Gregory retweeted
Sen. Raphael Warnock on Pope Leo tonight: “He is a man of faith, and I’m praying for him in this moment, for his strength, for his well-being.”
Trump and Vance still haven’t said a word about the pope’s cancer.
Gregory retweeted
Test your website like a first-time visitor before your customers find the bugs.
Claude Code plus Microsoft's open-source Playwright browser tool can click through your site, try the main signup or checkout flow, check it on a phone-sized screen and hand you a prioritized fix list.
This is a setup we're proposing, not something we've benchmarked. Only run it on sites you own or have permission to test.
1. Make sure you have Claude Code and Node.js 18 or newer.
2. Add the browser tool:
claude mcp add playwright npx @playwright/mcp@latest
3. Restart Claude Code and paste this, with your URL:
"Use the Playwright browser to test my website as a first-time visitor: [YOUR URL]
1. Open the homepage. In one sentence, tell me what you think this site offers and who it's for. If that isn't clear from the first screen, say so.
2. Click every link and button in the header, main navigation and footer. Record any page that fails to load, shows an error or goes somewhere unexpected.
3. Go through the main thing a visitor would do here (sign up, contact form, add to cart, book a call) using obviously fake test details. Stop before any payment and before the final submit.
4. Repeat steps 1 and 3 at phone width (390 pixels wide).
5. On every page you visit, check the browser console for errors and note any failed network requests.
6. Take a screenshot of each problem.
Report back as a table: page, problem, how to reproduce it, severity (blocker, annoying or cosmetic) and a suggested fix. Blockers first. Only report what you actually saw."
If your site's code is in the folder you opened Claude Code in, follow up with: "Fix the blockers, then test them again."
github.com/microsoft/playwri…
Gregory retweeted
Independent testing becomes the gatekeeper for adoption. Liquid AI skips benchmark claims, so teams must establish whether its private agents can do the job before committing.
fathom.news/liquid-ai-24b-mo…
Nasdaq 100 at 22x forward earnings versus 126x at the March 2000 peak is the number that changes the whole conversation
Paul Tudor Jones says this market STILL feels like 1999 but the numbers tell a very different story.
Jones described a two speed market that is perfectly bifurcated between everything adopting AI and everything that is not, with the two sides moving in opposite directions.He is right that the market is split, but the comparison to 1999 starts to fall apart once you look at valuations. At the March 2000 peak, the largest tech stocks traded at a market weighted P/E of about 126 times earnings but today, the Nasdaq 100 trades at roughly 22 times forward earnings, which is about in line with its 20 year average and nowhere near bubble territory.
The bigger difference is that today's AI leaders are actually making ENORMOUS profits. $NVDA reported $96.2 billion of revenue in a single quarter, up 106% from a year ago, with 75% gross margins and $59.7 billion of net income. In 1999, a huge number of the companies driving the Nasdaq higher had no earnings at all, and the market was paying for promises instead of profits. The buildout is also being funded very differently, because $MSFT generated $182.9 billion of operating cash flow in fiscal 2026, more than enough to cover $115.9 billion of capital spending.
And the demand behind that spending is already signed, with Microsoft, Oracle, Alphabet and Amazon now reporting nearly $2.4 TRILLION of combined backlog in contracted revenue that has not been recognized yet.
The supply picture might be the clearest difference of all. In 2001, the United States was sitting on a massive fiber glut, and Merrill Lynch estimated that only 2.6% of the fiber capacity that had been laid was actually in use. Today, the problem is the exact opposite, because Micron says more than 75% of its 2027 output is already committed, Microsoft says its cloud growth is constrained by capacity through at least the end of 2026, and the New York Fed's John Williams said today that AI demand is pushing up chip prices with supply unlikely to catch up for years. A glut destroys pricing power, while a shortage creates it, and that is why memory and power companies are seeing prices rise instead of collapse.
Good try to scare the market for the 7635363th time.
interesting take on AI-generated design, really makes you think about the future of creativity in tech
#design #technology
The rapid growth in AI inference could reshape software margins significantly, making it a pivotal area to watch.
More on what inference costs mean for software margins: xitter.cf/ttunguz/status/2100652…
This prosthesis showcases some serious advancements in design and functionality, really exciting to see how far technology has come
Gregory retweeted
Stablecoin payments, custody and trading. From your banking app.
Coinbase and Gennius are bringing digital-asset services to LatAm banks, starting in Argentina.
Convert eligible deposits into ONED USD, issued through Coinbase Custom Stablecoins. Transfer 24/7. Spend via Visa.
The countdown is on for a unique self-portrait, blending creativity and value in the digital art space.
1 hour remaining on my People of Tezos self-portrait.
Will @IdaHerself take it home for 600 XTZ?
Gregory retweeted
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