I’m increasingly skeptical of the “AI means we should think less about code” narrative. What I’m seeing is AI-generated code turning into a real liability in practice. Someone still has to own what ships and carry the pager when it breaks, regardless of whether the code came from a human or an agent. The backlash to “vibe coding” feels inevitable. More code doesn’t automatically mean better outcomes, and treating less thinking as progress is a mistake.

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Three of the smartest investors I know did the same thing last week. Three different cities. They don't talk. They don't coordinate. They all reached the same conclusion in the same week: Sell paper. Buy rocks. Here's who they are and what it means for your money. 👇

CPAC and President Trump endorse @KenPaxtonTX for Senate in Texas. I applaud the President for listening to the grassroots and standing by a leader who is a fighter and will be a strong advocate for the people of Texas.

#TrainingTuesday#: The @AirNatlGuard 104th Fighter Wing's transition to the F-35 is underway. To ensure readiness, our engineers are delivering hands-on training to maintainers and logisticians as they master the support equipment needed to sustain their aircraft arriving soon.