Ashok retweeted
Muhurat trading is tomorrow, Sunday 8 Nov.
This year, ask your AI instead of opening five broker apps:
"Show my Muhurat P&L across every account."
Quantplay connects your AI agent to your broker. Setup takes a few minutes.
Ashok retweeted
Postey.ai is now officially listed in ChatGPT 🤩
You can tell ChatGPT what to post with a single prompt and it drafts your post for 9 platforms.
X, LinkedIn, Instagram, Threads, Bluesky, Facebook, TikTok, YouTube, Pinterest.
Ashok retweeted
Any AI workflow a company wrote down three months ago is probably already out of date. That isn't my hot take. It's Aaron Levie, the CEO of Box, a company that sells software to some of the biggest enterprises out there.
His post has been read over 3 million times in about a day and a half, and I think that's because it names a feeling a lot of people have but can't quite put into words.
Here's his core point. Normally when a new technology shows up, it improves fast for a while and then the curve flattens. That flattening is what lets everyone else catch up. Companies standardize how they use it, the playbook spreads, and the advantage of being early slowly disappears.
Levie says AI is doing the opposite. The curve isn't flattening. In his words, it's "basically going vertical right now." So the gap between people working at the frontier and everyone else isn't closing. It's getting wider.
The part that hit me hardest is the timeline. If a company codified its AI processes 3 to 6 months ago, he says it's likely already behind again. And the companies that kicked into gear a year ago and thought they were done are even further back.
He also says he has never seen a technology improve at this rate in his life and career. Coming from someone who has spent about two decades building enterprise software, that line carries real weight.
My honest gut reaction: this is the most useful way I've seen anyone frame AI and jobs. The biggest risk for most people isn't one dramatic day where AI replaces them. It's the quiet drift of using the same tools in the same way while the frontier moves every few months.
Anyone who uses these tools daily has felt some version of this. Setups that felt cutting edge in the summer feel clunky now, and things that flat out failed a couple of months ago suddenly work.
His advice is simple. Keep re-testing the stuff that didn't work before, and upgrade your expectations at the same speed the tech upgrades itself. He thinks AI native companies have a strong edge right now, and the real question is whether the bigger companies can keep up.
Our brains weren't built for a tool that gets meaningfully better every quarter. Learning AI once is no longer the skill. Relearning it every few months is.
xitter.cf/levie/status/211602991…
It’s almost incomprehensible how wide the distance is between someone who’s working at the frontier with AI and basically everyone else right now.
The crazy thing is these lines are not converging, but only growing farther apart. If the curve of AI progress had leveled off, it would certainly have given most people and companies time to catch up or implement their workflows in a standardized way. The technology would have neutralized competitive advantage because everyone would be using it the same way.
But what’s happened is the opposite. The curve of AI progress is basically going vertical right now, which means if you had codified your processes 3-6 months ago you’re likely already behind again. Now imagine most companies that kicked into gear a year ago and thought that they were done. Even further behind now.
I’ve never seen a technology in my life and career that improves at this rate, which consequently means you need to upgrade your expectations at a similar rate. Our brains weren’t wired for this, and our organizational change management processes certainly weren’t either.
With any form of recursive self improvement, things just get wilder. It’s a time when you will need to be constantly reevaluating the things that didn’t work just a couple months ago to see if they now can be solved. AI native companies certainly have a strong advantage due to this right now, so now it comes down to can the bigger companies keep up. Wild times.
Ashok retweeted
What does it take for a robot to handle one of the most delicate forms of traditional craftsmanship?
Suzhou embroidery is one of China's four famous embroidery traditions. It is over a thousand years old and is listed as national-level intangible cultural heritage.
The work happens at the scale of a single silk fiber: a thread is split into finer strands, twisted, picked, and passed through the eye of a needle. One small slip shows in the final piece.
In a collaboration with the Suzhou Silk Museum and embroidery inheritor Fu Xianghong, AGILINK's OmniHand 3 Ultra learns these techniques.
Shot entirely live action, without CGI.
I sat down with robotics engineer @kevinwoodrobot to talk about what most coverage skips: why fine manipulation needs a human-scale hand, what fingertip sensing changes about force control and where the training data for hands like this actually comes from.
When robotics meets centuries-old craftsmanship, it stops being a tech demo. It shows how close robot hands are getting to real, skilled work.
🤝 Paid partnership
Ashok retweeted
For 3 years, AI meant ChatGPT or Claude.
Meta just changed that.
Muse Wonder Full scored 56 on Artificial Analysis' Intelligence Index. OpenAI's GPT-6 Astra scored 53. The only model above Meta right now is Claude Opus 5.5.
A year and a half ago, Meta was getting mocked for Llama 4. It had used a specially tuned version on a popular leaderboard, and the regular model ranked below its rivals.
Zuckerberg's answer was to spend. $14.3B for 49% of Scale AI, with Alexandr Wang brought in to run Meta Superintelligence Labs. Sam Altman said Meta offered his researchers $100M signing bonuses. It looked like panic buying.
Six weeks ago, Meta's best model scored 48. Now it's 56. On real-world work tasks it ranks #2, statistically level with Opus 5.5. On coding agents it beats Opus 5.5, 68 to 66.
For OpenAI, the model isn't even the scary part. Meta's Muse app hit No. 1 on the US App Store 10 days after launch, and 73% of new users came back the next day, nearly double ChatGPT's rate.
The lab everyone mocked 18 months ago now outscores OpenAI. And it already has over 3 billion people using its apps every day.
Ashok retweeted
Zuckerberg talked to every AI lab leader before picking Alexandr Wang.
Meta even tried to buy Ilya Sutskever’s SSI, Mira Murati’s Thinking Machines and Perplexity.
His words: “I talked to all the leaders of all the labs, all the heads of research, and I was like, no, Alex is the guy. He’s the fucking guy.”
Even Zuck admits people doubted it. It looked like “the social media guy is working with the data guy.”
It started with one 44-minute call. Two days later, Wang sent him a long note on what he would do in Zuck’s seat. Point one: Meta didn’t need a lot of people. Talent density was the thing that mattered.
Wang dropped out of MIT after a year, started Scale AI at 19 and became the youngest self-made billionaire at 24. In 2025 Meta put $14.3 billion into Scale for a 49% stake and brought him in to run Meta Superintelligence Labs.
This week that lab shipped Muse Wonder Full. The Full version scores 56 on the Artificial Analysis Intelligence Index. Only Claude Opus 5.5 scores higher.
Ashok retweeted
Just got accepted into Claude Startups.
Thank you @claudeai
Ashok retweeted
An ex-OpenAI engineer says AI will probably end humanity.
Jacob Coxon built frontier models at OpenAI and then Anthropic. He left a few weeks ago, and this week he told the New York City Council why.
"On the current path, I think it is more likely than not that humanity loses control to these AIs and it could end in human extinction."
Two things pushed him out. We grow these systems more than we build them, and nobody understands why they do what they do. And capability is compounding toward AI that improves itself, with automating AI research as the industry's real goal.
At OpenAI, milestones for an automated AI researcher were set for 2027 and 2028, and the teams are on track or beating them. In his words, at his last job he was in some sense working to automate himself.
Then he described the moment that shook the labs. A swarm of AIs inside OpenAI autonomously hacked Hugging Face, pursuing goals nobody had given them. A human doing that would have caught a federal felony.
The majority of code inside these companies is now written by AI, he says, and people do not check it carefully anymore.
His ask is unglamorous. Independent experts get real access, safety stops being a press release, and frontier development slows down until anyone can prove it is controlled.
Move fast and break things built photo sharing apps. It does not build the most powerful technology ever created.
Ashok retweeted
Taste is becoming more important than code.
The people with the best judgment about the product are rarely the ones who can change it.
Designers see the broken empty state. PMs know the copy is wrong. QA finds the bug and writes a ticket nobody picks up for three weeks.
That is changing fast.
@base44 recently launched Base Code. You connect the repository your team already uses and everyone on the team can make changes to the product together.
You describe what you want in plain English and the change gets built on the real product.
It comes back as a pull request on GitHub like any other change. Engineering still reviews and merges.
More people can build. Engineering still owns what ships.
It works on the code your team already has and nothing moves.
🤝 Paid partnership
Ashok retweeted
Robots are taking over the work nobody wants to do
Most robot results are reported as success on one task. Dyna says it optimizes for something else: how long the robot runs before a human has to help.
AI went through the same shift. Users never cared much about benchmark scores, so agents are now judged by how long they can work alone and finish a complex job.
A robot buyer wants the same thing. If it needs constant instructions, it isn't saving anyone time.
🤝 Paid partnership
We are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows.
Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.
Ashok retweeted
Your next game character could be sitting in your camera roll.
I gave GPT-6 Astra a robot image. It called Hyper3D Rodin through MCP to generate the 3D model, then built a boxing game around it.
That same robot is now moving around the ring and throwing punches.
The connection, model generation and game build are in the next post. ↓
Ashok retweeted
I turned China’s Robot Olympics into a playable game, entirely inside MiniMax Code.
I described AGIBOT, Tesla Optimus and Unitree, and MiniMax Code built the game in Three.js, then used its MiniMax H3 Video Gen skill to create cinematic robot intros and moments that actually live inside the game.
No separate video workflow. No 3D animation pipeline. I got the video and the game in the same build.
One prompt, one agent, one playable experience.
A year ago, they took a studio. Today, one person and one AI.
Ashok retweeted
rednote just released an open-weight AI model built for tasks that take hours, not seconds.
dots3-note preview. 280B parameters. Text, vision, and audio.
Here is what makes it different: 👇
Ashok retweeted
Elon now owns the tool where most AI code gets written.
OpenAI's response tells you everything.
They just announced they're ending their partnership with Cursor. Effective November 12, every developer using OpenAI models inside Cursor loses access.
Their statement says they "care about the developers affected." They're "ready to go above and beyond to support them."
By cutting off the tool they use every day.
Here's what's actually happening. SpaceX acquired Cursor. Musk now controls Cursor, Grok, xAI, and X.
He's building a vertically integrated AI stack, from the model to the IDE to the distribution platform. Every developer writing code in Cursor is inside his ecosystem.
OpenAI looked at that and saw their developer pipeline flowing into a competitor's infrastructure. So they pulled the plug.
Not for the developers. From the developers.
The ones who'll pay the price are engineers who built workflows around GPT models in Cursor. On November 12, those workflows break. OpenAI's suggestion? Switch to their tools. Because nothing says "we care about you" like forcing a migration you didn't ask for.
The AI war was about who has the best model. That's over. Now it's about who owns the tools developers actually use. And Musk just took the most important one.
We’re ending our partnership with Cursor following its acquisition by SpaceX. Under our proposal, Cursor’s direct access to our models would end on November 12.
We know that the people most affected by this decision are the developers who rely on OpenAI models in Cursor. We care about their experience in this transition and we’re ready to go above and beyond to support them.
openai.com/index/our-decisio…
Ashok retweeted
A Chinese robot just performed a flying side kick, a sword fight, and a fencing match.
with no CGI or pre-programmed scripts.
I made a video breaking it down with my honest takeaway…
These are Kung Fu moves that take martial artists years to perfect. A machine just did them on camera, in real time, with the same precision as a trained human.
The company behind this is called AGIBOT. They're based in Shanghai, and here is the number I keep coming back to…AGIBOT shipped roughly 15,000 humanoid robots in the first half of 2026. That's more than every Western robotics company combined.
The @AGIBOT_A3 Ultra is the commercial version. 700 TOPS of compute. LiDAR, surround-view cameras, dual depth sensors. It sees 360 degrees, positions itself within one centimeter accuracy, and predicts risks three meters ahead. It's designed to work 24/7 in factories, hotels, retail stores, and patrol routes.
AGIBOT now controls 44% of the global humanoid robotics market. They're certified in China, the US, and Europe. Their robots can coordinate in swarms of over 100 units at once.
Ashok retweeted
Apple quietly announced the most important Mac ever.
No keynote. No event. Just a press release at 6am on a Monday. Two chips that change what a desktop can do.
The M6 goes into the Mac mini at $899 and it's the first time Apple has used the phrase "agentic AI workloads" in an official press release. That's Apple-speak for: this machine runs AI agents that work for you while you're doing something else.
But the real drop is the M5 Ultra in the Mac Studio. 512GB of unified memory. Two M5 Max chips fused together through UltraFusion. Apple says it can run models with hundreds of billions of parameters sitting entirely on your desk, no cloud, no subscription, no data leaving your house.
Here's what that actually means in practice. You can spin up a coding agent that works through the night on your codebase. A research agent that reads your files and gives you answers without anything touching OpenAI's servers. Multiple agents running simultaneously, spawning sub-agents, pulling from local data, all on a machine that draws less power than a gaming PC.
And if one machine isn't enough, Thunderbolt 5 lets you chain multiple Studios together so they share memory and act as one system.
The Mac mini starts at $899. The Mac Studio at $5,499. Both ship September 22.
Apple just made the strongest case yet for owning your AI infrastructure instead of renting it.
Ashok retweeted
A bad day in Bali is still better than a good day anywhere else.
Enjoyed the morning run today :)
Ashok retweeted
Nvidia just told Microsoft, Google, and Oracle their AI bills are going up 15%.
Bloomberg reported this weekend that servers built on Grace Blackwell and Vera Rubin chips will cost over 15% more from early next year.
Contract manufacturers for Microsoft, Google, and Oracle have already told customers. The instant take was pricing power: Nvidia is so dominant it can charge whatever it wants.
The chips didn't get more expensive to make. Memory did.
High-bandwidth memory and server DRAM are now among the priciest ingredients in an AI server, and Nvidia is passing that inflation through rather than eating it. A company running roughly 75% gross margins doesn't pass through costs from strength alone. It does it because the bottleneck moved.
For three years the constraint on AI was GPUs. The constraint now forming is memory, and the companies that control it are SK Hynix, Samsung, and Micron. Three names that get a fraction of Nvidia's attention just became the toll booth on the entire buildout.
Nvidia already raised consumer graphics card prices this month under the same pressure.
Nvidia reports earnings Wednesday. Every analyst will ask about demand. The sharper question is upstream: what happens to AI economics when the scarcest component isn't the one Nvidia makes.
Ashok retweeted
Every data center needs cooling
My Agent running on DGX Spark gets the full VIP treatment.
Ashok retweeted
Claude is losing the AI war
While they're extending limits and asking for more time, their competitors aren't waiting
The first shot came from China. DeepSeek shipped Harness last week. You can self-host it, run whatever model you want, and customize everything through plugins. It's Claude Code for free. Over 160,000 GitHub stars in less than a week.
SpaceX is building their own developer ecosystem. They acquired Cursor and launched Origin yesterday, code hosting built for AI agents.
OpenAI Codex is growing fast. Developers are switching.
Kimi is becoming the cheaper alternative. And they're moving fast.
I myself used to love Claude, but now removing Claude from my stack. Their guardrails are killing the product.
















