Kenny Powers

singularity 2025

[Kenny Powers @KennyEpl]

!

[Andrew Gazdecki @agazdecki]

Your job as a startup founder is to learn sales, branding, marketing, and distribution because its not just about the product.

[Kenny Powers @KennyEpl]

@aaronmahlke @JayInvest_ @PavolRusnak

[Kenny Powers @KennyEpl]

@KPSingh0809 It's just a cash transfer to American investors. Creating a pre trained LLM is just a vanity point for India. It's not like we are building a talent pipeline. At first chance, they will fly to US.

Just use opensource LLM.

Better to wait for two years until things normalizes.

[Kenny Powers @KennyEpl]

@cyb3rops The problem starts in 3.

This problem existed before LLM's too. It's simple, it's called skill issue. Not LLM harness skills, but human skill issue.

[Jay @jayair]

I feel like companies still haven’t grasped how to do marketing in the social media age

The problem in the past used to be figuring out where your customers were, so you could get your message out to them, targeting the right communities was a big concern

That isn’t the issue anymore, everybody on the planet is now on social media and they are here to be entertained

Your job now is to create content that’ll be entertaining for everybody

A consequence of this will be that your target users will also get your message, with the added bonus that even your future customers will hear about you

If you think this idea somehow doesn’t apply to your company, consider this, what if one of your shittier competitors goes absolutely viral with a billion views, imagine how annoying it’ll be for you, you’ll now have to start explaining to every prospective customer how you are different from their shitty product

[QE Infinity @StealthQE4]

This was 2023.

Rick Santelli said he sees rates topping at 13-14% and everyone laughed at him.

Are they still laughing? I’m not.

[Kenny Powers @KennyEpl]

@MilkRoadAI Nah.. they are sucking upto him..
he isn't making even 1% returns out of those massive investment by giving it to anthropic.. his consumer approach pushing image/video backfired as he realised people won't pay for that. Clearly can't make a frontier model.

[Dan Go @CoachDanGo]

The biggest cheat code is eating the same meals every day. It's been shown to reduce total calorie intake by 40%. You make less food decisions meaning you rely less on willpower. The leanest people I know aren't aiming for variety. They're eating similar meals every day.

[Ronit Pereira @CAronitpereira]

“Avoid evil or irrational people.”

“Particularly, if they’re attractive members of the opposite sex.” 😂

- Charlie Munger. 2004.

[Kenny Powers @KennyEpl]

@chamath @grok give me a tl;dr of the above post in a short bullet point format

[BuccoCapital Bloke @buccocapital]

Unfortunately I think we'll see meaningful layoffs in software this year. And I want to explain why it's just air cover to call them "AI-driven layoffs", even though every company will do so.

Yes, AI makes companies more efficient. Developers and marketers can do more. CSMs can have a wider span of control. You can answer 70% of your tier 1 support cases with AI. But that's not really what's going on.

But two things are more elemental to the situation, and the actual driver:

1. Valuations have reset, with a totally valid and reasonable focus on free cash flow minus stock compensation. And the math simply doesn't math.

2. Many of these companies staffed up during COVID and never actually took their medicine and got fit. They thought demand would come back and it mostly hasn't. Not in the same way.

Illustrative example, to pick on two companies, Atlassian and HubSpot, that I actually really admire:

- Age: Atlassian is 24 years old. HubSpot is 19 years old - # of employees: Atlassian has 14k employees at $22B market cap. HubSpot has 9k employees at $15B market cap
- SBC-Adjusted FCF: Basically ZERO

That's right. After 20 years, the actual cash generated and available to shareholders is ZERO

I do think the owners of these businesses understand that is no longer tenable.

But they have two issues now:

1. The actual technical talent needs to get paid
2. Their stocks are down 60-70% from recent highs

So here's the situation: They need to start making actual money, they have to pay their tech talent, their dollar grants are going to have serious dilution consequences, and their cost structures are completely bloated for their current market cap, especially compared to more nimble competitors.

If they keep paying all of these people in stock, their dilution will continue and the stocks will continue to be punished. If they pay them all in cash, they will have no fcf.

TL;DR Layoffs are unfortunately the only true answer. They are coming. They will be credited to AI, and that will be air cover for the real problem.

[VKTR @0xVKTR]

today i learned about the chinese circular gooner economy

delivery drivers work 12 hour shifts on meituan → tip their earnings to egirls livestreaming on douyin → girls are too exhausted from streaming to cook → order takeout on meituan → same drivers deliver it → tip again

100% efficient monetary velocity. i expect this dystopian meta to hit the west soon

[Super Dario @inductionheads]

Pre-training is solved (sparsity)
RL is solved (RL as inference)
Inference is solved (recursive language models)
Continual learning is solved (nested learning)

Happy 2026 boys
It’s off to the races

[space Ξ @spacexbt]

Citrini predicts a S&P drop by 38%
and unemployment hits 10.2% in their latest article

1h ago they dropped one of the best pieces i've read this year and it's for free - other would charge $60,000

it's a thought experiment written as a perspective from june 2028, looking back at how AI triggered a full blown economic crisis

not because AI failed because it worked too well (?!)
the core loop is brutal and honestly hard to argue against:

AI gets better > companies cut headcount > displaced workers spend less > consumer demand drops > companies lean harder into AI to protect margins > repeat

step by step they walk through how it plays out,
first software valuations collapse because agentic coding tools let anyone replicate SaaS products within 24h

then consumer agents kill friction based businesses

$13 trillion in residential mortgages threatened not by bad underwriting but by structural unemployment

labor's share of GDP collapses from 64% to 46%

output goes up but doesn't route through households anymore and government needs to spend more while collecting less

the key insight that stuck with me: being right about AI being transformative doesn't protect you from the financial crisis it creates, yet the circular flow of money breaks when intelligence stops being scarce

s&p drops 38% in their model unemployment hits 10.2%

[Garry Tan @garrytan]

Software engineering accounts for nearly 50% of all AI agent tool calls. Healthcare, legal, finance, and a dozen other verticals are barely touched, each under 5%. That's a hundred AI unicorns waiting to be built.

https://t.co/cdJnGqsjHM

[The Curious Tales @thecurioustales]

🚨 I just learned about a concept, I can't stop thinking about.

The Four Burner Theory.

It destroyed Elon Musk's first marriage.
It explains why Bezos is jacked but divorced.

And why Zuckerberg has no real friends.

Once you understand it, your life will never be same:🧵

[Kenny Powers @KennyEpl]

@tszzl @cpaik You kinda prove his point. It is 4k tv 10x cheaper than 8k tv. American frontier models are becoming a vanity and signals a precedent that an affordable alternative on the way in a shorter time span.

[Z.ai @Zai_org]

Introducing GLM-4.7-Flash: Your local coding and agentic assistant.

Setting a new standard for the 30B class, GLM-4.7-Flash balances high performance with efficiency, making it the perfect lightweight deployment option. Beyond coding, it is also recommended for creative writing, translation, long-context tasks, and roleplay.

Weights: https://t.co/uzhvLmHDoI
API: https://t.co/bl6YxjOzzC
- GLM-4.7-Flash: Free (1 concurrency)
- GLM-4.7-FlashX: High-Speed and Affordable

[claire vo 🖤 @clairevo]

The problem w “AI products for normies” is that too many technical people have seen the AGI god and think “everyone will want this!” and “it must be a UI issue!”

But guess what?
No they don’t!
And no it isn’t!

We shouldn’t be asking how to make agents more accessible or the terminal less scary.

If you want to increase the TAM of a AI product, you need to either a) discover existing pain points or b) inspire the art of the possible.

REMEMBER: Existing pain points have to be real! Not just “better” but “omfg how would I do it any other way??!!!”

This looks like
- I have to do this for work and you’ve made it 10x faster/less painful
- my computer is slow and broken and now it works
- I’ve been working around this thing for ages and you made it go away
- I’m too tired or busy to learn this and you taught it to me in 2 mins
- I’m a sad person an this hit me w that sweet sweet rush of dopamine

Once you find these problems, don’t give users a general platform give them a button to a golden path.

And the art of the possible? It has to intersect reality enough that it’s worth the effort of doing.

Your mom is NOT going to spontaneously vibe code a family photo sharing app. Your uncle is not going to reach for a coding agent to debug the washing machine. Your kids aren’t allowed to write with AI at school.

You need to hit users over and over and over with good ideas/use cases plus your brand so when they finally have a novel problem you’re top of mind as a solution. I think this is less of a product problem and more of a marketing and education one.

99% of people do not want agents or models or primitives or skills or artifacts or file access or tools or connectors or MCPs or APIs, they want to not get fired, save time, make money, not be annoyed, entertain themselves, express themselves, and feel good.

Start there.

Then build UI.

[solst/ICE of Astarte @IceSolst]

🚨NEW: Microsoft is renaming all their products

GitHub —> CopilotHub
LinkedIn —> Copilot Unemployed
Xbox —> XCopilot
Teams —> CopilotSkype
Azure —> CopilotCloud
OneDrive —> CopilotDeleteurfiles
Edge —> CopilotExplorer
VSCode —> CopilotCursor
Bing —> Copilot4cucks
Defender —> CopilotNoViruses
Intune —> CopilotMalware
Windows —> CopilOS
Authenticator —> CopiletMeIn
Bethesda —> CopilotSkyrim
Activision —> Copilot of Duty
Task Manager —> CopilotDavePlummerWroteTaksManager
Powershell —> CopilotNotBash
Hyper-V —> Copilotrash
WSL —> Copilubuntu
Copilot —> CopilotCopilot

[Shanaka Anslem Perera ⚡ @shanaka86]

I just watched $4 billion in silver longs get vaporized in 70 minutes.

$83.75 to $75.15. Fastest wipeout I’ve ever seen.

CNBC is already running the “bubble burst” narrative. Bloomberg too. They want you scared. They want you out.

But nobody’s talking about what happened in Shanghai during that exact same window.

While American traders panic-dumped at $75, Chinese buyers were paying $90. Ninety. For the same metal. The premium didn’t shrink during the crash—it widened.

Let that sink in.

This wasn’t a top. This was a heist.

I’ve been in this game long enough to know what a liquidity vacuum looks like. There were zero bids between $83 and $76. The algos pulled everything. Price didn’t fall—it teleported. And the second it hit $75, physical demand stepped in like it was Christmas morning.

Here’s the part that should terrify you: China locks silver exports in 72 hours. January 1st. Export licenses only. They control 70% of global supply. COMEX is down 70% on inventory. London’s vaults are bleeding. And Elon Musk just tweeted “this is not good” about the shortage.

The gold-silver ratio is 60:1. Historical average is 30. That’s $150 silver just to normalize.

Everyone’s calling this 1980. It’s not. The Hunts were speculators playing paper games. This is industrial demand crashing into empty vaults. Solar panels don’t negotiate. AI chips don’t wait.

Retail just handed their silver to sovereign wealth funds at a 15% discount.

And most of you have no idea what’s about to happen.​​​​​​​​​​​​​​​​

Read the full story here - https://t.co/kvwWXKT6H5