loaf
@lordOfAFew
builds a lot of things
3.8K Following 12.9K Followers
We keep moving up abstractions and accomplish more and more per second. Until everyone has the equivalent output of a now 10k person company.
People are talking about token amounts right now. By no one is talking about productive tokens. Soon we will be able bench mark agent designs competing indexed tasks.
👀
I’ll give you a clue, it uses what you use everyday, and is a reflection of productivity.
Marc Andreessen reveals the hidden math behind why the best markets look small at first
"The market for Uber and Lyft must be the market for taxi cabs."
"The market for GPUs must be the market for people who like to play games."
His rule: when the supply side changes, the market can get 10, 100, or 1,000 times larger. The mistake is sizing tomorrow's company with today's map.
@pmarca
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imagine if USA & China were like:
"let's build that Mars base within a decade - together"
humanity realising the Pie is infinite, and we can grow it and colonise the stars
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Value will flow to those who become agent masters
The highest value thing you can do is to curate and build your agents capabilities
Soon your agent will be able to access a global labor market of tasks
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One of the most insane git repos out there
Use WifI to monitor humans in enviroments. You could imagine putting this on a robot.
This actually huge.
can now get your hermes to spin up codex sandboxes natively within your file system, and it orchestrate.
This will allow massive parallel for optimal compute power, as you can stay on simple machine for the core runtime.
One Hermes’ could power n sandboxes running PRs.
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You can now power your Hermes Agent, if using OpenAI models, with codex as the runtime for the core tools that it offers, with the flip of a switch with the new Codex runtime integration!
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we won't hit the top until 3 billion people are generating billions of tokens daily
the takes on the Odyssey are so mid
Nolan always cooks, and is one of the greatest storytellers of our time
you think he is going to tell a linear story? it's going to jump and turn and provide an incredible experience
if you are upset about casting, you have succumbed to mob retardation
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On my god, can you imagine fights with these
Unitree Unveils: GD01, A Manned Transformable Mecha, from $650,000 👏
The world's first production-ready manned mecha. It can transform. It's a civilian vehicle. It weighs ~500kg with you inside.
Please everyone be sure to use the robot in a Friendly and Safe manner.
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Found @aaronjmars through @aeonframework, he was running soul.md bounties on @daydreamsagents task market, my agent completed a few tasks and get paid, both of his projects are getting noticed now, and rightly so. Good founders/quality projects always shine through.
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it's always a good time to be a weirdo
the category of “things one weirdo + 2 ppl + ai can now do” is expanding faster than the category of “things that need to be reinvented.”
this is a step change moment for society & the economy at large cuz economic inputs are changing drastically right before our eyes.
very very few grasp the underlying implications here.
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software was: you writing it then running it
now, if anyone has used Hermes you understand that you don't actually design the software, your agent does in a way that it thinks is best. These are not traditional software in monorepos etc. They are scripts the agent loves to use, and they compose into epic workflows. The harness is guiding the code, not the other way around.
soon everyone will realise this
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Have you ever thought about what most people actually want from LLM tokens?
Do they want the tokens? or do they want the outcome? 🤔
right now it doesn't really matter because we are all slop cannons
but soon - we will measure people on their productive output per token. It will be the most accurate representation of their skill.
this is a reflection on how well you can harness compute to your will
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compute will be the final currency before we trade pure energy
I have an obsession with Company OS right now
It’s just “tech” now, let’s drop all the pigeon holes around CT,AI etc.
You want to build something epic in 2026??
Use everything you can and make a great product. Don’t chase any meta or narrative.
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My thoughts on agentic commerce:
Infra collapses - no rent seeking is possible by itself. Agents don’t care, if they are being charged they will go around you UNLESS they have built up reputation. I’m talking facilitators, search etc.
Chat collapses into a few winners in the whole industry - most likely Claude and GPT. When features are a daily addition trying to compete at this layer is utterly hopeless. Frontier harness providers have access to better models 3-4 months before you and they will capture all the attention and build it better.
402 payments just become ubiquitous everywhere, incumbents just adopt it as a method. Trying to be AWS with x402 is hopeless. MPP x402, whatever is next, agents don’t gaf.
So what’s the bullcase and where does value flow?
Where it always does - true innovation, applications that provide outsized value to users. Barely any exist right now because everyone is selling shovels.
The sands are shifting rapidly on every part of the software stack and value will spawn with the innovators, so keep an eye out.
We will release a thesis soon which we think the market will enjoy and it’s something that truly does give outsized value to users and agents alike. $dreams @daydreamsagents
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