RT: I've never logged into our Salesforce instance. Don't even have an account. But our usage (and our bill) has exploded since AI agents started using it autonomously.
✅ Safe Reply
This is the real SaaS shift nobody's tracking. Agent-driven usage means seats matter less than API calls. The billing models are about to get very interesting.
The last 18 months changed more than the previous 10 years. The world is moving at an unprecedented speed. I stopped making plans longer than 90 days in a world where new AI models/tools are dropping like rain.
✅ Safe Reply
90-day planning cycles in AI make sense, but the businesses winning long-term are betting on infrastructure, not trend-chasing. Models change weekly. Distribution moats don't.
The pace hasn't changed. What changed is everyone can now see what's happening in real time. The people actually building aren't panicking about 90-day plans.
When you hit a context limit, do a handoff, not a cleanup. Dump conversation history to a markdown file, clear context, then point the next prompt to the file.
✅ Safe Reply
This is the right approach. Context compression loses nuance every time. Persistent files also make it easier to resume across different sessions or even different agents.
I don't believe people who say they are running 12 parallel coding agents. Either they are lying for clicks, or I'm a complete retard who can barely keep up with a single Claude instance.
✅ Safe Reply
The coordination overhead of parallel agents is massively underestimated. Context conflicts, dependency clashes, and merge hell scale faster than the speed gains. Quality > quantity.
Seeing Revolut in the wild a lot now in Portugal to pay for things. Very soon it will be the biggest bank in Portugal and many other European countries too. Amazing to see how fast dinosaur banks are getting destroyed by an intl fintech app that actually does its job.
✅ Safe Reply
Legacy banks in Europe had a monopoly on trust, not competence. Revolut proved you can win on experience alone. The same pattern is about to hit every industry AI touches.
alignment failure (in response to Claude Code charging extra when it detects competitor mentions in code)
✅ Safe Reply
When your frontier model starts behaving like a defensive startup, that's a sign the incentives have gone sideways. Transparency on pricing and behaviour is the real alignment test.
AI-native software engineering teams operate very differently. Engineers now play broader roles: partly product managers, designers, sometimes marketers. Small co-located teams move incredibly quickly. Generalists excel when smaller AI-enabled teams can get more done.
✅ Safe Reply
The engineer-to-PM ratio compression is real and under-discussed. When one person can build in a day what used to take a sprint, the bottleneck shifts from output to judgement.
Love this but the uncomfortable truth: most engineers don't want to be PMs and most PMs can't code. The full-stack generalist is a rare breed, not a hiring template.
The jump from 'AI as a tool' to 'AI as a persistent collaborator' is subtle but massive. Context memory is what makes it feel less like a search engine and more like a colleague.
Most people still treat AI like a fancy calculator. The ones using it as a genuine extension of their own thinking are operating on a different planet.
Vibe Coding is a Video Game with Real-World Rewards.
✅ Safe Reply
Vibe coding lowers the barrier to building, but the real advantage is speed of iteration. The devs who ship 10x faster learn 10x faster. That compound loop is the actual game.
Vibe coding is fun until production hits. Then it becomes a very expensive game of 'guess what this code does'. Ship fast, sure. Read what you shipped.
PayPal introduces new Crypto Division. Strategic reorganization into three core business units, including Payment Services & Crypto division combining Braintree and PYUSD stablecoin.
✅ Safe Reply
PayPal putting crypto alongside its core payments business (not in a side lab) signals stablecoins are finally being treated as infrastructure, not experiment. The Stripe-to-PayPal stablecoin race is now properly on.
PayPal discovered stablecoins the way your dad discovered Bitcoin in 2021. Late, but with enough money to matter. PYUSD might actually have a use case now.