Learning what I do not know to learn there’s much more I do not know ⚒️ // VP AI @ TSX:CSU // Prev. @EY_Parthenon @Celestica_Inc @Cornell
Toronto, Ontario
Joined April 2009
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Not me slowly increasing my usage limit
THIS GUY BUILT A PHYSICAL DEVICE THAT SITS ON YOUR DESK AND SHOWS YOUR CLAUDE CODE USAGE LIMITS IN REAL TIME
it's called clawdmeter. it runs on a $32 waveshare ESP32 dev board with a 480x480 AMOLED display
instead of checking the claude code UI or guessing how much usage you have left, you can now just glance at your desk
at this point anthropic should just mail these to us for free
but i also don't need MORE claude usage anxiety
AND it's open source on github.
this situation says EVERYTHING about the current state of the product
the claude code accessory market is booming in real time
And the usage limits 😭😭😭 what happened to chain of thought
Ashley Chiu retweeted
Its annoying that my tireless team of little computer people made out of statistical models that predict words based on the corpus of all human language & thus are reasonable approximations of a compression of the knowledge of humanity take 15 minutes or so to complete some tasks
Ashley Chiu retweeted
The best robotics wedge nobody’s talking about:
Industry-specific form factor → teleop deployment → proprietary workflow data → agentic automation layer on top built into the systems of the end customer → full autonomy explodes margin over time
Lower COGs than general-purpose humanoids.
Real revenue on day one.
Switching costs before you’ve touched autonomy.
Distribution, cost structure, process power, counter-positioning and cornered resources are moats.
Robots aren’t exempt from this.
The key question becomes: which moats are truly durable and which moats erode over time (and how quickly). Based on this, why are the operational imperatives for a software business?
I’d phrase it differently: pure software with no distribution edge is dying.
That’s why mixing services+own IP works so well: services give you distribution and insight, product captures repeatable value.
If you’re building ‘just another SaaS’, you better have a tornado behind you or a wedge into a messy enterprise reality.
Question: what is your non-copyable advantage when everyone can ship features in a weekend?
Is it too late to ask for a Christmas present? @RalphLauren
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Remember when everyone was using iTunes/Apple Music because it was auto downloaded on most @apple devices? Ya me neither - imo - losing the battle to Spotify despite ecosystem entrenchment 😮💨🎶🎧
Ashley Chiu retweeted
The new quarterly VC numbers are out, and, still no sign of the collapse of Silicon Valley, or of the fast rise of alternative cities. The Valley is at 30% of all VC, Miami had a good quarter (but is still at 3.5%), Austin is at 1%. The big story is still LA, beating Boston again
