Peter Yang highlights a developer who reimplemented seven Adobe apps, including Photoshop, Premiere and Lightroom, in Rust with Claude Opus 5.5 and open-sourced them. The developer believes they can match Adobe's features within months, against Adobe's $840 yearly all-apps plan.
It's insane to watch AI blow apart closed source software and games.
4 examples from the past month:
1. 7 of Adobe's biggest apps, including Photoshop, Premiere, and Lightroom, have been partially rebuilt in Rust with Opus 5.5 and open sourced. It's still early, but the developer thinks they can match Adobe's features within months. Adobe's all-apps plan costs $840/year.
Claire Vo shares a Grok-powered bot built by Zach Davis that smoke-tests web apps and posts up to five screenshot-backed findings about design flaws three times a week. Davis says DevinAI investigates most findings and opens pull requests for them.
omfg @zachdavis made the @bot of my dreams, which looks at our @cxodev website and nits all the little design bugs and weird issues that accidentally get shipped.
Cringe Bot is a team Grok Bot I created to find small problems with the stuff we build that makes our eyes twitch a little. It runs automatically 3x a week, does its own QA, and drops up to 5 findings per run with threaded screenshots.
It runs against our "marketing" website (cxo.dev), the custom app we built for our course, and a few other things. I take a quick look at the findings and have @DevinAI investigate and put up PRs for most of them.
Bren posts a brief tag of @OpenAI, quoting Ilya Sutskever's line that people who value intelligence above all other human qualities will have a bad time.
The official Grok Bot account announces that it can now search, read and monitor posts on X. The post is a short video announcement with no further details.
Nikhil Pahwa congratulates Nous Research on a reported $90 million raise at a $1.5 billion valuation after its open-source Hermes agent was downloaded 22.7 million times, with about $36 million in annualized revenue by mid-September.
Bret Taylor shares a celebration of Manat, who went from intern to engineer building voice products, after she demoed Tandem Voice and Persona Studio at a keynote, posing with her parents.
Manat started as an intern, and now she's an engineer building our voice products. She did an amazing demo of Tandem Voice and Persona Studio today. Here we are celebrating with her parents after the keynote.
Developer Levelsio reports that many hotels are owned by governments, including Shanghai's municipality via Jin Jiang International's 539 hotels, and says he added a government-owned filter to his hotel-ownership site.
TIL a crazy number of hotels is owned not by public stock holders, not by private owners, not even by private equity funds, but by governments!
You don't see this easily, because you have to dig quite deep (or well dig upward actually) and they cover it up in lots of constructions
Like this hotel in Paris "Le Ballu", sounds French? Yes and it's owned by Hotels & Preference, which on paper is a French international hotel chain
Hotels & Preference itself is owned by the Louvre Hotels Group, sounds French too? Yes
But Louvre Hotels Group is owned by Jin Jiang International, that doesn't sound so French anymore? So it must be a Chinese company? Right?
No! It's the municipality of Shanghai!?
Yes the the local council of Shanghai somehow owns 539 hotels around the world including Raddison, Park Plaza, Vienna House, Golden Tulip, Campanile, Kyriad etc.
Other big government owners are the government of Dubai, Brunei and Qatar
So I added a filter [ Government-owned hotels ] and every hotel page shows the TRUE owner of a hotel, not just the chain!
🔲 Public company ☑️ Privately owned 🔲 Government owned
I love ETFs as much as the next guy but they do put a pressure on stocks to grow by 10%/year or more
Hotels have a hard time doing that, so how do you grow? You cut costs and big hotel chains have been doing that in the name of DEI and ESG and wokeness a lot. Locking down ACs, no daily cleaning, cutting corners, etc. it all saves money
Those cost savings mean higer profit margins mean growth!
Great as an ETF or stock holder, terrible as a hotel guest
Derek Thompson shares a quoted passage calling October 6, 2026 probably the biggest day of scientific advancement in history for AI in mathematics. The quoted Josh Gans post discusses OpenAI's Big Maths Day announcement.
"It isn’t an overstatement to say that this is probably the biggest day of scientific advancement in history. I suspect October 6th, 2026, will go down as some form of Judgment Day for AI in mathematics, but it portends so much more."
Amanda Orson compares Trammel Crow and Sam Zell's real estate strategies through the 1970s rising-rate environment, quoting Zell on accumulating assets with cheap fixed-rate debt during inflation.
"We realized that if we could accumulate assets – particularly in an inflationary time – with cheap fixed rate debt, it was hard not to make a fortune."
Most of us weren't alive during the last rising-interest-rate environment in the 70s but let's rewind through the lens of two different investors:
Trammel Crow and Sam Zell
Crow pioneered warehouse development and was doing both lots of projects and some BIG projects (Embarcadero in SF, Peachtree in Atlanta). He had a decentralized partnership model. By the end of 1974 (inflation peaked around 12%) his annual cashflow was -$25M and he had hundreds of partnerships and $400M in short-term debt, of which $151M was PGed. (🤢)
By 1972, Zell not only had stopped his own apartment acquisitions (th…
Olivia Moore shares an a16z map identifying search, creative tools and productivity as areas where early consumer AI winners are emerging, while social, marketplaces, travel, finance and other categories remain open.
Claire Vo says many mothers, including those in tech, are slow to adopt AI due to privacy, environmental and workplace concerns. She argues the market is missing agents that manage family logistics like calendars, bills and errands rather than one-off tasks.
As one of the most tagged AI mother of bots in this thread let me tell you a secret: a lot of moms (even moms in tech) are the slowest f-ing adopters of AI I know.
I’m in a bunch of random mom groups and I hear - I won’t connect my email cal whatever - water / data centers etc - get all AI out of my kids schools - here is my 10000 word prompt for chat - I hate AI in my job, burn out, get me out of tech
If you get off X and into the real world, the adoption curve is slow. My YT channel is over 90% men. Women + moms are being left behind, and it’s not because someone hasn’t designed the right agent yet.
Silicon Valley keeps building me a husband when what I really want is a wife lol
I don't want an agent that only does one-off, random tasks that are nice but not life-changing: booking flights, making dinner reservations, or buying tickets
I want an AI wife who knows what’s on the family calendar, remembers there’s a birthday party Saturday and we haven’t bought a gift then sends me options, realizes we’re almost out of diapers and buys them, knows which bills are coming up, remembers someone needs a dentist appointment and books it, figures out what the hell we’re eating all week and what w…
OpenAI announced it is releasing a range of new mathematical results produced by an internal frontier model, consulting the Institute for Advanced Study's Advisory Group on Mathematics and Artificial Intelligence on how to release them, with materials published on GitHub.
We’re releasing a broad range of new mathematical results produced by an internal frontier model.
We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results.
Commentator Matthew Berman praises Tesla's Full Self-Driving for his 83-year-old father's independence and says Powershare Home Backup, now available for new Model 3 and Model Y with Powerwall 3, can extend whole-home backup by over two days using a vehicle.
Tesla FSD already turns a car into autonomous transportation. It's one of the most impressive products I've ever used. My 83-year-old father told me he didn't think he'd be able to drive much longer. Then he got Tesla FSD and can maintain independence.
Now your Tesla can also back up your house.
The biggest drawback of battery backup vs. a gas generator has always been limited capacity. This largely solves it.
If your Powerwall runs out after two days, drive to a Supercharger, charge for 30 minutes, come home, and you've got roughly another two days of whole-home backup.
David Heinemeier Hansson describes a workflow for adversarial code review in which he asks Codex to review work from Claude and vice versa, using each model's command-line interface. He says the models can take turns and settle disagreements without special tooling.
Economist Noah Smith posts a brief one-line statement that the situation reflects unimaginable levels of corruption. The post provides no specifics about the subject.
Yishan replies to Palmer Luckey's oxytocin remarks with a brief joke titled as reinventing hugs from first principles. The post is lighthearted commentary with no substantive claims.
Palmer Luckey reveals the startup he'd build today: oxytocin doping to end divorce
"I would try to end the tragedy of divorce with oxytocin doping for marriage counseling."
"We understand mammal pair bonding pretty well. There's a lot of people who want to stay together. Most of the people who don't want to stay together should stay together, especially for their kids."
"And we can, if people think SSRIs are fine, which they're not, but if they were, then oxytocin doping to stay together is definitely fine."
"It's the mammal pair bonding chemical. There's things you can do to increase the …
Molly O'Shea reports a $1.8 billion coalition including Biohub, the Department of Energy, NIH, Meta, Google DeepMind and Isomorphic Labs to build the largest open, AI-ready biological dataset to help models predict biology and treat disease.
BREAKING: The U.S. government, Google, Meta & Zuckerberg-backed @biohub are launching a $1.8B push to build the data layer for AI biology.
The goal is to create the largest open, AI-ready biological dataset ever assembled, giving models the data needed to better predict how biology works & ultimately help treat disease.
The coalition is massive:
› Biohub committed $500M › DOE is investing $500M+ across measurement, modeling & compute › NIH is bringing $500M+ of federally funded datasets & repositories › Meta, Google DeepMind & @IsomorphicLabs are jointly investing another $300M
This is effectively an infrastructure buildout for AI biology.
Instead of just building bigger models, they’re attacking one of the biggest bottlenecks in biology AI today, generating standardized, high-quality biological data at massive scale & making it openly available to researchers.
$1.8B committed to turning biology into something AI can increasingly model, predict & engineer.
A post recounts that Instagram co-founder Mike Krieger came to the US on an F-1 visa, moved through OPT to an H-1B, and later self-deported amid delays. It argues that a proposed $100,000 H-1B fee would have prevented Instagram's creation.
Instagram co-founder Mike Krieger came to the US on an F-1 visa and then used OPT to get an H-1B. He later decided to self-deport and told Kevin to find a replacement because his H-1B transfer kept getting delayed.
If this administration was in 2010 they would've abused Mike for stealing an American's job, coming on F-1 and using OPT to get H-1B. If the $100k order was passed, Mike would've returned back to Brazil and we wouldn't have Instagram.
Polymarket reports that AI startup BioinvestGPT correctly predicted five of six major drug trial outcomes before results were announced. The post offers no methodology or independent verification.
Jurrien Timmer writes that strong earnings are offset by a tightening Fed and rising bond yields, with price meandering sideways for four months while market internals weaken. He shares analysis in a LinkedIn post linked from the tweet.
The markets continue to be pulled apart by opposing forces: a massive earnings boom on the one side and a rising cost of capital on the other. In the middle is the residual of the E and the P/E, price, which continues to meander for 4 months now while the market’s internals are bleeding, courtesy of a tightening Fed and rising bond yields. Let’s explore.
Bobby Kogan argues that Paul Ryan voted for tax cuts that worsened debt repeatedly across his career, and notes he retired at 55. He is responding to a post suggesting Ryan could return to politics in 2028.
Paul Ryan took debt so seriously that he voted for the tax cuts that did this at only 31 years old, and again at 33 years old, and again at 40 years old, and again at 42 years old, and again at 47 years old.
He retired before he could do it yet again at 55 years old.
FWIW, Paul Ryan is only 56 years old. In our age of absolute fiscal irresponsibility, what if the man who took tackling the debt seriously pulls a Winston Churchill and suddenly comes back onto the scene with serious momentum in 2028?
Vaibhav Sisinty reports the FDA cleared the first human age-reversal trial, citing animal research on partial reprogramming and Life Biosciences' $80 million raise to pursue it, though the post's claims about mouse and monkey results are not independently verified.
The FDA cleared the first human age-reversal trial
A Harvard professor proved you can reverse aging by 75% in 6 weeks in mice cured blindness, reversed Alzheimer's, MS, ALS, kidney and liver disease then confirmed it works in monkeys
Now humans are next. Life Biosciences raised $80M to make it happen
His words "The eye is just the beginning. We believe we can treat every tissue. A whole body reset"
Investor Sam Lessin says he is reading hedge fund quarterly letters for the first time to understand how managers view the current moment. He notes that funds up about 30% in the quarter tend to discuss small businesses.
For the first time i can remember i am reading all the hedge fund quarterly letters because i am truly interested in how they are thinking about the moment... some are quite good. the ones up 30% on the quarter do like taking about small businesses.
Olivia Moore lists the AI agents she uses, including Instinct for purchases, Muse for mini-apps, Tomo for goal tracking, Bot for X monitoring, OpenAI's Dots for long-running projects, Town for work email and docs, and Tab for outbound calls. She says she is using Dots to start a business.
- @instinct - on-the-go purchases, form fill, local recs - @Muse - mini-apps that require reliable connectors (ex. "track my sleep and movement, send me a survey daily") - @tomo - motivation + goal tracking, also want to try their Interest Groups - @bot - X feed monitoring + alerts - Dots (@OpenAI) - deep, long-running projects...I'm currently making it start a business 👀 - @townai - everything work-related in email, Slack, docs - @Tabdotbot - outbound phone calls / appts
The post argues the Navy turned to Anduril because only two U.S. yards build nuclear submarines and deliver far below the required rate, with China's shipbuilding capacity vastly larger. Anduril is investing $3.7 billion in a new Sparrows Point shipyard, Arsenal-2, with operations planned for 2030.
The US Navy just paid $2.9 billion to a company that has never built a submarine. Here's why they had no choice.
America has exactly two shipyards that can build nuclear subs. Electric Boat in Connecticut. Newport News in Virginia. The Navy needs two Virginia-class boats a year from them. They deliver 1.1.
Then it gets worse. Under AUKUS, America promised to sell Australia 3 to 5 Virginia-class submarines starting in the early 2030s. We signed a deal to export a product we can't build fast enough for our own fleet.
And the number behind all of it comes from the Navy's own intelligence office. China's shipbuilding capacity sits around 23 million tons a year. America's is about 100,000 tons. 230 times larger. One Chinese shipbuilder, CSSC, built more commercial tonnage in a single year than every American yard combined has built since World War II.
Both incumbent sub yards carry backlogs stretching past 2040, and the supplier base behind them shrank by thousands of companies after the Cold War. You cannot order your way out of that. There was physically no third option to call.
So the Navy invented one. Anduril adds $3.7 billion of its own money, breaks ground on the bones of Bethlehem Steel at Sparrows Point, once the largest steelworks on earth, shuttered in 2012, the yard complex that fed the fleet that won WWII. Hiring starts in 2029. Operations in 2030.
Four years from announcement to first output, and in American shipbuilding that counts as a sprint.
Tanay Jaipuria reports that Micron expects humanoid robots to require memory and storage comparable to Level 4 autonomous vehicles, including over 200GB of DRAM and terabytes of NAND. Micron's CEO believes physical AI could become a significant memory demand driver by decade's end.
Replit CEO Amjad Masad argues that mathematics was bound to be cracked first by AI, reasoning that the purer a field is, the easier it is for AI to solve. The post is a short opinion accompanied by a photo.
Ilya Sutskever posted that people who value intelligence above all other human qualities are going to have a bad time, a short reflective remark on AI and human values.
Dan McAteer argues OpenAI is downplaying its new mathematical results, noting reasoning models went from failing basic arithmetic to solving long-unsolved problems in two years, and predicts AI will revolutionize all of science.
We’re releasing a broad range of new mathematical results produced by an internal frontier model.
We’ve been consulting with the independent Advisory Group on Mathematics and Artificial Intelligence at the Institute for Advanced Study, and we have drawn on their advice and public recommendations to inform how we release these results.
Mark Gadala-Maria posts that the Titty Killer series is one of the most promising developments in AI, quoting a post by Charlie Curran asking whether AI film can be art. The post offers no further detail.
