TECH BREW RIDE HOME (podcast) guy. GP: RIDE HOME FUND. Also: INTERNET HISTORY PODCAST guy (It's back!) Pick a pod and listen, or invest alongside me.
Brooklyn, NY
Joined July 2006
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🧵Some personal news: After a 6 year hiatus, the Internet History Podcast is back! Yes, the original tech history podcast is back with the first three episodes below, followed by a new one every week for the foreseeable future. Search your podcast app now so you don't miss the amazing interviews we have coming! Start with this one 👇 youtu.be/sjkkdcMp2Pk
What Is OpenAI’s GPT-6 Cyber?
OpenAI’s new cyber model beats its own flagship GPT-6 Astra on exploit benchmarks, went out of bounds in testing under 1% of the time (down from ~5%), and helped find 81 unknown Firefox vulnerabilities.
Is the PROLED MacBook Pro Worth It?
The reviews for Apple's new MacBook Pro with the PROLED XDR touchscreen display are in: The Verge gives it a 9 out of 10, Gizmodo a 4.5 out of 5, and PetaPixel says it can't find a flaw.
How Revolut Cut Its AI Coding Bill 90%
Revolut made self-hosted GLM models from China's Z.ai its default over Claude Code. At $0.30 per million tokens, it cost about a tenth as much. Its infra lead's warning: "Long context is a scam."
Schools That Block AI Lose Google Search
Google will switch off AI tools for K-12 students by default early next year, unless schools opt in.
Did the Election Just Stall the AI Build-Out?
Democrats who pledged to halt or pause data-center development won governor races in Texas, Georgia and Ohio, three states at the heart of the AI build-out. In Texas alone, 13 GW of capacity is now exposed.
What Are Siri AI App Skills?
Apple has opened Siri AI to all developers: any app on the iOS 27.3 betas can bring its content and actions into Siri via App Intents. New ‘app skills’ let Siri chain multi-step actions across apps, often without you naming the app.
Brian McCullough retweeted
give a man a fish and you feed him for a day
teach a man to Claude Code and you financially ruin him with distracting side projects for the rest of his life
Anthropic says it may “imminently meet” its RSI threshold. Its own data: AI went from leading 0% of its R&D a year ago to 26% by August. Jack Clark now thinks RSI is most likely in 2027.
How Did North Korea Steal $6.3B From Binance?
Binance says North Korean hackers spent months on it: a fake recruiter on LinkedIn, fake job interviews and a malicious "assignment" for one engineer, plus a tampered Homebrew ad that told them who managed the wallets.
Was Your Android TV Box a Botnet?
Google cut ties with box maker Videostrong after finding it preloaded malware, a backdoor to the XCPE botnet, into certified Android TV boxes. Google says taking down the botnet's servers cuts off at least 10 million more infected devices.
Will Investors Shrink Anthropic's IPO?
Institutional investors are telling Anthropic its IPO valuation should be around $1.5 trillion to $1.6 trillion, well below the $2 trillion figures bandied about, citing last week's tech selloff and AI overexposure, the Wall Street Journal…
Did Apple's New CEO Fumble His Debut?
John Ternus's first earnings: revenue beat at $114.5B, but memory chip pricing is "unprecedented" and margins came in light. Bloomberg says he wasted the moment to sell the iPhone Duo and Apple's AI position.
Brian McCullough retweeted
I had Opus 5.5 create a site where you can see the fastest routes into every city in the US, figure out where in America is fairest to meet up, see the "watersheds" of the largest cities, and more: all-roads-lead-to.netlify.ap…
(Inspired by the defunct Arterial Mapping site)
Brian McCullough retweeted
after 3 years of building from nothing, we are now serving 2M monthly unique engineers on aie youtube.
(76% not subscribed lol. idk if it matters but pls subscribe! we need to keep up momentum to cross 1M subs roughly around aie.codes it looks like)
In Jan this year I called my content strategy shot: "Scaling without Slop".
It's finally starting to work. It took us 3 years to reach our first 100k on youtube. It only took 1.2 months for the next 100k. Similar other metrics on AEO/SEO/subscriber traction and have a lot of New Media ideas that I'm excited to pursue.
officially giving notice of the next phase of Latent Space, AINews, and what the rest of swyx inc has been cooking below
Marvell is buying optical-components maker Lumentum for $115 billion in stock, betting AI data centers will need more laser-based connections as it chases Broadcom. Both stocks fell Monday as investors asked if Marvell is paying too much.
Why Claude Code Won’t Clone Games
Anthropic confirmed it added two sentences to Claude Code’s prompt on Opus 5.5 to steer it away from recreating someone else’s specific game. Developers also say Opus 5.5 now refuses reverse-engineering work that Opus 4.8 still does.
Why Is Wall Street Cooling on AI?
Neoclouds like CoreWeave, Nebius and Nscale have effectively been shut out of the bond market as lenders demand tougher terms, and even Alphabet, Intel and the Nasdaq took big hits last week.
OpenAI Shrinks, Anthropic Surges
OpenAI's round is down to ~$20B at a $1.25T valuation, from $30B at $1.4T, as investors pull back in the AI selloff. Meanwhile Anthropic's updated S-1: Q3 revenue up twelve-fold to nearly $17B, and AI price cuts shaving ~$600M off growth.
