
Predict Report
201 posts




So : - NFTs fell off - Airdrops are dried asf - Info fi is done for - Meme coins got no volume - Ai taking your job - Lowest hiring rate in decades - Fomc bashing us Whats left?



A $20,000 piece of advice (1/6) In February, @protrade47 challenged my 28% win rate. It stung my ego at first, but after the reality check, he gave me one of the most valuable tips I’ve ever received. Here is how that shift changed my PnL:


@StatelessEth has the next strawman goal in the scope already: Binary Trees for Ethereum. Our duty is to prove they are performant too, not just a nice tool to enable ZKEVMs and smaller proofs. Thus, here's the 1st part of our work: ethresear.ch/t/the-path-tow…










Cursor’s new alpha product, Glass, shipped 9 months late and is a case study in the innovator’s dilemma. The inverse of what’s happening at Codex is exactly why I’m bullish on OpenAI. 9 months ago, I did a lot of user research on Claude Code as it started gaining traction. The signal was clear: people loved running agents in a separate terminal surface, but the lack of UI created friction. We built a new agent control plane, separate from the IDE, called Agent Window. It felt like the natural next interface to work with agents. Then we got a mandate from above to ship it as a part of the IDE and not as a separate window. That broke the model. Writing code and orchestrating agents are fundamentally different jobs. Developers still needed both, and collapsing them into one surface diluted both. What shipped instead was Agent Mode inside the IDE, a watered-down version of the original vision. By launch, the pitch was how similar it felt to the IDE, which missed the point entirely. Now, 9 months later, Cursor Glass is here. But the window has already shifted. I talk to dozens of companies every week, and most don’t even mention Cursor in their AI coding stack anymore. It’s Claude Code and Codex. Cursor is still widely used, but as an IDE, not a coding agent. Meanwhile at OpenAI, the Codex App started as a hackathon project. The team saw the future and just shipped it. Now it’s used by millions of developers. You can just build things. You should just ship things.





















