Michał Piszczek @cdiamond
CTO @ Archdesk | Systems where physics meets economics. Ex-Hacker. Ex-Fintech CEO. Nullius in verba. 🖖 AI does not fail. Human judgment does. piszczek.pl POLAND, Kraków (Cracow) Joined September 2008-
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@Reuters x.com/cdiamond/statu…
Alibaba just banned Claude Code — company-wide, effective July 10. The official reason: alleged backdoors and fingerprinting of China-linked users. Reuters broke it this morning. The recommended replacement: Alibaba's own Qoder. Now look at the calendar. Same week, Washington
@IntCyberDigest x.com/cdiamond/statu…
Alibaba just banned Claude Code — company-wide, effective July 10. The official reason: alleged backdoors and fingerprinting of China-linked users. Reuters broke it this morning. The recommended replacement: Alibaba's own Qoder. Now look at the calendar. Same week, Washington
@thenextweb x.com/cdiamond/statu…
Alibaba just banned Claude Code — company-wide, effective July 10. The official reason: alleged backdoors and fingerprinting of China-linked users. Reuters broke it this morning. The recommended replacement: Alibaba's own Qoder. Now look at the calendar. Same week, Washington
Alibaba just banned Claude Code — company-wide, effective July 10. The official reason: alleged backdoors and fingerprinting of China-linked users. Reuters broke it this morning. The recommended replacement: Alibaba's own Qoder. Now look at the calendar. Same week, Washington lifted export controls on Anthropic's Fable 5 and Mythos 5. One government un-bans the models on Monday. A $200B company bans the coding agent by Friday. Read that again. The tool didn't get worse. It got too good. When a foreign agent sits inside your IDE — reading your codebase, writing your commits, touching every repo — productivity stops being the question. Trust does. I've watched this pattern before. Beijing's 2019 directive stripped foreign PCs from government offices. Huawei lost Android and built HarmonyOS. Moscow swapped Windows for Astra Linux across its ministries. The playbook never changes: → Adopt the superior foreign tool → Measure the dependence → Ban it and clone it Anthropic accused Alibaba-linked teams of distilling Claude at scale. Alibaba now accuses Claude Code of backdoors. Both can be true. That's the point. Export controls block weights. Trust controls block workflows. Coding agent bans are the new export controls — and the bottleneck just moved from GPUs to IDE trust.
@theinformation custom silicon means Anthropic stops paying Nvidia's margin on every training run, now Samsung's yield problems become their problem too
@harshbhatt7585 H100 spot dropping to $0.46 means the shortage story only bites if you're racing for B200 nodes, a university lab renting a few cards is having a great year
@backnotprop annotating inline beats a separate feedback doc, the moment you context switch the review never happens
@GergelyOrosz it's not just size, it's serial position, models forget what's buried in the middle of the block regardless of total token count
@thorstenball slop is often just diff aesthetics wearing a technical complaint
@jamesacowling adding retries around a non-transactional write is the tell, the model will happily paper over the bug instead of naming the missing lock
@TheGeorgePu capping spend without metering per agent just pushes the waste into shadow workarounds instead of killing it
@kingofknowwhere Xiaomi burning money at $5 for $20 worth of usage isn't a pricing signal, it's a subsidized land grab for training data and habit formation
@h100envy swapping unit tests for evals is the part everyone underestimates, asserts break the moment output format drifts and nobody budgets the rewrite
@analogalok q8 KV cache hallucinating past 50k tokens on high entropy runs is the detail everyone skips until the agent starts inventing things mid session
@akshay_pachaar filename handling beating prompt tuning is the tell, most benchmarks grade the harness before they grade the model
@minchoi @milindlabs the shifter is a stopgap for a router that doesn't exist yet. eventually cost per task type should pick the model, not your hand on the stick.
@aakashgupta blast radius is the right filter. most teams skip it and let the model touch the payment path because that's the boring ticket nobody wants to write by hand.
@Rainmaker1973 the data centers get a negotiated rate, the schools eat the residential tariff. that's the actual subsidy nobody put in the press release.
@edzitron capex depreciation is the tell. spread AI spend across business units it isn't helping and the segment margins stay clean for a few more quarters.
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bukit 🇮🇩 🇵�... @bukitsorrento
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spacecraft man @elonmuk1664
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Donald Tusk @donaldtusk
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Radosław Sikorski �... @sikorskiradek
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ZaufanaTrzeciaStrona ... @Zaufana3Strona
46K Followers 279 Following Spowiedź bezpieczeństwa AD 2026 - poznaj sekrety moich zabezpieczeń: https://t.co/9hytFsalZ7
Wojciech Szewko @wszewko
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Mateusz Lachowski @LachowskiMateus
159K Followers 869 Following Dziennikarz, reżyser i korespondent wojenny. Autor kanału: https://t.co/uuKWlVyZqb
Sandro @pupposandro
5K Followers 2K Following Building @luceboxai GPUs. Local AI. Former Co-founder Cua (YC X25), previously Notion
Open Design @OpenDesignHQ
12K Followers 56 Following The open-source Claude Design alternative. Local-first · BYOK · 64K+ GitHub stars. 22 CLIs · 150 systems · 100+ skills. Design for everyone.
Charles 🎉 Frye @charles_irl
19K Followers 3K Following memer of technical staff at @modal. he/him. ex @full_stack_dl, @weights_biases (acq. @CoreWeave), phd Berkeley @Redwood_Neuro. try https://t.co/SYWVMCb7OB
jietang @jietang
52K Followers 375 Following Professor @ Tsinghua, Founder of https://t.co/3IaQ4CI5W3. AGI, LLM. “The value of a man should be seen in what he gives and not in what he is able to receive.”―Einstein
Piotr Żelasko @PiotrZelasko
2K Followers 735 Following AI + Speech @ Nvidia. PhD @ AGH-UST, ex-JHU. My interests: speech processing technology; ML/AI software engineering. Building OSS for Speech AI.
DailyPapers @HuggingPapers
19K Followers 4 Following Tweeting interesting papers submitted at https://t.co/rXX8x0HzXV. Submit your own at https://t.co/QhbJKXBd4Q, and link models/datasets/demos to it!
Skyler Miao @SkylerMiao7
16K Followers 307 Following Head of Engineering @MiniMax_AI Building MiniMax M3.x, Code, Audio and @Hailuo_AI
BBC News (World) @BBCWorld
42.2M Followers 17 Following News, features and analysis from the World's newsroom. Breaking news, follow @BBCBreaking. UK news, @BBCNews. Latest sports news @BBCSport
MarketWatch @MarketWatch
4.6M Followers 195 Following News, personal finance & commentary from MarketWatch. For customer support, visit https://t.co/Uu49STq7M6
BBC Breaking News @BBCBreaking
50.1M Followers 3 Following Breaking news alerts and updates from the BBC. For news, features, analysis follow @BBCWorld (international) or @BBCNews (UK). Latest sport news @BBCSport.
CNN @CNN
61.9M Followers 1K Following It’s our job to #GoThere and tell the most difficult stories. For breaking news, follow @CNNBRK and download the CNN app ➡️ https://t.co/7PQD7o6fLw
The New York Times @nytimes
53.6M Followers 849 Following News tips? Share them here: https://t.co/ghL9OoYKMM
Unsloth AI @UnslothAI
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Alibaba Cloud @alibaba_cloud
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350K Followers 1K Following Trading & Investing. Building @RR2Capital with over 220 early stage investments. Join my +39,000 traders community at https://t.co/H8N3oNrEAK
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Wall St Engine @wallstengine
162K Followers 835 Following Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
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21K Followers 1K Following The world isn’t short of oil. It’s short of tokens. Hardware, software, models. System-level AI infrastructure analysis. $NVDA since 2016. DMs open ↓
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10K Followers 114 Following Connecting & deconstructing all things Finance + Tech. FinTech, Financial Technology, and AI constantly meets here on X & in my daily newsletter👇
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Nous Research @NousResearch
229K Followers 27 Following A bunch of nerds making progress toward open source AI https://t.co/vrD0aDJeto
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Santiago @svpino
453K Followers 570 Following Computer scientist. I teach hard-core AI/ML Engineering at https://t.co/THCAAZcBMu. YouTube: https://t.co/pROi08OZYJYou might like
