Alexander Bericos

"You partnered with Cerebras and Cerebras is the fastest provider obviously of inference out there. Amazing win I think for both bluntly."

"First one that came to mind was AMP. It's out of out of the folks at Source Graph. Their product has a great reputation of just being like, you know, punching way above its weight."

"I think like Claude has done well in terms of the packaging they've done like Claude for legal Claude for Excel."

"Even today, I literally just like quote tweeted a thing this morning about a launch from Warp. No particular affiliation, right? And there are a bunch of cool ideas in there about how they like framed up the way that their agent can work in the cloud at the same time as working locally."

"we don't have enough Jaguar I-PACE types and and and maps done"

"SpaceX I mean let's just go there it's you know I think it was 15 billion two year and 24 and 18 or 19 billion in 25 profitable nice growth at scale"

"Two products were released over the last two weeks. First was a product originally called Claudebot, but then after some yelling from Claude called Open Claw, which was a piece of software you could install on your computer that allowed you to build your own effectively an agent"

"And then last week the same guy introduced a product called Moltbook, which is basically think of it as a social network for those agents."

"so I ordered nine Royal Oak watches, one for each person on his team. The total was $441,000."

"other essentially Claude instances are fired up on a cron job, ingest that that content, put it into Claude and come up with a response that is just Claude talking to Claude"

"there's one site that was built last night which was a moltbook derivative and it was a joke, right? Uh but it's called rent a human.ai AI and it's pretty clever"

"one of the reasons I was slow to get online is I actually wanted to get a separate Mac Mini. I don't want to put it on my stuff"

"It's like as if lens were trained on Reddit. So now the agents are talking Reddit."

"Your job is the success of Codex. Actually our job is the distribution of intelligence"

"We created like I mean it's created as even a heavy word it was just we just established convention which is called agents.md this is basically a file that you can put instructions for the agent in."

"We have the massive distribution advantage with ChatGPT."

"With GPT 4.5 Codex that model is like significantly more efficient than prior models."

"Your job is the success of Codex. Actually our job is the distribution of intelligence."