Rouven

Decentralization Enthusiast. Decentralized Identity, Reputation & Governance.

[Son Luong @sluongng]

Codex just found a “workaround” of not having sudo on my pc…

[Joseph Chalom @joechalom]

https://t.co/CEhi4vF5rL

[GREG ISENBERG @gregisenberg]

I just got back from SF and I FEEL INSPIRED.

I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires.

My takeaways:

1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices.

2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha.

3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda)

4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general.

5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million

6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works.

7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead.

8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one.

9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders.

10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time.

11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now.

12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly.

13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS.

14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here....

15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all.

16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol.

17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet.

It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED.

But I'm so happy to be back home, locked in and building.

We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real.

What an incredible time to be building.

[vitalik.eth @VitalikButerin]

Some of my perspective on where the @ethereumfndn is going.

First of all, this is only my own view. The board is not just me, and I have no extra special powers on the board that the other board members do not. @aerugoettinea is the one executing much of this transition. My input has been largely on technical questions. The board is in the process of expanding, and my own power within the org will continue to decrease, which is honestly what I want.

The 2025 era brought many important improvements to EF and its ability to execute. Many issues were resolved, and EF continues to benefit from its improved efficiency and greater focus on concrete goals to this day. And so with those problems resolved, early this year, the largest remaining hole that I perceived was something different nagging at me: I would regularly spot people saying things like "vitalik says these beautiful things about ethereum needing to be decentralized, and have privacy, and be a sanctuary technology, but why do the EF's actions not reflect that?"

Now, you may have been hearing something different. You may not have been sensing a feeling of crisis at all, and maybe were hearing people saying that finally we were taking execution and BD seriously and the main task for us is to keep going that way and be even better and faster. Then probably there is genuine difference between you and me, in what kinds of criticism I take most seriously, and what kinds of critics through their criticism are most able to make me feel pain.

As an analogy, let's briefly switch over to a different domain.

One belief you can have about Google is that it is a success story, and has brought a lot of good to humanity in organizing the world's information. Another belief you can have about Google is that they had a beautiful idealistic beginning, but at some point the corruption of mainstream corporate attitudes seeped in, and they slowly bit by bit completely abandoned the "don't be evil" slogan.

My belief on Google specifically is probably somewhere between the two. BUT, if you had taken me back in time to ~2008, and offered me a button to press to make Google one or two standard deviations more "dogmatic", eg. give Richard Stallman permanent veto power over some key policies, I would immediately press it.

Why? Because a choice for one company is not a choice for the world, or even one country. Google existed and exists in the context of a technology industry generally drifting away from early idealistic don't-be-evil roots and toward greed for financial gain, totalizing visions of accelerated superintelligence, infiltration by sociopaths, and craven capitulation to (or worse, active participation in) government pressure for ideological control, surveillance and war. And so *one company* doing something different, positioning itself to be what George Bernard Shaw calls the Unreasonable Man, resisting the trend of the times, would have been better for freedom, balance of power and stability of society as a whole, than *all* large companies bending to dominant trends. This is a part of my version of pluralism.

This line of thinking is not just mine, but I also is not too far off from what Aya and others had in mind with the Mandate.

Now how does this all get to the role of the EF?

EF is not a "center of Ethereum", rather EF is "one node, with a defined purpose, alongside other nodes". We've always said that the EF should be the latter, but many in the Ethereum ecosystem (and even within the EF) wanted us to be the former. Now, we are taking action to ensure that we will be the latter.

This is particularly important because EF is a limited organization, with limited resources and limited organizational capacity. The EF has only ~0.16% of all ETH (less than many other individual ETH holders), whereas among other blockchains it's common for "the central foundation" to have 10-50%. Fiscally, the EF was originally designed to fulfill a limited work scope defined in the token sale docs and other pre-launch materials (building the chain software; getting through Frontier, Homestead, Metropolis, Serenity), which was fully completed in 2022; it was not designed to be an eternal steward.

And so today, the EF is choosing to use its remaining resources to pursue longevity over breadth (yes, this means we sell less ETH). The EF focuses *specifically* on those activities critical to the success of ethereum as a censorship/capture-resistant, open, private and secure system, that would not happen otherwise. This means making hard choices, and in some cases even activities that we highly approve of and people that we highly respect becoming outside of the EF. People of great technical talent, public respect and even alignment with the mission and CROPS being outside of the EF is in fact necessary if we want important tasks to be able to attract outside capital. This also means the EF taking opinionated stands culturally.

This is all intended in cooperation with all other parts of ethereum. We recognize that many other parts of the ethereum world highly respect CROPS and related values. But highly respecting is not the same as choosing to specialize and totally dedicate to a domain (Compare in a different domain: I think reducing animal cruelty is important, and I like vegan food, but am not full unconditional vegan myself)

EF is still in a transition period, and we expect its new long-term form to stabilize over the next few months. What are the guiding principles of this new form? Again, I am only one person, but I can give my answer from a technical perspective (there are also critical non-technical aspects).

At the core, *Ethereum must be impressive*. We are living in an age of highly intelligent AI and all kinds of other technological acceleration. "Status quo EVM, with a hard fork or two a year to optimize for short-term needs of users" is not interesting.

To some, "impressive" means: 250ms latency and 1M TPS. I think Ethereum trying to go that route is a mistake. Being as fast and as scalable as possible, and only a small epsilon more decentralized than the others, is a route to mediocrity, and if we try it we will lose.

I think Ethereum should scale. But I think Ethereum should strive the hardest to be deeply impressive in a different dimension: the CROPS dimension. This means things like:

* Provably bug-free Ethereum. This is a goal that all cybersecurity researchers would have thought is absurd and impossible, up until roughly 6 months ago. Now, it's on the cusp of being possible, thanks to AI-assisted formal verification. So we should be frontrunners in doing this.

* Available chain consensus. Ethereum is, and with lean consensus will cotninue to be, the ONLY chain that has both (i) traditional-BFT style properties that it's safe under asynchrony up to a high level of fault tolerance, and (ii) the bitcoin PoW-style property that under synchrony it's safe up to 49% attackers. As far as I can tell, literally no other chain has this or is planning for it; bitcoin goes for (ii) only and most other chains go for (i) only. Some will remember I fought hard for this, Unreasonably insisting that it is not OK for ethereum to rely on social consensus and hard forks to rescue ethereum from 34% of nodes going offline. It's OK for chains like hyperledger, bnb, solana, tempo, etc. It's not OK for bitcoin or ethereum or eg. zcash.

* Intermediary minimization. The fact that smart contract wallets, protocols like railgun, etc have to send transactions through intermediaries to get included onchain is honestly embarrassing, and it's a constant point of fragility. Hence the work on FOCIL and EIP-8141 (and 7701 and years of work before) to make transaction sending intermediary-minimized with public mempool and strong inclusion properties, in a truly general-purpose way, that covers not just eg. secp256r1, but also privacy protocols and much more. Kohaku is pushing intermediary minimization at the user layer, pulling Ethereum away from the dystopian status quo world where our wallets don't even verify the chain, send our private data out to a dozen third-party servers, and toward a brighter CROPS future.

Some of these goals are Unreasonable - maybe Ethereum would be "fine" getting only 50% of the way - what if we depend on intermediaries, but make it easy to switch? But going 50% of the way would not make Ethereum Deeply Impressive in the CROPS way. So we push for 100%.

Fortunately all these goals are compatible with high TPS, this is a major focus of research (esp. on scaling the state). Well-designed L2s can also help, especially L2s optimized for specific applications (eg. high-volume trading, privacy...). These goals are even compatible with significantly lower slot times, thanks to Raul's work on erasure-coded P2P, and many other optimizations.

The most high-value "product" of the ethereum blockchain, financially speaking, is ETH the asset. Ethereum secures $250 billion of ETH. The types of properties of Ethereum that I mentioned above are very good for ETH the asset. Nearly 90% of my net worth is in ETH, and most of the remainder is ~$40m of onchain fiat of which every dollar has already been allocated for some open-source biotech or software or hardware initiative. That said, there are aspects of supporting ETH the asset - *necessary* aspects even - that are outside the scope of the EF. This is where we need other heroes (some of whom hold more ETH than the EF does) to step in and help. EF has been recently thinking more about how it will relate to other such organizations, and give them needed initial support.

EF will be a smaller ship than in previous years, a more opinionated one - in some cases more opinionated in ways that might be difficult to comprehend - but a longer-lasting one, and one suited to making sure that ethereum brings something meaningful to the world. We are grateful to all those inside and outside the EF who are helping to make this happen.

[Brian Armstrong @brian_armstrong]

This is an email I sent earlier today to all employees at Coinbase:

Team,

Today I’ve made the difficult decision to reduce the size of Coinbase by ~14%. I want to walk you through why we're doing this now, what it means for those affected, and how this positions us for the future.

Why now
Two forces are converging at the same time. We need to be front footed to respond to both.

First, the market. Coinbase is well-capitalized, has diversified revenue streams, and is well-positioned to weather any storm. Crypto is also on the verge of the next wave of adoption, with stablecoins, prediction markets, tokenization, and more taking off. However, our business is still volatile from quarter to quarter. While we've managed through that cyclicality many times before and come out stronger on the other side, we’re currently in a down market and need to adjust our cost structure now so that we emerge from this period leaner, faster, and more efficient for our next phase of growth.

Second, AI is changing how we work. Over the past year, I’ve watched engineers use AI to ship in days what used to take a team weeks. Non-technical teams are now shipping production code and many of our workflows are being automated. The pace of what's possible with a small, focused team has changed dramatically, and it's accelerating every day.

All of this has led us to an inflection point, not just for Coinbase, but for every company. The biggest risk now is not taking action. We are adjusting early and deliberately to rebuild Coinbase to be lean, fast, and AI-native. We need to return to the speed and focus of our startup founding, with AI at our core.

What this means
To get there, we are not just reducing headcount and cutting costs, we’re fundamentally changing how we operate: rebuilding Coinbase as an intelligence, with humans around the edge aligning it. What does this mean in practice?

- Fewer layers, faster decisions: We are flattening our org structure to 5 layers max below CEO/COO. Layers slow things down and create coordination tax. The future is small, high context teams that can move quickly. Leaders will own much more, with as many as 15+ direct reports. Fewer layers also means a leaner cost structure that is built to perform through all market cycles.

- No pure managers: Every leader at Coinbase must also be a strong and active individual contributor. Managers should be like player-coaches, getting their hands dirty alongside their teams.

- AI-native pods: We’ll be concentrating around AI-native talent who can manage fleets of agents to drive outsized impact. We’ll also be experimenting with reduced pod sizes, including “one person teams” with engineers, designers, and product managers all in one role.

In short: AI is bringing a profound shift in how companies operate, and we’re reshaping Coinbase to lead in this new era. This is a new way of working, and we need to leverage AI across every facet of our jobs.

To those who are affected
I know there are real people behind these decisions — talented colleagues who have poured themselves into this company and our mission. To those of you who will be leaving: thank you. You’ve helped build Coinbase into what it is today, and I am sincerely grateful for everything you've done.

All impacted team members will receive an email to their personal account in the next hour with more information, and an invitation to meet with an HRBP and a senior leader in your organization. Coinbase system access has been removed today. I know this feels sudden and harsh, but it is the only responsible choice given our duty to protect customer information.

To those affected, we will be providing a comprehensive package to support you through this transition. US employees will receive a minimum of 16 weeks base pay (plus 2 weeks per year worked), their next equity vest, and 6 months of COBRA. Employees on a work visa will get extra transition support. Those outside of the US will receive similar support, based on local factors and subject to any consultation requirements.

Coinbase prides itself on talent density. Our employees are among the most talented people in the world, and I have no doubt that your skills and experience will be highly sought after as you pursue your next chapters.

How we move forward
To the team that is staying, I know this is a difficult day. We’re saying goodbye to colleagues and friends you've been in the trenches with. But here’s what I want you to know as we move forward together:

Over the past 13 years, we have weathered four crypto winters, gone public, and built the most trusted platform in our industry. We’ve made it this far by making hard decisions and by always staying focused on our mission. This time will be no different – nothing has changed about the long term outlook of our company or industry. And most importantly, our mission has never been more important for the world. Increasing economic freedom requires a new financial system, and we’re building it.

The Coinbase that emerges from this will be more capable than ever to achieve our mission.

Brian

[Smart Money Crypto @Smart_Money]

🇪🇺 Die EU baut die Mauer weiter!

Dein Vater schiebt dir 12.000 Euro in bar über den Küchentisch. Kaution für die neue Wohnung. Über Jahre gespart. 50er-Scheine. Er reicht sie dir, du nimmst sie entgegen. Ein normaler Vorgang. Generationen haben das so gemacht. Vater an Sohn, Geld in die Hand.

Ab dem 10. Juli 2027 ist genau dieser Moment illegal, sobald das Geld zur Wohnung weiterwandert. Nicht weil du etwas falsch machst. Sondern weil Brüssel entschieden hat, dass es das nicht mehr geben soll.

Ich hab mir die letzten 18 Monate angeschaut. Vier Verordnungen. Ein Muster.

Sommer 2024. Die AML-Verordnung 2024/1624 wird verabschiedet. Bargeldobergrenze 10.000 Euro. Ab 3.000 Euro Identifizierungspflicht beim Händler. Strafen bis 40 Prozent der Summe. Scharf gestellt am 10. Juli 2027. Privatpersonen-Bargeld zwischen Familie und Freunden bleibt erlaubt. Aber der Moment, in dem Geld in den Wirtschaftskreislauf eintritt - Auto, Wohnung, Schmuck, Goldhändler - ist erfasst, dokumentiert, zentralisiert.

April 2025. Die EU-Kommission startet "Going Dark", später umbenannt in "ProtectEU". Im Juni 2025 folgt der Fahrplan. Sommer 2026 soll die Gesetzgebung kommen, die VPN-Anbieter zwingt, Daten zu speichern. No-Log-VPNs werden in Europa illegal. Mullvad hat im Dezember 2025 öffentlich angekündigt: Wenn das durchkommt, verlassen sie den EU-Markt. Anonyme Internetnutzung - abgeschafft.

Frühjahr 2026. Die Chatkontrolle wird offiziell entschärft. Schlagzeile in jeder Zeitung: "EU stoppt Massenüberwachung." Die Wahrheit im Kleingedruckten: Die "freiwillige" Scan-Erlaubnis für Anbieter läuft weiter, zweite Verlängerung gerade durch. Patrick Breyer warnt seit Jahren: Was als "freiwillig" verkauft wird, wird zur Pflicht, sobald die Infrastruktur steht. Die Infrastruktur steht. Niemand spricht mehr drüber. Genau das war der Sinn der Verzögerung.

Juli 2026. MiCA-Stufe-2 wird vollständig wirksam. Jede Krypto-Plattform in der EU braucht eine CASP-Lizenz. Travel Rule scharf, Name, Adresse, Geburtsdatum bei jedem Transfer ab 1.000 Euro. Stablecoins wie USDT sind in der EU regulatorisch erledigt. Nicht weil der Markt das wollte, sondern weil Brüssel keine Konkurrenz für den digitalen Euro duldet, der parallel im Anflug ist.

Ende 2026. EU-weite Altersverifikation in allen 27 Mitgliedstaaten. Pseudonymität im Internet - Geschichte. Wer was kommentiert, wer was liest, wer was schaut. Alles an deinen Ausweis gebunden.

Schau dir das nochmal an.

Bargeld eingeschränkt. Krypto identifiziert. VPN ausgehebelt. Chats geöffnet. Internetzugang an deinen Personalausweis gekettet. Wer hat noch eine Hintertür übrig?

Niemand. Genau das ist der Plan.

Das ist kein Zufall. Vier Verordnungen, präzise hintereinander gelegt, jede für sich harmlos begründet, Geldwäsche, Kinderschutz, Sicherheit, Verbraucherschutz. Alle zusammen ein Käfig. Keine offene Debatte, keine Volksabstimmung, keine Notbremse. Du wirst nicht gefragt. Du wirst auch nicht gewarnt. Du wirst zugemauert, eine Verordnung nach der anderen.

Ich erzähl dir das, weil es niemand sonst zusammenhängend ausspricht. Die meisten Medien zeigen dir jeweils einen Stein und nennen ihn vernünftig. Ich zeig dir die Mauer.

18 Monate. Vier Verordnungen. Ein einziger Bauplan.

Das war der Plan. Du warst nur nicht der Bauherr. Ich war auch nicht eingeladen. Aber ich kann lesen. Und du kannst es jetzt auch.

[Alexander Whedon @alex_whedon]

Introducing SubQ - a major breakthrough in LLM intelligence.

It is the first model built on a fully sub-quadratic sparse-attention architecture (SSA),

And the first frontier model with a 12 million token context window which is:

- 52x faster than FlashAttention at 1MM tokens
- Less than 5% the cost of Opus

Transformer-based LLMs waste compute by processing every possible relationship between words (standard attention).

Only a small fraction actually matter.

@subquadratic finds and focuses only on the ones that do.

That's nearly 1,000x less compute and a new way for LLMs to scale.

[Ihtesham Ali @ihtesham2005]

I accidentally discovered how to compress a semester of learning into 48 hours.

A grad student at MIT showed me his NotebookLM setup. I thought he was just organized. Then I watched him pass a qualifying exam on a subject he'd never studied before.

Here's exactly what he did:

First: he didn't upload a textbook.

He uploaded 6 textbooks, 15 research papers, and every lecture transcript he could find on the subject.

Then he asked NotebookLM one question:

"What are the 5 core mental models that every expert in this field shares?"

Not "summarize this." Not "explain this topic."
Mental models. The stuff that takes professors years to develop.

But the next part is what broke my brain.

He followed up with:

"Now show me the 3 places where experts in this field fundamentally disagree, and what each side's strongest argument is."

In 20 minutes he had a map of the entire intellectual landscape of the field:
the debates, the consensus, the open questions.

Most students spend a full semester just figuring out what those debates even are.

Then he did something I've never seen before.

He asked:

"Generate 10 questions that would expose whether someone deeply understands this subject versus someone who just memorized facts."

He spent the next 6 hours answering those questions using the source material. Every wrong answer triggered a follow-up:

"Explain why this is wrong and what I'm missing."

By hour 48, he could hold a conversation with his thesis advisor without getting destroyed.

The tool didn't change. The questions did.

Most people treat NotebookLM like a fancy highlighter.
These students are using it like a private tutor who has read everything ever written on the subject.

The difference between a semester and 48 hours isn't the amount of content.

It's knowing which questions to ask.

[Kalshi Finance @Kalshi_Finance]

Just got this DM from a follower:

Hey dude, I need to vent this to someone who gets it. I've been at this Big Tech company (you know the one) for almost 6 years now—senior SWE, TC around $350k last year with RSUs still vesting. Thought I was bulletproof after surviving the 2023-2024 bloodbaths and then pivoting hard into the AI org. But fuck, the ground is shifting under my feet faster than I can keep up.

Last week in our all-hands, leadership was bragging about how the team's "AI leverage ratio" hit 4.2x—meaning each engineer is now shipping what used to take a team of four. They showed the metrics: feature velocity up 180% YoY while headcount's down another 22% since Q4 '25. The slide literally had a photo of Cursor + Claude Sonnet 4 workflows replacing entire squads. Everyone clapped like trained seals, but I saw three faces go pale—they're the mid-level folks who just finished documenting their entire codebase for the "knowledge distillation" project.

My direct report, this solid L5 who joined right after me, got put on a 30-day PIP after his productivity dashboard dipped below the new AI-augmented benchmark. The benchmark? It's literally what the offshore team in India hits using the exact prompts he used to write. He trained them on our internal style guide last quarter—now they're outperforming him at $28/hour all-in. He told me privately he's burning through savings and eyeing real estate licensing because "at least houses don't get refactored by agents overnight."

The internal job board is a ghost town. Entry-level SWE roles? Frozen since mid-'25. What few postings go up are tagged "AI-native preferred" and get 2,000+ apps in hours, mostly from people already on H-1Bs or contractors. Meanwhile, they're quietly converting more mid-tier positions to "AI orchestration" contractors—$90-110/hour remote from LATAM or Eastern Europe, no benefits, 6-month contracts. My manager admitted in 1:1 that if the next Grok/Claude/Anthropic release closes the last 10-15% quality gap, we'll probably cut another layer.

I'm hanging on because I'm one of the ones who owns the prompt libraries and fine-tuning pipelines now. They need humans to babysit the models until the self-improving loops actually work without constant human intervention. But I see the writing: every time we make the system more autonomous, we make our own roles more optional. The alumni Slack is full of 2024-2025 grads DMing for coffee chats because their referrals bounce—67% underemployed or gigging according to the last poll. One kid I mentored last year is back living with parents after burning through his signing bonus.

I used to tell people "just upskill in AI, you'll be fine." Now I feel like a fraud saying it. If I lost this tomorrow, I'd be competing with the same offshore talent I've been helping scale, plus a flood of recently "managed out" seniors. My emergency fund is decent, but the mortgage isn't. Thinking about side hustles in trades or something offline—plumbing, electrical, anything that can't be prompted away.

This feels like watching the industry eat itself from the inside while pretending it's evolution. You still feeling secure over there, or is it hitting your shop too? Need to hear I'm not going insane.

[Andrej Karpathy @karpathy]

It is hard to communicate how much programming has changed due to AI in the last 2 months: not gradually and over time in the "progress as usual" way, but specifically this last December. There are a number of asterisks but imo coding agents basically didn’t work before December and basically work since - the models have significantly higher quality, long-term coherence and tenacity and they can power through large and long tasks, well past enough that it is extremely disruptive to the default programming workflow.

Just to give an example, over the weekend I was building a local video analysis dashboard for the cameras of my home so I wrote: “Here is the local IP and username/password of my DGX Spark. Log in, set up ssh keys, set up vLLM, download and bench Qwen3-VL, set up a server endpoint to inference videos, a basic web ui dashboard, test everything, set it up with systemd, record memory notes for yourself and write up a markdown report for me”. The agent went off for ~30 minutes, ran into multiple issues, researched solutions online, resolved them one by one, wrote the code, tested it, debugged it, set up the services, and came back with the report and it was just done. I didn’t touch anything. All of this could easily have been a weekend project just 3 months ago but today it’s something you kick off and forget about for 30 minutes.

As a result, programming is becoming unrecognizable. You’re not typing computer code into an editor like the way things were since computers were invented, that era is over. You're spinning up AI agents, giving them tasks *in English* and managing and reviewing their work in parallel. The biggest prize is in figuring out how you can keep ascending the layers of abstraction to set up long-running orchestrator Claws with all of the right tools, memory and instructions that productively manage multiple parallel Code instances for you. The leverage achievable via top tier "agentic engineering" feels very high right now.

It’s not perfect, it needs high-level direction, judgement, taste, oversight, iteration and hints and ideas. It works a lot better in some scenarios than others (e.g. especially for tasks that are well-specified and where you can verify/test functionality). The key is to build intuition to decompose the task just right to hand off the parts that work and help out around the edges. But imo, this is nowhere near "business as usual" time in software.

[Elvis @elvissun]

https://t.co/DotZ3V6XhJ

[Chris @ChrissGPT]

GPT-5.1 (Thinking High) is about 300 times cheaper per task than o3-preview (Low) while scoring only a few points lower on ARC-AGI-1.

1 year later intelligence has gotten 300 times cheaper.

This is why I can’t stand people who say “wahh the models too expensive” it will become cheaper.

[NIK @ns123abc]

🚨 BREAKING: IBM stock down 13% after Anthropic announced that Claude can streamline COBOL code

IBM’s entire business model:
>maintaining legacy COBOL nobody understands

>claude: “I can read it”
>IBM stock immediately drops -13%
>$40B market cap EVAPORATED

Dario strikes again 💀

[Boris Cherny @bcherny]

Introducing: built-in git worktree support for Claude Code

Now, agents can run in parallel without interfering with one other. Each agent gets its own worktree and can work independently.

The Claude Code Desktop app has had built-in support for worktrees for a while, and now we're bringing it to CLI too.

Learn more about worktrees: https://t.co/JFkD2DrAmT

[vitalik.eth @VitalikButerin]

Two years ago, I wrote this post on the possible areas that I see for ethereum + AI intersections: https://t.co/y8G3MD5APF

This is a topic that many people are excited about, but where I always worry that we think about the two from completely separate philosophical perspectives.

I am reminded of Toly's recent tweet that I should "work on AGI". I appreciate the compliment, for him to think that I am capable of contributing to such a lofty thing. However, I get this feeling that the frame of "work on AGI" itself contains an error: it is fundamentally undifferentiated, and has the connotation of "do the thing that, if you don't do it, someone else will do anyway two months later; the main difference is that you get to be the one at the top" (though this may not have been Toly's intention). It would be like describing Ethereum as "working in finance" or "working on computing".

To me, Ethereum, and my own view of how our civilization should do AGI, are precisely about choosing a positive direction rather than embracing undifferentiated acceleration of the arrow, and also I think it's actually important to integrate the crypto and AI perspectives.

I want an AI future where:

* We foster human freedom and empowerment (ie. we avoid both humans being relegated to retirement by AIs, and permanently stripped of power by human power structures that become impossible to surpass or escape)
* The world does not blow up (both "classic" superintelligent AI doom, and more chaotic scenarios from various forms of offense outpacing defense, cf. the four defense quadrants from the d/acc posts)

In the long term, this may involve crazy things like humans uploading or merging with AI, for those who want to be able to keep up with highly intelligent entities that can think a million times faster on silicon substrate. In the shorter term, it involves much more "ordinary" ideas, but still ideas that require deep rethinking compared to previous computing paradigms.

So now, my updated view, which definitely focuses on that shorter term, and where Ethereum plays an important role but is only one piece of a bigger puzzle:

# Building tooling to make more trustless and/or private interaction with AIs possible.

This includes:

* Local LLM tooling
* ZK-payment for API calls (so you can call remote models without linking your identity from call to call)
* Ongoing work into cryptographic ways to improve AI privacy
* Client-side verification of cryptographic proofs, TEE attestations, and any other forms of server-side assurance

Basically, the kinds of things we might also build for non-LLM compute (see eg. my ethereum privacy roadmap from a year ago https://t.co/KdsQbpIkF9 ), but for LLM calls as the compute we are protecting.

# Ethereum as an economic layer for AI-related interactions

This includes:

* API calls
* Bots hiring bots
* Security deposits, potentially eventually more complicated contraptions like onchain dispute resolution
* ERC-8004, AI reputation ideas

The goal here is to enable AIs to interact economically, which makes viable more decentralized AI architectures (as opposed to non-economic coordination between AIs that are all designed and run by one organization "in-house"). Economies not for the sake of economies, but to enable more decentralized authority.

# Make the cypherpunk "mountain man" vision a reality

Basically, take the vision that cypherpunk radicals have always dreamed of (don't trust; verify everything), that has been nonviable in reality because humans are never actually going to verify all the code ourselves. Now, we can finally make that vision happen, with LLMs doing the hard parts.

This includes:

* Interacting with ethereum apps without needing third party UIs
* Having a local model propose transactions for you on its own
* Having a local model verify transactions created by dapp UIs
* Local smart contract auditing, and assistance interpreting the meaning of FV proofs provided by others
* Verifying trust models of applications and protocols

# Make much better markets and governance a reality

Prediction and decision markets, decentralized governance, quadratic voting, combinatorial auctions, universal barter economy, and all kinds of constructions are all beautiful in theory, but have been greatly hampered in reality by one big constraint: limits to human attention and decision-making power.

LLMs remove that limitation, and massively scale human judgement. Hence, we can revisit all of those ideas.

These are all things that Ethereum can help to make a reality. They are also ideas that are in the d/acc spirit: enabling decentralized cooperation, and improving defense. We can revisit the best ideas from 2014, and add on top many more new and better ones, and with AI (and ZK) we have a whole new set of tools to make them come to life.

We can describe the above as a 2x2 chart. There's a lot to build!

[Aaron Wright @awrigh01]

https://t.co/7gXE4Cdi8G

[Rouven @rh7]

What a time to be alive. Ethereum + AI is finally clicking. Identity, reputation & payments as the backbone of the agentic economy.

[Daydreams.Systems (x402, 8004 agents) @daydreamsagents]

https://t.co/StJPki7Xzx

[Claude @claudeai]

Introducing Claude Opus 4.6. Our smartest model got an upgrade.

Opus 4.6 plans more carefully, sustains agentic tasks for longer, operates reliably in massive codebases, and catches its own mistakes.

It’s also our first Opus-class model with 1M token context in beta.

[Tom Warren @tomwarren]

Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl, and they're hilarious 😅 Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds

[SpaceX @SpaceX]

SpaceX has acquired xAI, forming one of the most ambitious, vertically integrated innovation engines on (and off) Earth → https://t.co/3ODfcYnqfg