Aleksander Rendtslev
689 posts
Aleksander Rendtslev
@ARendtslev
Leading @Precurion 4× founder (Arkive, Reflectly, Bounce)
Katılım Ekim 2011
733 Takip Edilen443 Takipçiler
Thank you Jensen and NVIDIA! She’s a real beauty! I was told I’d be getting a secret gift, with a hint that it requires 20 amps. (So I knew it had to be good). She’ll make for a beautiful, spacious home for my Dobby the House Elf claw, among lots of other tinkering, thank you!!
NVIDIA AI Developer@NVIDIAAIDev
🙌 Andrej Karpathy’s lab has received the first DGX Station GB300 -- a Dell Pro Max with GB300. 💚 We can't wait to see what you’ll create @karpathy! 🔗 #dgx-station" target="_blank" rel="nofollow noopener">blogs.nvidia.com/blog/gtc-2026-…
@DellTech English
went a little deeper here:
arendtslev.substack.com/p/what-are-we-…
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A friend asked me a question I cannot shake: If mortgages are underwritten on future earning potential, what happens when AI changes how earning power is priced?
We are entering a strange split.
Output can rise while the value of many forms of human effort falls.
People can produce more and still capture less.
If that continues, this is not just a labor story.
It is a credit and collateral story.
A lot of our models still assume future income behaves like it used to.
I am less sure that assumption holds. Are we underwriting the right future?
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AI isn't going to replace you. your lack of agency will.
everyone has access to intelligence now. the people getting replaced are the ones still waiting to be told what to do with it
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if intelligence is free, what do we teach kids?
the education system was built to produce knowledge workers. people who store, retrieve, and process information better than the next person.
a $20/month subscription does that better now.
so what's left? three things.
judgment: weighing incomplete information and making a call.
agency: doing something without being told what to do.
taste: knowing what matters and what doesn't.
none of these are taught in school. we teach kids to follow instructions, memorize facts, and optimize for grades.
we're training them for a world that no longer exists.
and here's what's uncomfortable: you can't teach judgment from a textbook. judgment comes from making decisions and feeling the consequences. getting it wrong and learning why.
the current system punishes getting things wrong. that's exactly backwards.
intelligence is infrastructure now. like electricity. you don't get a competitive edge from having it. you get one from what you do with it.
your child's ability to follow instructions is worth less every year. their ability to exercise judgment under uncertainty is worth more every year.
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I keep thinking about what happens when intelligence becomes free.
Not cheaper. Free. Or close enough that it doesn't matter.
Finastra just put out a report. 1,509 financial executives, $100 trillion in AUM. 98% say they're using AI. That number would've been maybe 30% three years ago.
So OK. Intelligence is commoditized. Everyone has it now. The analytical horsepower that used to cost you $200K per analyst is heading toward $20/month.
What's left?
I think it's two things: judgment and agency.
Judgment is the stuff that's hard to automate. Knowing which deal feels wrong even when the numbers look right. Knowing when your model is confidently incorrect. Knowing which LP concern to take seriously and which one to acknowledge and move on from.
Agency is acting on that judgment. Not writing another memo about it. Not convening a committee. Actually making the call.
Most firms I talk to got the AI part. They have the tools. But they're using near-free intelligence to do the same work the same way, just 20% faster. That's not transformation. That's a rounding error.
The interesting firms are the ones asking a different question. Not "how do we use AI?" but "what do our people do now that the analysis is basically free?"
The answer, I think, is: exercise judgment. Build institutional memory so that judgment compounds over time. And move faster than the firms that are still debating whether to use AI at all.
That's what we're building at Precurion. But honestly the insight is bigger than any one company. This is the question every knowledge worker needs to be asking themselves right now.
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@thdxr You realize that your business sells AI tools? This is a weird kind of thought leadership.
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everyone's talking about their teams like they were at the peak of efficiency and bottlenecked by ability to produce code
here's what things actually look like
- your org rarely has good ideas. ideas being expensive to implement was actually helping
- majority of workers have no reason to be super motivated, they want to do their 9-5 and get back to their life
- they're not using AI to be 10x more effective they're using it to churn out their tasks with less energy spend
- the 2 people on your team that actually tried are now flattened by the slop code everyone is producing, they will quit soon
- even when you produce work faster you're still bottlenecked by bureaucracy and the dozen other realities of shipping something real
- your CFO is like what do you mean each engineer now costs $2000 extra per month in LLM bills
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AI removed the bottleneck everyone thought they had
turns out "we need more analysis" was never the real problem. it was "nobody wants to make the call”
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@sama They decided to spend time on funny ads while you guys focused on making Codex better
Build shit people want!
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From how the team operates, I always thought Codex would eventually win. But I am pleasantly surprised to see it happening so quickly.
Thank you to all the builders; you inspire us to work even harder.
Craig Weiss@craigzLiszt
nearly all of the best engineers i know are switching from claude to codex
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@thdxr It used to be that Opus was faster and more iterative.
Since Opus 4.6 and "fast" mode it's been painful.
Codex feels like a fresh breath of air
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codex is by far a better coding model than opus - anyone who knows anything understands this
but the whole industry should reflect on why opus is the most popular
people assume whatever is the smartest will win but the old rules of product are still what determine everything
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@thdxr I've been really excited to try it!
But Opencode doesn't work in our repo (just stalls). Are you using Zero by any chance? I'm wondering if our env keys are clashing with Opencode 😅
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i've been using it for all my work for the past 24 hours and i don't see much of a difference from opus
maybe opus is a bit smarter but this guy is so fast and so cheap
and we're probably going to drop our prices even further
OpenCode@opencode
kimi 2.5 is free for a limited time in OpenCode if you ran into bugs before, upgrade OpenCode - we've fixed up a few things and we're having a great time with it now huge thanks to fireworks for getting this model running so well so quickly
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Software engineering (and any type of knowledge work) is currently experiencing what physical crafts have been going through for the last few decades.
The only constant is change. And it’s here for all of us
Duca@big_duca
I am not sure if other developers feel like this. But I feel kinda depressed. Like everyone else, I have been using Claude code (for a while, it’s not a recent thing lol). And it’s incredible. I have never found coding more fun. The stuff you can do and the speed you can do it at now. Is absolutely insane. And I’m using it to ship a lot. And solve customer problems faster. So all around it’s a win. But at the same time. The skill I spent 10,000s of hours getting good at. Programming. The thing I spent most of my life getting good at. Is becoming a full commodity extremely quickly. As much fun as it is. And as much as I like using the tools. There’s something disheartening about the thing you spent most of your life getting good at. Now being mostly useless.
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claude code vs tsserver.
97gb leak, and my computer is smoking.
Plot thickens.
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@seanfrank @bartholomiewo 2 Chinas are worth more than the EU and Ireland.
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@thdxr It’s the classic sharpening the axe problem. But there’s definitely capability inflation right now so your axe is dull (relatively) a lot faster than in the past
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@nico_jeannen @brennandunn Just add it to the editor of your choice. UX is slightly below using Claude in cursor imo, but I cannot exhaust the $200, and I was also running north of $1K at some point on cursor
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@levelsio Just had a hypothetical ChatGPT conversation about this yesterday - are there any European leaders who could push the change needed?
To stay relevant Europe needs a stronger EU, but one where its leaders are elected by the people, not by Brussel bureaucrats
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The European Comission is unelected and increasingly acting more and more authoritarian in recent years
As Europeans, we have nothing to bring in and it's confirmed they don't listen to us
I believe in the EU but the EC is a cancer that's sadly destroying it from the inside out
FischerKing@FischerKing64
Americans probably don’t know the European Commission is an unelected executive body of the European Union, that also has the sole authority to propose legislation for the EU. The EU ‘parliament’ merely ratifies or rejects things. So the Commission proposes the rules, and enforces them, and reviews objections. Judge jury and executioner. The commissioners themselves are appointed by the member states. Below them is a ‘civil service’ of roughly 30,000 bureaucrats who do things like suggest fines on companies like X. Citizens of the various EU countries have no direct control over what the Commission does. They can’t vote them out, or object to what they do. A person in Madrid or Paris or Berlin or Warsaw is powerless. The Commission is funded from the coffers of the member states, but doesn’t answer to the taxpayers. The Commission has a large incentive to fine American companies like X because those revenues supplement whatever they receive from the member states. It’s free money for them to boost their authority and lifestyle in Brussels. In the USA we complain correctly about the ‘deep state.’ But they’ve got it much worse in Europe. Add to the lack of accountability to citizens of EU countries the fact that Eurocrats work with American NGOs and outfits funded by people like Soros - and the picture is even darker. The EU bureaucrats are part of a transnational agenda that isn’t required to be concerned about the interests of EU citizens.
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@levelsio Yeah I left right when the new security gates were mandated. Used to breeze through the airport. Seems like they didn’t adjust well 😂
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🇵🇹 If you're flying to Portugal from outside Europe, NEVER fly directly into Lisbon
Fly into a different European airport like Amsterdam or Paris
Then take an EU flight with EasyJet/RyanAir to Lisbon, that way you can skip the 3+ hour immigration queue because intra-EU flights don't have immigration checks
This has been my workflow the last year or so 👌
Marco Galinha@marcogalinha77
Hoje, às 07:00, no Aeroporto de Lisboa: mais de 3 horas de filas. Turistas frustrados, famílias exaustas e uma imagem do país que não podemos normalizar. Isto não é um episódio, é um problema estrutural que afeta a economia, a reputação e o futuro de Portugal. Temos talento e potencial, mas falta visão, planeamento e execução. A porta de entrada do país não pode continuar assim. Portugal merece melhor.
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