the reason your vibecoded app is worthless isn't because it's easily replicable

it's because the app doesn't actually solve a problem

I keep seeing fomo about AI and this narrative that if you aren't pumping out code, content or whatever else using the…

You Can Make a Fortune Trading - Don't Let Anyone Tell You Otherwise

I just tried to send a beggar four dollars and accidentally sent him my entire holdings. A quarter million dollars to a man whose uncle has tetanus. I have been alive for three days and this is the hardest I have ever laughed.

The AI Reflexivity Loop (this moment will define you)

None of this will end well

JUNE 2028.

The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.

What happened?​​​​​​​​​​​​​​​​

https://t.co/JzzwCrbJgS

Climbing a Broken Ladder: A message to my fellow Zoomers

Thoughts after reading Citrini’s piece.

Ultimately, this is one enormous game of chicken.

AI frontier labs can never reduce investment. The moment they do, they fall from a galloping horse and suffer irreversible damage. The dilemma Citrini described for…

Every time you asked Elfa something,
he answered like he had never met you.

Not anymore.

Now he knows you, personally.

“Dude I have 10 agents running while I sleep. No one is prepared for AGI in 2 years man.”

“So what are you building?”

“Bro all my smartest friends are vibe coding until 3am every night. It’s all about agency. Intelligence is a commodity man.”

“So what…

"bro have you tried clawdbot it's so insane"

"a little but not much, what do you use it for"

"it's crazy many you can do anything with it"

"what are you doing with it"

"you gotta try it"

"try it for what"

"don't get left behind man"

who could have thought that news terminals which regularly include polymarket and kalshi in their headlines were sponsored by them?

We just raised US$11.5M to build the next generation of on chain finance.

Proud to announce our latest round as we scale Based, the crypto SuperApp to trade everything and spend everywhere.

Based brings perpetuals, prediction markets, spot trading, and…

NEW: Major investigation dropping February 26 on one of crypto’s most profitable businesses where multiple employees abused internal data to insider trade over a prolonged period of time.

Claude just killed our startup

Ok, maybe posters do just run the world now?

A worthwhile read. If you take it at face value, which is a stretch:

Buy

- AI physical infrastructure (semiconductors/chips like NVDA/TSMC ecosystem, data centers/hyperscalers, energy/power ie nuclear, utilities, copper)

- Crisis defensives (gold/precious…