Thread by @johnrushx

The Tech Drama recap for July:

[windsurf, soham, google, openai, devin, agi, cluely, truely, amazon, elon, nikita, ilya, sam, satya, ai browsers, grok4, jeff bezos, roy]

(you can thank me later, for saving you weeks of doomscrolling)

1. One dude cemented his spot as the idol of a new era next to Hawk Tuah, "cheat on everything guy", "$20M ARR in 7 hours bro" & bonny blue.

He worked (pretended to work) at 15 YC-backed startups at once. When caught, claiming it was to make ends meet. Maybe he has 500 kids or India is costlier than we thought

2. Drama of the year:
> OpenAI acquires WIndsurf for $3B
> Satya Nutella (the real openai boss) kills the deal to save VS code+Copilot
> Google hires windsurf founders for $2.4B
> Devin hires the remaining 250 devs into the Pied Piper office to replace their AI developers

3. Bigger LLM Won't lead to AGI
- AGI needs memory & reasoning
- LLMs imitate reasoning without true world understanding
- Unreliable tool calling
- Fixed context window size
- Feed-forward nature(can't go back and edit it's tokens)
- probability pattern instead of understanding

4. In June, everyone pivoted into AI coding tools; by July, the trend shifted to AI browsers.

Perplexity, OpenAI, Anthropic(soon)..

After "RIP Google" phase, everyone thinks they can end up winning this whole race cuz they own the biggest browser, search, model, apps & compute.

5. Roy dropped out of Columbia to build Cluely (an ai tool that helps you cheat on everything).

A week ago, someone built a tool called Truely - an open source tool that monitors your call to spot the cheaters on the other side.

We're entering the virus-antivirus stage of ai.

6. Tech salaries have gone crazy as Zuck hired people on $100M a year payroll, google hired windsurf founders for $2.4B.

the new normal:

7. Silicon Valley is turning into wild west:
- a16z funds startup "Cluely" for AI cheating tools
- Soham releases "Cheating Daddy," a Cluely clone
- YC startup steals & relicenses it, claiming "built in 4 days..."

8. Ilya Sutskever is a solopreneur now.

He is the CEO, CTO, and CSO of SSI.

He runs $32B AI start-up that has no product & no revenue.

I bet he has built an AGI that replaced all his employees.

9. Here is why Zuck is paying $100M per researcher. Genius.

10. Grok 4 is the smartest AI ever launched...until the next AI model says the same. But anyways, Elon entered the game so late and fast-tracked to the top.

I wish there was "make a viral tweet" or "make me laugh" benchmark. Cuz all AI model suck as fk at it.

also LOL 😄 :

11. SpaceX invests $2B into XAI.
Basically Elon transferring money from his left pocket to his right pocket.

12. While Jeff Bezos is enjoying life with his new wife, Amazon is failing absolutely everything:
> their AI model sucks
> their AI IDE sucks
> Alexa sucks
> Alexa's web launch is delayed

13. The unemployment rate for recent college graduates has jumped as companies try to replace entry-level workers with artificial intelligence*

*H-1B Indians

14. Jaguar pulled off the best rebranding in history.

An inspiring story of being bold & creative in your marketing.

15. Amazon arranged a call with a startup called BrowserBase pitching in a partnership call, in fact trying to spy.

Today they are announcing a direct competitor.

16. The bar for startup videos has gone crazy high,

how the fk they make these vids? Looks like a clip from a Guy Ritchie or Quentin Tarantino movie.

17. Elon hired Nikita Bier as the Head of Product,
then Elon fired the CEO of X.

Nothing has improved
> my DMs are still 99.99999999999% spam
> my feed is dominated by the "current thing" every day
> AI replies are eating the internet

18. This guy reveals a hidden system discrediting individuals by manipulating signals, affecting over 7,000 lives & causing 12 deaths.

Idk what to say, is that AI? drugs? or true?

19. B T C hit an all-time high last week: $123k. I remember 5 years ago, people thought $200k price was a joke.

Just like all of you, I buy crypt0 when it's high and sell when low.

So instead of buying it for 72k a few months ago, I'm buying at 120k, to sell for 80k later.

20. That's it.

Besides being an X addict, I'm also building these startups:
↳ unicornplatform.com website and directory builder
↳ listingbott.com finds all relevant web directories and lists you there
↳ seobotai.com AI Blog generator for SEO
↳ tinyadz.com b2b ad network for tech products & services
↳ More about me: johnrush.me
My newsletter: johnrushx.substack.com