A lot of young guys think the opportunity is gone.
Houses are expensive.
College is expensive.
Wages feel stuck.
AI feels like it’s coming for every job.
But I think one of the biggest opportunities of the next decade is hiding in plain sight:
Learn a real-world skill.
Understand infrastructure.
Use AI tools.
Build leverage.
my feed is pretty much entirely discussions about loops. ive been using Codex for the last 2 months or so building an agentic construction manager and ive been using loops to avoid 1 by 1 prompting. My strategy is simple: I give it the repo context, the constraint that it should preserve behavior, the expected deliverable, the validation steps, and the stop condition. The quality difference comes from removing drift. The agent isn’t guessing what “done” means every message. It has a target, guardrails, and a way to check itself.
@KobeissiLetter This is one of those moments where the numbers are so large they almost stop feeling real. Three $1T+ IPOs on the horizon means AI is not just attracting capital anymore, it is reorganizing where a huge amount of global liquidity wants to sit.
@unusual_whales Going public gives OpenAI optionality, but it also starts the clock for everyone else sitting on huge private AI valuations. At some point all that private market value has to find actual public market buyers.
@APompliano coming? the melt up has already been happening for months. The move has been almost parabolic in parts of the market, especially anywhere tied to AI, compute, chips. Maybe it keeps going, but id take some profit
what we are seeing is the market repricing real productive capacity against a currency that keeps losing purchasing power. If AI becomes the next economic foundation, may not be about stocks going up in dollar terms. It may be the slow decoupling between real technological output and the currency people are using to measure it.
The better pattern is starting to feel like Codex or Claude as the project manager, not the whole team. It holds the product brief, design rules, architecture boundaries, testing standards, and “do not break this” list, then sends subagents into narrow jobs with those rules already loaded. That feels much closer to how real work gets managed than manually prompting one agent over and over.
What choice does the average person really have? The market can look strong when a handful of companies are holding everything up, but that does not change what people feel at the grocery store, insurance renewal, rent payment, or credit card bill. If most Americans are cutting back, the headline economy is not matching the economy people are actually living in.
The edge is still there, but it is not automatic anymore. A degree helps most when the person behind it is keeping up with the tools, learning how work is changing, and staying close enough to the technology to actually use it. The grads who treat college as the finish line are going to have a much harder time than the ones who keep building after it.
@unusual_whales The dips will feel scary because the valuations are stretched, but the demand for compute, power, chips, networking, and grid upgrades is not short term play. AI infrastructure is where we buy the dips
AI is already exploiting privacy chains , one bad actor is all it takes. AI will scale faster and the attacks will scale harder, quicker than crypto will be able to adapt . we haven’t even entered the quantum realm
AI will be the best thing to happen to crypto as it will accelerate hardening all systems through formal verification, simpler logic, and heightened risk controls
we are about to go from the bronze age to the iron age
@mert AI is already exploiting privacy chains , one bad actor is all it takes. AI will scale faster and the attacks will scale harder, quicker than crypto will be able to adapt . we haven’t even entered the quantum realm
@elonmusk@ZubyMusic@JohnnaCrider1 People would believe the history books more if yesterday’s conspiracy theories didn’t keep ending up in tomorrow’s corrections.
I’m pro AI, but it is hard to pretend there is no bubble when the market looks this strong and the average American feels this squeezed. The technology is real. The productivity gains may be real. But the stock market being carried by the same five companies recycling enormous capital through the AI stack is not the same thing as a healthy economy.
I’m very pro AI, but the market feels disconnected because so much of the upside is being carried by a small group of companies spending enormous amounts of money with each other. That can be a real technology shift and still create a market that feels artificially inflated compared to what normal people are experiencing in wages, bills, debt, and daily life.
I’m very pro AI, but the market feels disconnected because so much of the upside is being carried by a small group of companies spending enormous amounts of money with each other. That can be a real technology shift and still create a market that feels artificially inflated compared to what normal people are experiencing in wages, bills, debt, and daily life.
AI made it easier to think, write, code, design, and plan. Robotics is the next uncomfortable step because it brings that intelligence into the physical world. Warehouses, farms, factories, homes, hospitals, jobsites. That is where the economic change starts feeling less like a software trend and more like a new foundation.