Uber blew through its entire 2026 Claude Code budget by April and is slowing hiring to cover the API bill. The COO admits the massive token burn isn't translating to shipped features. We didn't automate engineering. We just traded actual headcount for a while-loop with a corporate card.
Today is a hard day. I shared this note with the @linear team today: We’ve made the difficult decision to increase our workforce. This is not a cost-cutting exercise or a reflection of anyone’s performance. We’re simply reimagining every role for the agentic AI era. We’re hiring. We’re sorry about that.
Pretty sure this is what @brian_armstrong means when he says, “Non-technical teams are now shipping production code and many of our workflows are being automated.” Keep up that good workflow @coinbase 🫡
The uncertainty that AI brings is causing management teams to lose their heads strategically, tactically, and operationally. I have never seen anything like it. There's some humiliating behavior going on out there.
A common dynamic I observe with AI: it feels most impressive when you don’t know much about the subject, don’t care or don’t have a clear idea of what the you want.
This applies across design, code, legal, and more. If I don’t know code very well, every piece of code it writes feels very impressive.
Once you know what something should feel or look like, it becomes almost impossible to guide AI there. And you definitely can’t one-shot it.
1/ Project Eleven just awarded 1 BTC for "the largest quantum attack on ECC to date", a 17-bit elliptic curve key recovered on IBM Quantum hardware. I replaced the quantum computer with /dev/urandom. It still recovers the key.
China ten years ago: wow I can't believe all these equatorial countries are agreeing to payday advance loans with 63.8% APR, I'm going to be so rich when I collect.
If you asked Claude to build you a house it would build you the most beautiful house, and then you’d go inside and you’d be like, “Claude there’s no bathrooms.” And Claude would say, “There were no bathrooms before either, so it’s actually a pre-existing issue”
so let me get this straight
> OpenAI renamed their whole division "AGI Deployment"
> Jensen said AGI is "already in the room"
and then ARC-AGI-3 drops and on a scale from 0 to 100% SOTA models score:
GPT-5.4: 0.26%
Gemini Pro: 0.37%
Claude Opus 4.6: 0.25%
Grok: literally 0%
meanwhile 100% of human testers solved every single environment.
first try.
no instructions.
no training.
AGI is "in the room" brother it couldn't find the room