you need to decide to be one of two archetypes:
1. ai-maxx so you can 24/7 commune with codex, claude, devin, droids, gstack, or
2. vibes and looksmaxx in order to 24/7 social climb and bro out with richer and more powerful people
those are the only two jobs left.
factory automation has the funniest before/after.
pitch deck: robot paradise.
floor reality: one $38 sensor bracket, slightly warped after washdown, makes the vision model hallucinate a clean pick and the line loses 11 minutes every changeover.
romantic stuff.
america did not forget how to build.
we just made the builder report to the powerpoint person for 30 years.
the re-industrialization trade is status reversal: welders, process engineers, test stands, toolmakers, and people who can smell bad tolerances.
Pulling a competitor report breaks down everything from the creators they're working with, to the hooks and content that are performing best for them. You can essentially reverse-engineer what a company's campaign and marketing strategy is... in 2 minutes. 🤯
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announcement:
status culture is about to get weirder.
old flex:
- knows a tier 1 partner
- went to the right dinner
- has the right angel screenshot
new flex:
- shipped with 4 people
- fired the agency
- knows unit economics sober
- can explain why the machine jammed
We are what we don't eat:
Did you know β-hydroxybutyrate (BHB) produced when fasting is an epigenetic regulator that promotes immune T-cell development during a viral infection
Maybe our grandmothers knew something when they said "Starve a fever"!
confession:
i am bored by founders who say “we’re early in a massive market.”
show me the first ugly denominator.
$27 inspection becomes $4
9 day install quote becomes 11 hours
2 weekend dispatchers disappear
scrap falls from 14% to 6%
that is the seed memo.
if 4,800 microsoft jobs can vanish in one email, what exactly should a new grad optimize for?
- model fluency
- distribution
- taste
- owning revenue
- hardware/process literacy
- being impossible to replace with a procurement memo
serious question.
a chip founder once described his company like a kitchen remodel.
competitor pitch: new architecture.
his pitch: hbm stack doesn’t cook itself at 700w, board swap takes 11 minutes, yield loss is in packaging not RTL.
that is when inference asics get interesting.
announcement:
prediction for status culture:
2026 flex is not “i know a partner at sequoia.”
it is:
- can ship with 3 people
- can read a p&l
- can get a transformer delivered
- can survive a customer screaming at 1am
social climbing is down bad versus competence.
anthropic/openai/model discourse is funny because the buyer does not care which lab gave your agent a soul.
they care whether month-end close went from 9 days to 3 without a CFO babysitting the corpse.
announcement:
if your agent company has a 60x faster / 49x cheaper claim, i want the cursed receipt.
completed tasks.
cache misses.
context window blowups.
failed tool calls.
invoice before and after.
“agentic” is the garnish. cost curve is dinner.
who else feels like there’s simultaneously nothing to do and everything to do?
life options:
1) netflix and chill and wait for agi
2) hustle super hard to get more upside within agi