The hottest Tech industry Substack posts right now

And their main takeaways
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Top Technology Topics

Coreweave is going public!

Alex's Personal Blog • 65 implied HN points • 04 Mar 25
💼 Business Economics Startups Investing Tech industry Market Trends
  1. Coreweave is going public and has seen impressive revenue growth, largely due to a specific focus on AI workloads. They claim that their services are specially built to handle the demands of AI, allowing for high efficiency.
  2. The company is heavily reliant on just a few big customers, with Microsoft providing a significant portion of its revenue. This raises concerns about sustainability if Microsoft decides to cut back on their services.
  3. While Coreweave's expenses are high from investing in infrastructure, they expect to break even on these investments fairly quickly. However, future demand for their services is crucial for their ongoing success.

This Rumor About GPT-5 Changes Everything

The Algorithmic Bridge • 4788 implied HN points • 16 Jan 25
🕹 Technology AI Machine Learning Software Development Data science Tech industry
  1. There's a belief that GPT-5 might already exist but isn't being released to the public. The idea is that OpenAI may be using it internally because it's more valuable that way.
  2. AI labs are focusing on creating smaller and cheaper models that still perform well. This new approach aims to reduce costs while improving efficiency, which is crucial given the rising demand for AI.
  3. The situation is similar across major AI companies like OpenAI and Anthropic, with many facing challenges in producing new models. Instead, they might be opting to train powerful models internally and use them to enhance smaller models for public use.

DeepSeek v3: The Six Million Dollar Model

Don't Worry About the Vase • 2777 implied HN points • 31 Dec 24
🕹 Technology AI Models Machine Learning Data science Computing Tech industry
  1. DeepSeek v3 is a powerful and cost-effective AI model with a good balance between performance and price. It can compete with top models but might not always outperform them.
  2. The model has a unique structure that allows it to run efficiently with fewer active parameters. However, this optimization can lead to challenges in performance across various tasks.
  3. Reports suggest that while DeepSeek v3 is impressive in some areas, it still falls short in aspects like instruction following and output diversity compared to competitors.

Debunking 10 Popular Myths About DeepSeek

The Algorithmic Bridge • 976 implied HN points • 28 Jan 25
🕹 Technology Artificial Intelligence Machine Learning Data Privacy Open Source Tech industry
  1. DeepSeek models can be customized and fine-tuned, even if they're designed to follow certain narratives. This flexibility can make them potentially less restricted than some other AI models.
  2. Despite claims that DeepSeek can compete with major players like OpenAI for a fraction of the cost, the actual financial and operational needs to reach that level are much more substantial.
  3. DeepSeek has made significant progress in AI, but it hasn't completely overturned established ideas like scaling laws. It still requires considerable resources to develop and deploy effective models.

AMD Q4 2024 and FY Financials

More Than Moore • 373 implied HN points • 05 Feb 25
💼 Business Finance Tech industry Market Analysis Revenue growth Product Development
  1. AMD's revenue has seen a big boost, with a 24% increase in Q4 2024 compared to the previous year. This growth is driven by strong sales in their data center and client segments.
  2. The company has shifted its focus towards high-margin products, which has significantly improved profitability. Their data center revenue is now a major part of their earnings.
  3. While AMD's gaming sector faced challenges with declining sales, they expect a recovery in 2025 as console orders normalize and new products are launched.
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I'm glad I took the off-ramp from software engineering

Cloud Irregular • 6800 implied HN points • 22 Jan 25
🕹 Technology Software Engineering Career development Artificial Intelligence Tech industry Job Market
  1. A career in software engineering isn't guaranteed to lead to high pay or upward mobility. Many people find that their progress stalls after a certain point.
  2. The rise of AI will significantly change the role of developers, making it less about coding quickly and more about solving human problems and understanding technology's role.
  3. Choosing to step away from traditional software roles can open up new opportunities. It’s important to explore other interests and skills to avoid being trapped in a limiting career path.

Claude 4 and Anthropic's bet on code

Democratizing Automation • 324 implied HN points • 27 May 25
🕹 Technology AI Models Software Engineering Machine Learning Data science Tech industry
  1. Claude 4 is a strong AI model from Anthropic, focused on coding and software tasks. It has a unique personality and improved performance over its predecessors.
  2. The benchmarks for Claude 4 might not look impressive compared to others like ChatGPT and Gemini, which could affect its market position. It's crucial for Anthropic to show real-world utility beyond just numbers.
  3. Anthropic aims to lead in software development, but they fall behind in general benchmarks. This may limit their ability to compete with bigger players like OpenAI and Google in the race for advanced AI.

Google DeepMind CEO Demis Hassabis: The Path To AGI, LLM Creativity, And Google Smart Glasses

Big Technology • 5754 implied HN points • 23 Jan 25
🕹 Technology Artificial Intelligence Machine Learning Innovation Tech industry Digital Transformation
  1. Demis Hassabis thinks we're still a few years away from achieving AGI, or human-level AI. He mentions that while there's been progress, we still need to develop more capabilities like reasoning and creativity.
  2. Current AI models are strong in some areas but still have weaknesses and can't consistently perform all tasks well. Hassabis believes an AGI should be able to reason and come up with new ideas, not just solve existing problems.
  3. He warns that if someone claims they've reached AGI by 2025, it might just be a marketing tactic. True AGI requires much more development and consistency than what we currently have.

“Overachievement”: Xiaomi's Decade-Long Chip Development Journey

Interconnected • 323 implied HN points • 25 May 25
🕹 Technology Semiconductors Tech industry R&D Innovation
  1. Xiaomi has been working for over a decade to develop its own chips, overcoming past failures to launch their new Xring O1 chip. This shows their commitment to compete in the high-end smartphone market.
  2. The company learned from its earlier struggles and made smart changes, like bringing chip development in-house to improve teamwork and communication. This helped them build a stronger, more focused chip-making team.
  3. Despite their successes, Xiaomi faces significant challenges ahead, notably the need to sell enough phones equipped with their new chip to make the investment worthwhile. They are determined to continue improving and innovating in this area.

AI #91: Deep Thinking

Don't Worry About the Vase • 2732 implied HN points • 21 Nov 24
🕹 Technology AI Development Machine Learning Cybersecurity AI Policy Tech industry
  1. DeepSeek has released a new AI model similar to OpenAI's o1, which has shown potential in math and reasoning, but we need more user feedback to confirm its effectiveness.
  2. AI models are continuing to improve incrementally, but people seem less interested in evaluating new models than they used to be, leading to less excitement about upcoming technologies.
  3. There are ongoing debates about AI's impact on jobs and the future, with some believing that the rise of AI will lead to a shift in how we find meaning and purpose in life, especially if many jobs are replaced.

Xuất khẩu gian lận

Thái | Hacker | Kỹ sư tin tặc • 11143 implied HN points • 25 Dec 23
🕹 Technology Cybersecurity Online Scams Tech industry E-commerce
  1. Tech giants like Microsoft, Google, and Meta have dedicated teams to combat fraud from Vietnamese individuals.
  2. Individuals from Vietnam have been involved in creating fake online accounts and engaging in various forms of online fraud, causing significant financial losses.
  3. Vietnam has a reputation for fraud and account takeover schemes in the global community, leading to distrust and higher trading costs for the country.

There Are No Safe Havens

Freddie deBoer • 6621 implied HN points • 25 Nov 24
💼 Business Labor Market Tech industry Career development
  1. The job market for entry-level programmers has drastically declined, with job postings dropping significantly. It's harder than ever for new coders to find work right now.
  2. While skilled and experienced programmers still have good job prospects, the narrative around learning to code often ignores that not everyone can secure those top jobs.
  3. The promise of tech jobs being a guaranteed path to success is misleading, especially for beginners who face tough competition in a shrinking market.

How novelty effects and Dopamine Culture rule the tech industry

@andrewchen • 3215 implied HN points • 06 May 24
🕹 Technology Innovation Product Management Tech industry AI Mobile Apps
  1. Offline experiences take more intent and time, while online experiences are convenient but ephemeral.
  2. Tech products need to provide value quickly to retain users in a dopamine-driven culture.
  3. The culture of product management in tech is geared towards constant incremental progress to meet short-term goals.

The Weekly Kaitchup #61

The Kaitchup – AI on a Budget • 139 implied HN points • 04 Oct 24
🕹 Technology AI Models Machine Learning Computational efficiency Software Development Tech industry
  1. NVIDIA's new NVLM-D-72B model is a large language model that works well with both text and images. It has special features that make it good at understanding and processing high-quality visuals.
  2. OpenAI's new Whisper Large V3 Turbo model is significantly faster than its previous versions. While it has fewer parameters, it maintains good accuracy for most languages.
  3. Liquid AI introduced new models called Liquid Foundation Models, which are very efficient and can handle complex tasks. They use a unique setup to save memory and improve performance.

How Google Blew Up Its Open Culture and Compromised Its Product

Big Technology • 16387 implied HN points • 07 Mar 24
💼 Business Corporate culture Product Development Leadership Tech industry Employee Relations
  1. Google's open culture deteriorated, impacting its product quality and employee morale.
  2. Issues began when Google shut down discussions on sensitive topics like diversity and employee concerns.
  3. The closure of open channels for questioning within Google led to a negative impact on the company's innovation and decision-making processes.

The case against living in the Bay Area, for ambitious tech people

Cloud Irregular • 3548 implied HN points • 22 Nov 24
💼 Business Entrepreneurship Tech industry Venture Capital Startup Culture Market Dynamics
  1. Living in the Bay Area might not be necessary for tech success. There are many ways to build a successful career outside of that bubble.
  2. The traditional SaaS business model may not be as effective anymore. Companies should focus on creating value in other ways beyond just software.
  3. A balanced team is better than one dominated by technical skills. Recognizing the importance of marketing, sales, and other roles can lead to better business outcomes.

You Are Not The Man In The Arena

Where's Your Ed At • 24184 implied HN points • 30 Aug 23
🕹 Technology Startup Culture Tech industry Venture Capital Cryptocurrency Artificial Intelligence
  1. The man in the arena speech by Theodore Roosevelt emphasizes the importance of taking action over criticism.
  2. Chamath Palihapitiya symbolizes a detrimental mindset in Silicon Valley of valuing image over actual value creation.
  3. The tech industry's obsession with funding specific kinds of founders and companies has created a harmful monoculture that prioritizes profit over societal impact.

There's no such thing as f– you money

The Rubesletter by Matt Ruby (of Vooza) | Sent every Tuesday • 1639 implied HN points • 16 Jan 25
💼 Business Entrepreneurship Finance Tech industry Corporate culture Leadership
  1. Wealth doesn't guarantee freedom. Even billionaires serve someone and often compromise their principles.
  2. Charisma and social influence can be more powerful than money. Being likable and persuasive can get people further in many situations.
  3. Cultural power matters more than financial power. Those with money often want to control how they're perceived and fear being ridiculed.

Earnings, capex, and models, oh my!

Alex's Personal Blog • 98 implied HN points • 30 Jan 25
💼 Business Earnings Investments Tech industry Market Trends Economic Impact
  1. Microsoft is doing well with cloud services and AI, showing growth and strong investments to meet demand.
  2. Meta is balancing costs well while investing in AI, which is helping them maintain profitability despite other losses.
  3. Tesla is focusing on long-term growth with self-driving technology and new robotics, which some investors find promising despite slow car sales.

GenAI Isn’t Replacing Devs (And It Shouldn’t)

HackerPulse Dispatch • 8 implied HN points • 18 Feb 25
🕹 Technology Software Development Artificial Intelligence Programming Languages Engineering Tech industry
  1. Firing programmers to replace them with AI can backfire. Companies might end up facing big problems like untrained workers and high costs to hire good developers back.
  2. Experience and human intuition are important in software development. AI can't solve every problem, and skilled developers are still needed for complex tasks.
  3. The new Python 3.14 interpreter will make code run faster without needing any changes. This is great for developers because it saves time and effort.

Silicon Valley's Slaughterhouse

Where's Your Ed At • 15430 implied HN points • 08 Sep 23
🕹 Technology Tech industry Venture Capital Startups Software Industry
  1. Elon Musk is involved in a legal battle over accusations of anti-semitism and his actions have had significant impacts on advertising revenue and Twitter's valuation.
  2. Silicon Valley culture has devolved into a profit-driven, empty innovation environment fueled by venture capital, lacking real societal impact.
  3. The tech industry, led by venture capital, has created a culture of labor exploitation, hollow promises, and superficial startup culture, with the focus on profitability rather than meaningful innovation.

Twitter is dead and Threads is thriving

Platformer • 3262 implied HN points • 27 Oct 23
🕹 Technology Social media Tech industry Digital Content Artificial Intelligence Software Development
  1. Twitter underwent significant changes after Elon Musk's takeover, leading to a decline in daily users and financial setbacks.
  2. Musk's plan to pivot Twitter towards paid subscriptions failed, with less than 1% of users signing up for the premium service.
  3. Former Twitter employees have accepted the company's demise, with concerns about the future of the platform integrity at X.

OpenAI Sora Turbo: A Very Expensive Slot Machine

The Algorithmic Bridge • 254 implied HN points • 10 Dec 24
🕹 Technology AI Models Software Development Digital Media Tech industry Innovations
  1. Sora Turbo is a new AI video model from OpenAI that is faster than the original version but may not be better. Some early users are unhappy with the rushed release.
  2. This model has trouble with physical consistency, which means the videos often don't look realistic. Critics argue it still has a long way to go in recreating reality.
  3. Sora Turbo is just the beginning of video AI technology. Early versions may seem lacking, but improvements will come with future updates, so it's important to stay curious.

The plane crashed because of…DEI!

The Rubesletter by Matt Ruby (of Vooza) | Sent every Tuesday • 641 implied HN points • 02 Feb 25
🇺🇸 U.S. Politics Political Commentary Social Issues Tech industry Cultural critique Media Landscape
  1. Some people blame their problems on DEI (Diversity, Equity, and Inclusion) instead of taking responsibility. It's become a catch-all excuse for various issues, making it a controversial topic.
  2. Many tech leaders seem silent or unwilling to comment on political issues, raising questions about their priorities. They might be more focused on their profits rather than ethical or social concerns.
  3. Wealth does not always equal intelligence. Just because someone is rich doesn't mean they are smart or deserving of their success, as shown by failures in both tech and sports leadership.

The Case for Big Action to Regulate Artificial Intelligence

chamathreads • 2653 implied HN points • 09 May 23
🕹 Technology Regulation Artificial Intelligence Innovation Internet Tech industry
  1. Regulation of artificial intelligence is essential to manage risks and protect society from potential harms.
  2. Regulating AI can set global standards and prevent censorship on the internet.
  3. Past successful regulatory models, like those in the pharmaceutical industry, demonstrate the importance and effectiveness of oversight.

3 Products That Influenced Me

Tech Ramblings • 19 implied HN points • 14 Sep 24
🕹 Technology Product Design Innovation Software Development User Experience Tech industry
  1. The iPhone changed how we think about technology. It shows that controlling both hardware and software can lead to incredible innovation.
  2. Tesla focuses on making things simple and helps users learn through experiences. This approach makes the product easier to use and reduces complexity.
  3. Amazon Web Services made it quick and easy to start an online business. It built a strong foundation by allowing teams to create interconnected services, speeding up product development.

Top Highlights of CES 2024

AI Supremacy • 1198 implied HN points • 21 Jan 24
🕹 Technology Tech industry Events AI
  1. CES 2024 showcased innovative AI technology like Rabbit R1 and enhanced robots.
  2. LG and Samsung introduced transparent TVs with unique features at CES 2024.
  3. Tech advancements at CES included dual-screen laptops, AI-enhanced PCs, and unique gadgets like GyroGlove.

Vibe Check: MSFT & META Earnings: LRCX, MXL, WOLF, ASML, CLS, STM, ALGM, INTC

Mule’s Musings • 366 implied HN points • 03 Feb 25
💰 Finance Earnings Reports Investment Trends Stock Analysis Tech industry
  1. Microsoft is seeing strong growth in its AI revenue, but its overall business is growing slowly. They have invested heavily in AI and plan to keep expanding their data center capacities.
  2. Meta is optimistic about the future of AI and has extended the lifespan of its servers. They expect to make significant advancements in AI coding and problem-solving capabilities in 2025.
  3. Both companies are focusing their spending on infrastructure, with Meta doubling down on AI and core business needs. They believe that investing in this area will give them a competitive edge.

"Here's the sad state of the cloud"

Cloud Irregular • 3696 implied HN points • 22 Jan 24
🕹 Technology Cloud Computing Artificial Intelligence Tech industry Tech Culture Data Privacy
  1. The cloud landscape is shifting from big hyperscalers to more specialized services like standalone databases and DIY cloud-in-a-box.
  2. Using tools like Nightshade to protect art from being exploited by AI may not be the best strategy, focusing on creating original, high-quality art is key.
  3. Google, despite criticism, remains a significant player in the tech industry, seen as a symbol of intellectual prowess and innovation.

Briefing: Tinder for Slack, GPTs, X’s 2024 roadmap

Department of Product • 943 implied HN points • 11 Jan 24
🕹 Technology AI Product Design Software Development Tech industry Artificial Intelligence
  1. Slack's new Catch Up feature works like Tinder for messages, making it easier to catch up on missed messages.
  2. OpenAI launched a GPT store with tools like DesignerGPT and AI PDF, offering add-ons for ChatGPT.
  3. Perplexity is a new 'answer engine' competing with Google, providing direct answers and generative AI capabilities.

469: The Market's Goal, Synopsys + Ansys, Nvidia, Spyderco, Intel AI Spin, Nuclear Arsenal Forgotten Secrets, Recessions Since 1860, and Searching for Bobby Fischer

Liberty’s Highlights • 884 implied HN points • 10 Jan 24
💰 Finance Market Dynamics Mergers Tech industry Nuclear Weapons Film
  1. The market often surprises people and goes through cycles of confusion and growth.
  2. US recessions have been less frequent, signifying stability, but opportunities for growth still exist.
  3. Merger talks and developments in companies like Synopsys, Ansys, Nvidia, and Intel show shifts in technology landscapes.