2026-02-26
lmao nothing is worse than this rebuttal from citadel. like i think i could write a better rebuttal with llm garbo in 3 minutes. respect the machine, but wow corpo dead speak https://www.citadelsecurities.com/ ...
Citadel Securities
Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute
Copyright © Citadel Enterprise Americas LLC or one of its affiliates. All rights reserved.
2026-02-24
Okay finally read the Citrini piece. No one knows the future, and i think that theres a lot of disclaimers being like “yeah this is p speculative” but the core thrust of it is that information work itself has a real premium and pricing power that has been embedded into it, and
Citrini Research
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right …
Okay finally read the Citrini piece. No one knows the future, and i think that theres a lot of disclaimers being like “yeah this is p speculative” but the core thrust of it is that information work itself has a real premium and pricing power that has been embedded into it, and
Wall Street Journal
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …
2026-02-23
Okay finally read the Citrini piece. No one knows the future, and i think that theres a lot of disclaimers being like “yeah this is p speculative” but the core thrust of it is that information work itself has a real premium and pricing power that has been embedded into it, and
Citrini Research
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …
2026-02-06
so i wrote a bit about how i saw that Agents would look like the faster non persistent memory that had hooks into persistent memory (remainder of software?) yeah that pretty much is openAI frontier bros. Telling you that it IS good enough to disrupt it with a harness [image]
The Verge
OpenAI launches Frontier, an AI agent management platform that provides shared context, onboarding, and permission boundaries, for “a limited set of customers”
2026-01-17
I once again have another piece about software, and I think that the answer / pattern is clear. Claude Code will be like DRAM/HBM a not persistent memory that gets used to “finish a task”, and software must change to fit it's new role in the memory hierarchy; NAND
Bloomberg
Adobe's stock has slumped more than 45% since the end of 2023, reflecting analyst concerns over the threat of AI-driven disruption to SaaS companies
Concern that Adobe Inc. will struggle in the artificial-intelligence era has driven Wall Street analysts' view on the maker of software …
I once again have another piece about software, and I think that the answer / pattern is clear. Claude Code will be like DRAM/HBM a not persistent memory that gets used to “finish a task”, and software must change to fit it's new role in the memory hierarchy; NAND
Fabricated Knowledge
Claude Code represents a “ChatGPT moment repeated” and an “extinction-level event” for horizontal software companies focused on human-oriented consumption
and why that's awful news for software stocks
2026-01-16
I once again have another piece about software, and I think that the answer / pattern is clear. Claude Code will be like DRAM/HBM a not persistent memory that gets used to “finish a task”, and software must change to fit it's new role in the memory hierarchy; NAND
Fabricated Knowledge
Claude Code represents a “ChatGPT moment repeated” and an “extinction-level event” for horizontal software companies focused on human-oriented consumption
The age of PDF is over. The time of markdown has begun. Why Memory Hierarchies are the best analogy for how software must change.
2025-11-25
Trump just signed the Genesis Mission MANHATTAN PROJECT FOR AI https://www.whitehouse.gov/...
Reuters
Trump signs an EO establishing the Genesis Mission to boost AI innovation, including by using federal scientific datasets to train models and create AI agents
President Donald Trump on Monday signed an executive order to launch a government-wide effort to build an integrated artificial …