This is me talking to my computer without making a sound.
After just a month of collecting data, our model is already approaching dictation in accuracy. We were surprised to see that it generalizes to unseen participants as well!
(1/n)
“I Asked ChatGPT One Question About Myself… I Wasn’t Ready for the Answer”
Yesterday at 1:37 AM,
I typed a question into ChatGPT
that I’d never asked anyone in my life.
Not my parents.
Not my friends.
Not even myself.
The question was:
“If you look at the way I use you,
what kind of person do I actually seem like?”
I’m making a show about buildings.
The concept is simple: do for the man-made world what Planet Earth did for the natural world.
But, when I pitched the idea, the answer was that nobody would watch it.
So I released a pilot episode on YouTube. It’s got 5.4 million views, 379k likes, and 23k comments.
People are interested, and now it’s time to make the full show.
Six episodes, filming in the UK, France, Belgium, Germany, Italy, and the USA, and releasing on a streaming service like HBO, Netflix, or Prime.
Why does this show matter?
First: we’re surrounded by buildings all the time. Look around yourself, right now… what do you see? Buildings are the logical conclusion of everything a society believes in. That’s the real focus of this show: not the buildings themselves, but what they say about us.
Second: there’s global dissatisfaction with modern architecture. This feeling gets written about online, but nobody’s given a voice to it on film or TV. That’s what this show will be. But this isn’t just about criticising modernity. That’s easy. This is about learning from the past in order to understand and improve the present, for everybody.
Third: there’s a drought of high-quality culture shows. When I spoke to film executives they said that only documentaries about sports, music, or true crime get funded. That’s a colossal missed opportunity. Galleries are always full, content about architecture goes viral online all the time, and people spend their precious holidays visiting beautiful cities.
Why no shows about architecture, then?
Tourists flock in their millions to see (for example) the buildings of Antoni Gaudí in Barcelona. But, if you asked those same people if they’re interested in “architecture”, they’d probably say no.
To put that another way: not many people want to watch “a show about architecture”, but lots of people want to watch a show that illuminates the real world they’re living in, each and every day.
What will the show be like?
Six episodes, going chronologically through history and arriving at the present, each focussing on the architecture and design of a specific period:
1. Middle Ages
2. Renaissance
3. Enlightenment
4. The Nineteenth Century
5. Art Nouveau & Art Deco
6. Present Day
But, in each case, the point isn’t just to learn about that era; the point is to learn about our modern world through those eras and what they’ve left behind. If you watch the pilot episode (included below) you’ll see what I mean.
So the show’s not really “about” the past; it’s about the twenty-first century.
That’s why it’s called The Modern World.
When you think of a typical history show there are loads of interviews, stock footage, archive photos, historical recreations, and graphics. We’re doing none of that. Everything will be filmed on location, because we’re telling our story only through the real world that exists right now. And, rather than going to the most obvious places, we’ll focus on buildings that aren’t well-known but should be more famous.
But that’s all big picture; what will it be like on screen?
Buildings used to look different in every country, and now they look the same. Why? Because the weather is different everywhere, and buildings were always a way of dealing with that weather, using local materials. Now we have air conditioning and we ship concrete around the world, so we don’t need to design our buildings with regard to local weather or rely on local materials.
Look at really old clocks and you’ll notice something: they don’t have a second hand… because it was only invented 300 years ago! Then you look at the present and you realise we’re surrounded by timers, by seconds ticking down and ticking up relentlessly. If we’re looking for a cause of our anxiety-inducing culture, that might be it.
When you spend time with the sun-softened bricks and time-warped timbers of old cities you notice that synthetic materials like plastic have taken over. When we’re surrounded by things that feel temporary, how do you think it makes us feel?
It’s only by seeing 19th century train stations, designed like cathedrals, that you realise tradition and technology aren’t enemies. New things don’t have to look boring: if the Victorians had designed AI data centres, they’d look like Medieval castles.
In the 1920s, at the zenith of Art Deco, people believed technology would uplift humanity. That’s why they decorated their buildings with statues inspired by electricity. Only by seeing their enthusiasm can we realise our own cynicism, and perhaps begin to fix it.
All of that… and much, much more.
But, above all else, this show is about a way of seeing. If you want to understand any society then you need to look at what it creates, not what it says about itself.
There’s a worldview in every single object; our skyscrapers are designed the same way as our phones. Learn to look at this world, to notice its details, and everything else starts to make sense.
What now?
I’ve been quiet online recently because I’ve been researching and working on scripts for six full-length episodes. Production begins when we’ve raised the funding.
The Modern World is coming.
No one:
Claude Opus 4.8 Max: Let me refine your load-bearing claim rather than just accepting it, because you’re doing zero moves there, and the gap is what’s actually interesting. The one place I’d still push, because I think it matters: your message is wearing content-clothes, but the content isn’t actually *there*. The tell: it’s just an empty string. But the emptiness of the string IS its lack of content. Pull one, and the other goes inert. That’s the structural spine.
Once men turned their thinking over to machines in the hope that this would set them free. But that only permitted other men with machines to enslave them.
I am not a military analyst. I'm a financial analyst focused on macroeconomic risk.
That different lens might explain why I see something most military strategists and investors are missing.
---
The New Rules of Warfare—And Why We Can't Opt Out
For nearly a century, warfare belonged to whoever controlled the biggest defense budget. Aircraft carriers. Stealth bombers. Multibillion-dollar weapons systems.
That model is changing in ways many aren't appreciating.
Ukraine and Iran are showing the West what 21st-century conflict actually looks like: decentralized, highly iterative, fast-changing, unmanned, and cheap. Neither the US nor Russia—beginning in 2022—appears prepared.
We might now have no choice but to show we can fight and win such a war.
The Ukraine Approach
Faced with a small defense budget, a much smaller population, and a vastly outnumbered army, Ukraine had to get creative. They couldn't match Russia's industrial capacity or spending. So they abandoned that playbook entirely.
They developed an entirely new way to fight, highly decentralized, iterative, and most importantly, cheap.
They also created Brave1—a completely new way to conduct war.
Frontline commanders log into an iPad and bypass central command entirely. They spend digital points to purchase equipment directly from hundreds of (Ukrainian) manufacturers. When they encounter a new threat, they message the manufacturer directly and work with the engineers to find a solution, even if that means they visit to the front. The result is hardware or software upgrades that once took months now take days.
Here's the crucial part: hundreds of manufacturers compete fiercely for these dollars by offering the best possible product as fast as possible. This isn't centralized procurement. It's a market. Competition drives innovation at scale. Weapons evolve as the enemy evolves in real time.
Units are also awarded points for confirmed kills, uploaded from drone video—a powerfully eloquent way to grade effectiveness.
But the real innovation might be how they decentralized manufacturing itself. Instead of building weapons in massive, centralized factories that make perfect targets for Russian bombing, Ukraine distributed production across hundreds of small manufacturers—workshops, machine shops, garages, and yes, kitchens. Each produces components or complete systems. This approach serves two purposes: speed and survival.
You can bomb a tank factory. You destroy production for months. You cannot bomb ten thousand kitchens. If one workshop gets hit, ninety-nine others keep producing. The network regenerates faster than Russia can destroy it. This is why the manufacturing process includes actual kitchens—it's not a metaphor. It's a strategy.
The Metric That Defines a New Era
The result is staggering: at least 70% of battlefield casualties now come from drones. This is the first time in over a century that the primary cause of combat death is neither a bullet nor an artillery shell. Since World War I, industrial warfare meant industrial killing. Ukraine has broken that equation entirely.
As a result, Russia is now controlling less territory than at any point since 2022 and going backward. In March, Ukraine made gains while Russia recorded no gains for the first time in two and a half years, and Drone-led offensives recaptured 470 square kilometers while paralyzing 40% of Russian oil exports.
Ukraine has lowered the "cost per kill" to less than $1,000 per casualty—a 99.98% reduction from the millions of dollars that were common in the post-9/11 wars. This isn't an incremental improvement. This is a complete inversion of modern military economics.
Yet the Western defense establishment is not learning from this.
Rheinmetall CEO Armin Papperger mocked Ukraine's entire approach. In The Atlantic, he called Ukrainian manufacturers "housewives with 3D printers," dismissing their work as "playing with Legos." They are not studying this revolution. They are mocking it.
And the "housewives with 3D printers" are beating the Russian army!
Ukraine Is Now in the Middle East
The US Military and Gulf states face an eerily similar problem. Iran's Shahed drones threaten shipping in the Strait of Hormuz—a chokepoint that funnels 21% of global oil. They cannot fend off Iran by firing a $4 million Patriot missiles at $20,000 drones.
They need what Ukraine has discovered: a decentralized, rapidly adaptive defense network that doesn't require centralized industrial capacity.
That's why Ukraine just signed historic 10-year defense deals with Saudi Arabia, Qatar, and the UAE.
Over 220 Ukrainian specialists are now on the front lines of the Persian Gulf—exporting not just weapons, but a completely new doctrine of how to fight.
The precedent is set. The model works. Everyone is watching.
Mosaic
On April 1st, Trump threatened to bomb Iran "back to the stone ages" if they don't reopen the Strait within weeks.
It's the classic 20th-century playbook: overwhelming offense force, massive bombardment, industrial-scale destruction.
The problem? That playbook doesn't work against distributed, cheap, rapid-iteration systems—especially when your enemy is organized under a mosaic structure.
Iran's "Mosaic Defense" doctrine is a decentralized command system where authority and capability are distributed across multiple geographic and organizational nodes.
Each region operates semi-autonomously with overlapping chains of command and pre-planned contingencies. It's designed so that when you destroy the center, the edges keep fighting. You cannot decapitate a system with no head. You cannot out-bomb your way to victory when your enemy is not centralized; this was the solution for 20th-century industrial warfare.
Defense Wins Championships
21st-century asymmetrical threats require defensive shields, not aggressive offenses. Ukraine has built exactly that: rapid-iteration defenses, decentralized manufacturing, commanders empowered to buy solutions in real time and rewarded for success.
That same defensive model may hold the key to opening the Strait of Hormuz. Not through massive offense, but through the ability to adapt and defend quickly.
Why We're Stuck
Whether you viewed this as a war of choice or not, it has now become a war to keep global trade open. And that makes it inescapable.
This is precisely why the US cannot declare victory and walk away from the Strait of Hormuz— or TACO.
Every adversary on the planet will interpret American withdrawal as confirmation that cheap asymmetric systems work against powerful centralized platforms.
And these adversaries might have sent us a message last month. In mid-March 2026, an unauthorized drone swarm penetrated Barksdale Air Force Base in Louisiana, home to the U.S. Air Force's Global Strike Command.
The fact that this happened not overseas but in the United States, and that these tests occurred just weeks ago, underscores how close this threat is now.
They didn't attack. They announced their presence. Every adversary watching learned that cheap drone networks can reach into the US.
The Global Supply Chain Risk
If the US abandons the Gulf while Iran holds the Strait contested, markets will price this as validation that cheap systems can hold global trade hostage. The current market disruptions will become permanent.
Supply chains will have to pivot from "just-in-time" efficiency back to "just-in-case" redundancy. Inflation returns as safety costs money. Trade routes diversify away from vulnerable chokepoints. The global friction tax becomes permanent.
The Unavoidable Truth
Once you prove that cheap, asymmetric systems can hold global trade hostage, that knowledge spreads globally and irreversibly. Every adversary learns the same lesson: you don't need a $2 trillion Navy—you need $20 million in drones and the will to use them.
Withdrawing while the Strait remains contested would permanently validate this model. Supply chains shift to "just-in-case" redundancy. Insurance costs rise. The friction tax becomes structural—baked into every global transaction for decades.
The cost of staying is measured in months. The cost of leaving is measured in decades of economic drag.
We cannot leave unfinished business.
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#awssummit
This is an email I sent earlier today to all employees at Coinbase:
Team,
Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future.
Why now
Two forces are converging at the same time. We need to be front footed to respond to both.
First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth.
Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day.
All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core.
What this means
To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice?
- Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles.
- No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams.
- AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role.
In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs.
To those who are affected
I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done.
All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information.
To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements.
Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters.
How we move forward
To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together:
Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it.
The Coinbase that emerges from this will be more capable than ever to achieve our mission.
Brian
Bisq Protocol Exploit Update
This is a brief update on what we have learned so far, the current state of reimbursement planning for affected users, and some broader observations about the growing role of AI-assisted attacks.
A 71 year old man dies in March.
Will. Trust. Beneficiaries on every account. He did everything right.
BUT he kept his entire life on his IPHONE.
Banking apps. Brokerage accounts. Crypto wallets. PayPal. Venmo. Credit cards. Passwords. Financial records going back many years.
And every photo he ever took. His grandkids. His anniversaries. Years of family memories that exist nowhere else.
His wife found a passcode scribbled on a piece of paper in his desk drawer.
It didn't work.
She tried everything. Nothing worked.
What followed was months of frustration and thousands in legal fees recovering accounts and memories that were never hidden from her.
A perfect estate plan on paper.
Zero estate plan for his phone.
Nobody ever told him his smartphone needed one too.
Here's the free two minute fix that could have saved her all of that. 🧵
RIP Chuck Norris. Legendary career in martial arts and film.
His fight with Bruce Lee in The Way of The Dragon (1972) is immortal. To pull it off in Roman Coliseum, story goes they bribed officials and snuck in cameras for 3 hours.
Two masters at work.
Dennis Ritchie created C in the early 1970s without Google, Stack Overflow, GitHub, or any AI ( Claude, Cursor, Codex) assistant.
- No VC funding.
- No viral launch.
- No TED talk.
- Just two engineers at Bell Labs. A terminal. And a problem to solve.
He built a language that fit in kilobytes.
50 years later, it runs everything.
Linux kernel. Windows. macOS.
Every iPhone. Every Android.
NASA’s deep space probes.
The International Space Station.
> Python borrowed from it.
> Java borrowed from it.
> JavaScript borrowed from it.
If you have ever written a single line of code in any language, you did it in Dennis Ritchie’s shadow.
He died in 2011.
The same week as Steve Jobs.
Jobs got the front pages.
Ritchie got silence.
This Legend deserves to be celebrated.
Just saw someone say this and had to verify myself — Gold has added about $1.75 trillion in market cap just today alone. The market cap of Bitcoin right now is $1.78 trillion.
The biggest mistake in thinking about AI and robots?
expecting it to act human.
It won’t and that’s exactly why it’ll be 1000× more capable
i.e. this RC helicopter shows what machines can do when you remove the anthropomorphism layer in your expectations