Chainyoda

Friend’s son pivoted from cs to dentistry in college because of Claude code. This is an incredible time to be a cs person with agency and depth and a bad time to be an average cs person. Terrible time to be an employee, incredible time to be a founder

It’s really funny that gold, silver and tech stocks all topped just as leveraged crypto traders pivoted from trading coins to trading these other assets

Congrats fellow crypto bros, the AI bros are even moar tone deaf than us. We just joke about ordinary voters losing money, they proudly talk about ordinary voters losing their livelihood

January was Agency, February is Taste. I can only wonder what March will bring

Dumb terminals are back as Claude code
Cron jobs are back as AI agents
Mainframes are back as NVIDIA GPUs
On prem is back as Mac Mini
Computing is an infinite loop 👉🏽🔁👈🏽

AI seems to be replacing gold and silver also

“Taste” is just an RLHF policy. I don’t see anything unique to humans in “taste”

Openclaw is a complicated way to do simple things

Downtown San Francisco is a good image of the post AGI future - you get to choose between being a billionaire or a homeless dude on drugs

A picture of Modiji on every GPU 👆🏽

Silicon Valley is bringing back internal IT to replace SAAS and on-prem to replace cloud but using the fanciest agentic wrapper and it feels great. It’s a loop.

Bitcoin shouldn’t trade like SAAS. The threat to SAAS is that everyone will build their agents around their processes but no one is going to build their own bitcoin