Secta

Gavin Baker accurately predicted Micron's 10x run in 2025 Now he's making his next big call: "DRAM is probably going to be 30 to 40% of all hyperscaler CapEx next year, every hundreds of billions of dollars spent goes straight to DRAM" He calls it the single most important bottleneck in all of AI, above lasers, power chips, NAND or HDDs, Elon is even turning the TeraFab toward memory because he sees the same thing Only three firms on earth can make the memory these AI servers need "This is as close to magic as science can get" And Micron just locked in supply contracts covering half its revenue, with floor prices already above the margin peaks of past cycles, the economics of the stock are not what they were "If you still hold $MU at a commodity discount to $ASML and $LRCX, that discount is no longer earned" bookmark it, one of the strongest memory theses for 2026-2027 ↓

Fable 5 is back.

A DEVELOPER WALKED ON STAGE DRESSED AS A 1973 ENGINEER AND "PREDICTED" THE FUTURE OF PROGRAMMING. THE TWIST: EVERYTHING HE DESCRIBED WAS ALREADY INVENTED 40 YEARS EARLIER AND WE STILL REFUSE TO USE IT. 32 minutes from Bret Victor, doing the most quietly savage talk on our entire industry. -> The idea that lands: we write code as step-by-step text instructions and call that "Just how programming is". He shows four better ways -- all discovered in the 60s and 70s, all abandoned. Manipulate the data directly instead of typing blind code. Tell the machine your goal instead of every tiny step. We saw all this, then walked away. Why? The moment you're sure you know what programming is, you stop seeing anything better. That certainty is the cage. And now AI is dragging us back to exactly what he begged for -- you describe the goal in plain words, the machine works out the how. The future he mourned is arriving anyway. You thought text files were just how code works. This is the talk that shows it was a choice, and maybe the wrong one. Watch this one. It'll ruin how you see your job ↓

ANTHROPIC HAS AN OFFICIAL PROMPT LIBRARY FOR CLAUDE CODE Most people have never opened it. So they write every prompt from scratch. It is copy-paste, tagged by task and by role, across the whole lifecycle: discover → design → build → ship → operate Straight from the page: > what would break if I deleted this helper? > plan this refactor, list the files, do not touch code yet > write tests for this, run them, fix what fails > the test is failing, find out why and fix it This is not a cheat sheet. It is a map of what Claude Code already does for you. Bookmark it before you forget it exists.

My whole workflow used to eat my entire week: I was running the same multi-step process by hand every day, now Cowork does the whole thing for me. Here's exactly how I automated it. A full workflow-automation walkthrough: chaining tasks across your files and apps so a process that took hours runs end-to-end on its own. Connect the tools, define the steps once, let it work. Map the workflow → connect tools → let it run = hours of work, zero of yours. Saved me a full day, every week. Watch how the whole workflow gets built.

Anthropic CEO, Dario Amodei: "Cancer is cured, the economy grows 10%… and 20% of people don't have jobs". > That's the CEO of a $965B company, now worth more than OpenAI, describing the world he's building. Three things he keeps saying that most people still refuse to believe: One: half of all entry-level white-collar jobs could be gone in one to five years, with unemployment spiking to 10–20%. Two: it already started. Anthropic's own tools wiped $285 billion off software stocks in a single day, the worst day for the sector since the 2020 COVID crash. Three: the real accelerant isn't jobs, it's AI that builds AI. And he puts the odds it ends badly at roughly 25%. Save it. Reread in 2028 and see who was right.