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VOICE ARCHIVE

Gergely Orosz

@gergelyorosz
500 posts
2026-03-02
On one end, the Anthropic team is a massive user of AI to write code (80%+ of all code deployed is written by Claude Code). They ship amazingly fast. On the other hand, seeing these beyond terrible reliability numbers suggests there might be a downside to all this speed: [image]
2026-03-02 View on X
BleepingComputer

Anthropic says “a fix has been implemented” at 15:25 UTC after elevated errors on claude.ai, Claude Code, and some API methods starting at 11:49 UTC

Claude appears to be having a major outage right now, with elevated errors reported across all platforms.

2026-02-27
Hard to read too much into the massive (40%) Block layoffs in its rationale or not, because Jack Dorsey has always been very unpredictable on how he ran his companies. But it's true that in uncertain times, CEOs look for certainty, and someone acting confident is often copied.
2026-02-27 View on X
CNBC

Block says it is laying off 4,000+ of its 10,000+ employees, saying AI tools have changed “what it means to build and run a company”; XYZ jumps 15%+

Block said Thursday it's laying off more than 4,000 employees, or about half of its headcount.

Hard to read too much into the massive (40%) Block layoffs in its rationale or not, because Jack Dorsey has always been very unpredictable on how he ran his companies. But it's true that in uncertain times, CEOs look for certainty, and someone acting confident is often copied.
2026-02-27 View on X
Reuters

Block reports Q4 revenue up 4% YoY to $6.25B, gross profit up 24% to $2.87B, driven by a 33% surge in Cash App, and forecasts Q1 gross profit up 22% to $2.8B

Block (XYZ.N) on Thursday said it will cut over 4,000 jobs, nearly half its workforce, as part of an overhaul …

2026-02-26
Feels like Cloudflare also cannot resist the temptation of growth hacking. Their launch post states that vinext has been deployed to prod, and later in the post, they backpedal to admit it's not production-ready. Disappointingly disingenuous from Cloudflare [image]
2026-02-26 View on X
The Register

A Cloudflare engineer rebuilt Next.js from scratch in one week using AI, reimplementing 94% of its API and spending $1,100 on Claude tokens

Uses Vite and Claude to sidestep Vercel lock-in  —  A Cloudflare engineer says he has implemented 94 percent of the Next.js API by directing Anthropic's Claude …

I cannot stop thinking about the implications that Cloudflare / Vinext has on commercial open source, and in general, the cost of migrations, rewrites, and maintenance. One engineer, with AI, proved to be ~100x as efficient as before. This will have plenty of ripple effects
2026-02-26 View on X
The Register

A Cloudflare engineer rebuilt Next.js from scratch in one week using AI, reimplementing 94% of its API and spending $1,100 on Claude tokens

Uses Vite and Claude to sidestep Vercel lock-in  —  A Cloudflare engineer says he has implemented 94 percent of the Next.js API by directing Anthropic's Claude …

2026-02-24
2. The example of AI agents disrupting travel agents because AI agents can find cheaper travel deals than what travel agents offer. Also BS!! I worked at Skyscanner (massive airline + hotel + car rental aggregator.) Travel agents have the most of offering the cheapest tickets /
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

Eh. I just don't buy this because I actually understand specific examples all too well: 1. It paints a picture of DoorDash disrupted by vibe coded alternatives. Dude. DoorDash / Uber moat is NOT software!! It's real-world physical logistics. AI cannot disrupt DD... 2. (cont'd)
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

Eh. I just don't buy this because I actually understand specific examples all too well: 1. It paints a picture of DoorDash disrupted by vibe coded alternatives. Dude. DoorDash / Uber moat is NOT software!! It's real-world physical logistics. AI cannot disrupt DD... 2. (cont'd)
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

Anthropic scrapes copyrighted materials online; creates a model that they charge $$ for; doesn't compensate for use - apparently this is fair? Now Anthropic complains about other companies paying for model access, to create free models anyone can use - and this is not fair??
2026-02-24 View on X
Wall Street Journal

Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products

The allegations mirror those of OpenAI, which told House lawmakers that DeepSeek used ‘distillation’ to improve models

Anthropic scrapes copyrighted materials online; creates a model that they charge $$ for; doesn't compensate for use - apparently this is fair? Now Anthropic complains about other companies paying for model access, to create free models anyone can use - and this is not fair??
2026-02-24 View on X
Reuters

A Trump administration official says DeepSeek's new model, expected next week, was trained on Nvidia Blackwell chips, in a potential US export control violation

2. The example of AI agents disrupting travel agents because AI agents can find cheaper travel deals than what travel agents offer. Also BS!! I worked at Skyscanner (massive airline + hotel + car rental aggregator.) Travel agents have the most of offering the cheapest tickets /
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

So now the examples from two industries I know pretty well thanks to having worked there / been involved in them (travel agents + ridesharing/food delivery) read well but are just BS at the fundamental level... other parts I don't know well read well.... but what are the chances
2026-02-24 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues to be right …

So now the examples from two industries I know pretty well thanks to having worked there / been involved in them (travel agents + ridesharing/food delivery) read well but are just BS at the fundamental level... other parts I don't know well read well.... but what are the chances
2026-02-24 View on X
Wall Street Journal

Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post

The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI.  —  Software-makers AppLovin, CrowdStrike …

2026-02-23
Told the Antigravity team btw the problem is no transparent comms of who they banned, why, if banned users got notified (vs silent ban), what the appeals process is, if banned users got refunded. As a paying Antigravity user, you want to know you will not, one day, get silently
2026-02-23 View on X
Implicator.ai

Google Antigravity users say their paid Google AI accounts were banned after linking Gemini models via OpenClaw; Peter Steinberger says he may “remove support”

Google has restricted accounts of AI Ultra subscribers who accessed Gemini models through OpenClaw, a third-party OAuth client …

Anthropic scrapes copyrighted materials online; creates a model that they charge $$ for; doesn't compensate for use - apparently this is fair? Now Anthropic complains about other companies paying for model access, to create free models anyone can use - and this is not fair??
2026-02-23 View on X
Wall Street Journal

Anthropic says DeepSeek, MiniMax, and Moonshot violated its ToS by prompting Claude a combined 16M+ times and using distillation to train their own products

The allegations mirror those of OpenAI, which told House lawmakers that DeepSeek used ‘distillation’ to improve models

So now the examples from two industries I know pretty well thanks to having worked there / been involved in them (travel agents + ridesharing/food delivery) read well but are just BS at the fundamental level... other parts I don't know well read well.... but what are the chances
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

This is just SO typical Google Engineers inside the company get inconvenienced but something - eg a spike in usage So they just silently ban paying users, deserved or not No communicating with the or the source of the problem (eg OpenClaw) This is why Google is hard to trust
2026-02-23 View on X
Implicator.ai

Google Antigravity users say their paid Google AI accounts were banned after linking Gemini models via OpenClaw; Peter Steinberger says he may “remove support”

Google has restricted accounts of AI Ultra subscribers who accessed Gemini models through OpenClaw, a third-party OAuth client …

2. The example of AI agents disrupting travel agents because AI agents can find cheaper travel deals than what travel agents offer. Also BS!! I worked at Skyscanner (massive airline + hotel + car rental aggregator.) Travel agents have the most of offering the cheapest tickets /
2026-02-23 View on X
Citrini Research

Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays

A Thought Exercise in Financial History, from the Future  —  Preface  —  What if our AI bullishness continues …

Google truly hates paying customers fwiw, another exhibit of this Also see how out of all the major providers they were the only ones not even trying to reach out to OpenClaw (the source of the problem probably) Every paying user banned will now dislike Google / Antigravity
2026-02-23 View on X
Implicator.ai

Google Antigravity users say their paid Google AI accounts were banned after linking Gemini models via OpenClaw; Peter Steinberger says he may “remove support”

Google has restricted accounts of AI Ultra subscribers who accessed Gemini models through OpenClaw, a third-party OAuth client …

I've talked to the team and they tried to ban the biggest “abusers” of the service (in their view.) This ban is NOT for Google accounts “just” Antigravity usage! Confirmed with the team, until they post it in public
2026-02-23 View on X
Implicator.ai

Google Antigravity users say their paid Google AI accounts were banned after linking Gemini models via OpenClaw; Peter Steinberger says he may “remove support”

Google has restricted accounts of AI Ultra subscribers who accessed Gemini models through OpenClaw, a third-party OAuth client …