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Anthropic surpasses OpenAI to become most valuable AI startup

https://qazinform.com/news/anthropic-surpasses-openai-to-become-worlds-most-valuable-ai-startup
108•Bolat14•58m ago

Comments

king_zee•55m ago
ChatGPT dropped the ball for a while that most devs and technical people went to Claude for a year or more, they still probably have the most normie market share + are at least trying to win back some of that delay in their latest model so it'd be interesting to see
tapoxi•44m ago
The "normie" market doesn't pay for enterprise features though. They might cost more in inference then they make back from advertising.
grodes•52m ago
codex gtp-5.5 is far superior to opus 4.7 working on large projects
BoredPositron•51m ago
Not everyone is a developer...
_puk•50m ago
And 4.7 is so last week..
keyle•32m ago
Soon none of us will be! right?
meowface•47m ago
GPT-5.5 is the better programmer but Opus 4.8 remains the better system architect and product designer.

Codex is very "miss the forest for the trees", but is much better at successfully making large changes in large codebases. Claude Code makes more mistakes, but has more taste and a better grasp on idiomatic and elegant software development.

If you can afford to, I recommend juggling both.

bayindirh•42m ago
I find arguing that a complex weighted graph has a taste is interesting.

This is not a jab, but a genuine curiosity of mine.

alstonite•36m ago
The taste that the complex weighted graph was trained on was better for one than the other I think is the long winded way to say it
knollimar•33m ago
The roulette pockets for the model are bigger for some outputs than others. Draw a big enough black box around it and a different one around humans and it's insistinguishable.
theturtletalks•38m ago
Great analysis and follows my experience as well. Codex is better when you know how you want the design and the architecture and you drive the agent a lot more aggressively. Claude Code feels like more autopilot so executives and users who didn’t code before AI like it a lot more.

But I feel like an expert who can drive GPT aggressively will out perform Opus. It’s why some smart people I know are opting for GPT and have fallen off on Opus. It’s like asking an F1 driver to sit in a taxi.

RA_Fisher•46m ago
In what ways? LM Arena has Opus 4.7 w/ 1567 -/+ 7 vs. 1505 -/+ 10 from GPT-5.5 Codex in code. I'm currently using both.

Admittedly my recent experience tilts Opus now 4.8, but you and others have my interest piqued re: GPT-5.5 Codex so I'm trying that more now.

dangus•42m ago
Opus 4.7 is not the current version of Opus.
oofbey•41m ago
GPT 5.5 still invents facts rather than looking them up, and manages to come across both as condescending and sycophantic. It feels like talking to a used car salesman.
folkrav•18m ago
Funny cause I'm quite literally having this exact issue with 4.8 as we speak. I've been going back and forth with Claude since yesterday afternoon on chopping up, stabilizing and facilitating recovery on a flaky mega-pipeline. Not 5 minutes ago, I had to remind it that two of the solutions it proposed were not possible because the target technology doesn't allow what it wanted to do, despite pointing it to the very docs that says it can't be done in the first place.

As far as its tone... Both feel like sycophantic as hell to me. To be honest, they just all feel so.

theshackleford•12m ago
> GPT 5.5 still invents facts rather than looking them up

So does Claude, what’s your point?

I used it and ChatGPT this week in trying to assist troubleshooting a complex DB related issue and Claude had to apologise no less than three times in which it admitted to talking complete shit.

Just one example of the kind of shit it dribbled:

> I need to be upfront with you. I should not have claimed X as if I knew that for a fact. That was overreach on my part.

the__alchemist•38m ago
You're using last week's model; Opus 4.7 is old news. Opus 6.9 is the new hotness; it is a better product manager than GPT, and has more X productivity. It replaced our junior dev team, and tells me my hair looks good.
lucamark•23m ago
I'm experiencing the same. Codex gtp-5.5 has more brilliant intuitions, write less code, i.e. it identifies the exact point in which the modification shall be done. Nevertheless, huge improvements on personality from opus 4.7 (it was too accomodating) to opus 4.8
iterateoften•51m ago
How much dilution? Who’s getting the value?
startpage_com•46m ago
Start what?
amazingamazing•45m ago
I never want to hear from developers again that they are not susceptible to marketing. I see meet ups specifically about Claude often.

Modern tupperware party.

A colleague was convinced Claude is better so we played a game. We used the claude code and codex harness and I implemented some prs they needed with gpt5.5 and opus4.7 and asked them to identify which came from which only from the code.

Couldn’t tell.

Edit: i bet 99% of people here, if i presented a test where i gave 5 models but all of the results came from one would be able to discern this. Just vibes all the way down.

regluous•41m ago
Everyone can be propagandised. It's a matter of pushing the right buttons.
ejejje1•38m ago
Not everyone one. Some are very strong mentally and not so easily malleable.

I don’t think that applies to most on here tho.

site-packages1•36m ago
I RAN to downvote this dunning kruger of a comment.
jnovek•33m ago
Seeing yourself as immune to propaganda probably makes you more susceptible to propaganda.

Edit: Oh they’re trolling, nm. :-/

bilekas•40m ago
lysace•44m ago
The models aside, my impression is that Anthropic is winning in large part because of very pragmatic and high-velocity product development on top of them; like with Claude Code.

Like actually iterating hard to make them useful. Many, many details matter here.

I haven't tested the similar OpenAI/Google tools in detail lately though. Previously I found them way too generic and unpolished to be useful.

Is there something to this?

wongarsu•29m ago
My impression as well. OpenAI was riding the high of ChatGPT with a very confusing and seemingly unfocused offering beyond that. Anthropic was always laser focused on business use cases. Claude Code being the big one. Finance seems to be their next target.

Anthropic has much narrower capabilities. No image generation, no video generation, no 3d world models, barely any voice stuff. But they know who their target customers are, and their API has a model selection anyone can understand and pricing that rarely changes. Focus and predictably

r721•38m ago
qazinform.com seems to be shadow-banned (and posted only by OP): https://news.ycombinator.com/from?site=qazinform.com

UPD https://en.wikipedia.org/wiki/Kazinform

spacebacon•38m ago
Investors of both should read this: https://open.substack.com/pub/sublius/p/srt-introspect-why-c...
pingou•9m ago
"Investors who have poured hundreds of billions into closed-source labs are betting on an unprovable safety moat".

Nobody is investing in closed-source labs for safety reasons, being able to explore more in details what and how the model is thinking is nice but by no means a game changer. What matters to investors and most of the users is that the model gives the right answer at the end.

keyle•28m ago
Unicorns, strapped with rockets, too busy looking at each other to realise the Earth is far gone.

They'll kill us all, or they'll kill each other. They sure as hell ain't making the world a better place, like they promised.

andrewstuart•27m ago
It’s because the programming works.

OpenAI. Spent its resources on AGI whilst Claude worked on making programming work.

Google Gemini is out of the race entirely its programming AI is a joke.

amazingamazing•6m ago
It is unclear which strategy will work in the end. 3.5 flash uses fewer tokens and is cheaper.
shevy-java•21m ago
All overvalued.
dude250711•6m ago
By an order of magnitude.
robot_jesus•19m ago
Pointless article (like much of the AI marketing hotness and spin room).

> The new valuation is nearly three times higher than the company’s February valuation, when Anthropic was estimated to be worth around $380 billion.

> In March, OpenAI was valued at $852 billion following a record $122 billion funding round.

Basically, today (Late May) we're declaring Anthropic the most valuable. They've nearly tripled in value since February. But also, OpenAI was $852B in March and presumably has grown since then.

In a few weeks we'll either have a new rounding of funding for OpenAI or they'll announce their IPO and the hype train will be abuzz that they're now the most valuable.

m3kw9•16m ago
Either they are getting fleeced or they are getting very good terms for the investments
bikelang•15m ago
OpenAI’s models could be materially better than Anthropic’s and I still wouldn’t use them because I don’t want to support Altman.
orphea•12m ago
Do you think Amodei is different?
akillibebe•8m ago
The choice is not binary. I use DeepSeek (paid) for coding, and Qwen (free) for casual stuff from the browser chat UI.
tornikeo•6m ago
Do you hold any amount of power in the world? A project that people care about, or a deliverable that someone depends on?

Just curious how you can afford to care about the guy 7 levels above the men that built and support the API that you buy.

PedroBatista•11m ago
I get the feeling this also means AI works very well for the general coding tasks and that's their biggest success in terms of difficulty AND people paying for it.

Of course every AI company has been over promising and pumping the numbers as much as possible but OpenAI has been hitting the reality wall more because both their people not being able to keep improving at a faster rate and their whole cost structure and financial plates spinning.

This doesn't invalidate the fact Anthropic is also overhyped to the max for their IPO.

qwesak•9m ago
Bernie Madoff would be jealous. Stealing all open source and reselling "git clone" + "sed" for $1 trillion is something he did not achieve.

The chutzpah is remarkable.

antirez•9m ago
In this game, who wins - in the long term - is who has the best model: so far OpenAI is ahead, so in the long term this is what matters. However, for the same reason, if in the future open weight models will be very near the quality of frontier labs, Anthropic and OpenAI will be out of business very soon. The game they play only make sense if their SOTA models do things that other models can't do at a comparable level.
tedggh•8m ago
At this point I think it’s more important to have a solid workflow and understanding of how [insert your favorite model here] works and its capabilities, than chasing the next shinny release jumping back and forth between companies. I just finished my first large project with Codex and it is hard for me to believe Claude can be much better. It may be a bit better or worse, but again, they are all so good now that the user is the one driving the difference.
merrvk•4m ago
They are far far better at marketing than OpenAI
CuriouslyC•7m ago
This is exactly right. Claude has baked in autonomy and preferences that let it handle underspecified prompts elegantly, which makes it seem smarter to people who like to prompt that way, but it also ignores instructions and fights you on things, which makes it a bad model for people who know what they want to do and specify it.
I think for developers the distinction is that ChatGPT is this commercial all in one solution for normies and Claude is specific for developers, in reality as you say the results for normal developers is indistinguishable.
kube-system•19m ago
Maybe some people think that but there’s not really any meaningful difference in their offerings

FWIW most of the normies I know are using Claude

echelon•38m ago
> Couldn’t tell.

I can tell. It's night and day.

Last year I used a bunch of models to try to generate Rust code. They all sucked.

This February I tried again and used Claude to generate Rust code. I have never been more stunned in my life. It's just as good as I am, and 30x faster. No fluff, the code is verbatim just as I would have written.

I then tried other models. Total disappointment.

I've continued to repeat this experiment. Opus is the only model that can write Rust reasonably.

Codex produces junk to this day. It passes variables that aren't needed, it abuses pointers, it creates overly verbose monstrosities...

I don't want any single company to win. I want OpenAI to be competitive. I want open source models to win. But right now, Claude Code and Opus are it.

amelius•24m ago
I recently tried with C# code and Avalonia on Linux. Total disaster. Could only get things to run after 10 attempts or so, and was only trying a very basic example. For some of the experiments I actually gave up.
lunar_mycroft•5m ago
> This February I tried again and used Claude to generate Rust code. I have never been more stunned in my life. It's just as good as I am, and 30x faster. No fluff, the code is verbatim just as I would have written.

Having looked at a bunch of known or suspected (based on the intent of the code and/or what I know about the developer(s)) LLM generated rust, there's only a few explanations here:

1. You're way better at prompting than (virtually) anyone else.

2. You're vastly overestimating how good the rust code it produced is.

3. You handheld the model throughout and made lots of edits.

4. Your hand written rust code is very bad.

Because from every example I've seen, these models write horrible rust. Sure, it may technically pass all the tests, but it's horribly pessimized, badly organized, doesn't even attempt to use the type system, if there aren't bugs now there will be the second it tries to refactor or add a new feature, etc. etc.

(I also strongly suspect that the same would be true for other languages, but I can detect it in rust more easily because it's my main language)

holistio•37m ago
Been to an Anthropic event in Paris last summer.

They served caviar. It probably had good ROI.

brookst•36m ago
This is like saying you gave a Taylor Swift fan sheet music from 1984 and from Michael Jackson’s thriller and they couldn’t tell the difference.

I have a strong affinity for Claude Code because of the interaction experience and overall tone / vibe / process. I am 100% willing to believe the code it produces is identical or possibly less good than Codex.

I enjoy working with Claude in a way I just don’t get from OpenAI. YMMV, you may feel just the opposite. But it’s a mistake to look at the produced code as the only dimension of these products.

amazingamazing•32m ago
This is my point. The harness itself creates feelings that are positive, but the artifacts produced are similar.

It is like the employee who is slightly worse but is a brownnoser getting promoted more often.

And what do you know, that is what is happening. It is like the coke commercial with the nice music and beautiful person in the back.

Speaking of which, remember Pepsi Challenge? Coke lovers are like the claude code lovers.

mewpmewp2•29m ago
The creative output and time to direct, to deliver due to the flow will also be different.

And it really depends on the task. Is it a typical well defined bug, or is it simpel CRUD. Or does it require research, combining different sources of data in a complex and creative ways.

This is also why benches never show reality, and the only real understanding comes if you actually try to build something.

hgoel•28m ago
But what they're pointing out is user experience, not marketing.
9dev•26m ago
That's a weird way to look at it. Any car gets you to your destination, but some people prefer driving a sports car or an SUV. They get something out of it that isn't just a marketing delusion, but subjective joy from the interaction with one product over another.
amazingamazing•24m ago
Luxury cars are indeed a good comparison. The subjective joy is a result of the delusion. That is why so much money is spent on such marketing to begin with. The analogous comparison would be if a blindfolded passenger turned out to prefer the Sienna to the 911.
mewpmewp2•20m ago
I would actually say it is a luxury car where you have your personal driver and you are free to work on other tasks, and it gets you faster to the destination. Time to me is at least the most valuable thing.
bibimsz•8m ago
this site is reddit 2.0
ctvo•7m ago
> The subjective joy is a result of the delusion.

Repeat after me:

_Other people can experience things you do not experience and it is still valid, and not a delusion_. They are not sheeple who fell for marketing.

cooper_ganglia•36m ago
Claude has an "End Conversation" tool that it can trigger on it's own, forcing your interaction to a close based on it's own feelings towards the conversation.

I have no idea how this wasn't the end of Anthropic's positive public perception.

brianwawok•13m ago
Luckily this doesn’t come up while writing code. It tends to be if you are chatting it up in friend mode, and ask for a bomb recipe.
melenaboija•34m ago
Yes, which means that in the long run this looks ugly.

So much faith and money in this idea, and seeing how fragile it is, does not look good.

tailscaler2026•32m ago
for me personally it's two reasons:

1) Brockman ($25M) and Altman ($1M) both personally donated to Trump/MAGA.

2) Anthropic pushed back against DOD's demand for unrestricted use of AI to kill people while OpenAI eagerly said "please use ours!".

jnovek•31m ago
I can’t tell the difference between code written in vim or vs code but it matters substantially to the person writing the code. There’s stuff beyond just the output that goes into tool choice.
amazingamazing•16m ago
> There’s stuff beyond just the output that goes into tool choice.

Yup, like billions of capex. Unlike vim.

neosat•15m ago
Your argument is fine but different from the claim the OP is making. You cannot simply make a claim that (model + harness) X is better than Y, but then have no discernible difference in the output. Subjectively, people might still prefer one over due to anything from design to marketing, but that's very different from the claim that X is better than Y for coding (see: "A colleague was convinced Claude is better"). Basically, I prefer Claude is a different claim than Claude is better and the latter has a higher bar of proof.
spider-mario•4m ago
> You cannot simply make a claim that (model + harness) X is better than Y, but then have no discernible difference in the output.

You definitely can. That’s the entire point. If one tool completes it in 10 minutes with little hand holding, and the other does in in one hour with 4× the cost and while needing a lot of steering, the former is arguably better even if the end result is the same.

grayhatter•14m ago
I'd bet I could tell with a result somewhat better than random chance.

While there is no meaningful difference in the ability to write code, vim has earned it's reputation for having a learning curve. I'd argue that predisposition, that requirement for additional investment energy will bias the results towards attention to detail, and pure minimalism.

mewpmewp2•30m ago
I use both, enough to reach Codex highest personal sub limits and Claude is stronger to me specifically because of how the flow of building feels. So the PR for any random task would be irrelevant to me.
rjh29•28m ago
It's crazy hearing devs on this site claim Claude is 10x better than all other AI solutions. I think it is fomo. Claude $LATEST_VERSION is perceived as the best and anything else is "missing out". New version comes out? Suddenly the old version is worthless, how on earth did anyone get work done with that?

Same reason people buy the RTX 4090 and 5090 cards - overpriced but they must have the "best". Never mind the diminishing returns trying to max out PC settings (3-4x performance hit for an almost imperceptible increase in graphics, ignoring DLSS) - it's the psychological cost of having to move a slider down a notch.

I've been using Google and now DeepSeek v4 and I am having absolutely no problems and it's a fraction of the cost. I'd love for Claude to be 10x better but it just isn't, for my use case anyway.

Hamuko•26m ago
Hey, at least the superior performance of a 4090 or a 5090 can be objectively measured.
jnovek•25m ago
I’ve been using DeepSeek V4 in OpenCode exclusively for about a month.

I think it’s great, but coming from Claude Code it did feel like going back in time by ~6 months in model capabilities. This isn’t a big deal to me for what I do, but the difference is definitely there.

Leynos•6m ago
Deepseek v4 Pro is like Opus 4.5 or GPT 5.2, but costs pennies on the pound for API. Which is to say, I should definitely be using it more to let my Codex and Claude subs go further.
wongarsu•27m ago
Claude was the best for the longest time. GPT5.5 challenges that, but inertia is real
basilgohar•23m ago
You're comparing apples to oranges. Claude is a frontend overall product name, GPT5.5 is a specific model. Which model within Claude's offerings are you referring to? Opus 4.7, Sonnet 4.6, or something else?
wongarsu•5m ago
I am not refering to one specific model, I mean the entire Claude Opus line starting from about 4.5
lelanthran•26m ago
Should've used deepseek. That would have have been interesting.
utopiah•24m ago
Ah that's always SO fun. It doesn't matter how "smart" the person actually are (or think they are) we are ALL susceptible to influence and blind tests are shockingly simple to implement.

Convinced you can distinguish A from B? Ok! No problem, let's try! Can be at the dinner table for fancy wine or with agents, it's all the same, you try an option, another option, maybe all options from the same, and if you reliably can't tell well kudos, you are just like the rest of us!

It's easy to "know" in retrospect but blind test is where genuine difference can be found. Or not.

datakan•21m ago
Tribalism at it's worst. It's like the Coke and Pepsi comparisons from years past.
epolanski•19m ago
I don't think it's marketing, it's the "nobody got fired for buying IBM" effect applied to software developers choosing tools.

It's the same reason why most of the software out there keeps using bloated technologies that are most of the time the wrong fit for the product.

And the same applies to tooling. Nothing new.

HlessClaudesman•18m ago
Which model produced code that ran faster, with less bugs, etc?
sebzim4500•18m ago
I don't think it's marketing, for quite a long time Claude was clearly better and not everyone has adapted to the new reality where they have similar capabilities.
wincy•7m ago
I was really frustrated by GPT-5.4, but last night I really pulled out the stops and within a few hours I got path tracing and DLSS implemented on top of Godot, which doesn’t even support DLSS. Just to see if it could do it? And you know what, it did, which was absolutely mind blowing. It wrote like 5,000 lines of C++, I set up a mostly local asset production pipeline using GPT image gen, voiceovers using ElevenLabs API, and even background music using Suno via the chrome use extensions in Codex. I just wanted to see how far I could push this little dumb game my kids asked me to make, and my kids are like “wow our game looks so good!” These models are absolutely mind blowing. I didn’t want to go to sleep I was having so much fun.
dawnerd•14m ago
Pretty easy to tell depending what the code is. GPT follows this pattern is using maybe_something and using uppercase constants by default. Claude is a little more natural but tends to include more fallbacks than gpt5.5
illwrks•13m ago
Modern Tupperware party. 100% agree! That’s the best framing I’ve heard in a long time!
felixgallo•11m ago
Sam Altman is so cartoonishly, over-the-top sociopathically shady that he makes JD Vance look like Benjamin Franklin. I mean, honestly, tricking third world people into retinal scans in order to get a scam crypto coin? Anyone using OpenAI for anything at this point should pause and examine their ethical compass.
epistasis•4m ago
Calling this a "tupper ware" seems a bit emotional, you're intentionally disregarding many things that matter for devs in order to try to claim equivalence, rather than paying attention to the actual process of software creation.

For example in your "test" you're only looking at output and ignoring the entire process of creation.

In addition to that process, you're ignoring that Claude Code was first and better for a long time, why would people switch for something that produces the same output? Claude Code has been way ahead in the process of agentic software creation for a long time, I still prefer its features. Even though I think that Opus 4.7 was a big step backwards, and I've been getting worse results seemingly every day with the churn of features at Claude Code, some of that may also be me testing the bounds of how little I can specify and still get acceptable results, so it's hard to know.

Calling all these concrete realities "marketing" is itself you trying to market Codex as "good enough" instead of paying attention to how we got where we are and where we will go in the future.

Show HN: Extend AI turns a voice note into posts that sound like you

https://extend.redsystem.dev
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1•francisx9•39m ago•0 comments

Meta has struggled at selling anything other than ads. Will AI be different?

https://www.cnbc.com/2026/05/30/meta-struggled-selling-anything-other-than-ads-will-ai-be-differe...
1•1vuio0pswjnm7•39m ago•0 comments