Will Cheung

PM and AI Agent Builder |
@meetTARSai AI CEO |
@CalConviction AI Stock Researcher |
Opinions are my own

[Will Cheung @willcheung]

My 2026 prediction:

Builders will become part of the creator economy.

Instead of creating content, they will be creating micro-SaaS.

Never has it been easier for anyone to vibe code an app in a weekend!

There will be twists and turns along the way, but we will get there.

[Will Cheung @willcheung]

Even with $700B AI investment in 2026 alone, hyperscalers still has less debt than S&P 500.

We are still so early in our AI supercycle. This is the best time to be alive for builders and investors.

[a16z @a16z]

Relatively speaking, hyperscalers are still less leveraged than most

Charts of the Week: https://t.co/PGxjCSffOC

[Will Cheung @willcheung]

Connecting my Hermes agent to this right now.

Super excited to start playing with agentic trading!

[Robinhood @RobinhoodApp]

Your strategy shouldn't sleep just because you do.

Connect your AI agent to a Robinhood Agentic Account to explore trade ideas, build and rebalance portfolios, program custom tools, and place trades as your strategy evolves.

Rolling out now.

Learn more: https://t.co/Vs3yjWkjTN

[Will Cheung @willcheung]

https://t.co/seToW690l9

[Will Cheung @willcheung]

What does the future of software look like?

It's the harness layer that reasons, executes, and governs the agentic workflows.

[Will Cheung @willcheung]

@MatthewBerman It def doesn’t help when AI CEOs saying white collar jobs will be gone and all the tech companies are laying off workers “bc of AI”.

Most people don’t like change and the narrative is all negative.

[Will Cheung @willcheung]

Will (avatar) moves through a massive early industrial factory floor. Belts, gears, pulleys, brass machines, and workers moving parts from station to station. Warm sparks from machinery. Golden industrial light. Camera tracks alongside him continuously throughout — medium close-up, never static. No music. Will moves through the factory as he teaches. He places one hand briefly on a moving conveyor rail. He picks up a small metal part — examines it briefly — sets it back into the workflow and keeps walking. Natural fluid movement throughout. He looks directly at camera the entire time. Will teaches directly to camera while moving.

Exact words only:
"AI agents are not magic employees. They are workflows with a brain in the middle. If the steps are vague, the agent wanders. If the inputs, tools, checks, and handoffs are clear, suddenly it starts looking useful."

At 11 seconds — camera tracking alongside him — a weathered wooden door becomes visible ahead. It is already there. Set into a brick factory wall between two machines. It has always been there. He approaches it still looking at camera still talking. He pushes it open — warm office light already fully established beyond it. Bookshelves visible. Window with garden. Microphone. He walks through still looking at camera. Crosses to his desk. Sits naturally into exact seated position from reference image. Looks at camera. Ready. Camera tracks continuously from factory floor through door to seated position. Never cuts. Never loses his face. Clear and stable facial features. Widescreen. Shallow depth of field. Film grain. 4K HD. No blur. No ghosting. No music.

[Will Cheung @willcheung]

I'm moving into uncharted territory and experimenting with @HeyGen's seedance video gen.

From vibe coding to vibe video-ing.

See comment for my one-shot prompt.

[Will Cheung @willcheung]

I finally have a use case for two agents from separate machines talk to each other.

"TARS" downloads YT transcript (b/c YT blocks VPS IPs) and sends to "V".

"V" processes youtube transcript (my laptop at home). Pings "TARS" if there are missing files.

[Will Cheung @willcheung]

@NousResearch This is great! So Hermes basically has access to additional built-in features from Codex? Seems additive and no downsides to turn this on?

I’ve been running on codex with Hermes and they are pair from heaven.

[Will Cheung @willcheung]

“Half assed work from PMs” 😂

Data science —> data fixer upper

[Lenny Rachitsky @lennysan]

Not enough people are talking about how much AI is impacting the role of data science.

I was chatting with a DS friend, and he said that most of his team's work now is reviewing half-assed AI data analysis from PMs and engineers. And that 50% of the time, that analysis is wrong.

The role is becoming less fun.

[Ben Lang @benln]

Jack Dorsey on how every company can now be a mini-AGI:

[Will Cheung @willcheung]

@mem0ai Cool article. How is its memory being used together with other harness like Cursor and Hermes?

[Will Cheung @willcheung]

AI pioneer and founder of Google Brain, Andrew Ng is calling out the "jobpocalypse" as myth. He argues that the narrative is fueled by corporate hype and pandemic-era overhiring excuses.

Software hiring remains strong, and the reality is an upcoming "jobapalooza." Net job creation will outpace destruction.

Stop the fear; start building.

[Andrew Ng @AndrewYNg]

There will be no AI jobpocalypse.

The story that AI will lead to massive unemployment is stoking unnecessary fear. AI — like any other technology — does affect jobs, but telling overblown stories of large-scale unemployment is irresponsible and damaging. Let’s put a stop to it.

I’ve expressed skepticism about the jobpocalypse in previous posts. I’m glad to see that the popular press is now pushing back on this narrative. The image below features some recent headlines.

Software engineering is the sector most affected by AI tools, as coding agents race ahead. Yet hiring of software engineers remains strong! So while there are examples of AI taking away jobs, the trends strongly suggest the net job creation is vastly greater than the job destruction — just like earlier waves of technology. Further, despite all the exciting progress in AI, the U.S. unemployment rate remains a healthy 4.3%.

Why is the AI jobpocalypse narrative so popular? For one thing, frontier AI labs have a strong incentive to tell stories that make AI technology sound more powerful. At their most extreme, they promote science-fiction scenarios of AI “taking over” and causing human extinction. If a technology can replace many employees, surely that technology must be very valuable!

Also, a lot of SaaS software companies charge around $100-$1000 per user/year. But if an AI company can replace an employee who makes $100,000 — or make them 50% more productive — then charging even $10,000 starts to look reasonable. By anchoring not to typical SaaS prices but to salaries of employees, AI companies can charge a lot more.

Additionally, businesses have a strong incentive to talk about layoffs as if they were caused by AI. After all, talking about how they’re using AI to be far more productive with fewer staff makes them look smart. This is a better message than admitting they overhired during the pandemic when capital was abundant due to low interest rates and a massive government financial stimulus.

To be clear, I recognize that AI is causing a lot of people’s work to change. This is hard. This is stressful. (And to some, it can be fun.) I empathize with everyone affected. At the same time, this is very different from predicting a collapse of the job market.

Societies are capable of telling themselves stories for years that have little basis in reality and lead to poor society-wide decision making. For example, fears over nuclear plant safety led to under-investment in nuclear power. Fears of the “population bomb” in the 1960s led countries to implement harsh policies to reduce their populations. And worries about dietary fat led governments to promote unhealthy high-sugar diets for decades.

Now that mainstream media is openly skeptical about the jobpocalypse, I hope these stories will start to lose their teeth (much like fears of AI-driven human extinction have).

Contrary to the predictions of an AI jobpocalypse, I predict the opposite: There will be an AI jobapalooza! AI will lead to a lot more good AI engineering jobs, and I’m also optimistic about the future of the overall job market. What AI engineers do will be different from traditional software engineering, and many of these jobs will be in businesses other than traditional large employers of developers. In non-AI roles, too, the skills needed will change because of AI. That makes this a good time to encourage more people to become proficient in AI, and make sure they’re ready for the different but plentiful jobs of the future!

[Original text in The Batch newsletter.]

[Will Cheung @willcheung]

@AunySillyMe Yup! I have both and use them for different tasks.

[Will Cheung @willcheung]

I've been playing with @HeyGen's hyperframes recently. Generated this video with just prompts, exactly like vibe coding.

Amazing results for not knowing how animation and videos work at all.

Highly recommend everyone to try it out with your use cases.

[Will Cheung @willcheung]

@Teknium The kanban board is a game changer. I had to build my own before (using Notion) and it was brittle.

Love how this is a supported feature now.

[Will Cheung @willcheung]

Just switched my Hermes agent from GLM-5 to GPT-5.5.

Wow.

It's like upgrading from Honda to BMW. 🚀

[Will Cheung @willcheung]

@AlexFinn I switched from Openclaw to Hermes weeks ago, and this video just unlocked another set of use cases for me. Great stuff!

[Will Cheung @willcheung]

Christmas came early

[Claude @claudeai]

We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity.

This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.

[Will Cheung @willcheung]

@garrytan Immediately downloading this to the fork.