My take: you most likely are not thinking large enough with coding agents. Think much bigger. Next time you are using a coding agent ask yourself “what is a version of this task that would take years for a team of humans to do?” For example - instead of saying “Make this kernel faster” Try “Optimize my entire system and come back to me in 7 days” With recent coding models I have accomplished 50 SWE-year projects in single digit weeks.

This is 100% true. My litmus test: Red flag when the main flex is: - how many agents (or teams of agents) they are running - how they can message their agent from the gym - how many millions of tokens they burned this week I see tons of these posts on LinkedIn daily. Legit when the main flex is: - they built something that wasn’t possible or economical before (ideally it makes or saves money) - they shipped more, or faster - they built custom software instead of using a SaaS provider IMO, the former is the equivalent of bragging about 80 hour work weeks with nothing to show for it.

Starting to see “AI will eat software” predictions slowly coming true. My barber just moved his booking system off booksy after 5 years because a friend of his learned about Claude and vibe coded nearly the same thing for his website in a weakened. He told me it makes no sense to pay booksy anymore. I think this trend might accelerate starting from low margin and mom-and-pop businesses then spreading.

my unfiltered thoughts on the data industry right now: there are too many brokers in the data space. in the last 4 months this industry has become the new equivalent to dropshipping. i have no issue with that. but if your entire moat is spam calling smb owners all day and begging them to license their data for a micro1 referral fee, you are not going to make it, and you are not the next mercor. most of you are not building anything at all. to everyone reading this, and the hundreds of other posts on your timeline from 18 year old sf kids claiming $200m run rates please ignore them. these are the modern day elizabeth holmes’. they're taking one day of contracted (not paid) revenue and multiplying it by 365. the worst i've seen is someone who made $100k off a micro1 referral fee in 6 hours and claimed they're at a $73m run rate (12 (daily working hours) / 6 x $100k x 365). this is literal fraud, especially if you raise money off of this claim. you see this in a lot of yc companies in recent batches. the only businesses i see surviving this are the giants that already exist (mercor, micro1, surge ai, turing) and the non consensus bets: consumer data collection apps like kled, robotics data collection companies like build ai and meckaai, etc. tldr: don’t believe everything you read, and just brokering company data is not a venture scale business and should not be claimed as such.

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