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I did this brainstorming session with AI first thing today as I was waking up and had all these ideas and worries rushing through my head and wanted AI to organize them for me

I did this brainstorming session with AI first thing today as I was waking up and had all these ideas and worries rushing through my head and wanted AI to organize them for me

I build stuff. On my way to making $1M 💰 My projects 👇

avatar for Florin Pop 👨🏻‍💻
Florin Pop 👨🏻‍💻
Fri Nov 28 07:45:11
Create an "Out the Window" meme-style four-panel comic titled "How to Improve Development Efficiency with AI? 如何借助 AI 提升开发效率?", featuring dialogues in speech bubbles. 

--ar 9:16

Characters:

- Boss: Asian male wearing a suit, with neatly parted hair.
- Employee Xiaoming: Male, wearing a blue checkered shirt.
- Employee Xiaohong: Female.
- Employee Xiaohu: Female, Asian, straight bangs hairstyle, wearing red-framed glasses.

Panel Descriptions:

- Top panel (single wide panel):
  The boss asks during a meeting: "How can we use AI to improve development efficiency? 我们要如何借助 AI 提升开发效率?"

  Three employees sit listening.

- Second panel (single wide panel):
  Each employee responds individually:

  - Xiaoming: "We use AI to write unit tests. 我们用 AI 写单元测试"
  - Xiaohong: "We use AI for code reviews. 我们用 AI 做代码审查"
  - Xiaohu: “Vibe Coding。”

- Third row (two panels):
  - Left panel: The boss looks furious.
  - Right panel: Employee Xiaohu is humorously kicked out of a high-rise window.

Create an "Out the Window" meme-style four-panel comic titled "How to Improve Development Efficiency with AI? 如何借助 AI 提升开发效率?", featuring dialogues in speech bubbles.  --ar 9:16 Characters: - Boss: Asian male wearing a suit, with neatly parted hair. - Employee Xiaoming: Male, wearing a blue checkered shirt. - Employee Xiaohong: Female. - Employee Xiaohu: Female, Asian, straight bangs hairstyle, wearing red-framed glasses. Panel Descriptions: - Top panel (single wide panel):   The boss asks during a meeting: "How can we use AI to improve development efficiency? 我们要如何借助 AI 提升开发效率?"   Three employees sit listening. - Second panel (single wide panel):   Each employee responds individually:   - Xiaoming: "We use AI to write unit tests. 我们用 AI 写单元测试"   - Xiaohong: "We use AI for code reviews. 我们用 AI 做代码审查"   - Xiaohu: “Vibe Coding。” - Third row (two panels):   - Left panel: The boss looks furious.   - Right panel: Employee Xiaohu is humorously kicked out of a high-rise window.

Prompt Engineer, dedicated to learning and disseminating knowledge about AI, software engineering, and engineering management.

avatar for 宝玉
宝玉
Fri Nov 28 07:43:38
看完2025年AI融资数据,有点魔幻。
49家美国AI公司融资≥$100M,追平去年。
但真正变了的是:同一家公司,一年内连拿2-3轮巨额融资,已经成为常态。
Cursor:5个月,从 10B涨到10B涨到10B涨到 29.3B 😂
Harvey:4个月,从 3B到3B到3B到 5B
Anthropic:年内两轮,合计$16.5B

钱都去哪了?三条主线很清楚:
1/ 基础设施层 — 最烧钱
算力、芯片、推理优化……Cerebras  1.1B,Groq1.1B,Groq1.1B,Groq 750M,Lambda $480M。
底层军备竞赛,Nvidia既卖铲子,又到处投资。
2/ 模型层 — 估值天花板最高
OpenAI  40B(估值40B(估值40B(估值 300B)
Anthropic  16.5B(估值16.5B(估值16.5B(估值 183B)
大模型这场仗,已经变成资本游戏。
3/ 应用层 — 百花齐放,但集中在三个垂直领域

医疗:Hippocratic、Abridge、OpenEvidence……融资最密集
法律:Harvey、Eudia、EvenUp
编程:Cursor、Cognition/Devin

换句话讲:AI落地最快的地方,不是C端fancy demo,而是那些「贵、专业、需要大量知识处理」的B2B场景。

最有意思的两个信号:
信号1:种子轮动辄 100M− 300M 
Thinking Machines Lab种子轮 2B,估值2B,估值 12B Periodic Labs种子轮$300M

以前的种子轮是几百万美金,现在是几亿美金起步。 要么是founder光环(前OpenAI/DeepMind),要么是技术壁垒极高。 
实际上上:市场在用钱投「确定性」,而不是投早期实验。

信号2:VC的站队逻辑变了
a16z、Sequoia、Lightspeed……几乎每个大轮次都有他们。

但真正有意思的是战略投资者:Nvidia、OpenAI Startup Fund、Google。
科技巨头在用投资锁定上下游生态:
- Nvidia投基础设施 + 应用,确保你用他的卡
- OpenAI投Harvey这类垂直应用,反哺自己的API使用量

这不是单纯的财务投资,是生态位卡位战。

但说实话,这里面藏着一个挺大的隐忧:
估值增速>> 商业化增速
很多公司Pre-revenue或刚开始有ARR,估值已经$5B+。
市场现在的逻辑是:「只要你占住赛道、有顶级team、融到钱,估值就往上走。」

问题是:钱不能永远买时间。
2026-2027年,这些公司要交卷了
你的ARR增长能不能撑住$10B的估值?
你的产品真的有壁垒,还是大模型一升级就被替代?

如果你现在在看AI方向,我的建议是:
别只盯着fusion金额和估值数字。

看三件事:
有没有清晰的paying customer —— Cursor能做到$500M ARR,不是偶然
垂直场景的深度 —— 医疗、法律这种监管+专业壁垒高的领域,更容易建立护城河
团队的长期主义 —— 是在解决真问题,还是在讲故事拿钱

泡沫一定有,但好公司也一定会穿越周期。https://t.co/4PAUFRvGoe

看完2025年AI融资数据,有点魔幻。 49家美国AI公司融资≥$100M,追平去年。 但真正变了的是:同一家公司,一年内连拿2-3轮巨额融资,已经成为常态。 Cursor:5个月,从 10B涨到10B涨到10B涨到 29.3B 😂 Harvey:4个月,从 3B到3B到3B到 5B Anthropic:年内两轮,合计$16.5B 钱都去哪了?三条主线很清楚: 1/ 基础设施层 — 最烧钱 算力、芯片、推理优化……Cerebras 1.1B,Groq1.1B,Groq1.1B,Groq 750M,Lambda $480M。 底层军备竞赛,Nvidia既卖铲子,又到处投资。 2/ 模型层 — 估值天花板最高 OpenAI 40B(估值40B(估值40B(估值 300B) Anthropic 16.5B(估值16.5B(估值16.5B(估值 183B) 大模型这场仗,已经变成资本游戏。 3/ 应用层 — 百花齐放,但集中在三个垂直领域 医疗:Hippocratic、Abridge、OpenEvidence……融资最密集 法律:Harvey、Eudia、EvenUp 编程:Cursor、Cognition/Devin 换句话讲:AI落地最快的地方,不是C端fancy demo,而是那些「贵、专业、需要大量知识处理」的B2B场景。 最有意思的两个信号: 信号1:种子轮动辄 100M− 300M Thinking Machines Lab种子轮 2B,估值2B,估值 12B Periodic Labs种子轮$300M 以前的种子轮是几百万美金,现在是几亿美金起步。 要么是founder光环(前OpenAI/DeepMind),要么是技术壁垒极高。 实际上上:市场在用钱投「确定性」,而不是投早期实验。 信号2:VC的站队逻辑变了 a16z、Sequoia、Lightspeed……几乎每个大轮次都有他们。 但真正有意思的是战略投资者:Nvidia、OpenAI Startup Fund、Google。 科技巨头在用投资锁定上下游生态: - Nvidia投基础设施 + 应用,确保你用他的卡 - OpenAI投Harvey这类垂直应用,反哺自己的API使用量 这不是单纯的财务投资,是生态位卡位战。 但说实话,这里面藏着一个挺大的隐忧: 估值增速>> 商业化增速 很多公司Pre-revenue或刚开始有ARR,估值已经$5B+。 市场现在的逻辑是:「只要你占住赛道、有顶级team、融到钱,估值就往上走。」 问题是:钱不能永远买时间。 2026-2027年,这些公司要交卷了 你的ARR增长能不能撑住$10B的估值? 你的产品真的有壁垒,还是大模型一升级就被替代? 如果你现在在看AI方向,我的建议是: 别只盯着fusion金额和估值数字。 看三件事: 有没有清晰的paying customer —— Cursor能做到$500M ARR,不是偶然 垂直场景的深度 —— 医疗、法律这种监管+专业壁垒高的领域,更容易建立护城河 团队的长期主义 —— 是在解决真问题,还是在讲故事拿钱 泡沫一定有,但好公司也一定会穿越周期。https://t.co/4PAUFRvGoe

内容由人机协同内容引擎xaicreator发布 https://t.co/Gxsobg2JPf

avatar for Yangyi
Yangyi
Fri Nov 28 07:39:28
@nikitabier I miss my friends on X. Please bring them back.

I know my posts aren't the best - but I do have real friends here who want to see my posts. They don't, clearly. And I don't see most of theirs anymore either. 

The exact same things on LinkedIn and get 15 likes (from IRL friends who also follow me here)

At some point I just don't want to participate here anymore if no one who follows me is going to see it anyways. 

I know that's not your intention but just calling it out again.

@nikitabier I miss my friends on X. Please bring them back. I know my posts aren't the best - but I do have real friends here who want to see my posts. They don't, clearly. And I don't see most of theirs anymore either. The exact same things on LinkedIn and get 15 likes (from IRL friends who also follow me here) At some point I just don't want to participate here anymore if no one who follows me is going to see it anyways. I know that's not your intention but just calling it out again.

@nikitabier Typo - The same things on LinkedIn *can

avatar for Amar Ghose 🏝
Amar Ghose 🏝
Fri Nov 28 07:39:12
AI has become my number one brainstorming partner.

- I dump ideas into it and it organizes them for me
- I dump my worries into it, and it destroys them
- It shows up instantly when I need it, at any hour, 24/7

It’s not perfect, but it became the go-to thinking tool.

AI has become my number one brainstorming partner. - I dump ideas into it and it organizes them for me - I dump my worries into it, and it destroys them - It shows up instantly when I need it, at any hour, 24/7 It’s not perfect, but it became the go-to thinking tool.

I did this brainstorming session with AI first thing today as I was waking up and had all these ideas and worries rushing through my head and wanted AI to organize them for me

avatar for Florin Pop 👨🏻‍💻
Florin Pop 👨🏻‍💻
Fri Nov 28 07:37:16
This time, it took 3 days to bump up React Native (from 0.79.2 to 0.82.1) 😀 Managed to survive the new arch migration chaos lol

This time, it took 3 days to bump up React Native (from 0.79.2 to 0.82.1) 😀 Managed to survive the new arch migration chaos lol

Maker of a tech note-taking app https://t.co/xcprYEEMJQ. My indie dev journey 👉https://t.co/JbdJ58XbTN 🇯🇵@craftzdog Dad👨‍👩‍👧 UTC+9

avatar for Takuya 🐾 devaslife
Takuya 🐾 devaslife
Fri Nov 28 07:35:53
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