Extremely under-discussed that the modern world makes humans spend the first and most formative 15-20y of their lives in captivity.
School is literally: "shut up, sit down, do what you're told." Optimized for the comfort of teachers (some of the worst members of society) over kids.
The system succeeds in its objective of breaking the kids, who then go on to become nice little obedient low-agency members of society.
One great parable about this phenomenon is how elephant trainers keep elephants put by tying them to a stake in the ground. Once the elephant has grown, it's now more than strong enough to uproot the stake -- but it won't, because it's internalized the constraint.
For anyone with endless ideas, this agent age is nirvana as those ideas are met with endless execution, endless exploration. I've never had has much fun working with computers as I do right now. What a time to be alive.
Stacked PR’s are an outdated, inefficient solution to a problem that only exist because the root problem hasn’t been addressed in GitHub: review tools need to do a better job at help the reviewer work through large code changes. It’s a local maxima.
Elon just personally bought a $1 billion gas turbine company, and no one announced it. No press release, no tweet. The deal only surfaced because a firm holding a 5% stake had to disclose its $50.4 million payout in an SEC filing. What he bought tells you where the real bottleneck in AI is.
APR Energy operates a fleet of mobile gas and diesel turbines totaling over 1 gigawatt. Their units arrive on trucks and can be delivered, installed, and commissioned in as little as a month. The fleet was built for blackout zones and disaster response in countries with unreliable grids.
Here's the constraint that makes it worth $1B to one man: Nvidia can deliver 100,000 GPUs in months. A new grid connection for a power plant spends a median of roughly 5 years in the interconnection queue. The chips depreciate while the paperwork sits.
Elon already lived this. xAI's first Memphis cluster ran 100,000 GPUs on about 150 megawatts, much of it from roughly 35 leased mobile turbines while grid power was pending. Environmental groups sued. The DOJ intervened to keep the turbines running. He was renting the most important input to his most important company.
So he bought the landlord. At $1B for 1+ gigawatts, he paid roughly $1 per watt of dispatchable power he can park anywhere. A gigawatt runs on the order of 600,000 H100-class GPUs.
Every AI lab can buy the same chips. Only one of them now owns a power plant fleet that ships by truck.
We're hosting an agentic engineering fireside chat with @sabin_roman (@linear) and @SamuelBeek (@schematikio) on July 1st 🤖
If you're in Amsterdam, stop by! https://t.co/kmhWItqft5
A bespoke software revolution? I don't buy it.
It'll exist. It already exists. Small consultants and big consulting firms have made custom software for years. It almost always sucks. It’s bloated, confusing, and because the client pays, it’s built wrong in all the ways.
Who’s excited about bespoke software? Software makers! Of course they're excited about building bespoke software — that's what they do. X is full of them. Your feed is full of people who love making software talking about making software. Of course they’re excited about the revolution. Echo, echo, echo...
Most people don’t like computers. Nobody in tech wants to say that out loud. People tolerate computers. They use them because they have to. Given the choice, most would rather not think about them at all.
So when someone suggests that AI means everyone will build their own custom tools, ask who "everyone" is. The three-person accounting firm drowning in client paperwork? They want the paperwork gone, not a new system to maintain. The regional logistics company with 40 trucks? They want the routes optimized, not Joe spouting off about this new system he’s been messing around with. The law firm billing 70-hour weeks? They want leverage on their time, not a software project to design.
They don’t hate technology. But building and maintaining their own critical systems isn’t their wheelhouse, regardless of how much faster and easier it’s become. It's another job on top of the job.
Will these people use AI? Absolutely, for all sorts of things. Will some outliers go deep and build real custom systems? Sure, but they're almost always people who already had some pull toward software. The curiosity was already there. They were dabblers before.
Giving everyone access to software building tools doesn't mean everyone becomes a builder. A powerful excavator doesn't turn a homeowner into a contractor. Most people just want the hole dug by someone else. They don’t want the responsibility either.
Much of the reaction I've seen to Tailwind's 80% revenue loss and 75% layoffs is "AI sucks". That's the wrong takeaway. There's a critical lesson here for anyone working in tech, and soon, anyone working in any knowledge-related field.
We're in the middle of massive disruption. How we work is changing fast. Business models are shifting just as quickly. If you don't adapt, you'll be out of a job and out of business.
I've been saying this to our team for the last 2-3 years. The writing has been on the wall.
Companies going out of business and people losing their jobs are devastating. But you have the agency to adapt and anticipate what's coming. If you don't, you'll be in trouble, both as an individual and as a company.
“In medicine, when a treatment shows this level of benefit, we stop the trial early. Continuing to give patients the placebo becomes unethical. When an intervention works this clearly, you change what you do.
In driving, we’re all the control group.”
I spent a lot of time as an Uber IC helping people with data analysis and tweaking charts.
So I built an AI agent that does deep analysis and creates presentation-ready charts for me with almost no interaction required.
Looking for more private beta testers! (link in comments)
Now you can just:
Upload your data → press a button → get the key insights + presentation-ready charts.
It’s already helping a few early testers, though there’s plenty of room to make it better.
Next up:
Interfaces will increasingly become minimal as agents get better, to the point where everyone has a staff analyst working for them 24/7, who also pushes insights to you.
I’ve started work to wire this to data warehouses and Slack, and I’m exploring ideas to keep the data plane on your server. Also thinking about just open-sourcing that part. Reach out if this sounds interesting!
I’d love your help 👇
Do you find it hard to analyze data or make your charts look great?
I’m looking for a few more private beta testers — join the waitlist!
Your feedback can help me uncover blind spots and improve the agent.
🎥 The demo is sped up and waits are cut out.
We’re thrilled to back @ScalerGlobal on their mission to empower the global real estate industry to scale positive impact through an actionable #ESG data platform cc @zltnus@Lucvdboom https://t.co/m333c6trCu