what happens when agents write more code than humans can review? today I spoke with former GitHub CEO @ashtom on how AI is reshaping software development 0:34 how agents change coding 3:20 why intent is the new bottleneck 5:46 memory becomes infrastructure 9:11 why reasoning traces matter 13:54 does agent traffic break the stack 16:27 will Git survive the agent era? 21:04 the multi-model future 23:35 the economic moat 25:21 thomas's life mission

⚓️ Ethra Ship Notes｜Vol.037 Today, I kept thinking about one simple question: Where is the ship? It sounds easy. Open a maritime tracking platform, look at the map, find the vessel. Done. Except the real question isn't where the AIS signal says the ship is. It's whether the ship is actually there. That's a very different problem. AIS has been incredibly useful for modern shipping. But it's still fundamentally a reporting system. A signal can be delayed, switched off, interrupted, or spoofed. And even when the position is correct, it tells you surprisingly little about what's happening around the vessel. Is the port congested? Is cargo being delayed? Are weather conditions affecting the operation? Is there something unusual happening that the transponder simply can't see? This is where Sea Verity becomes interesting to me. Instead of treating one signal as the complete picture, it combines human observations, satellite information, weather data and AI analysis, with independent community nodes helping verify the results. The goal isn't to pretend uncertainty doesn't exist. Actually, it's the opposite. A confidence score can be more useful than false certainty. Sometimes the most valuable information isn't "we know everything." It's knowing exactly what we know, what we don't, and how strong the evidence is. For an industry moving trillions of dollars of goods every year, that distinction matters. @EthraShip #EthraShip# #EthraShipProtocol#

Silver miners appear to be moving ahead of silver itself. Yes, be on your toes for some normal volatility near resistance, but a breakout here could simply be a matter of time, in my view. Game on.