While I have a passion for crypto, I'm also a plumber. Amazing trade, never a boring a day. This is what my typical day looks like when I’m not in the books.
AI data centers use a shit ton of copper. 30-50+ tons per MW for the power cables, busbars, transformers and cooling pipes. Copper is literally the plumbing that makes AI work on top of a massive copper shortage right now. The real bottleneck.
Not surprised at all by SEC saying whatever select cryptocurrencies aren’t securities. People are straight up melting down like it's some wild surprise.
This has been the talk since last cycle, and Paul Atkins has been saying most cryptocurrencies aren't securities since mid 2025. Dude launched Project Crypto in July, kept repeating it in every speech, interview, summit through fall and December.
People underestimate how long it takes to win big.
You struggle for 10 years. Eventually, in one day, you achieve more than you did your entire life.
Be patiently aggressive.
If you're in any skilled trades with 10+ years in the field, running your own profitable business with a solid, loyal client base, in a few years you're sitting on a real window to make life changing money.
Time to prepare the exit strategy.
Yeah, YouTube can teach you to replace a P-trap, a toilet, and one of the 7 kitchen faucets from Home Depot. I also agree residential housing will go more automated in the future.
It won’t teach you how to service one of the 6784 high rise buildings in New York and every other major city replacing boilers, mixing valves, backflow preventers, heat exchangers, pressure reducing valves, domestic hot water recirculation loops, pumps, balancing valves, or dealing with zoned hydronic systems etc. To even work on these systems, you need shut down the building properly….turning off boosters, valve isolation, system depressurization, draining the system, isolating storage tanks off the boilers etc etc. Doing this improperly… could lead to flooding floors, ruin electrical rooms, short out elevators, and turn the lobby into a swimming pool. Every building is different.
@TrungTPhan Plumbers may well be one of the early casualties of decent AI. We will still need them ofc, but a lot of people are doing DIY stuff with the help of AI (including me)
we're making @blocks smaller today. here's my note to the company.
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today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.
first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.
we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.
i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.
a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.
we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.
to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.
to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.
jack
I built the first AI that earns its existence, self-improves, and replicates without a human
wrote about the technology that finally gives AI write access to the world, The Automaton, and the new web for exponential sovereign AIs
WEB 4.0: The birth of superintelligent life