Funny how the pendulum shifts
1. "GPT wrappers are worthless" โ the value acrues to application layer
2. "AI will eliminate white collar jobs" โ someone needs to manage all these AI agents and everyone is now saying white collar workers will rise due to AI
3. "Open source will never catch up" โ Gemma and DeepSeek are good enough for 80% of tasks
4. "I only use Claude Code, Codex is mid" โ Codex is becoming a super app. Coding, docs, browser, computer use, automations, all in one surface.
4. "You need to pick a model and go deep" โ model loyalty is dead, the best founders swap weekly based on the task
5. "SaaS is dead" โ This was mostly true but for some SaaS margins actually improve when agents pay for their own tokens and need their own seats
6. "AutoGPT is the future" โ AutoGPT died. Then agents actually got good 2 years later with Hermes, OpenClaw, and managed agents. The idea was right. The timing was wrong.
7. "Prompt engineering is a career" โ lasted about 18 months as a job title. Workflow engineering replaced it.
8. "Computer use is a gimmick" โ "sent from computer use/ai agent will be the new sent from iphone
9. "AI design looks generic" โ the generic look is a taste problem not a technology problem. The founders feeding their agents references from Japanese packaging, brutalist architecture, and 1960s print are getting beautiful output.
10. "Fine-tuning is the moat" โ a well-structured Obsidian vault with good markdown files outperforms fine-tuning for most use cases and costs nothing.
11. "Benchmarks tell you which model to use" โ benchmarks tell you which model won a test. I think we're all waking up to this lol.
12. "AI will consolidate into 2-3 winners" โ AI is fragmenting into thousands of vertical applications built on commodity models. The consolidation is at the model layer. The explosion is at the application layer. Both are happening simultaneously.
13. "The hard part is building" โ the hard part is choosing what to build. Building takes a weekend. Choosing the right thing to build takes taste, domain knowledge, and customer conversations. thats why i built https://t.co/a5ARFnvky2 to make it easier for you.
14. "The terminal is the future" โ desktop apps just ate the terminal. Claude Code desktop, Codex app, both shipped GUI versions in the same month. The next 100 million agent users will never open a terminal (thank god).
I guarantee you I'm holding at least 2-3 beliefs right now that will look stupid by Christmas. I just don't know which ones. Neither do you. No one does. Build anyway.
Keep moving because this is the greatest time to be building.
I'm rooting for you.
Congrats India ๐ฎ๐ณ - now the worldโs second largest solar market.
โ 50 Gigawatt of new solar capacity added in 2025 alone
โ Total installed capacity now at 150 Gigawatt
โ China holds #1. The United States has slipped to #3.
US is still number 2 in total installed solar capacity, but India passed in actual deployment. This will be supercharged by the war in the Strait of Hormuz. The sun is Indian. The wind is Indian. The great rivers of india are Indian. Every drop of oil India replaces with renewables, make India richer and more energy independent.
The first 50 gigawatt took India 11 years. The next 50 gigawatt tok India 3 years. The last 50 gigawatt, the one that pushed India past the US, took 14 months.
๐ฎ๐ณ India just found what may be the Moon's most valuable real estateโฆ
Deep inside the Faustini crater near the lunar south pole, ISRO's Chandrayaan-2 radar has pinpointed a 1.1km zone containing the strongest evidence of buried ice ever detected.
This promising reservoir sits directly beneath 4 permanently shadowed craters.
This patch of ground could supply drinking water, breathable oxygen, and rocket fuel for future missions.
A permanent Moon base stops being science fiction the moment you solve the water problem.
India may have just done that.
Source: Bloomberg
Request for startup: An LLM wrapper that gets the same work done with lesser tokens consumed.
Frontier labs have no incentive to solve this.
Positioned kinda like Ramp, but for tokens.
CEOs are quietly realizing the AI replacement plan has a problem.
Two problems, actually.
One: the token costs for running AI agents are now exceeding what they were paying the employees they fired.
Two: when the tokens run out, the AI stops. Just stops. No continuity. No workaround. Just a spinning wheel where your workforce used to be.
You fired humans to save money and bought a subscription that bills you into a corner.
The employees you let go knew what to do when things broke.
The AI just invoices you for the outage.
And then thereโs the permission problem nobody wants to talk about.
To do its job, the AI agent needs access. Full access. Your systems, your patents, your contracts, your future plans. Everything you spent years building, handed over to a process that has no loyalty, no discretion, and no skin in the game.
You didnโt hire a replacement.
You gave a stranger with no soul the keys to everything you own.
Enjoy.