Latest in AI + Tech. Scaling GTM & AI infra. Full-time operator @ unitytech, part-time shitposter. DM for Promos
sf
Joined September 2026
- Tweets494
- Following44
- Followers563
- Likes12
Pinned Tweet
Michael Dell says Elon Musk is the most demanding customer on Earth, and Dell built half of Colossus in about six weeks:
MIMS: "Dell did half of the servers in the Colossus One AI supercomputer. I think that was a record fast build. It was like six weeks or something."
DELL: "Elon is probably the most demanding customer. No, he's definitely the most demanding customer there is."
MIMS: "Was there a bonus involved?"
DELL: "I don't know that there was a bonus involved, but they have rewarded us with additional business because we've done a great job."
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Rose Mary (ai/tech) retweeted
An a16z partner asked the Cursor CEO if he was scared of Claude Code. His answer:
"Look, we are going after the biggest market in the world. There's going to be competitors. In fact, there's been a rotating cast of characters from the very beginning. Microsoft Copilot was the first one. Claude Code is one of a rotating set of characters."
"We think in big markets, you're always going to have formidable competitors. That does not scare us."
Sarah Wang: "It's humility mixed with bravado, and I just think that is kind of the winning combo when you're going after these juggernauts."
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Elon Musk says SpaceX can bring power online 12 to 18 months faster than anyone else, thanks to its rocket engine shop:
"SpaceX already has a very advanced castings capability that was developed for rocket engines. I think actually the most advanced casting capability on Earth."
"When we talk to the turbine suppliers, they tell us that the blades and vanes are 12 to 18 months behind the rest of the turbine."
"So that means that we can bring power online 12 to 18 months faster than anyone else."
"Unless someone else is building an advanced casting shop, they will be unable to compete with SpaceX in this regard."
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
An a16z partner asked the Cursor CEO if he was scared of Claude Code. His answer:
"Look, we are going after the biggest market in the world. There's going to be competitors. In fact, there's been a rotating cast of characters from the very beginning. Microsoft Copilot was the first one. Claude Code is one of a rotating set of characters."
"We think in big markets, you're always going to have formidable competitors. That does not scare us."
Sarah Wang: "It's humility mixed with bravado, and I just think that is kind of the winning combo when you're going after these juggernauts."
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Rose Mary (ai/tech) retweeted
Michael Dell says Elon Musk is the most demanding customer on Earth, and Dell built half of Colossus in about six weeks:
MIMS: "Dell did half of the servers in the Colossus One AI supercomputer. I think that was a record fast build. It was like six weeks or something."
DELL: "Elon is probably the most demanding customer. No, he's definitely the most demanding customer there is."
MIMS: "Was there a bonus involved?"
DELL: "I don't know that there was a bonus involved, but they have rewarded us with additional business because we've done a great job."
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Rose Mary (ai/tech) retweeted
Here's how Elon Musk fixed Starlink when it was failing:
"Starlink was a mess. It was 10X too expensive and they were building 1/10 of how many they needed."
"Elon's like I've had it. This is now the bottleneck. I'm fixing this."
He flew a team of engineers he trusted to Seattle.
"They fire the entire Starlink leadership team."
Then they sat in a war room and ran his algorithm on every part of the satellite:
What are the first principles of satellite design?
How simple can we make this thing?
Why does this exist?
Why do we need this much energy?
Why do we need this manufacturing process?
"And over the course of a few months they make a two order of magnitude leap."
"These people had never encountered this design before, but just by applying the algorithm and working with maniacal urgency towards this extremely high design bar, they created this product that's now, if it was a standalone business, would be worth tens of billions of dollars or more."
Interested in AI?
Follow @AiEvolutio58513 and never fall behind.
I track ChatGPT, Claude, and every tool quietly changing how we work and create, then hand you the tested signals.
Elon Musk says your Tesla will earn money for you like a spare room on Airbnb:
"Think of Tesla like some combination of Airbnb and Uber. There'll be some number of cars that Tesla owns itself and operates in the fleet, and then there'll be a bunch of cars owned by the end user."
"That end user can add or subtract their car from the fleet whenever they want. They can decide if they only want the car to be used by friends and family, by five-star users, or by anyone at any time."
"They could have the car come back to them and be exclusively theirs, like an Airbnb. You could rent out your guest room or not anytime you want."
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Dario Amodei wants AI labs to slow down. China just made that a free download.
Two days before his essay, DeepSeek put V4.1 Flash on Hugging Face under an MIT license. Anyone can use it, change it and sell it.
On its own model card it beats GPT-5.6 Sol and Claude Opus 5 on four of the five hardest agent tests, including CyberGym, the cybersecurity one.
OpenAI charges $10 per million input tokens for GPT-6 Astra. DeepSeek charges 15 cents.
A speed limit only binds companies that can be sued in an American court. Everyone else just downloads.
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
The world's richest man is living in an Airstream trailer in Memphis.
SpaceX COO Gwynne Shotwell:
"This is Elon, by the way, doing what people don't believe he does. He sleeps on the factory floor. He's in Memphis helping build buildings and bring up Colossus II."
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Jeff Bezos says everyone worried about AI taking their job has it backwards:
"I know there's a lot of concern that many smart people have, that AI is going to make humans redundant. I totally disagree with this point of view."
"In fact, AI is going to create a labor shortage … We have an endless set of things to invent."
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Elon Musk reveals the one interview question he uses to catch people lying about their work:
"I really just ask them to tell me the story of their career, what are some of the tougher problems they dealt with, how they dealt with those, and how they made decisions at key transition points."
"The person who actually had to struggle with the problem, they really understand it. They don't forget. You can ask them very detailed questions about it and they will know the answer."
"The person who was not truly responsible for that accomplishment will not know the details."
On degrees: "There's no need to have a college degree at all. Or even high school."
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Arista's Andy Bechtolsheim says AI has made demand for the cables inside data centers 10x bigger in five years, and it's only the beginning:
"AI has been driving this incredible increase in demand for high-speed optics, which is probably now 10 times bigger than it used to be five years ago."
"We're not at the end of this journey, but rather the very beginning. There's easily another order of magnitude increase in bits needed for the next generation kind of data centers."
"We as an industry have to get together to solve these problems of this very rapid and high demand growth as fast as possible, since AI can't wait."
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Lex Fridman asked the creator of Ruby on Rails if programmers may be worse at AI coding than people who can't code.
David Heinemeier Hansson's answer: 100%.
Once AI writes the code, knowing how to write a loop stops being the rare skill.
What matters is knowing what the product should do, who it's for, and what to cut.
A programmer tells the agent exactly how to solve it. Someone with taste describes the result and lets the agent find the route.
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Chamath says the thing every AI company is promising you still doesn't work:
"Long-horizon tasks are still a joke. They do not work, and I do not care what anybody says. Do not show me a stupid evaluation. Do not tell me about some dumb script you ran for 48 hours."
"Complex problems also do not work. They are neither addressed nor handled well."
"We are spending hundreds of billions, potentially trillions, of dollars trying to figure out how to cross this chasm."
"If we do not figure this out, people will reach the trough of disillusionment and say that AI was a joke."
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Elon Musk says the AI boom hits a wall this year, and it isn't the chips.
Chip output is exploding. Electricity is nearly flat everywhere outside China.
He says the two lines cross this year: by the end of the year, we will be making more AI chips than we can actually turn on.
Millions of them, with nowhere to plug in.
In his words, the bottleneck for the next year is not chips, it is raw power. Whoever can turn on the most chips fastest wins.
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
Six and a half years ago, the heaviest AI user in the world used what the average person uses today. Sam Altman thinks it's about to happen again:
"Six and a half years ago, the world token leader was an OpenAI employee using about 100,000 tokens a month."
"Now, the worldwide average of tokens per month, which I think tokens are the dumbest metric, but it's what we have. It's like 100,000."
"And the token leader at OpenAI uses something in the hundreds of billions."
"If that happens again, which I think it probably will, then in another six and a half years, the average person uses, let's say, 500 billion tokens a month."
That is a five-million-fold jump in everyday AI use in under seven years.
Interested in AI?
Follow @Rose_MaryIRL and never fall behind.
I track ChatGPT, Claude, and how every new agent is changing how we work and think, then hand you the pure signals.
if you're stuck with a tight neck and jaw, im begging you to read this
coaches charge hundreds for the kind of stress protocol shared for free in this thread
