The funniest “AI will replace X” doom take is $NET. Even if AI could vibe-code Cloudflare (it can’t), running your own self-hosted version would cost six figures per month (vs 250$). That’s like building an entire factory just to make your own jeans
Lobstar proved what matters in the end is attention rather than promise of tech. I am not sure that favors the narrative. AI in Q4 2024 was about (foolishly) believing, that's why people roundtripped 8 figures
once the ai doomer narrative exhausts in software there will be generational opportunities. Best software companies have been growing since ChatGPT launched, Quarter over Quarter. AI => more code => more usage of 3party software to maintain/troubleshoot/secure it
I vastly underestimated the power of Tom Lee and Jacki Lid buys. Now that they are done ETH is revealing its systematic lack of bid. ETH future is bright, but a lot has to improve from the current state
My TL is now waking up to the overhyped OpenClaw. Finally, the only clear, obvious and realistic use of OpenClaw was always to make a video and farm engagement "legit" usages were overkill or negligence