You will love the new Roadster more than your house

OMG the Tesla Roadster just flew in the air!

I have an idea for an event: let's bring tons of watermelon and talk AI. anyone in SF have an office or space to host it? would love to help organise 🍉

How long did it take to go from 2% to 50% adoption in the USA: - Cars: 15 years - Internet: 7.5 years - Computer: 19 years - Smartphone: 6.5 years - AI: just reached 2% today

‼️The Bitter Lesson for context management: Giving LMs unrestricted control over their context beats human-designed SOTA! Introducing 🩵Context Language Models (CLMs)🩵 - Natively manage their own context - Treat context as a file - Learn policies in CLM weights, no harness

AI is making papers cheaper to produce. ICLR submissions: 4,938 (2023), 7,262 (2024), 11,603 (2025), 19,525 (2026). Reported 2027 IDs exceed 62K, above roughly 56K paper submissions in all previous years COMBINED. Can reviewers keep up? (1/6)🧵

We are terminating Chris Degnan for unethical conduct involving Cognition. The last few months have seen incredible progress in AI capabilities. San Francisco has flourished as new companies that solve new, more ambitious problems are finding great success. Generally, it is a wonderful time to be building. We at @FactoryAI have seen overwhelming interest in our model-agnostic coding agents and our software factory product. Our team has 10x’d in size, while our revenue has 100x’d year over year. This momentum has been unprecedented. A much larger competitor, Cognition (makers of Devin) has fallen behind us on the capabilities that matter most to customers: cost, quality, and security. Instead of competing in the market, Cognition engineers feigned interviews with us to pry information about our product. Not finding what they were looking for, Cognition has decided to throw their weight and money at people with direct knowledge of our most confidential plans. It feels as though ethics is being thrown out of the window in the AI era. People are willing to do anything, including exploiting privileged information and violating ethical boundaries. I think this is unique to our time, and I don’t think it’s right. Integrity still matters. Yesterday, I made the decision to immediately terminate Christopher Degnan’s roles as a Board Observer and Advisor to Factory, after over a year of service. Prior to this decision, Chris told me he had a casual conversation with an executive at Cognition AI. When I questioned his intentions, he reassured me that ethics aside, he had “made too much money” and was “too lazy to go work for Cognition,” which I trusted and believed. On Monday, Chris spent time advising the Factory team on a handful of confidential board-level matters. That evening, he called me to say that the conversation that was initially described as casual and one-off was actually formal and recurring. For weeks, while he sat in our board meetings and advised our leadership team, he was also confiding with executives of our largest competitor. Chris was subject to confidentiality obligations in connection with his work with Factory. We do not know the extent of the information he shared, but it puts his timely questions about our product roadmap and what the parity gap involves into a new light. It is sad to sever a relationship with someone who has been a trusted advisor - and even a close friend - for over a year. But Chris’s conduct is unacceptable to me. Trust in Board Membership is one of the sacred bonds in the Silicon Valley, one that helps the startup ecosystem thrive. With it comes an enormous responsibility. That trust was violated. Competition is good. I respect and in many cases admire our competitors. San Francisco is a beautiful, singular place where the bold and ambitious go to defy the norms and precedents of the past. But certain principles that must remain. Violating ethics to seek advantage turns what should be positive-sum into zero-sum. We all love technology. And we all love to compete. But we must hold ourselves to a higher standard. The future of software engineering comes with abundance that will impact every person on Earth. Building that future comes with immense responsibility. We must build and compete with integrity.