Inspiring

I believe AI policy should regulate how AI is used, not the models themselves. Trying to control the underlying models sets a precedent for deeper government involvement in AI progress and may end up accelerating the global shift toward open source AI.

tokenmaxxing is not ending, I think it's just getting started. the pareto setup: route 80% of your workload to deepseek or other cheap models, save frontier models for the 20% that actually needs them. intelligence is becoming a cost curve.

The Internet has crossed a major threshold: bots, powered by agentic systems, now outnumber humans in online traffic.

New York this week. capital, compute, humanoids, digital assets, the next decade of infrastructure. meeting builders, investors and AI factory operators.

many ideas that felt too early 3 or 4 years ago are becoming timely now the infrastructure is stronger, the market is more educated and consumer behavior has finally caught up.

.@mlevchin spent "zero minutes" introspecting on his failed companies: "I kept going because I realized I liked the journey as much, if not more than the destination." "The day my co-founders and I declared our first company dead, I found myself thinking, 'What will be the next one?'" "I took exactly zero hours or minutes contemplating, 'Is this the right thing for me to do?'"

If you are a mathematician, then you may want to make sure you are sitting down before reading further.

tokenmaxxing

People keep asking "what jobs will AI destroy?" Wrong question. Instead, ask what a brilliant 14-year-old in West Virginia can now do that he could never do before. Previously all his relatives went into the mine bc that was the only door open to them. He was largely doomed because of where he was born. A kid growing up in that same holler today can build an AI company from his bedroom. Think about what that actually means for opportunity in America. The Doomers are wrong. These new tools will make the system more meritocratic, more democratized, and more distributed than ever before.

sonic delivers the fastest finality among Layer-1 blockchains

The crypto market’s fundamentals are stronger than ever, even while investor sentiment is close to historic lows.

build software/docs for agents first the marginal cost of high-quality coding agents is collapsing to electricity prices this changes everything about product and infrastructure design agentify your business

Technology is a key force behind economic progress in America.

work accomplished per token > cost per token

techno-capitalism

ai inference is growing exponentially this year we’ve gone from generative ai to reasoning ai and now to agentic ai i’ve never been more optimistic about tech

AI infrastructure is one of the most important layers of the next decade. Big congrats to Josh and the entire team, the journey is just getting started.

It’s been almost 15 years since @pmarca’s “software is eating the world” era began. Now, it has metamorphosed into an era where AI, alongside hardware, is eating the world.

The jobs apocalypse is the Population Bomb of our time. Instead we're seeing more hiring in the job most affected by AI: programming. That should have been clear and obvious to anyone with basic economics understanding and good handle on the history of technology but it's sadly lacking today. Fear sells. It drives clicks. It drive engagements. The jobs apocalypse scenario comes from catastrophizing personalities and people who think of life as a zero sum game. It's the same mistake the communist theorists made. They thought jobs and labor were fixed and there's nothing new under the sun. If we take one job that job is lost forever and that person is now useless. Wrong. Instead, what happens is that when something gets faster and cheaper we want more of it. Much more. There is so much software that we could not build before because there weren't enough skilled people and not enough time and it wasn't worth the time or money. Now it is worth it because it is faster and cheaper. Cheaper for SaaS builders, cheaper for individuals, cheaper for enterprises, cheaper for everyone. That's why were are seeing programmer jobs tick upwards. Right now we are not seeing juniors get hired but that is also always the case in a recovery. We just saw mass layoffs because of overhiring during COVID and cheap money printing that made lending essentially free. The unskilled, aka junior workers, are always the last hired. You want skilled verterans who can take on the new technology with experience and take off running not someone you have to train and babysit when you have been stuck in third gear for a few years. Job populists on the hard left like Sanders and many of his mirrors on the populist hard right are the enemies of actual working economies and must be resisted at all costs. They hurt the very people they hope to help by clinging to the past and thinking of life as a zero sum game. This increase in jobs is the reality that will increasingly play out over the next few years if AI keeps getting better, barring some other economic shock that changes the game. It will increasingly play out even when we have "geniuses in a datacenter." It will be a shock to some. Just not the jobs shock they were expecting. Sorry to disappoint but we're not getting UBI any time soon while the robots do all the jobs and you sit on your ass. Seems like we are all going to have to work a bit longer.