI world (by following 8,400 companies and 50,000 of you here) with @Coffee_and_NLP
MARKET TRENDS
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Senior leaders in big companies understand and experiment with AI
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One change over the last six months is that in every big company I talk, at least a few senior people absolutely get AI — they experiment (a lot of OpenClaw, surprisingly) & they have an intuitive sense of the exponential curve — next challenge is translating that to the firm.
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Jensen’s Nvidia Bias vs Dwarkesh’s Objective Analysis
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The difference is that Dwarkesh genuinely tries to understand the world while Jensen tries to serve Nvidia's interests. ("How do you think you can [physically] double compute over multiple years?" – "All supply problems are always solved in 2-3 years" etc)
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New 5.5 Model Release Competing with Anthropic’s Offerings
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Translation: we're going to release the 5.5 this afternoon, which will be a model that we're going to sell at the level of Mythos, but differentiating ourselves from Anthropic in that we have the computing power to offer it to the public.
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ChatGPT Images 2.0: Studio-Quality Designs From Simple Prompts
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ChatGPT Images 2.0 is getting out of hand. Designers are getting worried. People are generating studio-quality designs from a single prompt. 10 wild examples:
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Claude GPT agents robots breakthrough medical advances
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Ces derniers jours donnent le vertige : Claude et GPT franchissent un nouveau cap, ouvrant un champ des possibles sans précédent. Google lance ses agents IA. La Chine fait courir un semi-marathon à ses robots humanoïdes. Des maladies jusqu'ici redoutables sont sur le point
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Nvidia sales to China as American economic advantage
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"Let's agree that Nvidia is an American company, therefore every sale that Nvidia makes to China is a win for America"
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Big Development Inquiry: Integration with Inventory and Fulfillment Systems
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Andon Labs keeps scaling up what it hands to an AI.
— The Rundown AI (@TheRundownAI) 23 avril 2026
First: a vending machine at Anthropic. Then, an office building.
Two weeks ago: $100,000 and a lease in SF. An AI named Luna opened a retail store.
This week: a cafe in Stockholm. The AI (Mona) filed Swedish permits itself.… pic.twitter.com/Kbeadv3vj5Andon Labs keeps scaling up what it hands to an AI. First: a vending machine at Anthropic. Then, an office building. Two weeks ago: $100,000 and a lease in SF. An AI named Luna opened a retail store. This week: a cafe in Stockholm. The AI (Mona) filed Swedish permits itself.
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User Switches from Kimi 2.5 to GLM 5.1 Over Performance Issues
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Not just slow but poor performance on tasks. Kimi 2.5 has had some task and tool following problems too. I've shifted to GLM 5.1 for now.
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17 Autonomous Vehicles Operating Weekly Growth Trend
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Yup. I heard it. You might win. You might not. 17 cars driving around without humans. Going up every week.