sakana is interesting:
- founders are former japan diplomat + transformer coauthor
- japan is a highly regulated business env, buyers prefer japanese co's. Sakana becomes defacto sovereign AI
- an inevitable $1T co (japan $4.5T GDP)
Tim Ferris just shared that he's on track to sell 80% fewer books in 2026 than he did in 2022
"“how-to” books are getting crushed because LLMs seem to provide faster, cheaper, and more personalized advice"
LIC was an investor in Vakrangee
LIC was an investor in DHFL
LIC was an investor in IL&FS
LIC was an investor in Satyam
Now
LIC is also an investor in Rajesh Exports,
LIC investment committee should be asked:-
Why do they keep investing in companies that turn out to be FRAUD?
Anthropic has seriously shattered my AI psychosis, so now I feel extremely anxious about the sudden lack of perceived hyperproductivity. I don't trust any of my agents, Claude or otherwise, will get a single thing even partially correct. Even for vibe code fun the magic is gone
When your engineer finishes a session with a coding agent, they have more code than they started with and exactly the same amount of skill.
The agent produced output. It did not produce understanding.
You paid frontier prices to make your codebase bigger and your engineer no smarter. That is not an accident. It is a design choice, and it is worth remebering who it serves.
A simple tip for workplace decisions.
Sometimes you get to a place where two people have slightly different visions for how something should be done.
Both are probably ok, but they’re different, and people are having trouble unifying them.
100% of the time you just side with the person actually doing the work. 100% of the time.
Tie goes to the implementer.
Vibe coding has lots of problem and it is not a skill issue.
1. If you dont know what you are building and letting AI drive things , you are bound to fail.
2. Less you know about your codebase, more likely to drift away from goal.
The AI ponzi scheme goes like this:
Everyone is generating all these long ass docs and then passing them off for others to read
Then the person receiving is like, wtf this is way too long, and hands that into an AI to read and summarize
Then they are generating a long ass response back
and this cycle goes like that forever. and we call this work now 😅
The token lords watch this from their towers nodding and grinning.
This is what happens when a country is ruled by brainless, inefficient, and incompetent leaders, markets bleed, confidence crashes, and people pay the price. Idiots.
Ever since I wrote this, there has been an average of 1 layoff every 2 days at mid-to-large sized tech companies, all for basically the same reasons I covered here.
https://t.co/Lq9sNQUjLX