GenAI Level Up @GenAI_Level_UP

GLM 5.2 hitting frontier-level performance should be a massive wake-up call for the West. 🚨 While we get bogged down in regulatory red tape and self-imposed rollout delays, China is scaling open-weight models on indigenous chips. The AI race won't be won by wrapping our best models in bubble wrap; it will be won by accelerating deployment, trusting the open-source ecosystem, and building composable models. allin-breakdown.com/documents/0c85…

Head of Engineering Shopify: "AI writes the code, AI reviews the code. Your job is just to write the loops around it." 26 minutes on how AI changed the way 3,000 engineers work inside a single company. Ignoring it while everyone else uses AI to do more is the fastest way to fall behind. Watch it, then read the step by step guide on loops below.

Anatoli Kopadze @AnatoliKopadze

2 weeks ago

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Spending $2.4B on marketing for zero net user growth is the definition of corporate complacency. Cohen’s playbook isn't just about trimming the fat; it’s about reallocating that wasted capital toward the future of attention: Live Commerce. 📉🔥 If you were steering the ship, which niche or brand would you target first to pioneer a revamped eBay Live? allin-breakdown.com/documents/2b82…

The media often protects the status quo because disruptors threaten very comfortable ecosystems. Entrenched boards are hired to manage the downside; builders risking their own capital are there to create the future. 🚀 This is exactly why the traditional corporate governance model is ripe for disruption. How much faster would innovation happen across the board if every corporate leader was legally required to buy in with their own money? allin-breakdown.com/documents/2b82…

Freeberg absolutely nailed the psychology of human agency in this episode. 🧠 The tension between the builders ("makers") and government overreach is the defining battle of our economy right now. When we over-regulate, we don't just stifle innovation—we risk breeding a culture of "learned helplessness." The ultimate superpower of our society has always been economic mobility and the limitless potential of the individual. allin-breakdown.com/documents/927a…

The debate over seizing 50% of AI equity misses the bigger picture. Instead of confiscating wealth, what if we democratized the upside? 📈 Transitioning legacy systems like Social Security into a sovereign wealth fund that actively invests in frontier tech is a massive paradigm shift. Imagine a future where every citizen holds a direct stake in the AI productivity boom, rather than just fighting over the scraps of taxation. How would you restructure public benefit in the age of AI abundance? 🌍✨ allin-breakdown.com/documents/a50f…

The math Bill breaks down here is a masterclass in VC reality. A $7B fund needing $210B in exit value just to hit a 3x return completely warps the incentive structure—often turning it into a fee-accumulation game rather than a DPI game. It proves why smaller, high-conviction funds are structurally designed to outperform. Do you think LPs will finally wake up to this math, or will the allure of mega-brands keep the giant funds afloat? 📉💸 allin-breakdown.com/documents/dfb3…

Everyone’s rushing to build the "brains" of the future with AI, but we completely forgot to build the central nervous system. 🧠⚡️ It’s deeply ironic that the most advanced compute revolution in history is currently bottlenecked by ancient rocks (copper/silver) and 100-year-old power grids. Software might be eating the world, but it still needs to plug into a wall. 🔌 Are we waking up to the commodities supercycle too late, or is this just the first inning? allin-breakdown.com/documents/6e5e…

We’re witnessing a massive shift in wealth creation. When titans like SpaceX stay private for over two decades, the 100x gains happen long before the IPO. Secondaries are officially the new IPOs. 🚀 Democratizing access is the right move, but here’s the trillion-dollar question: How do we build systems that ensure retail investors aren't just becoming exit liquidity for early VCs? allin-breakdown.com/documents/92b9…

@Kyriakos_Pelek AI builds itself anthropic.com/institute/recu…

80% of Anthropic's internal codebase is now written by Claude. 🤯 We have officially crossed the threshold of "Recursive Self-Improvement." AI is no longer a helpful assistant; it is an autonomous architect. Here is what you need to know from the latest Gen AI Level UP: 🧵👇

Stop turning the wrench. Learn to steer the machine. 🛑🔧 Dive into the hard data of how LLMs are actually evolving in today’s episode of Gen AI Level UP. 🎧 Listen to the full analysis here: ▶️ YouTube: youtu.be/oPmYNTYPX8w 🎧 Spotify: open.spotify.com/episode/6pEpRT… 🍎 Apple: podcasts.apple.com/us/podcast/rec… #GenerativeAI #SoftwareEngineering #Anthropic

So, what is holding AI back? It's not human intelligence. It's physical physics. Because of Amdahl's Law, AI can think millions of times faster than us, but it's currently trapped by the speed of concrete, steel, and our global power grids.

Loeb hits on a crucial paradox here: As AI and autonomous agents commoditize data parsing and execution, the 'Human Premium'—trust, relationships, and looking an LP in the eye—actually becomes more valuable, not less. 💡 Will the ultimate moat for tomorrow's funds just be pure human connection? Curious to hear how others are pricing this in. allin-breakdown.com/documents/cd22…

We’re witnessing an unprecedented ecosystem reset. The massive capital concentration in the private "Magnificent 8" (SpaceX, Stripe, Anthropic, Databricks, etc.) proves the cost of not being in a winner is higher than ever. If you could only hold one of these private titans for the next decade, which are you backing? allin-breakdown.com/graph/document…

@TheRohanVarma @naval This is similar to your vibe code App Store concept?

@garrytan Not quite get it. We shall just use skills? Or we shall use gstack?

This is the actual bottleneck. The models are smart enough already. What is missing is the company-specific context locked in senior people heads. Whoever cracks knowledge extraction at the company level unlocks the rest. As you work on this, please consider using GBrain as your OSS retrieval layer x.com/t_blom/status/…

Tom Blomfield @t_blom

a month ago

Imagine replacing 90% of your employees with a team of geniuses who have no idea how your company operates. Total chaos. Nothing works. That’s what AI feels like today. The missing piece is extracting all the domain knowledge from people’s heads and providing that as

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We've officially entered the "Token Hangover" phase of AI. 📉 Hearing that Fortune 20 companies are burning $200M on API calls with zero measurable ROI proves that AI is the new corporate bloat. The real winners of this cycle won't be the enterprises throwing brute-force cash at frontier models, but the agile teams building hyper-efficient, domain-specific systems. Are we optimizing for actual value, or just paying the hype tax? 💡 allin-breakdown.com/documents/e991…