X：swyx

🆕Grok Imagine’s Video Agent Moment: Cosmos, xAI, World Models, Generative UI, & the Codex Phase for Video! latent.space/p/video-agents @EthanHe_42, former @xai world model lead and @nvidia Cosmos researcher, explains why AI video may follow the same path as coding agents, how Grok Imagine went from zero to one, why text-to-video is only the autocomplete phase, how world models become real-time and interactive, why language models may become the control layer for video, and why the future of AI video may look less like a prompt box and more like an agent with a camera, editor, timeline, and tool belt.

"You cannot govern a technology you have only been briefed on." Dr. @VivianBala's challenge to his fellow legislators has become a global rallying cry. Last week, @takahiroanno, leader of Japan's @team_mirai_jp, cited Minister Balakrishnan's hands-on use of @NanoClaw_ai in a parliamentary debate and offered to personally tutor the Prime Minister on setting it up. The PM said yes. Officially volunteering to fly out and set NanoClaw up for Japan's PM myself. Offer extends to any head of state whose country has good food. Video

Today, we're launching shift. We're starting by cleaning your apartment in New York City, for free. Here's how it works. Book a shift cleaning. A vetted shift operator comes to your home wearing one of our devices. They clean. They leave. You pay nothing. In exchange, we record the cleaning. Robotics is being built on data about how people do daily tasks, and the value of that recording is what funds the service. Anything personal in it is anonymized before the recording is processed. By now, you have heard about the shift to AI more times than you can count. About the shift toward you, the part where you actually feel it, you have heard almost nothing. Shift is what starts to make it concrete, in specific cities, with specific services. Today, cleaning in New York. Soon, handymen, repairs, and errands across the globe. And this is just one side of shift, with more on the way. Comment “shift” and we’ll send you an early access link. Video

Introducing Claude Opus 4.8: it builds on Opus 4.7 with sharper judgment, more honesty about its own progress, and the ability to work independently for longer than its predecessors. Available today at the same price.

The Redpoint InfraRed 100 is now live. These are the companies building the infrastructure that powers everything happening in AI right now, from world models and agent runtimes to the sandboxes, databases, and security tools agents depend on. Congratulations to this year's honorees! Read the full 2026 InfraRed Report: our state of the union on AI and cloud infrastructure 👉 redpoint.com/reports/the-inf…

New @latentspacepod Essay: why Agent Labs are clearly emerging in 2025 as a complement to Model Labs' all becoming AI Cloud platforms. latent.space/p/agent-labs

Big milestone today. But still very early for self-driving software. When I was working on Autopilot at Tesla, we had an internal infra project called "Operation Vacation" - the goal being that the entire Autopilot engineering team could take a vacation and come back to a better self-driving stack as long as the data kept flowing and the models kept training. We'll soon see the same idea come to life for entire software products, managed and improved by fleets of Devins. Last year, our usage graph had a big dip during the holidays. A goal on our engineering team is that the same time this year has no dip, because the Devins are proactive and working by default. Automations are live in the product already - give it a try!

1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc. Our enterprise usage has grown >10x since the start of this year, and our run-rate revenue grew to $492 M. We launched Devin two years ago as the first AI software engineer. Since then, cloud agents have gone from niche to mainstream, and today they are the fastest growing way to create software.

1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc. Our enterprise usage has grown >10x since the start of this year, and our run-rate revenue grew to $492 M. We launched Devin two years ago as the first AI software engineer. Since then, cloud agents have gone from niche to mainstream, and today they are the fastest growing way to create software.

🆕Railway's Agent-Native Cloud: 3M users, 100K signups/week, $200K+ coding agent spend, production forks, & the death of PRs latent.space/p/railway @Railway founder @JustJake explains why AI agents need a new cloud, how Railway moved the vast majority of workloads onto its own bare-metal data centers, why agents make CLIs more important than dashboards, why the old Git/PR/CI/CD loop is starting to break, how production forks and feature flags make AI SRE safer, and why “if you’re writing code by hand, you’re doing it wrong.” Video

everyone in ai infrastructure* is finally getting filthy rich and it is so nice to see them succeed *not the sexy ai research stuff, just “boring” infra

counting down to the World's Fair — the single biggest technical event in AI Engineering! new landing page, wdyt? our designer Vincent cooked!

Very well written blog. I think of RL as learning from interventions, and it kinda explains why it's more powerful as a paradigm than supervised learning. Now learning from counterfactuals is something we haven't been historically good at but maybe world modelling+ RL can get us there.

working on a "take this vibecoded slop app and make it a production-ready, e2e tested, maintainable, parallelizable agent repo" skill. this thing ran for ~16 hours yesterday and made 103 commits all told and i ended up with exactly the same app but instead of fragile mvp it now looks like a codebase i can actually build on for th elong run

🥅 /goal has graduated from an experiment—for tasks big and small, Codex gets your work done. Use goal mode in the Codex app, IDE Extension, or CLI to give Codex a specific milestone, and it will keep working until it gets there, even across hours or days. You can check in and steer, and even pause Codex along the way. Pro tip: start side chats to understand the work that has been done so far without having to interrupt the main task. developers.openai.com/codex/… Video

also i think the publicly disclosed revenue time series looks like this now btw. project to EOY, closest to the correct EOY ARR prediction gets a like

pretty good karaoke with @ChatGPTapp (after you wear it down a bit by sheer insistence) Video

latent.space/p/exa

Exa raised $250M at a $2.2B valuation, led by a16z, to continue organizing the web for agents: - Exa now serves search to Cursor, Cognition, Openrouter, 5000+ other companies, 500k+ developers - We’re SOTA in many important verticals (code, companies, people, news, more very soon) - We make agents smarter and cheaper by returning 90% less text with little to no tradeoff in RAG quality - We’re building out web agents that are Pareto optimal on price x performance x latency, possible because we own our search stack fully end to end We used to tell candidates that without innovation in search, we may live in a world where we have both AGI and fake news. Funnily enough, I think that we’ve now been living in such a world for quite some time. With this funding, we should be able to dramatically improve the state of information in society. 🚀🚀🚀

New @latentspacepod Essay: why Agent Labs are clearly emerging in 2025 as a complement to Model Labs' all becoming AI Cloud platforms. latent.space/p/agent-labs

getting some yeses getting some nos. have you run a Deep Research recently?