The End of the SaaS Halo

this is going to sound dramatic as hell but the world you knew is pretty much over.

very recently i think we crossed a one way bridge as a species & most people on earth haven’t realized that fact yet.

imho there are now non trivial odds the economy gets…

I suspect the world is gonna get turbulent in the next decade
Nothing ever happens turns into everything happens

Might be worth it to put yourself in a position in which you're not overly reliant on anything
Not because the world is ending but because incompetence…

My For You page has now turned all into AI/vibecoding/SaaS shipping/end of humanity doom posting slop (which I guess is still an upgrade from seeing people getting murdered).

Anyway, I think it's pretty easy to get heavily influenced by this view of the…

“Normies are so cooked man. They have no idea what’s happening in AI. You need to start vibe coding and hypergambling ASAP! You’re running out of time to escape the permanent underclass.”

“Dude I’m a dentist and my gf is a real estate agent. What the fuck…

Q1 2026 crypto VC funding crossed $2B+.

But here's what most people are missing — it's not that money is back. It's that money is going to completely different places than 2021.

The Permanent Underclass is a Product

Spotify revealed that its top engineers haven’t written a single line of code since December, thanks to an internal AI system called “Honk” powered by Claude.

The company shipped 50+ new features in 2025 alone, with AI now enabling real-time bug fixes and…

Data Center/Semiconductor Bottleneck Timeline: Essential Knowledge for the AI ​​Era!! You must study

The timing of this is perfect. Citrini's framework maps exactly onto something I think about a lot.

If you want to actually make money in markets, you need to live in the middle of this curve. But at the extremes, you get two schools and what's interesting…

It Was Never About AI (We Are Not Our Tools)

Crypto might meaningfully outperform Mag7 next few years because it is the only vertical of Western tech that has any kind of moat vs China

Shortly after markets opened on January 28th, 2021, Vlad Tenev went on television to explain why millions of customers could no longer buy a handful of stocks that, until that week, most of Wall Street had barely noticed.

Been silently watching and waiting on entering $BCH for a swing into May.

For me, this could potentially be ‘the’ trade of H1 2026. I don’t say this lightly

Peach makes excellent points.

I am bullish on the most Quantum Resistant coin into May 2026.

Something Bad Is Happening (But It's Not What You Think)

“You are all going to die” - Warren Buffett.