The 'AI bubble' is actually the SaaS bubble. AI will do just fine. SaaS will die. You can simply flash code for your own custom solutions for everything.
STARTUPS
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Zai IPOs at HK$120, GLM beats DeepSeek as world’s top open model
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btw Zai IPO'ed in Jan at HK$120 a share. when I first met @louszbd nobody really knew anyone using GLM's. now they have beat deepseek with the world's undisputed top open model and in some respects (see @ml_angelopoulos
) say top model period, and are returning to SF -
Founder of Boardy AI at hf0 San Francisco demo day
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The founder of @boardyai (an AI that helps entrepreneurs in a very “Her” way).
— Robert Scoble (@Scobleizer) 24 juin 2026
At @hf0’s San Francisco demo day this afternoon. pic.twitter.com/1C4L6hya5jThe founder of @boardyai (an AI that helps entrepreneurs in a very “Her” way). At @hf0
’s San Francisco demo day this afternoon. -

Noam Shazeer joins OpenAI; Character.AI valued at 1 billion despite difficulties
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Noam Shazeer, co-author of "Attention Is All You Need", left Google to join OpenAI, while his startup, Character.AI, reached a valuation of one billion dollars in March 2023. Despite the company's difficulties in establishing revenue
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First native AI social media: meetups and organized lunch
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This is the first real AI-native social medium to pop up. It's been inviting me to meet up with people, even scheduled a lunch to introduce a bunch of us in one of its first weeks alive.
— Aaron Ng (@localghost) 23 juin 2026
Really fresh. It's been a lot of fun. Congrats @jasonyuan! https://t.co/HvTLpZFRuVIt's the first true native AI social media to be born. It invites me to meet people, it even programmed a lunch to introduce a bunch of us from one of its first weeks of existence. Really fresh. It was super fun. Congratulations.
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If Google had an enforceable patent on transformers
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Imagine if Google had an enforceable patent on transformers.
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AI agent gets phone number and voice with AgentPhoneHQ
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Get your AI agent a phone number.
— Robert Scoble (@Scobleizer) 23 juin 2026
Visited @manav2modi, founder of @AgentPhoneHQ which makes a phone number and a voice to answer it.
For your agent in seconds. pic.twitter.com/MQh2GknirDGet your AI agent a phone number. Visited @manav2modi
, founder of @AgentPhoneHQ which makes a phone number and a voice to answer it. For your agent in seconds. -

Leaving Their PhD to Co-Found Engram
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Finally I share what I have devoted myself to! I left my PhD at the end of 2025 and co-founded Engram. There are a few startups in SF right now making very different bets on the right way to train AI models. Here is ours: people want models that
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Momentic launches agents to verify AI-generated code
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AI now writes nearly half of all code, but almost no one is verifying it before it ships. Momentic just launched agents that close that gap; they learn your entire product, catch bugs before they hit production, and open the PR to fix them.
— AI Breakfast (@AiBreakfast) 23 juin 2026
In beta alone the system analyzed… https://t.co/T8lSaHPMrJAI now writes nearly half of all code, but almost no one checks it before deployment. Momentic has just launched agents that fill this gap; they learn your entire product, detect bugs before they reach the
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A proactive AI learns to help you with your website
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☎️ÚLTIMA HORA: ya existe una IA que no solo responde, sino que entra en contexto y se pone a trabajar contigo.
— SONIA (@S0N_IA_) 23 juin 2026
Me registré en Pancake y, sin un onboarding pesado, empezó a enseñarme cómo podía ayudarme con mi web: hasta me recreó el logo y cogió contexto de la página para… pic.twitter.com/rsX381cpFYBreaking news: an AI already exists that does not just respond, but enters context and starts working with you. I signed up for Pancake and, without a heavy onboarding, it started teaching me how it could help me with my website: it