A fundamental problem with extending Codex/Cowork/Code to all knowledge work is that they remain very "software-brained" where the end result (the software) is what is important & that code serves as a source of truth.
For a lot of other knowledge work, the process is at least as important as the outcome. This includes researching what is known, an exploration of alternatives, failed efforts, prototype branches, experiments, etc. All of those things are valuable, so you cannot use the PowerPoint at the end the way you can use a codebase, nor is progress on a to-do list sufficient context post compaction. You work in learning loops, refining your perspectives as you go.
In some ways, this makes long-running models like Fable hard to use for deep knowledge work, since they are designed to deliver product to you in the end. You can prompt your way around this problem, but everything about the Codex and Code harnesses want you to be a software developer and you have to fight them. There is a real disconnect between how a manager or analyst thinks about problems and how the agentic software tools approach solving them. Addressing this is critical to breaking out of the coding niche for these tools.
Jeff Bezos just compressed the entire AI race into one sentence. It has nothing to do with technology.
Bezos: “Think about the things that are not going to change over 10 years and those are probably the big things.”
Not a word about models. Not a word about compute. Just the oldest truth in commerce, dressed in the quietest language possible.
The whole industry is sprinting to predict the next disruption. Bezos is pointing at what has never been disrupted.
Bezos: “10 years from now customers are still gonna want low prices. I know they’re still gonna want fast delivery, and I just know they’re still gonna want big selection.”
Cheaper. Faster. More.
Those are not preferences. Those are instincts. Hardwired before we had fire, let alone software.
Bezos: “It’s impossible to imagine a scenario where 10 years from now a customer says, ‘I love Amazon, I just wish the prices were a little higher.’”
That sentence has never been spoken in the entire history of human commerce.
Now pull every headline and every hype cycle out of AI. Look at what remains.
Intelligence approaching free. Labor approaching free. Delivery approaching instant.
The most advanced technology in human history is not chasing the future. It is chasing the oldest demands the species has ever had.
Bezos: “When you identify the big things, you can tell they’re worth putting energy into because they’re stable in time.”
You do not need to outrun the market. You do not need to outpredict it. You need to see the thing it has always wanted and build into it until nothing on earth can move you.
The future was never a mystery. It was always just the past, moving faster.
🚨 Today could become a huge turning point for markets.
A record $8.3 TRILLION worth of options expires today.
That is the largest single-day options expiry ever recorded in financial history.
To understand how massive that number is:
UK entire economy is worth around $4.2 trillion.
So more money is expiring from the US options market today is almost double the value of UK's entire economy.
The previous record was around $7.1 trillion.
This expiry is roughly 20% larger.
Here’s why people are watching this so closely:
Large institutions use options like insurance for their stock portfolios.
While those positions are active, banks constantly buy and sell stocks in the background to reduce their own risk.
That process quietly helps stabilize markets during volatility.
When markets fall, banks often buy.
When markets rise, banks often sell.
It acts like a cushion that keeps moves more controlled.
But today, $8.3 trillion worth of those positions disappears at once.
And according to analysts, that cushion is already much weaker than usual right now.
That means if markets react to bad news next week, there may be much less protection and liquidity in the system than investors are used to.
What makes this even more important is that previous record expiries in 2024 and 2025 were followed by heavy volatility in the weeks after.
And this expiry is far larger than both of those which means the moves could be much bigger too.
The market is experiencing a historic divergence:
The ratio of the equal-weighted S&P 500 to the S&P 500 index is down to 1.1, near the lowest since 2003.
This ratio is now below the 2008 Financial Crisis low of ~1.2 and is down -28% since February 2023, the biggest drawdown since the 2000 Dot-Com Bubble.
Over this period, the S&P 500 has rallied +81%, more than double the gain of the equal-weighted index, at +34%.
These massive gains have been fueled by technology stocks, with the Nasdaq 100 index surging +151% over the same period.
Tech stocks are all that matters.
Exciting times for the community as the Pi Network Celebrates 7th Anniversary with Launchpad and Node Upgrades! Can't wait to see what new opportunities this brings for all of us. #PiNetwork
Watching Trump's State of the Union disrupted by Democratic protests over immigration is a stark reminder of how divisive these issues remain. The dialogue seems as heated as ever.
Alysa Liu is making waves in the figure skating world! Her incredible talent and determination have truly set her apart. Excited to see where her journey takes her next! #AlysaLiu