gm everyone 🌷
I created a Free Mint on @base using a picture I took at a local Tulip Festival to remember this period in time 💐
Happy Bitcoin Halving and cheers to a new cycle 🥂
@farcaster_xyz saw it first 😜
https://t.co/PeMXIzAwl5
prediction re the end of spreadsheets
AI code gen means that anything that is currently modeled as a spreadsheet is better modeled in code. You get all the advantages of software - libraries, open source, AI, all the complexity and expressiveness.
think about what spreadsheets actually are: they're business logic that's trapped in a grid. Pricing models, financial forecasts, inventory trackers, marketing attribution - these are all fundamentally *programs* that we've been writing in the worst possible IDE. No version control, no testing, no modularity. Just a fragile web of cell references that breaks when someone inserts a row.
The only reason spreadsheets won is that the barrier to writing real software was too high. A finance analyst could learn =VLOOKUP in an afternoon but couldn't learn Python in a month. AI code gen flips that equation completely. Now the same analyst describes what they want in plain English, and gets a real application - with a database, a UI, error handling, the works. The marginal effort to go from "spreadsheet" to "software" just collapsed to near zero.
this is a massive unlock. There are ~1 billion spreadsheet users worldwide. Most of them are building janky software without realizing it. When even 10% of those use cases migrate to actual code, you get an explosion of new micro-applications that look nothing like traditional software. Internal tools that used to live in a shared Google Sheet now become real products. The "shadow IT" spreadsheet that runs half the company's operations finally gets proper infrastructure.
The interesting second-order effect: the spreadsheet was the great equalizer that let non-technical people build things. AI code gen is the *next* great equalizer, but the ceiling is 100x higher. We're about to see what happens when a billion knowledge workers can build real software.
@BabzOnTheMic Embarrassing @Fanatics selection for Super Bowl jerseys, only normal jersey w/ SB patch as an option is JSN... All others are the black or white fashion jerseys or custom jerseys
Under prepared and over priced #EndFanatics https://t.co/87NkYLoeQ5
it's not even the end of january and so far in 2026 we have:
- launched @rektdrinks across ~200 @GiantEagle stores with in-store $REKT rewards on @base, almost 10x our sales target already + driven thousands of interactions with @baseapp
- announced a strategic partnership with @opensea
- launched and sold out a collaboration drink with @WORLDSTAR
- partnered with @XGames Aspen, launched and sold out a collaboration drink in just 1 minute
- one more thing to come
markets will be markets but it's not gonna stop us from working as hard as we can.
it's gonna be a big year, still lots more to come.
The fact that we have political systems that do byzantine things like this instead of just charging a basic tax per litre of fuel to account for environmental costs (or even mileage * weight^4 for wear and tear) in a consistent way continues to frustrate me.
When accounting for externalities, policy should "tell" consumers/market what to optimize for (and how much it matters), not how to optimize for it. The latter is more intrusive, and easier to game.