Friendly reminder that what goes around comes around. This crisis era will end (probably by 2030) and there will be glory days beyond what anyone alive has ever seen
Bro I'm so sick of pretending this isn't weird.
The internet spent 20 years creating tutorials, open-source projects, blog posts & answers for free.
AI companies turned all of it into products worth billions.
And now the same people who created that knowledge are being told they're replaceable.
We built the library.
Someone else started charging admission.
@NavalismHQ@naval "Winners have systems, losers have goals." In an era of infinite noise, the person with the most disciplined, automated, and resilient system is the one who eventually inherits the market.
Running a company:
2020: can you survive a pandemic?
2021: still here? we’re going to give all of your competitors $100m series A rounds.
2022: wow, you made it? okay, all engineers cost $600,000/year now.
2023: nice job! okay, SVB failed and we’re going to take away your bank account.
2024: a survivor I see. but can you pivot from ai to crypto to defense tech back to ai-enabled defense tech in a 12 month period to stay relevant?
2025: unfortunately all of your competitors have raised $2b series B rounds. oh and only 500 engineers are relevant and they cost $100m/yr each.
2026: well, well, well. you’re still in business? let’s deploy the thunderclap of godlike LLMs from the heavens so all of your customers can rebuild your app in 2 hours. can you survive?
by the way, your phone is an energy weapon that is sucking away your life force (your free time, your creativity, and your freedom of thought)
if you aren't using it strictly as a tool to expand your knowledge and/or create meaningful artwork, it is feeding off of you.
When Andres Freund, Linux kernel contributor & Microsoft engineer was debugging slow SSH logins on his Debian machine in March 2024, he noticed something weird:
liblzma (part of XZ Utils) was using way too much CPU power, so he kept digging, and what he uncovered was a multi-year supply-chain attack!
An attacker using the name “Jia Tan” had spent two years slowly infiltrating the tiny XZ Utils project, a compression library used by virtually every major Linux distribution.
The backdoor wasn’t in the source code. It was hidden deep inside the build scripts. It would have given the attacker remote root access on millions of servers the moment a specially crafted SSH key was used.
Freund caught it days before it would have shipped in Debian, Fedora, Ubuntu and more.
One man, one anomaly, one routine debug session saved the internet from a potential catastrophe.
Respect!
When Andres Freund, Linux kernel contributor & Microsoft engineer was debugging slow SSH logins on his Debian machine in March 2024, he noticed something weird:
liblzma (part of XZ Utils) was using way too much CPU power, so he kept digging, and what he uncovered was a multi-year supply-chain attack!
An attacker using the name “Jia Tan” had spent two years slowly infiltrating the tiny XZ Utils project, a compression library used by virtually every major Linux distribution.
The backdoor wasn’t in the source code. It was hidden deep inside the build scripts. It would have given the attacker remote root access on millions of servers the moment a specially crafted SSH key was used.
Freund caught it days before it would have shipped in Debian, Fedora, Ubuntu and more.
One man, one anomaly, one routine debug session saved the internet from a potential catastrophe.
Respect!
#CRTC security certificate expired through the weekend. Still down for 3rd day.
This is the agency that Canada expects to be regulating the digital economy.
How can it credibly make performance demands on service providers that it fails to uphold itself? Not even close.
#CRTC security certificate expired through the weekend. Still down for 3rd day.
This is the agency that Canada expects to be regulating the digital economy.
How can it credibly make performance demands on service providers that it fails to uphold itself? Not even close.
You as a single person have more power today than a 20 person company of the past. That's insane. The internet gave you the ability to learn anything. Social media gave you the leverage to reach anyone. AI is giving you the ability to create almost anything. Please don't waste it
You are trapped in a brainrot industrial complex.
You scroll mindlessly to numb yourself from the problems around you only to expose yourself to every bad thing thats happening at a global scale. You fall deep enough into learned helplessness that even attempting to solve your problems around you is too monumental.
Instead, you continue to scroll. Everything real feels too boring. Like green tea after an 8 ball of cocaine. Your brain continues to atrophy. Life becomes something you begrudgingly do outside of screentime.
The algorithms learn everything about you. Your wants, needs, desires. What you love and what you hate. Its profitability is dependent on you showing up to the scroll. This is its one and only metric and it will achieve that by any means necessary.
When we think dystopia we envision some cataclysmic event. The reality is more mundane and sinister. We slowly lose our agency, our intuition, and our interconnectedness until one day we look up and we've already been plugged into the machine.
Bets I'd put $1M behind right now.
Most people disagree with at least half:
› The specialist era is over. Generalists with taste win from here. Entire generations were raised wrong.
› The loneliest generation in history is about to overcorrect hard. IRL events explode.
› AI slop floods everything. People start paying a premium for proof something is real.
› Reality TV has a massive renaissance. Only content you can't fake with a prompt.
› Creators matter more not less. In an AI world your resume is worthless. The only thing that matters is what you've actually built and whether people trust you.
› 4-person teams start producing what 400-person companies used to. Boring businesses get automated first and fastest.
› Everyone predicting the death of enterprise software doesn't understand moats. Salesforce isn't going anywhere. Neither is Workday.
› Local models catch up to cloud models the same way 5G caught up to broadband. For 95% of what you do you won't be able to tell the difference.
› When that happens the $200/month AI subscription dies. Models run on your device. No data leaves your machine. No subscription. OpenAI's business model has a clock on it.
› Every investor is obsessed with the AI software layer. That's the wrong layer. The money moves to hardware, chips, and energy. Nuclear.
› When labor gets commoditized the only scarce resource left is energy. Be long anything that produces it.
› Peptides go way beyond GLP-1s. Individualized protocols for sleep, recovery, cognition become the new baseline for anyone serious about performance.
› AI-enabled drug discovery doesn't just find new drugs. It finds disease-modifying treatments. The kind that change how long humans live.
› Someone alive today reaches 150. I actually believe that.
› I believe in the Fourth Turning. The world gets scarier before it gets better. Be long defense tech.
› Bitcoin becomes the payment layer for AI agents. Autonomous systems need autonomous money. Crypto finally gets a use case that isn't speculation.
Missing anything?
@1a1n1d1y Yep. Deleted half of my home folder yesterday, including the Claude config itself. Some of it was in zfs snapshots and from now on all of it will be