Aakash Gupta Profile picture
Aug 16, 2023 22 tweets 7 min read Read on X
𝕏 moves at the speed of light

In just the last 7 days 🤯:

New Logo
No Follower Ads
Prof G Censored
CEO's 1st Interview
LinkedIn Competitor
Subscriber-Only Replies
Option to Hide Checkmark
Zuck's App Now 1/10th DAU
15→5M Impressions for Rev Share

Here's what you need to know:
1. New Logo

𝕏 continues its ongoing rebrand with an edgier, harsher look for its new icon: Image
Elon said the "cracks and scratches" better represent the product he loves:
2. Removed Follower Ad Type

𝕏 is shutting down an ad revenue line that was generating, $100M in revenue a year:

Ads that were going after the follower objective.

Video: @axios
@axios That means of those ads that looked like this: Image
3. Prof G Censored

The controversial creator @profgalloway has been locked out of the site for 2 weeks.

Here's a screenshot from his threads account: Image
Although it happened weeks ago, It was made public & corroborated by @edels0n today

Apparently Galloway doesn't want to be off the platform that he's cultivated 563K followers on. He's locked out.

This is a surprising twist for a platform that let Kanye West & Andrew Tate back.
Image
Image
@edels0n It's not impossible to believe.

@profgalloway also doesn't show up in search.

In a similar circumstance of 𝕏 exercising its power, 2 weeks ago @music lost its handle. Image
4. CEO's 1st Big Interview

After 8 weeks on the job, Linda Yaccarino had her first big interview. It had some news bombs.

First, Cash flow is “pretty close to break even”, thanks to incredible cost discipline (layoffs)

Video: @CNBCTechCheck
Second, Video calls are coming.

Soon you'll be able to make video chat calls on the platform without giving out your phone number to anyone.

Video: @SquawkStreet
PSST... If you're enjoying this, you'll LOVE my breakdown of the Twitter algorithm:

news.aakashg.com/p/the-real-twi…
5. LinkedIn Competitor

First @oshea posted that "LinkedIn has reached peak cringe. Help us build something better @x" Image
Then it got better when Elon chimed in and said they need to hustle to build get their recruiting product available at scale:

(LinkedIn's largest revenue line is recruiters)
6. Subscriber-only replies

𝕏 has quietly released a brand new post type.

You can now post to everyone, but only subscribers can reply. Image
This is a really interesting feature because:

1. The Algorithm boosts replies (13.5x & 75x)
2. Ads shown in replies are what drive ad rev share

But for creators who want to control the discourse, they can. Image
7. Option to Hide Blue Checkmark

Xblue subscribers can now hide the fact that they are paying users if they would like.

Video: @TechCrunch
The option shows up in the Profile Customization section of Account Settings. Image
8. Zuck's App down to 1/10th DAU

The other app that shall not be named has seens its Android DAU drop from a peak of 50M to 10M.

This is less than 1/10th 𝕏's 110M Android DAU. Image
@Similarweb However, not everything is rosy for 𝕏's growth.

It's ranking on the app store charts have fallen precipitously since the rebrand.

"Twitter" had enormous brand value. Image
@Similarweb 9. 15 → 5M impressions for rev share

The biggest product feature launch since Elon's tenure is undoubtedly creator revenue sharing.

And in addition to a second round of checks, the Twitter team also is reducing the barrier to join the program from 15M impressions to 5M. Image
That's a lot less than the 15M over three months or 5M per month over the last 3 months that were the prior requirements.

In addition, the monetization threshold was lowered from $50 to $10.

This effectively makes premium free for accounts with >5M views.

Video: @mashable
Bonus: If you like following 𝕏 news, a really cool new Twitter account started.

It tracks code changes in Twitter for you - even for non-public commits: @xUpdatesRadar

(No affiliation)

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More from @aakashgupta

Mar 20
Evals are the new PRD.

The companies building AI products that actually work are running 12.8 eval experiments per day. Here is the playbook with @ankrgyl, Founder and CEO of @braintrust ($800M valuation, behind Vercel, Replit, Ramp, Zapier, Notion, Airtable):

⏱ 1:43 Why vibe checks stop scaling
⏱ 6:35 Evals are the new PRD
⏱ 8:45 The Claude Code evals controversy
⏱ 18:48 Building an eval live from zero
⏱ 29:51 Connecting Linear MCP and iterating
⏱ 39:12 Why you need evals that fail
⏱ 43:36 Offline vs online evals
⏱ 47:40 Three mistakes killing eval culture

The core framework: every eval is exactly three things. A set of inputs your product needs to handle. A task that takes those inputs and generates outputs. A scoring function that produces a number between 0 and 1.

We built one from scratch on camera. Score went from 0 to 0.75 in under 20 minutes.
@ankrgyl @braintrust YouTube:

@ankrgyl @braintrust Spotify:

open.spotify.com/episode/6AK7zQ…
Read 4 tweets
Mar 20
Cursor is raising at a $50 billion valuation on the claim that its “in-house models generate more code than almost any other LLMs in the world.” Less than 24 hours after launching Composer 2, a developer found the model ID in the API response: kimi-k2p5-rl-0317-s515-fast.

That’s Moonshot AI’s Kimi K2.5 with reinforcement learning appended. A developer named Fynn was testing Cursor’s OpenAI-compatible base URL when the identifier leaked through the response headers. Moonshot’s head of pretraining, Yulun Du, confirmed on X that the tokenizer is identical to Kimi’s and questioned Cursor’s license compliance. Two other Moonshot employees posted confirmations. All three posts have since been deleted.

This is the second time. When Cursor launched Composer 1 in October 2025, users across multiple countries reported the model spontaneously switching its inner monologue to Chinese mid-session. Kenneth Auchenberg, a partner at Alley Corp, posted a screenshot calling it a smoking gun. KR-Asia and 36Kr confirmed both Cursor and Windsurf were running fine-tuned Chinese open-weight models underneath. Cursor never disclosed what Composer 1 was built on. They shipped Composer 1.5 in February and moved on.

The pattern: take a Chinese open-weight model, run RL on coding tasks, ship it as a proprietary breakthrough, publish a cost-performance chart comparing yourself against Opus 4.6 and GPT-5.4 without disclosing that your base model was free, then raise another round.

That chart from the Composer 2 announcement deserves its own paragraph. Cursor plotted Composer 2 against frontier models on a price-vs-quality axis to argue they’d hit a superior tradeoff. What the chart doesn’t show is that Anthropic and OpenAI trained their models from scratch. Cursor took an open-weight model that Moonshot spent hundreds of millions developing, ran RL on top, and presented the output as evidence of in-house research. That’s margin arbitrage on someone else’s R&D dressed up as a benchmark slide.

The license makes this more than an attribution oversight. Kimi K2.5 ships under a Modified MIT License with one clause designed for exactly this scenario: if your product exceeds $20 million in monthly revenue, you must prominently display “Kimi K2.5” on the user interface. Cursor’s ARR crossed $2 billion in February. That’s roughly $167 million per month, 8x the threshold. The clause covers derivative works explicitly.

Cursor is valued at $29.3 billion and raising at $50 billion. Moonshot’s last reported valuation was $4.3 billion. The company worth 12x more took the smaller company’s model and shipped it as proprietary technology to justify a valuation built on the frontier lab narrative.

Three Composer releases in five months. Composer 1 caught speaking Chinese. Composer 2 caught with a Kimi model ID in the API. A P0 incident this year. And a benchmark chart that compares an RL fine-tune against models requiring billions in training compute without disclosing the base was free.

The question for investors in the $50 billion round: what exactly are you buying? A VS Code fork with strong distribution, or a frontier research lab? The model ID in the API answers that.

If Moonshot doesn’t enforce this license against a company generating $2 billion annually from a derivative of their model, the attribution clause becomes decoration for every future open-weight release. Every AI lab watching this is running the same math: why open-source your model if companies with better distribution can strip attribution, call it proprietary, and raise at 12x your valuation?

kimi-k2p5-rl-0317-s515-fast is the most expensive model ID leak in the history of AI licensing.
Mandatory “find me on substack”

aibyaakash.com
“Babe, the man behind the first one man one billion dollar company reposted your tweet” 😲 Image
Read 5 tweets
Jan 28
If I were to learn PM again, I would start here.

15 steps to a PM job paying $200K+: Image
1. Understand the PM role

Start with how to break in: news.aakashg.com/p/how-to-break…

Watch Marty Cagan: open.spotify.com/episode/6KcmM7…
2. Learn PM fundamentals

Master PRDs: news.aakashg.com/p/product-requ…

Watch Dan Olsen: youtube.com/watch?v=sl7r3w…
Read 17 tweets
Nov 8, 2025
Senior AI PMs make $306K (US). Big tech pays $550K+

I analyzed 250 AI PM job postings.

Here's what hiring managers want: Image
1. AI Product Strategy & Lifecycle (94%)

Define product vision, strategy & roadmap for AI/ML features from 0→1 through scale:

• Quality Envelopes → Define accuracy thresholds
• Cascade Architecture → Right-size models
• SUQS Framework → Track success pillars
• Evals-First → Define success first
🔗 AI Product Strategy → news.aakashg.com/p/ai-product-s…
🔗 AI Prototype to Production → news.aakashg.com/p/ai-prototype…
🔗 AI Roadmaps → news.aakashg.com/p/ai-roadmap
🔗 AI Product Sense → news.aakashg.com/p/ai-product-s…
🔗 How to Build AI → news.aakashg.com/p/how-to-build…
Read 9 tweets
Oct 29, 2025
DUOLINGO COULDN'T TEACH ME HEBREW IN 2 YEARS

ChatGPT did it in just 3 months.

Here's the exact 8 Prompts I used:
1. Adaptive Daily Lesson Builder

"You're my personal Hebrew tutor. Build me a 20-minute lesson for today based on my current level [beginner/intermediate/advanced]. Include: 10 new vocabulary words with context, 1 key grammar concept with 3 examples, and 5 practice sentences I should translate. End with tomorrow's preview."
2. Real Conversation Partner

"Let's have a 10-minute conversation in Hebrew about [topic: weekend plans/work/hobbies]. Start each response in Hebrew, then add English corrections below using this format: '❌ You said X → ✅ Say Y (because Z)'. Adjust your Hebrew complexity to match my responses."
Read 9 tweets
Oct 26, 2025
In product management, not everything is straight forward maths, or solvable by AI.

Yet, some PMs still make better decisions most of the time.

How?

That's product sense: Image
"The ability to find the right solution for the user and business, despite limited and ambiguous information."

I love this definition from @Sid Arora.
You start with the PM process:

1. Take a vague & ambiguous problem statement
2. Create, or clarify the overall goal
3. Identify all users in ecosystem
4. Pick 1-2 users
5. Identify major problems of the user
6. Select the problems to solve
7. Brainstorm for solutions
8. Select the highest ROI solution
9. Build and deploy the solution
10. Measure success / collect feedback
Read 12 tweets

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