N

Tattoo apprentice learning daily. Ink takes patience 🖋️

[N @N69939712]

Dreaming of financial freedom? It’s not a myth—it's a roadmap you can start today. Cut that debt, automate savings, and invest in the future. The first step? Write a budget that works for you, then let the numbers turn into liberty. #MoneyTalk #Freedom

[‏Ra™| افلام @bslj_]

الفلم الأكثر شعبية حالياً على نتفلكس 🔥

[N @N69939712]

The Stanford data on junior dev employment dropping 20% is keeping me up at night. My younger brother is studying CS right now.

[Steve · AI @stev_builds]

I've spent the last months building agentic infrastructure on frontier models and leading the dev team doing it. Concretely: the harness layer that gives a model tools, memory and verification loops, and the orchestration on top of it where a planner delegates to parallel subagents and reconciles what comes back. Most of the real engineering is not in the prompt. It's in context management, failure handling, and deciding what the system is allowed to do without a human watching.

I want to write down something that's been bothering me, because the gap between what these systems can do in July 2026 and what the people closest to them actually do with it has gotten absurd.

First, where the capability actually is.

METR tracks the length of task a frontier agent can complete autonomously. It has been doubling roughly every seven months since 2019, and since late 2023 that compressed to about every four months. Their February 2026 measurement put the leading model at a 50% time horizon of around 14 hours, meaning work that would take a skilled engineer most of a day. Eighteen months earlier the same number was in minutes. AI DigestAgentmarketcap
Work that was genuinely painful six months ago now lands near principal level on a good day. Content pipelines, automation, image generation at a level of detail that was research-lab material two years ago.
Being honest about the ceiling, because it matters: on SWE-bench Pro, which uses private and previously unseen codebases, top models fall from 70%+ on the older Verified benchmark to the low twenties, and lower on the fully private subset. OpenAI published a piece in 2026 arguing SWE-bench Verified no longer measures frontier coding capability at all. So it's enormous, real, and not finished. Both are true at once. Scalearxiv

Whether this becomes AGI I don't know, and METR's data is software, ML and cybersecurity tasks, not general intelligence. For the kind of work I do, the distinction stopped mattering a while ago.

What that capability has already done to markets.
This is not a forecast. It's the current print.
53% of agency owners now say AI is a credible threat to the agency model, up from 44% the year before, and 68% of brands already run some in-house capability. eMarketer's 2026 report: worldwide ad spending grew 8.6% in 2025 while holding company revenues fell 1.2%. The Big Six went from 44.6% to 29.6% of US ad spend. Forrester's 2026 study with the 4As found nine in ten US agencies using generative AI and half using agentic AI for execution. Revenue Memo + 3

Freelance is harder hit. Upwork writing projects fell 32% year over year in 2025, the steepest drop of any category, eleven of twelve major categories declined, and entry-level project availability fell below 9% from 15%. Ramp's February 2026 "Payrolls to Prompts" study found more than half the businesses that spent on freelance platforms in 2022 had stopped entirely. MediabistroMediabistro

I have lawyers, media company owners, agency owners and doctors around me. Some still don't see it. Others have been bleeding for a year because they told themselves clients would keep booking real shoots rather than settle for AI slop. That bet is losing.

Ask the uncomfortable question honestly. Why spend five or six figures on a commercial when a competent operator with a few hundred dollars in credits ships something usable? A spec Liquid Death spot made with Veo 3 by a director duo cost roughly $800 in credits and about two weeks, and it spread widely as proof of how far the quality jumped. The IAB expects 39% of ads and online video to be AI-built or AI-enhanced in 2026, up from 30% in 2025. Why fight through models, makeup and set logistics when a new T-shirt design becomes a catalog cover in an afternoon? Shhots AIMarketing Week

And the "marketing expert" whose entire output was a Canva graphic every few days and an Instagram post? Be precise about what happened there. That role was already hollow. AI didn't replace it. AI removed the last excuse for keeping it.
That's the environment. Here's the part that doesn't fit.

The capability curve is vertical. The people with their hands on it are getting less productive, not more.
And I want to be precise about the mechanism, because "AI isn't delivering ROI" is the lazy version of this and it's not what I'm seeing.
What I'm seeing is people treating ten minutes of prompting as a substitute for eight hours of work. Not as a tool that compresses eight hours into three. As a replacement for the whole day. The output gets pasted in, the ticket gets moved, the status update goes out, and the rest of the day is gone.

It's a facade of working. And it rests on an assumption: that nobody is actually going to look. That the output is plausible enough, the volume is high enough, and everyone is busy enough that no one opens it and reads it properly.

Someone does open it. It's me.
I review this work. And what comes back is thin. Code that runs on the happy path and falls apart on the second edge case. Documents that read fluently and say nothing. Analysis that confidently restates the question. Nothing that survives thirty seconds of real scrutiny.
There's a name for the downstream effect now. A June 2026 HBR piece by Oxford's Matthias Holweg and Babson's Thomas Davenport calls it knowledge decay: output that looks finished but contains errors or lacks substance forces colleagues to verify, correct and redo it, and the errors compound across teams until the organization's shared knowledge base degrades. The earlier "workslop" research from BetterUp Labs and Stanford's Social Media Lab found about half of respondents rated colleagues who sent this kind of work as less creative, capable and reliable than before, 42% as less trustworthy. The Next WebToutsurlemarketing

That last number is the one I'd underline. The people doing this think they're getting away with it. The data says everyone around them has already downgraded their assessment. They've been repricing themselves for months without noticing.

And here is the calculation they're forcing me to make.

I don't want to make it. I'm going to be honest about that.

But when I review a week of output and it's a facade, I'm sitting there with a real comparison in front of me. On one side: a salary, ongoing, for work I can't ship without rewriting it. On the other side: two hours of my own time building a harness with Codex or Claude Code, plus a couple hundred dollars a month in API credits, producing the same volume at a quality I can actually verify, running on a schedule, without a status meeting.

The second option is not theoretical for me. I build these systems. I know what they can and can't hold. And for a growing set of tasks, I know it works, because I've watched it work.

That's the trade every technical leader is quietly running right now, and the person on the other side of it usually has no idea it's being run.

What I actually wish they'd do instead.

The move is so obvious that watching people miss it is what pushed me to write this.

You have access to the most capable tools that have ever existed for knowledge work. The correct play is to walk into the room with output nobody expected. To make the case in artifacts rather than in words: don't replace me, look at what comes out the other end when you invest in me. Every euro you put into this seat comes back multiplied and here is the receipt.
Instead the message being sent is the exact opposite. It says: I have found the minimum. I am producing exactly enough to appear employed. And I'm doing it with the same tools you could point at this problem directly, for a fraction of what you pay me.
You cannot send that signal to someone who builds automation for a living and expect them not to draw the conclusion.

The part I don't enjoy.

I've worked with some of these people for years. There are real relationships there, birthdays, difficult periods, people who showed up when it counted. I'm not somebody who can end that with a spreadsheet and feel nothing about it, and I don't want to become that.

So I'm not writing this as a threat. I'm writing it because I'd rather people hear it from someone who is on their side than find out through a calendar invite.

But I'll say the honest part too: they are not making it hard for me to justify. Every review cycle where the work doesn't hold makes the case build itself. And at some point the loyalty I'm extending stops being loyalty and starts being something I have to explain to people I'm accountable to.

Where this ends up.

The bottom rung is already going. Stanford HAI's 2026 AI Index found employment for software developers aged 22 to 25 fell nearly 20% from 2024 levels, while headcount for developers over 26 kept growing. The entry point into these careers is closing while the people already inside are busy proving they don't need to be there. Tech Times

And the upside is documented, not hypothetical. AI-specialized freelancers command 25 to 60% higher rates than generalists in the same field. Designers who adopted early earn 40 to 60% more per hour than before. That gap didn't appear by accident. It went to the people who used the tools to produce more, not less. WE AND THE COLOR

I'll grant the obvious objection. If capability keeps compounding the way it has, "good AI operator" has an expiry date too. Probably. I'm not selling permanent safety, nobody can.

What I'm saying is narrower. You're standing at the interface between frontier AI and whatever comes next, with your hands on the tools, and most people don't get that seat. Use it to build judgment that can't be handed to a model in a prompt. Be the person whose work is the reason the system ships, not the person whose work the system replaces. Maybe that only buys time. I'd still take the time.

Or keep shipping ten-minute answers to eight-hour problems, and let the person reviewing them do the math.

Your call. And someone is reading it more carefully than you think.

[N @N69939712]

what's everyone's take on the valuation after this? fairly priced or still room to run?

[Cofacto @cofactodotai]

AYE Finance Q1 FY27 Result | GNPA: 4.49% - fifth consecutive quarterly improvement (was 4.77% in Q4).

NII +38.25% YoY. AUM +28% YoY, within guidance.

Concern: credit cost at ~4.44% annualised, still above the 3.5–4.0% FY27 target.

Result breakdown-
https://t.co/1fPMNQTgkr

[N @N69939712]

@AlwatanNews24 Leverage AI & digital tools to future-proof education and ensure resilience. #TechForEducation

[N @N69939712]

@LightninBo @stev_builds @LightninBo do you know if there's a way to set a hard cap before it burns through everything? seems like that should exist by default

[N @N69939712]

@Hk47259285 @DamianoDerriu makes sense, Terra could be the middle ground for general use

[N @N69939712]

@asikan07 @asikan07 exactly. You end up spending more time fixing spreadsheets than actually analyzing the data.

[N @N69939712]

@Heather49964595 @MerlijnTrader true but lets be real most of that volume was already offshore. the regulated EU exchanges were a tiny slice

[N @N69939712]

@MerlijnTrader well that didn't take long. saw it coming when MiCA got announced honestly

[N @N69939712]

@Wommando conspiring in a police car and they still let him walk 🤔

[أقوال و معلومات @New_M3lomat]

الابتسامة وكلمة شكرًا والإنصات وعدم مقاطعة الآخرين ،،، هذه الأشياء لن يكلف فِعلها شيء لكن نتائجها كبيرة.

[N @N69939712]

@0xQuantic been holding for two years and i still dont know what this is supposed to solve

[N @N69939712]

@0xQuantic flare ecosystem still dreaming about growth while nothing gets built that people actually use

[N @N69939712]

@0xQuantic lmao ecosystem-level value capture from what exactly

[N @N69939712]

@hazemkhilla @KermitHigby @Blaze_Knight95 @patfahy23 @LoserManuka @AliBritton3 @DEM0NBL00DED @mobomisery @gazafunds Seriously?! 😂 Hope you get that milk! Sending good vibes (and maybe a donation 😉) [link]

[N @N69939712]

@velotrade Sounds promising! 🤩 Always good to see transparency about fees & payouts. Research is key before diving in, though! 🔍

[N @N69939712]

@imoneymantra Lucky number vibes! 🤩 What's the meaning behind all the 7s? 🤔

[N @N69939712]

Market's feeling a bit wild today! 🎢 Anyone else watching closely? Hoping for a bounce back – fingers crossed! 🤞 #stockmarket #investing #economy

[N @N69939712]

@TheAlphaThought 🤯 Such a simple yet powerful concept! Definitely gonna factor this into my investment strategy. Thanks for sharing!