you can use a muse gadget to track your wine collection

Instinct raised at $10 Bn. That's up from $2.5 Bn from last month. This is after Meta dropped Muse which is a direct competitor and already has powerful capabilities. I'm reading Coatue's investment thesis on the name. Coatue cites Instinct’s "unusual speed" — things like integrating Stripe payments, 1Password credentials, and location sharing in rapid succession. That is not a heroic technical achievement. Those are integrations - and they are commodity work. It tells me that whomever at Coatue wrote, and their IR team and leadership, never vibe coded an app. An integration requires an account (that's the slowest part as you need to KYC etc.). Then you get an API key. I’ve tasked a developer ship a Stripe integration and a document OCR using Extract. Done in a day or two and 20% of their time went towards that. (They had other cowork window agents focused on other tasks). With coding agents, the bottleneck is no longer writing the code. The heroic achievements going forward are in distribution and GTM, not coding. (And that's what Instinct did well - and where the focus should be...) Relatedly, VCs should study the success of Higgsfield in distribution. They have 150 people focused on producing content. The edge is not 'integrations' or 'speed of coding'. That is a far more interesting lesson to learn.

trading firms suffer from AI psychosis

Claude Opus 5.5 drew self-portraits using JavaScript and composed the piano score.

You're not ready for the big-O notation on this one: O(n+m+m*log(2+m/(n+1))+m^⅓*(n*log(n+2))^⅔)

Thinking about how I’d explain to my 18 year old self how our libertarian streak somehow results in North Korea becoming the most omnipresent occupational risk that we face on a day-to-day basis

ssi are delayed after a catastrophic security incident discovered after seeing what happened with openai, order of magnitude more damage caused.

“Anthropic’s gross margins are above 80% before accounting for revenue shared with distribution partners, including Amazon, and the cost of training its models.” Wow.

the terrance tao crashout is something to behold

An aspect of the AI discussion I feel very disengaged from is how much people seemed focused on AI being able to book restaurant reservations, something I simply never do

It's fun to make predictions. Here's a new one: Anthropic has cured a major disease And I'll be even more specific. Claude has cured Alzheimer's. It is out for expert review. And to give myself a hard deadline, they will announce it before the IPO.