I think the World Cup is going to be a huge success and everyone is going to have a fun time. The gloomy predictions and haters are going to be wrong

Good morning from Mobile Bay, Alabama. Our roadtrip towards Houston continues. If everything goes to plan, we’re making it to New Orleans today.

this is my personal singularity moment this post may sound like a paid ad. I only wish. I'm concerned, more so than happy. the world is changing, and, among the scenarios where AI goes terribly wrong, inequality is the most realistic, yet, the one Anthropic seems to be the least concerned about. I'm glad OpenAI is taking the opposite stance: *personal AGI for everyone*. I think this is a commendable position in the times we live. but who am I in the queue of the bread? anyway, Fable is here, so I'll just report my first-hour experience first of all, all my pet prompts are solved. → λ-calculus puzzles → bug questions → one-shot apps all are trivial to it. I don't have anything harder other than my ongoing work so, in the last several days, I've been toying with HVM5, a new interaction net evaluator with a faster loop. after writing the first version, I left 32 GPT-5 agents working for ~20 hours each. this resulted in up to 2x speedups, but the file size increased by 2-fold and quality decreased significantly. I then simplified the whole thing into an even simpler core, and left Opus 4.8 and GPT 5.5 optimizing it for 8 hours. Opus got a legit 6% - 34% speedup in most benches. GPT got better results, but, sadly, an unusable file. I then asked Fable to optimize it. 2 hours later, it landed a 1770% speedup in one case, 100% in other 4, and 22% in average. yes, in 2 hours it outperformed me, opus 4.8 and a swarm of gpt 5.5 agents, by one order of magnitude. that could not possibly be legit. "it must be hardcoding the benchmarks" (GPT trauma). so I read its explanation and what it did was, indeed, the most high impact optimization one could try first. seems like HVM5 was wasting a lot of time garbage-collecting unused branches of pattern-match nodes. I had optimized that for static mats, but not for dynamic mats. skill issue. Fable figured how to do it for these, resulting in a massive speedup in some benches but wait, is that *correct*? I'm not sure yet, it is credible, but this is the kind of thing that is very easy to get wrong on interaction nets. the problem is, when I was ready to start auditing Fable's solution so I could tell whether it was buggy or legit, it interrupted me to tell me it had found a massive bug on the code *I* had written. ... wait, what? so... for garbage collection purposes, I stored a bit on lambda term pointers that meant "the variable bound by this lambda has been freed, so, its lambda must free whatever argument it is applied to". that's fine. yet, on duplicator nodes, I also used the same bit to mean "one of the duplicated variables was freed, so, treat this dup as a passthrough no-op". so, if a lambda entered a duplicator, it would mistake the lambda's collection bit for its own, resulting in corrupted interaction! that's a mouthful, why I'm writing this? just so you can appreciate the sheer absurdity of what just happened. I didn't ask it to find bugs. I asked it for an optimization. and even if I did ask it to find bugs, this bug is so astonishingly subtle and specific, identifying it takes mastering the domain to an extent that it beyond even me. I'd easily need hours or days to fix it, *if* I ever came across it. chances are it would just go unnoticed. and Fable found it and fixed it like it was nothing, while it was busy adding a 17x speedup to a file that neither I, nor Opus 4.8, nor a fleet of GPT 5.5 managed to barely make 2x faster. oh and there is also another tab where it is also ripping through Bend's codebase and finishing everything I had to do I don't know what to say anymore this isn't about Anthropic or OpenAI, this is about our collective future as a species. the world is changing, and we need to be aware of it, and discuss how to handle this change. receipt below . . .

My friend came back from a euro trip, did Amsterdam, Barcelona, Rome & Paris for 2.5 weeks. He said he ate 5x more than he does in NYC. Bread every meal. Pasta every night. Gelato daily. Drinking the whole trip… walked a lot but that’s about it. Yet he came home 7 pounds lighter? Makes you wonder what the hell we're putting in our food in the US?

A lot of top bankers in 1929 made the equivalent of $100M a year working 6 hours a day. I just read this in Andrew Ross Sorkin's new book, 1929. - One guy's routine was wake up at 6, workout, get to the office by 10, and home by 5. - Another took the whole summer off in Europe. The boat ride was 3 weeks each way. I’ve read about other examples of super successful people like this. Andrew Carnegie barely worked, Ted Turner (who built CNN) would disappear 3 months at a time to race sailboats professionally. But then today we see a lot of people talking about how hard work is necessary to do great things. They likely grinded to get there. But it's important to know what season you’re in. Don’t compare your spring to someone else’s summer. There are seasons to grind, and then there are seasons to rest.

Bitcoin’s break from tech is getting harder to ignore. The Nasdaq 100 just hit a fresh record high, fueled by continued AI-driven inflows, while bitcoin heads the other direction. Over the past 12 months: • Nasdaq 100: 41.5% • Bitcoin: -37% and still 48% below last year’s peak Strategy’s sale appears to have added pressure, widening the divergence between crypto and tech. Source: Bloomberg

Be your self, not someone you were assigned to be! Bezos won on time horizon, not AWS or 1-Click. If your bets have to work in 3 years, you compete with everyone. Every smart, funded team is chasing the same 3-year problems. Short horizon, crowded field. Stretch to 7 and the field collapses. Investors want returns, employees want vesting, founders want proof. Almost nobody can sit in a bet that doesn't pay for most of a decade. The patience is the moat, and it costs you, that's why it works. But you can't fake a 7-year horizon on a problem you don't actually care about. Pick the users and the problem Moloch assigned you, the safe ones, the fundable ones, and you'll bail the first hard year. Pick the ones that are actually yours and you'll still be there when everyone else has quit. So the real prerequisite isn't discipline. It's knowing yourself well enough to choose a problem and a set of people you care about that you'll serve them for decades.

🏦 JPMorgan CEO Jamie Dimon warns stablecoins could become a "huge problem" and says he is not happy with the Clarity Act. 🎙️ When asked about Coinbase CEO Brian Armstrong representing the industry, Dimon said, "He's full of sh!t."

No one could have predicted this “Jersey City was one of the busiest apartment-construction markets in the entire New York metro region, adding thousands of new units as developers chased the post-pandemic demand surge. When all that inventory came online at once, landlords had to compete on price to fill the units, which pulled rents down from their 2024 peak. The building boom is why renters are getting a break now."

Never thought I'd say this about a Ferrari, but this is one of the ugliest EV designs ever, and it can be all yours for $640,000 lol

I'm almost at the point where I'm going to stop asking AI questions and instead ask it to find sources that might answer them. Because I know what it's doing: pushing the linguistic buttons in my brain that lead me to believe it and stick with it, even as it gives me garbage.