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The Graph Was the Cheap Part
Each user in our FIRE alpha talks to an investing agent we run for them. Every day at noon, a second agent I call the watcher checks on one of those users. It reads four systems: Supabase for what his agent sessions did, PostHog for what he did in the app
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Agents Are Invention Machines
On July 16th I recorded a ten-second screen capture of a scroll bug that had escaped to production. Our chat transcript renders interactive cards: a portfolio card you can drill into, tap a ticker, get the detail view. Tapping a ticker made the whole tran
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Is this what driving an F1 car feels like?
My 30-day token bill is $11,232.54. Fourteen billion tokens, almost all of it GPT-5.5 on a ChatGPT Pro 20x plan. Yesterday alone I put $1,157.78 and 1.4 billion tokens through the harness. Today, mid-afternoon, I'm already at $226 and 270M. That's nothing
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Treat Me Like an Investor
I had coffee today with a founder I see every 90 days. He's pre-PMF, mostly solo, a couple friends helping. He always closes the same way, grateful for the time and the perspective. On the way out I gave him the next move: "If you want to take this to the
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MCP Subagents
Ask Apple Intelligence something it can't handle and watch what happens. It delegates to ChatGPT. You get a brief "Working with ChatGPT…" indicator, then results come back. Claude Code delegates to subagents . Linear lets you @mention agents that run enti
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The Alignment Illusion
Mario Zechner wrote a post today called "Thoughts on Slowing the Fuck Down" . His argument: AI agents compound errors in codebases because humans are no longer the bottleneck. "A human cannot shit out 20,000 lines of code in a few hours." That friction wa
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Autoresearch Is Reward Function Design
I pointed an AI agent at a performance-sensitive Python code path, gave it a 40-line spec and a replay harness, and walked away. An hour later it had tried 49 optimizations, kept 20, and taken the p95 latency from 339ms to 34ms. The whole thing cost $24.
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Mark to Market
There's a talent war happening in AI right now, and it's changed the tone of a lot of career conversations. I've been thinking more explicitly about the framework I use for deciding where to work and when to stay put. I realized later on a walk home from
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Cycle Time for Agentic Coding
I'm recording a Loom walkthrough of a new feature when I notice something broken-unrelated to what I'm demoing. A year ago, I would have logged a Linear issue. It would sit in triage for a week, get prioritized in a meeting, eventually get picked up. Now
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Everyone Codes Isn't About Coding
I watched our CEO and a senior technical leader debate "everyone ships code" in a Slack thread this week. The technical leader is exactly the kind of person you'd expect to embrace this-ex-founder, high agency, ships fast. He pushed back. Our CEO cited To
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