dg

proud NYer - geek

[dg @dustintodd]

Every enterprise needs this level of insight into their agentic dev investment.

[Aiswarya Sankar @Aiswarya_Sankar]

This is what we've been seeing with every company we work with.

Try justifying spending 100k on token spend when only 18k even makes it to a stable prod feature.

In the rush to maximize AI token spend, companies are wasting over 44% on bug fixes

[dg @dustintodd]

@SpaceX S-1: 80% of the TAM is enterprise software 🥴 $22.7 trillion. If you are wondering where 22.7T came from? The estimated size of global digital economy. I am bullish on AI but this strains credibility well past the breaking point and puts this S-1 in the land of fantasy.

[dg @dustintodd]

Errr

[Fast Company @FastCompany]

Palantir released a 22-point manifesto on X and people are horrified https://t.co/52bZUeaWS3

[Rohan Paul @rohanpaul_ai]

Harvard Business Review just published a super interesting piece.

AI’s biggest shock may be that nobody can price the future cleanly anymore i.e. we all are staring at a "AI Fog"

i.e. the range of outcomes is now so wide that people cannot tell whether today’s prized skill, product, or business model will still pay off a few years from now.

AI’s first big economic effect is not automation itself, but the collapse of foresight.

The hidden cost of AI may be a collapse in conviction, as its erasing the visibility that modern finance depends on.

Modern capitalism runs on the assumption that tomorrow will rhyme with today closely enough to justify big, slow bets. On long bets like degrees, hiring plans, factories, software valuations, and infrastructure, and those bets work only when the future is readable.

All these depend on one quiet belief: the future is legible.

AI attacks that legibility before it fully rewires any one industry.

That hits workers first, because a medical degree, MBA, or coding career looks weaker when AI agents may absorb diagnosis, analysis, drafting, research, and junior software work.

That hits companies next, because stock prices depend on durable future cash flow, and terminal value breaks down when AI can erode moats in software, services, and even specialized manufacturing.

That changes behavior fast.

Students hesitate to buy expensive human capital when the job at the end may be redefined halfway through training, and companies hesitate to hire when junior work, software work, and coordination work are all moving targets.

Financial markets feel the same pressure, because once AI casts doubt on a company’s durability, the terminal value carrying much of its valuation starts to look less like math and more like faith.

So the immediate economic consequence of AI may be shorter horizons.

Less skyscraper, more tent.

Less irreversible commitment, more staged investment, modular teams, and organizations built to learn before they lock in.

It points to something subtler and probably more important: when institutions cannot see clearly, they stop making the kinds of commitments that built the old economy.

---

hbr .org/2026/04/the-future-is-shrouded-in-an-ai-fog

[dg @dustintodd]

Spent a day at a Salesforce Agentforce event in NYC. No visible signs that SaaS was dead. But it was easy to read between the lines, no more users just agents ? The unfortunately named “Headless 360”. $CRM cannot command the same licensing premium over the long term.

[Mustufa Khan @mustufa4socials]

https://t.co/m5leqLx6zj

[dg @dustintodd]

@levie My view - The folks already focused on transformation, process mining/knowledge, and change mgmt will be using the next generation of agent tech with little need for tech skills. Maybe one more year of needing technical chops.

[dg @dustintodd]

@elonmusk https://t.co/sTJyKSX14Q

[dg @dustintodd]

I can't with these clowns. Same Cyber team McKinsey people used?🤣

[Disclose.tv @disclosetv]

JUST IN - FBI director Kash Patel's personal email address hacked, says DOJ. This comes only a day after Iran-linked Handala hacking group claims it breached the FBI: "Soon you will realize that the FBI's security was nothing more than a joke."

[dg @dustintodd]

@nypost Are they actually going to mark school zones now? I got a ticket on Flatbush in a spot where there is no marked school, and I cannot tell which building is a school.

[dg @dustintodd]

How long until we see the first M&A event where a company is being acquired just for enterprise knowledge dataset? In the future you may shutdown down an entire company but re-use all its enterprise data to enhance or recreate a similar business #aisovereignty

[Rohan Paul @rohanpaul_ai]

Larry Ellison on the AI moat:

AI is commoditizing because models use the same public internet data.

The true competitive edge isn't the model itself anymore, but access to exclusive, proprietary datasets. That is the only moat left.

[Kanika @KanikaBK]

🚨 BREAKING: Someone just built an App Store for Claude Code with 200,000+ agent skills.

100% Open Source. MIT License. Install in 30 seconds.

Here's what just dropped 👇

This is SkillsMP.

Think npm registry for AI agent capabilities. Except you're installing knowledge directly into Claude's brain.

Not code libraries. Pure instructions.

Install a skill. Claude becomes an expert at that thing instantly.

What's included (200,000+ skills):
→ PPTX file generation (professional decks) → GitHub PR reviews (senior engineer standards) → AWS/Azure/GCP deployments (one-click configs)

→ Data analysis pipelines (SQL + visualization) → Content automation (SEO + social media) → Business workflows (CRM + email templates)

All searchable. All free. Zero API keys.

How to install (takes 30 seconds):
1. Go to https://t.co/aESy5vc7ja
2. Search for skill you need
3. One-click install
4. Claude now has that expertise

No dependencies. No rate limits. No breakage.

The difference from ChatGPT plugins:
ChatGPT plugins need external APIs. Break constantly. Have usage limits.

Claude Skills are pure instructions.

Teach Claude HOW to think about tasks.

Work offline. Never break. No vendor lock-in.

Top skills already live:
→ "aws-lambda-deployer" (3.2K installs) - Full Lambda workflows
→ "pptx-professional" (8.7K installs) - Investor pitch decks with charts
→ "github-pr-analyst" (5.1K installs) - Security + quality reviews
→ "data-storyteller" (4.3K installs) - CSV to narrative reports

Production-ready. Not toys.

Why this matters:

Before: Hire specialist or learn skill yourself (weeks to months)
Now: Install skill. Productive in 5 minutes.

The leverage is insane.
The skill-creator skill exists:
Describe what you want Claude to do.

The skill writes itself.
Install it permanently.

Recursive capability expansion.

100% Open Source. Community-driven.

Anyone contributes. Anyone forks. Anyone improves.

No black box APIs.

This is GitHub for AI capabilities.

[dg @dustintodd]

Don't let your work appear to be human-authored, even if it is. Human authorship could hold your career back. Block employees, your discount code is KEEPYOURJOB123
https://t.co/dg4csgLUpb @jack @TheBlockCo

[dg @dustintodd]

Startup idea #1: Workforce GenAI usage monitoring tool to ensure most output is AI-generated. Startup idea #2: A tool that makes human work appear AI-generated. (As far as you know, this was AI-generated). 😜

[jack @jack]

we're making @blocks smaller today. here's my note to the company.

####

today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone.

first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay.

we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly.

i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures.

a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers.

we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold.

to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward.

to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow.

jack

[Thomas Roccia 🤘 @fr0gger_]

🤓 I have release a security proposal for @openclaw and all other AI Agents.

Have a look and let me know what you think!

https://t.co/v4kZKcKJ19

[dg @dustintodd]

@TMobile I see you, and this level of petty is the energy that keeps me a customer.

[dg @dustintodd]

My favorite thing in AI and robotics today - Disney creating stunt robots. This level of awesome does not need explanation. https://t.co/5zFX4lGHoV

[dg @dustintodd]

The official French army X acct trolling the Trump admin is my favorite 2026 opening move

[Armée de Terre @armeedeTerre]

Besoin de renforts ?

#Cerces25 ❄️ #Neige

[dg @dustintodd]

@natolambert Add to my list of things to look up today

[dg @dustintodd]

When the AI bubble bursts , and every run up in new tech always has a large pull back sooner or later, you can count on GDP make a steep turn in to recession.

[Chubby♨️ @kimmonismus]

"According to a research note recently sent to clients by Deutsche Bank, the AI boom is currently helping the US economy avoid a recession, but it cannot continue indefinitely. George Saravelos, Global Head of FX Research at Deutsche Bank, said the US would be close to a recession this year if Big Tech were not spending so heavily on building new AI data centers.

The "AI machines" are literally saving the US economy right now, Saravelos said, but this kind of growth cannot be sustained unless spending remains on an ever-growing course. Nvidia, the major supplier of powerful AI accelerators used in data centers, could potentially bear much of the residual growth the US economy has experienced in recent months."

[dg @dustintodd]

@coldemailchris GTM