[meta]

phase=stage2_finalize

tweets=120



[prompt]

你是“X资讯月报总编”。请基于阶段1草案，输出最终可渲染 JSON（阶段2定稿）。

要求：
1) 只输出 JSON 对象，不要 markdown，不要解释文字。
2) 必须严格使用最终字段：
{
  "themes":[{"id":"t1","title":"...","subtitle":"...","bullets":["..."],"samples":[{"text":"...","url":"...","handle":"...","date":"..."}]}],
  "p0_events":[{"id":"p01","title":"...","meta":"...","summary":"...","url":"..."}],
  "top_quotes":[{"id":"q1","quote":"...","speaker":"...","date":"...","note":"...","url":"..."}],
  "category_updates":[{"id":"c1","title":"...","subtitle":"...","level":"P0|P1|P2|WARN","items":[{"text":"...","url":"..."}]}],
  "risk_signals":[{"id":"r1","level":"HIGH|MID|OPP","title":"...","detail":"..."}]
}
3) 保证 JSON 合法（双引号、无尾逗号）。
4) 引用 URL 时，优先从“推文索引”中取值；samples/items 尽量带 url。
5) 数量限制：themes=3, p0_events<=6, top_quotes<=3, category_updates<=6, risk_signals<=6。

阶段1草案（JSON）：
{"themes": [{"id": "t1", "title": "Sam Altman：重新思考操作系统和UI设计", "subtitle": " Altman暗示AI将改变人机交互范式", "bullets": ["微软仍是主要云伙伴，但OpenAI产品将可在所有云上使用", "认为现在是认真重新思考操作系统和用户界面设计的好时机", "提出应有一个人类和AI代理都能使用的协议"], "sample_urls": ["https://x.com/sama/status/2048428561481265539", "https://x.com/sama/status/2048755148361707946"]}, {"id": "t2", "title": "AI-native工程团队的工作方式演进", "subtitle": "Andrew Ng深度分析AI编程带来的变化", "bullets": ["AI-native团队使用编码代理构建产品速度更快", "不仅改变开发速度，还改变了团队运营方式", "高质量工程师角色转变为更多监督和审查"], "sample_urls": ["https://x.com/AndrewYNg/status/2048793852702757151"]}, {"id": "t3", "title": "宏观叙事：美股估值与央行政策", "subtitle": "Charlie Bilello警示市场信号", "bullets": ["S&P 500的CAPE比率升至41，创2000年以来最高，超过99%历史估值", "美联储扩张资产负债表（QE），但市场仍创新高", "2026年跟随2025剧本，交易员对极端言论免疫，更自信抄底"], "sample_urls": ["https://x.com/charliebilello/status/2048753179471323584", "https://x.com/charliebilello/status/2048761760971096534"]}], "p0_events": [{"id": "p01", "title": "OpenAI与微软更新合作", "meta": "2026-04-27 | @sama", "summary": "微软仍为主要云伙伴，OpenAI产品可跨所有云使用，合作延续至2032年", "url": "https://x.com/sama/status/2048755148361707946"}, {"id": "p02", "title": "AI-native软件工程团队运作差异", "meta": "2026-04-27 | @AndrewYNg", "summary": "AI团队使用编码代理构建产品更快，运营方式发生根本变化", "url": "https://x.com/AndrewYNg/status/2048793852702757151"}, {"id": "p03", "title": "S&P 500 CAPE比率创2000年来新高", "meta": "2026-04-27 | @charliebilello", "summary": "估值达41，超过99%历史水平，央行QE持续但市场无视风险", "url": "https://x.com/charliebilello/status/2048753179471323584"}, {"id": "p04", "title": "GPT-5.5成为Perplexity默认编排模型", "meta": "2026-04-24 | @AravSrinivas", "summary": "用户消耗更少算力 credits，可运行更多任务", "url": "https://x.com/AravSrinivas/status/2047788775468908840"}, {"id": "p05", "title": "Paul Graham：初创公司不必担心被模型公司吞噬", "meta": "2026-04-27 | @paulg", "summary": "担心被模型公司吃掉就像担心成为明星后生活受限", "url": "https://x.com/paulg/status/2048677984106664227"}, {"id": "p06", "title": "Marc Andreessen：软件即提示", "meta": "2026-04-27 | @pmarca", "summary": "软件只是下一个版本软件的提示", "url": "https://x.com/pmarca/status/2048573035616375134"}], "top_quotes": [{"id": "q1", "quote": "feels like a good time to seriously rethink how operating systems and user interfaces are designed", "speaker": "Sam Altman", "date": "2026-04-26", "note": "暗示AI将重塑人机交互范式", "url": "https://x.com/sama/status/2048428561481265539"}, {"id": "q2", "quote": "When one thing becomes abundant and cheap, another thing becomes scarce and valuable.", "speaker": "Marc Andreessen", "date": "2026-04-27", "note": "一句话道出AI时代的价值转移逻辑", "url": "https://x.com/pmarca/status/2048624098398650608"}, {"id": "q3", "quote": "Worrying that your startup will be eaten by the model companies is like worrying that your life will be constrained after you become a movie star. You're far more likely simply to fail.", "speaker": "Paul Graham", "date": "2026-04-27", "note": "对AI焦虑的经典回应", "url": "https://x.com/paulg/status/2048677984106664227"}], "category_updates": [{"id": "c1", "title": "AI模型进展", "subtitle": "行业持续快速迭代", "level": "P0", "item_urls": ["https://x.com/sama/status/2048554097985593849", "https://x.com/AravSrinivas/status/2047753276888854595"], "item_texts": ["GPT-5.5发布反响热烈", "Perplexity默认模型切换至GPT-5.5"]}, {"id": "c2", "title": "AI编程工具", "subtitle": "编码代理实战表现", "level": "P0", "item_urls": ["https://x.com/sama/status/2048165186482389253", "https://x.com/sama/status/2047386955550470245"], "item_texts": ["Codex在企业内部部署效果显著", "研究人员让GPT-5.5独立运行实验"]}, {"id": "c3", "title": "宏观市场", "subtitle": "美股风险信号积累", "level": "P1", "item_urls": ["https://x.com/charliebilello/status/2048753179471323584", "https://x.com/charliebilello/status/2048406550897729561"], "item_texts": ["CAPE估值创25年新高", "通胀持续高于美联储目标61个月"]}, {"id": "c4", "title": "AI安全与批评", "subtitle": "GaryMarcus持续警示", "level": "P2", "item_urls": ["https://x.com/GaryMarcus/status/2048757233174122827", "https://x.com/GaryMarcus/status/2048593283639894520"], "item_texts": ["AI代理是过早技术，推广太快", "vibe coding一代不懂备份"]}, {"id": "c5", "title": "VC视角", "subtitle": "行业方向判断", "level": "P1", "item_urls": ["https://x.com/paulg/status/2048677984106664227", "https://x.com/pmarca/status/2048624098398650608"], "item_texts": ["Paul Graham淡化AI焦虑", "Marc Andreessen谈资源稀缺性"]}, {"id": "c6", "title": "华语圈", "subtitle": "待采集", "level": "P2", "item_urls": [], "item_texts": ["中文账号需X API获取，暂无可用数据"]}], "risk_signals": [{"id": "r1", "level": "HIGH", "title": "美股估值极端化", "detail": "CAPE比率41创25年新高，超过99%历史水平，但美联储仍在QE，市场过于乐观"}, {"id": "r2", "level": "MID", "title": "AI代理安全隐患", "detail": "GaryMarcus指出vibe-coded AI代理频繁造成数据丢失，用户缺乏必要的技术经验"}, {"id": "r3", "level": "OPP", "title": "AI编程效率提升显著", "detail": "研究人员可让GPT-5.5独立运行实验vernight，构建效率大幅提升，验证了Andrew Ng的观点"}]}

推文索引（按 url 可回填 handle/date/text）：
[{"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T16:54:21+00:00", "title": "Calling him “Scam” Altman is accurate. \n\nThis is very much worth reading.", "url": "https://x.com/elonmusk/status/2048807976991850953"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T16:39:59+00:00", "title": "RT by @elonmusk: Sam Altman cannot be trusted.\n\n• The OpenAI board fired him because he was not always honest with them. They said he should not control powerful AI.\n\n• A major report talked to over 100 people and saw secret papers. It says he has almost a sociopathic lack of con", "url": "https://x.com/elonmusk/status/2048804363595059425"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T16:31:33+00:00", "title": "Exactly", "url": "https://x.com/elonmusk/status/2048802239272169582"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T16:30:27+00:00", "title": "Pinned: Scam Altman and Greg Stockman stole a charity. Full stop. \n\nGreg got tens of billions of stock for himself and Scam got dozens of OpenAI side deals with a piece of the action for himself, Y Combinator style. After this lawsuit, Scam will also be awarded tens of billions i", "url": "https://x.com/elonmusk/status/2048801964457140540"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T16:21:30+00:00", "title": "Scam Altman", "url": "https://x.com/elonmusk/status/2048799712375902624"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-27T16:21:01+00:00", "title": "Americans spent over $109 billion on lottery tickets last year, which is more than they spent on movies, books, concerts and sports tickets - combined.", "url": "https://x.com/charliebilello/status/2048799590044852390"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-27T16:13:00+00:00", "title": "Imagine when you can take these on Uber (or own one), what it will do to real estate values?!? 🤯 \n\nFrom hill country ranches to Austin in ten minutes?! \n\nIf you could buy one for $2m, or lease for $5k a month, and commute into a city from the burbs?!? Wild. https://x.com/shaig/st", "url": "https://x.com/jason/status/2048797572014207114"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-27T16:10:40+00:00", "title": "10 minutes from manhattan to jfk is a game changer… \n\n… but the 5 minutes from my loft in Chelsea to Breezy Point in 7 minutes during the 90s would have been insane! \n\nImagine when you can take these on Uber (or own one), what it will do to real estate values?!? 🤯  https://x.com/", "url": "https://x.com/jason/status/2048796982227972344"}, {"handle": "AndrewYNg", "name": "Andrew Ng", "published_at": "2026-04-27T15:58:13+00:00", "title": "AI-native software engineering teams operate very differently than traditional teams. The obvious difference is that AI-native teams use coding agents to build products much faster, but this leads to many other changes in how we operate. For example, some great engineers now play", "url": "https://x.com/AndrewYNg/status/2048793852702757151"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T15:56:52+00:00", "title": "RT by @elonmusk: From space to your phone, Starlink Mobile is now available to deliver data, voice, video, and messaging to @docomo customers in Japan 🛰️❤️📱", "url": "https://x.com/elonmusk/status/2048793511701717143"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-27T15:56:20+00:00", "title": "RT by @Jason: update! the @twistartups AI sidebar is going well\n\nThe goal: a live AI sidebar with 4 personas watching the pod in real time\n\nProgress update: \n✅ Side bar (Chrome extension works with any website)\n✅ Two characters: comedian fox + troll alien\n✅ Ability to adjust freq", "url": "https://x.com/jason/status/2048793378511536538"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T15:50:31+00:00", "title": "If a major car company had AI fan boys and released a car with loose lug nuts and the wheels came off, after hyping it as the greatest thing ever, and a bunch of people died, those fan boys would say “y’all shoulda known”.", "url": "https://x.com/GaryMarcus/status/2048791912149295182"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T15:33:34+00:00", "title": "R to @GaryMarcus: that said, another tweet by the same user does correctly assess what’s wrong with most user’s model of what LLMs say.", "url": "https://x.com/GaryMarcus/status/2048787646206677207"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T15:31:37+00:00", "title": "This is totally wrong.\n\nBlaming the user is missing the point that (a) coding agents have been overhyped and (b) can’t reliably obey the rules given to them in system prompts and other guardrails.", "url": "https://x.com/GaryMarcus/status/2048787157536653627"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T15:26:33+00:00", "title": "RT by @elonmusk: .@shaunmmaguire says Elon Musk’s X acquisition was in service of civilizational-scale missions.\n\n\"I truly believe, like in my soul, that he is trying to help humanity.\"\n\n\"He has these goals. Like back up the biosphere by making us a multi-planetary species or ush", "url": "https://x.com/elonmusk/status/2048785882950549854"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T15:15:09+00:00", "title": "If extremely violent criminals are not imprisoned, eventually they will murder innocent people", "url": "https://x.com/elonmusk/status/2048783014075777369"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-27T15:03:32+00:00", "title": "Best accounts for following Austin air quality? @grok", "url": "https://x.com/jason/status/2048780089295302690"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T14:53:45+00:00", "title": "Excellent point", "url": "https://x.com/elonmusk/status/2048777628019032335"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T14:27:36+00:00", "title": "yep, that’s what I do. \n\nI am increasingly concerned that people in China are soaking up my wisdom, while a lot of people in the US try to dismiss me.\n\ni don’t think that is going to end well.", "url": "https://x.com/GaryMarcus/status/2048771044987777428"}, {"handle": "HarryStebbings", "name": "Harry Stebbings", "published_at": "2026-04-27T14:02:33+00:00", "title": "R to @HarryStebbings: Spotify  https://open.spotify.com/episode/5KPihKzCMKY2DnPeuSxXZ5\nApple Podcasts  https://podcasts.apple.com/us/podcast/20vc-applovin-%24160bn-market-cap-%245-48bn-revenue-%2410m/id958230465?i=1000763769440\nYoutube  https://youtu.be/dlPCz8Jwypw", "url": "https://x.com/HarryStebbings/status/2048764743205134644"}, {"handle": "HarryStebbings", "name": "Harry Stebbings", "published_at": "2026-04-27T14:02:33+00:00", "title": "Adam Foroughi is by far one of the best CEOs I have ever interviewed.\n\nCandidly he is insanely stern and cold but also obsessive, focused and utterly brilliant.\n\nWith Adam there is zero fluff, like none. He says what he means and means what he says.\n\nApplovin does $10M EBITDA per", "url": "https://x.com/HarryStebbings/status/2048764741435179442"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-27T13:50:42+00:00", "title": "2026 is following the same playbook as 2025. Only difference is traders have become much more immune to extreme rhetoric and have been more confident in buying the dip, sending the stock market quickly back to new all-time highs. $SPX\n\nVideo: https://www.youtube.com/watch?v=p5e0T", "url": "https://x.com/charliebilello/status/2048761760971096534"}, {"handle": "JeffDean", "name": "Jeff Dean", "published_at": "2026-04-27T13:40:08+00:00", "title": "The video of my conversation with Amin Vahdat, @gilbert, and @djrosent at Cloud Next last week is now up. \n\nhttps://youtu.be/BpnJYJmbXcM?si=vUY3hI_aDX8K6gco\n\nThanks for a great conversation!", "url": "https://x.com/JeffDean/status/2048759102390899142"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T13:32:43+00:00", "title": "⚠️ AI agents are wildly premature technology that is being rolled out way too fast. The deepest lesson about the vibe coded AI agent disaster story that is running around is NOT about losing your data. ⚠️\n\n𝗜𝘁’𝘀 𝗮𝗯𝗼𝘂𝘁 𝗔𝗜 𝘀𝗮𝗳𝗲𝘁𝘆. \n\nThe user wasn’t (totally) naive. He thought system", "url": "https://x.com/GaryMarcus/status/2048757233174122827"}, {"handle": "HarryStebbings", "name": "Harry Stebbings", "published_at": "2026-04-27T13:30:16+00:00", "title": "Two areas I would love to invest that are non-technical: \n\n1. Egg freezing clinics. In 10 years, strongly believe every 21 year old will freeze their eggs and it becomes the norm. \n\nAmazing business. Insane retention numbers. Super high margin. \n\n2. AI re-skilling facilities. Go ", "url": "https://x.com/HarryStebbings/status/2048756619622707452"}, {"handle": "soumithchintala", "name": "Soumith Chintala", "published_at": "2026-04-27T13:29:14+00:00", "title": "This is kinda interesting.\n\nAnthro probably needs to scale up Account Support via Claude or via humans (traditional account managers). Would be funny if they chose humans.\n\nAlternatively, more and more companies can probably go multi-AI with open harnesses. \n\nSimilar problems to ", "url": "https://x.com/soumithchintala/status/2048756358820827564"}, {"handle": "sama", "name": "Sam Altman", "published_at": "2026-04-27T13:24:26+00:00", "title": "we have updated our partnership with microsoft.\n\nmicrosoft will remain our primary cloud partner, but we are now able to make our products and services available across all clouds.\n\nwill continue to provide them with models and products until 2032, and a revenue share through 203", "url": "https://x.com/sama/status/2048755148361707946"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-27T13:16:36+00:00", "title": "The S&P 500's CAPE Ratio has moved up to 41, its highest level since 2000 and now above 99% of historical valuations. $SPX\n\nVideo: https://www.youtube.com/watch?v=p5e0ThPjIAg&t=36s", "url": "https://x.com/charliebilello/status/2048753179471323584"}, {"handle": "sama", "name": "Sam Altman", "published_at": "2026-04-27T13:09:30+00:00", "title": "this is so good:\n\nhttps://paulgraham.com/kids.html", "url": "https://x.com/sama/status/2048751392031203544"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-27T13:08:19+00:00", "title": "With 28% of companies reported, S&P 500 1st quarter earnings are up 15% over the prior year, the 13th consecutive quarter of positive YoY growth. $SPX\n\nVideo: https://www.youtube.com/watch?v=p5e0ThPjIAg&t=973s", "url": "https://x.com/charliebilello/status/2048751094671585397"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-27T12:53:00+00:00", "title": "RT by @charliebilello: Wondering which month is the best time to start investing?\nThe right answer is any month. Just start!", "url": "https://x.com/charliebilello/status/2048747238986305979"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T12:50:55+00:00", "title": "RT by @elonmusk: Today marks the start of the Elon Musk v.Sam Altman  trial.\n\nTwo opposing worldviews. \nSam Altman transformed a non-profit organization into one of the world's most profitable companies for his own enrichment.\n\n Elon Musk, who did everything he could to limit the", "url": "https://x.com/elonmusk/status/2048746715805581608"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T12:48:41+00:00", "title": "R to @GaryMarcus: Stop blaming the users. It’s not that simple:", "url": "https://x.com/GaryMarcus/status/2048746152749846549"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T12:40:59+00:00", "title": "RT by @elonmusk: 🚨 NEWS: Emirates upgrades its iconic A380 with Starlink high-speed Wi-Fi, delivering “better-than-home” internet at 40,000 feet.\n\n• Up to 3 Starlink antennas on each A380 for massive speed boost\n\n• Internet performance improved up to 1000x vs older systems\n\n• Ena", "url": "https://x.com/elonmusk/status/2048744214230712500"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T12:36:05+00:00", "title": "People keep blaming the users for the growing number of vibe-coded reasoners. Doing so is *half* right.\n\nUsers *are*screwing up - by letting vibe coded stuff access their files, without proper backups, without proper monitoring, without adequate sysadmin, etc.\n\nBut that’s *exactl", "url": "https://x.com/GaryMarcus/status/2048742983684784239"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T12:20:17+00:00", "title": "“Vibe coded disasters piling up on Reddit”", "url": "https://x.com/GaryMarcus/status/2048739005525877072"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T11:35:33+00:00", "title": "RT by @elonmusk: This is the 7th consecutive week with new reporting that ChatGPT was used in connection with murder or suicide. \n\nOpenAI doesn’t “benefit all of humanity.”", "url": "https://x.com/elonmusk/status/2048727747954868342"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T11:08:22+00:00", "title": "RT by @elonmusk: They arrested the President of the United States of America 4X, charged him 91X, indicted him 4X, spied on his campaign, sabotaged his first term, jailed his supporters, raided his private residence, censored him, gagged him, tried to bankrupt him, and attempted ", "url": "https://x.com/elonmusk/status/2048720909809156378"}, {"handle": "paulg", "name": "Paul Graham", "published_at": "2026-04-27T10:01:28+00:00", "title": "One of my favorite pictures. A guy I didn't know took it of us on a street in Palo Alto about 10 years ago.", "url": "https://x.com/paulg/status/2048704073356935676"}, {"handle": "paulg", "name": "Paul Graham", "published_at": "2026-04-27T09:50:40+00:00", "title": "You never need to describe something as a \"bad take.\" If it's false or irrelevant or omits something important, you can just say so. And if it's true, relevant, and complete, it's not a bad take.", "url": "https://x.com/paulg/status/2048701354672050286"}, {"handle": "paulg", "name": "Paul Graham", "published_at": "2026-04-27T08:17:48+00:00", "title": "Worrying that your startup will be eaten by the model companies is like worrying that your life will be constrained after you become a movie star. You're far more likely simply to fail.", "url": "https://x.com/paulg/status/2048677984106664227"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T08:14:21+00:00", "title": "😳", "url": "https://x.com/pmarca/status/2048677114480873657"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T08:07:29+00:00", "title": "cc @BrendanEich", "url": "https://x.com/pmarca/status/2048675385119019444"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T08:04:13+00:00", "title": "👀", "url": "https://x.com/pmarca/status/2048674564314685477"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T08:01:44+00:00", "title": "But \"A Disservice To Those Who Are Watching\" is the name of this show!", "url": "https://x.com/pmarca/status/2048673940072251670"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T07:59:56+00:00", "title": "cc @elonmusk", "url": "https://x.com/pmarca/status/2048673488383447437"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T04:43:41+00:00", "title": "When one thing becomes abundant and cheap, another thing becomes scarce and valuable.", "url": "https://x.com/pmarca/status/2048624098398650608"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T04:32:43+00:00", "title": "Overheard in Silicon Valley: \"Imagine if he heard how the world really worked. Wonder what manifesto would say then.\"", "url": "https://x.com/pmarca/status/2048621340408844368"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T04:29:26+00:00", "title": "Image", "url": "https://x.com/pmarca/status/2048620511912194339"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T04:10:44+00:00", "title": "The apps can rewrite the files. 👀", "url": "https://x.com/pmarca/status/2048615807190769738"}, {"handle": "paulg", "name": "Paul Graham", "published_at": "2026-04-27T04:08:42+00:00", "title": "RT by @paulg: Whenever I go to Paris to talk about investing in YC startups, I'm always amazed how much the French just LOVE Y Combinator.  Nous t'aimons aussi, France.\n\nMy French friend of @Fundoraclub wanted to see YC from the inside...and share it with the people of France.  T", "url": "https://x.com/paulg/status/2048615296613937201"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T04:07:00+00:00", "title": "Many such cases.", "url": "https://x.com/pmarca/status/2048614869352714619"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T04:06:10+00:00", "title": "🇺🇸", "url": "https://x.com/pmarca/status/2048614659595583651"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T04:04:46+00:00", "title": "Many such cases (in the universe).", "url": "https://x.com/pmarca/status/2048614305705386433"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T03:56:11+00:00", "title": "Concerning.", "url": "https://x.com/pmarca/status/2048612144871264609"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T03:49:14+00:00", "title": "Self recommending!", "url": "https://x.com/pmarca/status/2048610397243265189"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T03:39:49+00:00", "title": "RT by @GaryMarcus: The greatest con of the decade was calling autocomplete “AI”. \n\nThe second greatest is calling autocomplete-in-a-loop an “agent”.", "url": "https://x.com/GaryMarcus/status/2048608025464705084"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T03:11:45+00:00", "title": "Grok Imagine", "url": "https://x.com/elonmusk/status/2048600964102246438"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T03:01:18+00:00", "title": "Self recommending recommending.", "url": "https://x.com/pmarca/status/2048598334492033455"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T02:57:11+00:00", "title": "👀", "url": "https://x.com/pmarca/status/2048597298150875169"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T02:41:14+00:00", "title": "“Always keep a separate backup.” For sure, every experienced programmer should know this.\n\n𝘉𝘶𝘵 𝘸𝘦 𝘫𝘶𝘴𝘵 𝘤𝘳𝘦𝘢𝘵𝘦𝘥 𝘢 𝘸𝘩𝘰𝘭𝘦 𝘨𝘦𝘯𝘦𝘳𝘢𝘵𝘪𝘰𝘯 𝘰𝘧 𝘷𝘪𝘣𝘦 𝘤𝘰𝘥𝘦𝘳𝘴 𝘸𝘩𝘰 𝘥𝘰𝘯’𝘵.\n\nAnd we now have a legion of synthetic coding agents (like Cursor) that also apparently don’t always follow this basic princ", "url": "https://x.com/GaryMarcus/status/2048593283639894520"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T02:34:50+00:00", "title": "👀", "url": "https://x.com/pmarca/status/2048591674688037210"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-27T02:26:57+00:00", "title": "Curiosity & adventure are my philosophy\n\nhttps://grok.com/share/bGVnYWN5_d70e0164-cced-4096-99cb-38604067aa7a", "url": "https://x.com/elonmusk/status/2048589691054694406"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T02:25:10+00:00", "title": "RT by @GaryMarcus: “fails less often than a human does” is a terrible metric. \n \nWe build deterministic software and test it to destruction to ensure it’s 99.99999 reliable . That’s been the basis of every critical application such as accounting payroll and logistics.  \n\nLLMs can", "url": "https://x.com/GaryMarcus/status/2048589239915577837"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T02:25:08+00:00", "title": "Overheard in Silicon Valley: \"Did a Claw post this?\"", "url": "https://x.com/pmarca/status/2048589233095643240"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T01:59:04+00:00", "title": "RT by @GaryMarcus: the beauty of a jagged frontier\nis that every failure is the user's fault\nand every breakthrough is the model's glory", "url": "https://x.com/GaryMarcus/status/2048582672163995766"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-27T01:51:02+00:00", "title": "Incredible writing from @euphoriaHBO", "url": "https://x.com/jason/status/2048580651985604783"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T01:48:56+00:00", "title": "RT by @GaryMarcus: I mean AI influencers here and everywhere are screaming you shouldn't get hired if you don't use agentic AI because you're deliberatly slowing everyone down and the moment something goes wrong it's your fault because you didn't understand the tool?", "url": "https://x.com/GaryMarcus/status/2048580122521780676"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T01:44:47+00:00", "title": "RT by @GaryMarcus: The only AGI that Sam Altman is after is Adjusted Gross Income.", "url": "https://x.com/GaryMarcus/status/2048579079121555764"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T01:40:43+00:00", "title": "the difference is that we don’t *hype* giving 12 year-olds bulldozers.\n\n*of course* it’s a kind of user error when a model destroys all of user’s data and they didn’t have a backup. that’s the point.\n\nvibe coding without considerable experience is like driving without a license.", "url": "https://x.com/GaryMarcus/status/2048578055283880296"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-27T01:20:46+00:00", "title": "Overheard in Silicon Valley: \"Now, software is just the prompt for the next version of the software.\"", "url": "https://x.com/pmarca/status/2048573035616375134"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T01:09:02+00:00", "title": "RT by @GaryMarcus: Never ever use generative AI for anything critical. \n\nThe technology is probablistic all the way down and therefore inherently unreliable. \n\nWhy is this so hard to understand?  \n\nIt’s wild how many seemingly smart people have drunk the cool aid on this.", "url": "https://x.com/GaryMarcus/status/2048570082843082905"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T01:00:07+00:00", "title": "Generative AI as the Hindenberg", "url": "https://x.com/GaryMarcus/status/2048567837221089669"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T00:25:00+00:00", "title": "Is it me or X starting to look like a vibe coded mess?\n\nPolls are broken.\n\nAccounts are getting hacked.\n\nMy DMs are full of phishing scams.\n\nBasics that used to work no longer work.", "url": "https://x.com/GaryMarcus/status/2048558998325166498"}, {"handle": "sama", "name": "Sam Altman", "published_at": "2026-04-27T00:05:31+00:00", "title": "so fun to see the reception to 5.5!\n\nthere is almost nothing that feels more gratifying to me than builders saying they find our tools useful.", "url": "https://x.com/sama/status/2048554097985593849"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T00:02:43+00:00", "title": "R to @GaryMarcus: btw polling software is broken! votes aren’t showing, as many folks have noted. eg I see none:", "url": "https://x.com/GaryMarcus/status/2048553390540734479"}, {"handle": "GaryMarcus", "name": "Gary Marcus", "published_at": "2026-04-27T00:00:53+00:00", "title": "Total AI disaster, totally predictable", "url": "https://x.com/GaryMarcus/status/2048552931923013916"}, {"handle": "sama", "name": "Sam Altman", "published_at": "2026-04-26T23:59:53+00:00", "title": "Our Principles:\n\nDemocratization, Empowerment, Universal Prosperity, Resilience, and Adaptability\n\nhttps://openai.com/index/our-principles/", "url": "https://x.com/sama/status/2048552677433643427"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-26T23:22:48+00:00", "title": "Remember this", "url": "https://x.com/elonmusk/status/2048543344746250466"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-26T22:50:49+00:00", "title": "Grad school indoctrination camps", "url": "https://x.com/elonmusk/status/2048535299102265720"}, {"handle": "HarryStebbings", "name": "Harry Stebbings", "published_at": "2026-04-26T22:34:46+00:00", "title": "We hired someone for the investing team. \n\nSomething I never planned to do. \n\nThey sent the team 3 new deals per day for 90 days straight. \n\nAll aligned to our stage, geography and deal type. \n\nThat’s how you hustle and get a job in VC. \n\nStay tuned. Reveal to come.", "url": "https://x.com/HarryStebbings/status/2048531257399664920"}, {"handle": "pmarca", "name": "Marc Andreessen", "published_at": "2026-04-26T21:32:43+00:00", "title": "Many such cases.", "url": "https://x.com/pmarca/status/2048515643268567431"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-26T21:21:33+00:00", "title": "RT by @elonmusk: 🚨BREAKING: I found Cole Allen's archived tweets.\n\nHe predicted \"Kamala wins all swing states,\" compared Trump's win to “Nazis getting elected,” and moved to Bluesky.\n\nThe scary part: he retweeted every mainstream Democrat on this platform.\n\nThread below. 👇\n\nWhat ", "url": "https://x.com/elonmusk/status/2048512831692452091"}, {"handle": "DavidSacks", "name": "David Sacks", "published_at": "2026-04-26T20:42:24+00:00", "title": "MSM hoax factories like the Atlantic love to allege conflicts of interest without ever disclosing their own.", "url": "https://x.com/DavidSacks/status/2048502978626113625"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-26T19:42:30+00:00", "title": "I’ve invested in 700 private companies \n\nProviding liquidity and loans to high performing founders is completely standard. \n\nIn fact, investors encourage loans and secondary sales for founders to enable them to go for the Gold — which is exactly what SpaceX has done. \n\nThe @NYTim", "url": "https://x.com/jason/status/2048487905543237675"}, {"handle": "HarryStebbings", "name": "Harry Stebbings", "published_at": "2026-04-26T19:35:39+00:00", "title": "I have interviewed 1,000 of the best CEOs of the last 10 years. \n\nAdam Foroughi, Founder @AppLovin is easily top 3, ever. \n\n$160BN Market Cap \n\n$5.48BN Revenue\n\n$10M EBITDA per head \n\n82%+ margins\n\nJust 450 people in core business 🤯 \n\nNo other business on the planet has numbers l", "url": "https://x.com/HarryStebbings/status/2048486182904852537"}, {"handle": "ylecun", "name": "Yann LeCun", "published_at": "2026-04-26T18:31:11+00:00", "title": "RT by @ylecun: Republicans have been making this argument my entire life. We had 8 years of Clinton, 8 years of Obama, 4 years of Biden— never became a socialism. But you know what we got? More jobs, lower unemployment, higher GDP in Democratic administrations than every GOP admi", "url": "https://x.com/ylecun/status/2048469956627468510"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-26T18:14:04+00:00", "title": "Ok @Acosta, balls in your court", "url": "https://x.com/jason/status/2048465651723882972"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-26T18:05:09+00:00", "title": "The NYTimes focus last week was micro-looting, social murder and meaningless private company transactions designed to ferment class warfare.\n\nDisgraziad", "url": "https://x.com/jason/status/2048463405590225173"}, {"handle": "DavidSacks", "name": "David Sacks", "published_at": "2026-04-26T17:37:26+00:00", "title": "RT by @DavidSacks: Accurate", "url": "https://x.com/DavidSacks/status/2048456433981591867"}, {"handle": "ylecun", "name": "Yann LeCun", "published_at": "2026-04-26T17:27:23+00:00", "title": "RT by @ylecun: Trump just fired all 24 members of the National Science Board. Every single one. By email. No warning. No reason given. The board has existed since 1950.\n\nThe National Science Board is the independent body that oversees the National Science Foundation, the agency t", "url": "https://x.com/ylecun/status/2048453901930660058"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-26T17:13:01+00:00", "title": "Who made this?!", "url": "https://x.com/jason/status/2048450286902235560"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-26T16:21:34+00:00", "title": "I’m proud to announce I’m hosting an exhibition cage match between @Acosta and @mtracey on July 4th \n\n$100,000 cash prize \n\nVegas \n\n3, 3 minute rounds", "url": "https://x.com/jason/status/2048437340218044499"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-26T16:18:48+00:00", "title": "RT by @charliebilello: Does a government shutdown negatively impact the stock market?\n\nNo.\n\nThe S&P 500 has gained an average of 0.4% during prior shutdowns and is up 4.8% during the current shutdown which is the longest in history at 70 days and counting.\n\n$SPX", "url": "https://x.com/charliebilello/status/2048436641451155650"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-26T16:16:34+00:00", "title": "Once again, the substack party result in a Donnybrook — it’s like the source awards for wordmaxxers", "url": "https://x.com/jason/status/2048436081725464959"}, {"handle": "elonmusk", "name": "Elon Musk", "published_at": "2026-04-26T16:14:38+00:00", "title": "RT by @elonmusk: 25% of very liberal people say political violence can “sometimes be justified.”\n\nAmong very conservative people it’s just 3%.\n\nIn other words, the far left is 8x more likely to support political violence as the far right.\n\nStop pretending this is a “both sides” p", "url": "https://x.com/elonmusk/status/2048435593244237849"}, {"handle": "ylecun", "name": "Yann LeCun", "published_at": "2026-04-26T16:03:04+00:00", "title": "RT by @ylecun: Existential risk mongers are a small, very vocal cult with a lot of very clever online astroturfing skills. \n\nPoliticians never waste a good fake crisis, which is why they're perfect for Bernie to try to seize the means of production back from the private sphere.\n\n", "url": "https://x.com/ylecun/status/2048432684930654430"}, {"handle": "sama", "name": "Sam Altman", "published_at": "2026-04-26T15:46:41+00:00", "title": "feels like a good time to seriously rethink how operating systems and user interfaces are designed\n\n(also the internet; there should be a protocol that is equally usable by people and agents)", "url": "https://x.com/sama/status/2048428561481265539"}, {"handle": "sama", "name": "Sam Altman", "published_at": "2026-04-26T15:37:00+00:00", "title": "\"post-AGI, no one is going to work and the economy is going to collapse\"\n\n\"i am switching to polyphasic sleep because GPT-5.5 in codex is so good that i can't afford to be sleeping for such long stretches and miss out on working\"", "url": "https://x.com/sama/status/2048426122854228141"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-26T15:10:21+00:00", "title": "RT by @charliebilello: The 12.5% gain in the S&P 500 over the last 4 weeks was the 20th biggest 4-week advance for the index since 1950. $SPX\n\nVideo: https://www.youtube.com/watch?v=p5e0ThPjIAg&t=646s", "url": "https://x.com/charliebilello/status/2048419415222259820"}, {"handle": "HarryStebbings", "name": "Harry Stebbings", "published_at": "2026-04-26T15:07:55+00:00", "title": "Seeing two types of founders emerge in this moment:\n\nThe tourists and the terminators. \n\nThe terminators are salivating at the opportunity ahead. Hungrier than ever. More ambitious than ever. They want it more than ever. \n\nThe tourists. They want to sell. They are scared. They do", "url": "https://x.com/HarryStebbings/status/2048418806867870115"}, {"handle": "DavidSacks", "name": "David Sacks", "published_at": "2026-04-26T15:03:35+00:00", "title": "RT by @DavidSacks: Cole Allen, the gunman from last night’s WH Correspondents Dinner, maintained an active online presence, especially on the leftwing social media platform Bluesky where he went by the handle http://ColdForce.bsky.social with multiple references violence and guns", "url": "https://x.com/DavidSacks/status/2048417712439689346"}, {"handle": "paulg", "name": "Paul Graham", "published_at": "2026-04-26T14:48:06+00:00", "title": "RT by @paulg: Yeah okay, Lego bros, brodettes and brotheys are cooked with this one.\n\nGPT 2 Image can create full Lego sets! With actual Bricklink IDs so you can order the parts and build it.\n\nWhole new business opportunity here for the taking.", "url": "https://x.com/paulg/status/2048413815675539816"}, {"handle": "paulg", "name": "Paul Graham", "published_at": "2026-04-26T14:47:09+00:00", "title": "Every post, I block and report a couple accounts using AI-generated replies. It feels much the same as picking up litter on a city street; I don't know if it has any effect, but it feels like I ought to at least try to keep the site clean.", "url": "https://x.com/paulg/status/2048413578789634100"}, {"handle": "paulg", "name": "Paul Graham", "published_at": "2026-04-26T14:40:28+00:00", "title": "Durer was the original Dr Seuss.", "url": "https://x.com/paulg/status/2048411898081583547"}, {"handle": "paulg", "name": "Paul Graham", "published_at": "2026-04-26T14:36:59+00:00", "title": "Writing a talk to give in Stockholm. The prospect of speaking to a large group of people is no longer frightening, but writing a talk is as much work as ever. I'm no longer afraid of audiences, but I'm still just as afraid of making mistakes.", "url": "https://x.com/paulg/status/2048411021329453562"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-26T14:19:13+00:00", "title": "RT by @charliebilello: The stock market is at an all-time high.\n\nCredit spreads are near all-time lows.\n\nAnd inflation has been above the Fed's target level for 61 consecutive months, averaging 4% per year since 2019.\n\nSo why is the Fed expanding its balance sheet (QE)?\n\nVideo: h", "url": "https://x.com/charliebilello/status/2048406550897729561"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-26T14:00:02+00:00", "title": "RT by @charliebilello: On March 30, the S&P 500 was down 7% in 2026, the 12th worst start to a year in history. After one of the biggest 4-week rallies ever, it's now up +5% YTD and above the average year at this point in time (+3%). There is no impossible in markets.\n\nVideo: htt", "url": "https://x.com/charliebilello/status/2048401720540061794"}, {"handle": "HarryStebbings", "name": "Harry Stebbings", "published_at": "2026-04-26T13:56:31+00:00", "title": "The best founders I know all text their investors. \n\nNone of them email them. \n\nThe relationship will blossom and deepen in a matter of messages.", "url": "https://x.com/HarryStebbings/status/2048400836024283246"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-26T13:51:54+00:00", "title": "RT by @Jason: Random pic of @Jason protecting our $TAO bags", "url": "https://x.com/jason/status/2048399674269213067"}, {"handle": "ylecun", "name": "Yann LeCun", "published_at": "2026-04-26T13:51:41+00:00", "title": "Shooting oneself in the foot?\nNope.\nShooting oneself in the prefrontal cortex.", "url": "https://x.com/ylecun/status/2048399621492236615"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-26T13:45:00+00:00", "title": "RT by @charliebilello: Global Inflation Rates are on the RISE...\n\nVideo: https://www.youtube.com/watch?v=p5e0ThPjIAg&t=1433s", "url": "https://x.com/charliebilello/status/2048397937156518387"}, {"handle": "paulg", "name": "Paul Graham", "published_at": "2026-04-26T13:37:21+00:00", "title": "RT by @paulg: 'Action is now needed': Over 60 ex-U.K. ambassadors call to sanction Israel over West Bank\nhttps://www.haaretz.com/west-bank/2026-04-26/ty-article/.premium/over-60-ex-uk-ambassadors-call-to-sanction-israel-over-west-bank/0000019d-c950-d11b-a7df-ef5a5fba0000", "url": "https://x.com/paulg/status/2048396013816152216"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-26T13:30:00+00:00", "title": "RT by @charliebilello: With the exception of Bitcoin, every major asset class is now in positive territory on the year...\n\nVideo: https://www.youtube.com/watch?v=p5e0ThPjIAg&t=973s", "url": "https://x.com/charliebilello/status/2048394162366533935"}, {"handle": "charliebilello", "name": "Charlie Bilello", "published_at": "2026-04-26T13:14:49+00:00", "title": "RT by @charliebilello: The S&P 500 ended the week at another all-time high, its 9th of the year. $SPX\n\nVideo: https://www.youtube.com/watch?v=p5e0ThPjIAg&t=646s", "url": "https://x.com/charliebilello/status/2048390341221404827"}, {"handle": "paulg", "name": "Paul Graham", "published_at": "2026-04-26T11:57:10+00:00", "title": "Good use of camouflage by Biscuit.", "url": "https://x.com/paulg/status/2048370801833828507"}, {"handle": "JeffDean", "name": "Jeff Dean", "published_at": "2026-04-26T10:41:25+00:00", "title": "RT by @JeffDean: THE FIRST MAN IN HISTORY TO BREAK 2 HOURS IN A MARATHON!!!🤯🤯🤯\n\nSabastian Sawe 🇰🇪 has just shattered the World Record at the London Marathon, running 1:59:30!!!\n\nHe makes history as the first man to officially break 2 hours in the marathon.\n\nYomif Kejelcha 🇪🇹 in h", "url": "https://x.com/JeffDean/status/2048351736037826877"}, {"handle": "ylecun", "name": "Yann LeCun", "published_at": "2026-04-26T06:48:29+00:00", "title": "RT by @ylecun: Never let critical thinking get in the way of extremist fantasy stories.\n\nIf you're on either side of this slider, congratulations, you may be a child in an adult costume body!\n\nBlack and white thinking is for children. \n\nWhen you become an adult it's time to put a", "url": "https://x.com/ylecun/status/2048293118781296734"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-26T03:57:07+00:00", "title": "The left has a serious violence problem, which @DavidSacks called out early and often. \n\nThis generation of woke democratic socialists are morally bankrupt. \n\nThey believe in looting and violence as a political tool — and they’re vocal about it. \n\nIf you called out the violent me", "url": "https://x.com/jason/status/2048249992163242220"}, {"handle": "jason", "name": "Jason Calacanis", "published_at": "2026-04-26T03:46:17+00:00", "title": "If you’re not condemning these lunatics, you’re advocating for the end of the American empire. \n\nI’m not for canceling people, but the fact the @nytimes and @newyorker not only employees these individuals, but selects them to represent their brands, shows exactly how bankrupt the", "url": "https://x.com/jason/status/2048247267182658004"}]
