Time to experience One Piece again. 🥹 move.toys Waitlist today : )

5 years ago on May 22nd, my 24th birthday, I posted my first blog on SemiAnalysis Since then the unbelievable has happened. The world's biggest tech companies, their supply chains, and investors all don't just read my blog, they use my data and analysis to make decisions that

dwarkesh's most recent episode with sholto + trenton is one of the best resources for vibe-checking your takes on LLMs/AI and thinking on the near-future, since broadly everything they say here is both correct and good: youtube.com/watch?v=64lXQP…

Getting to great design isn’t about narrowing your focus onto one tiny problem or building yet another “purpose‑built” tool. It’s about learning to see through the surface and recognize the truths underneath everything we do – the same patterns, the same flows, the same ideas

How is the Web changing due to AI? This visit to TinyFish yesterday goes deeply into just how. TinyFish makes a new kind of web browser. One that is started virtually. It is like a Google Chrome in the cloud. But it is very smart, can read and use any website, and your AI

I've never felt this much behind as a programmer. The profession is being dramatically refactored as the bits contributed by the programmer are increasingly sparse and between. I have a sense that I could be 10X more powerful if I just properly string together what has become

This illustrates an aspect of AI that I hadn't thought about till now: it cuts through bureaucracy. If a big organization is paralyzed by indecision, AI doesn't care. It will happily generate a version 1. And that becomes the starting point, because there is no other version 1.

In my last post, I said let Claude dream while you sleep. The biggest unlock for this was quietly announced by Anthropic Claude Boris Cherny a few months ago! New Post: Zen and the Art of Ralph Looping open.substack.com/pub/mariocde/p…

NEW: i wrote a complete technical guide to building agent-native software (co-authored with claude) it covers: - the five pillars of agent native design (parity, granularity, composability, emergent capability, self-improvement) - files as the universal interface - agent

Jack Clark Jack Clark co-founder of Anthropic Claude, Dwarkesh Patel Dwarkesh Podcast, and I had a good discussion, and it has been published, free to all, at the link below. I greatly admire both Jack and Dwarkesh and was happy to participate. The AI revolution is here.

Please Mina Fahmi

The cost of making software is going to zero. The gate is opening. What are you going to make? Seeing LLM usage rise to a new level in the past week inspired me to talk about one of my favorite topics. open.substack.com/pub/mariocde/p… Meaghan cat Claude

You have a thousand supercomputers in your terminal but no way to access even 1% of their power. This is a story about fixing that by unlocking 10x power from Claude Code. It starts with a black hole. substack.com/home/post/p-18…

so I’m starting to believe more and more that the most effective startup employees will have custom agents and personal software they bring to their jobs and these people will become 100x employees how I see this working: personally, the way I operate now is simple basically

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I think about this slide at least once a day. youtube.com/watch?v=fQvAw5…

tinyfish web agent just scored 90% on mind2web bench outperforming gemini by 21 points, openai by 29 and anthropic by 34 and we published every single run - all 300 tasks ran in parallel - in a public spreadsheet check out our runs, and try them yourself 👇