this is the stuff that excites me

People have asked me about what I rebuilt again with Claude Code and tbh I built something similar to Posterous that I can't wait to share with you. But the astonishing thing is how FAST it happened and how I could do it nights/weekends in a few weeks. (85K LOC, 35% test code)

1st - culture

what are some other contrarian indexes we should be looking at?

serious q; what’s your edge against cross-agents with horizontal context and vertical-agent orchestration capabilities?

how long until agent smith?

encryption at its best

Wealth won’t be managed like it used to Agents track every private + public exposure Create price liquidity + simulate exit scenarios in RT Vertical depth with horizontal intelligence across entire wealth stack Command layer ftw

drooling

agreed especially if you find access to highly private data generating private context feels like context is the new API

most don’t need research & forecasting - they first need a memory layer; what & why it happened, your decision, and what you promised yourself you’d do different build that for your end users/clients first, then add a context layer on top, and then lift off 🚀

if you haven’t yet - you should recommend it with a good herbal tea

PMs with big ideas & the ability to orchestrate swarms of agents are the future btw

yup

I can already see it: A governing AI layer - stacked by philosophical values & directions You don't vote in the traditional sense but rather opt into value systems you resonate with (e.g. Grok vs OpenAI vs AI Tigers) Democracy or Communism or ??? as a protocol + ops system

The VC industry is changing as it quietly learns how to distribute a concentrated portfolio - PE style Portfolios that are synergetic (and not just outlier based) will create some of the largest returns the industry has ever seen

word of agent but hopefully not ad-type like but rather real recommendations based on requirements

most don’t understand the sheer scale of resources and expert knowledge being injected into LLMs not easily accessible data or public data - but proprietary corpora & memory, knowledge that took us 1000s of years to acquire learn how to orchestrate AI or get replaced