RT threadguy (@notthreadguy)claude code has revolutionized my life. i can’t tell you anything im doing yet but understand im cooking. its changed my life. i obviously can’t share why or how but i haven’t felt like this in decades. i just need you to know. decades. more on this later but i just need everyone to know. decades.many many decades since i felt like this. truly ...

Core Viewpoint - The technology sector, particularly software, is experiencing significant sell-offs, with the S&P software index down 11% in four days and WisdomTree's cloud ETF down over 10% [1][2]. Group 1: Market Dynamics - There are concerns that AI could disrupt software companies, leading to decreased revenues and importance, while simultaneously, doubts about AI's effectiveness contribute to market sell-offs [2][3]. - The market is currently treating all software stocks indiscriminately, despite varying levels of disruption risk among different companies [10][11]. - The recent sell-off has been characterized by indiscriminate selling, affecting both high-risk and more insulated business models [10]. Group 2: Valuation and Investment Opportunities - Many software companies were likely overvalued 6 to 18 months ago, especially as their fundamentals began to decelerate [8]. - Large tech platforms benefiting from AI are currently trading at reasonable valuation multiples, suggesting potential investment opportunities [8][9]. - Companies like Google and Amazon reported strong earnings but faced negative market reactions, indicating potential undervaluation relative to their fundamentals [13][14]. Group 3: Future of Software Industry - The software industry is at a critical juncture, needing to adapt to new technologies like AI to survive and thrive [19]. - The emergence of tools like Claude AI could commoditize software development, posing existential risks to traditional software companies [18][19].

RT Josh (@joshcrnls)highly recommend consolidating all your information sources into a daily briefing that's waiting for you when you login every morningsummarizes all my newsletters, telegram channels, twitter bookmarks, hacker news threads, techmeme headlines from the past 24 hourstakes literally 2 minutes to build with claude code ...

RT kyon (@0xKyon)announcing: kisuke, a native ios idekisuke is your fav pocket engineer.you get:- claude code (use your anthropic acc + all CC features)- multi tab terminal- code editor- browser + built-in devtools- port forwarding (auto-detected and available inapp) https://t.co/iriVbWP882 ...