11,542 karma · joined December 10, 2011
"The site itself demonstrates the team is spending their money in the places that matter, and using quick solutions for the stuff they need but isn't mission critical"
The new businesses created, might look very much like the old businesses that disappeared. But they're not focused on scale and profits. They're focused on an ideal of pushing the boundaries. Maybe a single craftsman making small one off hand made pieces. Maybe a pizzeria that puts out a small quantity of the best pizza. Little individual pursuits towards perfection. Enabled because economics is not important. If physical AI and super intelligence can do "everything" (work with me here) you're free to do small scale things you love. You're also free to raise children at home, work on mega projects, explore the world.
The alternative is a small subset of an elite inherit the world's wealth, create a prison society of surveillance robots that keep the permanent underclass at bay with video games, tiktoks, and pills.
IF, and yeah it's a gigantic really big IF... the future plays out the way people are envisioning it. It's future shock. Astroid mining, gigafabs, star ships launching hourly making space exploration cheap, satellite intelligence, physical AI. The world is going to be a completely different place IF SpaceX and the AI labs are successful. That TAM might be real. It's a literal moonshot, the stuff they're talking about sounds SciFi, but that's why the valuations sound SciFi.
That said, I would not invest anything into SpaceX that I wouldn't be willing to lose, and i personally would not invest until the lockups are free. Moonshots aren't in my risk profile.
I'm not afraid of rouge agents nearly as much as I'm afraid of us building a permanent underclass of people dependent on whatever scraps the people who devalued their labor decide the grace them with. I'm afraid of the security apparatus that will be built to keep this underclass in line.
That might be one of the most important points in the post. Very troubling.
I'd run agents consuming hundreds of millions of tokens for less than a hundred dollars.
I asked codex to write a summary about both code bases.
"Dev 1" Qwen 3.5
"Dev 2" Gemma 4
Dev 1 is the stronger engineer overall. They showed better architectural judgment, stronger completeness, and better maintainability instincts. The weakness is execution rigor: they built more, but didn’t verify enough, so important parts don’t actually hold up cleanly.
Dev 2 looks more like an early-stage prototyper. The strength is speed to a rough first pass, but the implementation is much less complete, less polished, and less dependable. The main weakness is lack of finish and technical rigor.
If I were choosing between them as developers, I’d take Dev 1 without much hesitation.
Looking at the code myself, i'd agree with codex.
This is also maybe one of the biggest pitfalls as our society get's "older" with more old people, and less "kids". We need kids to force us to do things differently.