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Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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Martin Casado says AI has made capital more productive than ever before: "One of the very famous models, probably one of the most popular models, was built with a team of about 20 people. And I would say the cost of that was probably $2 billion plus." "In the history of humanity, in the history of engineering efforts, we've never been able to have 20 people productively use $2 billion." "We like to look at this wave in the context of technical sophistication, but one of the major stories is…