4-8% of all github commits are now written by claude. I interviewed @mikojava from @GumiCryptos, who watched the same thing happen to software once before from inside sun microsystems, where he grew java's developer community from thousands to millions. We talk about everything from java, dot-com bubble, crypto, singapore's model of ownership, and why he welcomes AI slop. 07:31 - the java fund: sun, kleiner perkins & vinod khosla 09:21 - silicon valley's boom and bust cycles 12:35 - growing java from thousands to millions of developers 23:33 - has crypto lost the plot 32:57 - a generation locked out of ownership 41:52 - what he's investing in for 2026-2027 45:35 - AI is writing 4-8% of github

Opus 4.8 is the most accurate but among the most expensive at $12/task, roughly 4x GPT 5.5 which reaches 64.5% at a quarter of the cost. Open source mode, Kimi K2.6 is the most cost-efficient of the leaders, holding 58% accuracy at $2.20/task

If a 4.8% yield on a 10-year Treasury seems high, during the 1970s the average yield was 7.5%. During that decade the national debt averaged about $500 billion, 1/80th of its present size. Yes, inflation as measured by the now rigged CPI was higher then, but that'll soon change.