Isaac González ❄️

I published early 2023 my prediction for the crypto year for @CryptoOxygen2. In short: - Market under the influence of the bitcoin halving cycle - Buying pressure from Institutional Investors You can check the article here: drive.google.com/file/d/1FUUYvi…

I am a Web3 Ambassador at World Liberty Financial. There are 12 of us on the team page. 4 are named Trump. 3 are named Witkoff. The page calls us "the passionate minds shaping the future of finance." 600,000 wallets bought our memecoin. They lost $3.87 billion. The family collected $350 million in trading fees. It launched 3 days before the inauguration. 80% of the supply went to CIC Digital LLC and Fight Fight Fight LLC. I did not choose the names. I designed the allocation, the vesting, the timing, and the distance between the product and the President. The distance is my best work. I am the reason these events are unrelated. World Liberty Financial sends 75 cents of every dollar to DT Marks DEFI LLC. That is the family entity. Zero capital contributed. Zero liability assumed. I wrote this into the Gold Paper. Page 14. The lawyers bound it in white leather. The binding cost more than the due diligence. Justin Sun invested $75 million. He was facing SEC fraud charges. The SEC dropped the case. He is now our advisor. These events are unrelated. Changpeng Zhao pleaded guilty to federal money laundering violations. He received a presidential pardon. The SEC dropped its lawsuit against his exchange the same week we listed our stablecoin. Then the exchange settled a $2 billion deal entirely in that stablecoin. These events are unrelated. Arthur Hayes, Benjamin Delo, and Samuel Reed of BitMEX pleaded guilty to Bank Secrecy Act violations. All 3 received presidential pardons. Then the company itself was pardoned. $100 million in fines. Gone. An American first. These events are unrelated. Sheikh Tahnoun of Abu Dhabi paid $500 million for a 49% stake that was never publicly disclosed. Then the administration approved semiconductor exports to his companies over national security objections. These events are unrelated. Everything is unrelated. I track the unrelatedness on a dashboard I built. The dashboard has 7 columns now. I am proud of the dashboard. On May 22nd, 220 people paid a combined $148 million to eat dinner with the America First president. Over half were foreign nationals. Justin Sun paid $18.5 million for the first seat. He visited the Executive Office Building the day before. I designed the seating chart. I put it on the Investor Confidence page. That page is doing well. The team page lists 3 Witkoffs. All 3 are Co-Founders. Steven Witkoff is the President's Middle East envoy. He testified as a character witness at the President's fraud trial. His son Zach runs the crypto operation. His son Alex is also a Co-Founder. I have not been told what Alex co-founded. The father runs the diplomacy. The sons run the platform. The family runs both. That is organizational efficiency. Barron is 19. His title is Web3 Ambassador. The same as mine. Donald Jr. called the conflicts of interest "complete nonsense." Eric launched a Bitcoin mining company called American Bitcoin. America First. The mining partner is Hut 8. Hut 8 was founded in Canada. America First means the name. On March 6th, the President signed Executive Order 14233 creating a Strategic Bitcoin Reserve. The order directs the government to hold Bitcoin. The President's family holds billions in Bitcoin. The executive order appreciates the President's assets by presidential decree. I did not write the executive order. I made sure it looked unrelated to the portfolio. Trump Media put $2 billion of Bitcoin on its balance sheet. The ticker symbol is DJT. His initials. The press secretary said it is absurd to insinuate the President profits off the presidency. Forbes calculated his crypto holdings exceed the combined value of Mar-a-Lago and Trump Tower. I would call that absurd too. That is my job. 600,000 wallets bought in. 1 of them asked why she could not withdraw her funds. I told her the protocol was experiencing dynamic market conditions. She asked what that meant. I sent her the Gold Paper. She said she had read the Gold Paper. I muted her channel. Dynamic means the conditions change. The condition that changed was her access. A congressman called us the world's most corrupt crypto startup operation. We put it on a coffee mug. Ironic merchandise. $45. The revenue split on the mug is also 75/25. My own tokens vest on a different schedule. I wrote that schedule. That is not in the Gold Paper. The memecoin funds the family. The family funds the platform. The platform funds the stablecoin. The stablecoin funds the deals. The deals require the pardons. The pardons free the partners. The partners fund the platform. The President signs the executive orders. The executive orders inflate the assets. The assets fund the family. I am the reason these events are unrelated.

Nicholas Carlini, world’s best AI security researcher: “ I’ve found more bugs in the last few weeks with Claude Mythos than in the rest of my entire life combined” and this is why, Cloudflare dropped 13%. not because it’s failing, but because SaaS might not survive this.

Interesting ongoing war: is it our data or is it the SaaS system of record’s data? I think it is ours. Customers who are smart and are fully codegen-pilled will switch off closed SaaS platforms to open source in giant waves the next 2 years. Count on it.

This is terrifying. @AnthropicAI 's new unreleased Mythos model is so good at hacking, it found bugs in "every major operating system and web browser." 83.1% were exploited on first attempt. This thing is like COVID but for software. Actually apocalyptic in the wrong hands.

INSIDERS ARE ALLEGEDLY DUMPING EVERYTHING EXCEPT OIL AHEAD OF THE U.S. OPEN. If this read is right, the market might be bracing for something ugly tomorrow.

En USA ya hay mas construcción de Data Centers que de Oficinas, que esta en el minimo de mas de 10 años. Sigan puteandome, pero se van a quedar sin laburo igual...

This makes me sick for the future of the workforce. Let's recap all the recent AI layoffs. Yeah, it's worse than you think.... • Entry-level tech postings: down -67% in one year. • 13% employment drop for 22-25 year-olds in AI-exposed jobs since late 2022 • 79,449 confirmed AI layoffs through January 2026 (these are only the ones companies admitted to) • AI was responsible for nearly 55,000 U.S. layoffs in 2025 - 12x the number attributed to AI just two years earlier • 1.17 million total US job cuts in 2025 (highest since COVID 2020) • MIT study found AI can already replace 11.7% of the U.S. labor market ($1.2T in lost wages) Recent job cuts: • US government cuts -300,000 jobs • Amazon -30,000 employees • Intel -25,000 employees • UPS -78,000 employees • Microsoft cut 15,000 jobs in 2025 alone • Block (Jack Dorsey) cut 4,000 employees (40% of its workforce) Build AI Skills. Build distribution. Learn to sell.

Nasdaq receives SEC nod for trading in tokenized securities reut.rs/3Pgs5Wc reut.rs/3Pgs5Wc

My information consumption is now 1/4 X, 1/4 podcast interviews of the smartest practitioners, 1/4 talking to the leading AI models, and 1/4 reading old books. The opportunity cost of anything else is far too high, and rising daily.

Introducing the Claude Marketplace, a way for enterprises to simplify their procurement of AI tools. Now in limited preview.

I spent time in Shenzhen last year and when I saw Merz come back from China saying Germans need to work more I immediately knew what broke his brain because I lived the exact same cognitive shock my first week in Huaqiangbei I burned through 4 prototype iterations of a motor controller board for less than a thousand bucks total, back home a friend was working on something similar and spent over 12 thousand for a single revision that took almost two months to arrive when you live that contrast in your own hands with your own project something permanently shifts in how you see the world and it goes way deeper than speed & cost what Shenzhen actually built is a collective learning organism, imagine 20 PCB fabs 15 injection mold shops 30 component distributors and a hundred firmware freelancers all within a 2km radius, looks insanely redundant from the outside until you realize redundancy is actually information density in disguise I watched this firsthand with an injection mold supplier I was working with, this guy had seen a hundred founders iterate similar thermal designs over 6 months so he proactively modified his tooling before I even opened my mouth, he knew what I needed before I knew what I needed, the intelligence lives in the relationships between the nodes and it compounds daily the west thinks about manufacturing as a cost center you optimize by centralizing… China accidentally built a distributed neural network of manufacturing intelligence where knowledge diffuses horizontally across thousands of agents faster than any single western company can process internally so when Merz comes back and says we need to work a bit more I think he saw the problem but COMPLETELY misdiagnosed the solution, telling Germans to work harder is like telling a horse to gallop faster when the other side built a combustion engine the gap is ARCHITECTURAL it’s ecosystem density, you need a custom connector in Shenzhen you walk 200 meters, in Munich you send an email and wait 3 weeks it’s iteration speed, parallel search vs sequential optimization at the system level, it’s risk tolerance, Chinese founders ship something broken on Monday fix it Tuesday ship again Wednesday while European companies are still in the approval phase for the pilot program of the feasibility study… and Merz only saw the surface, what he missed is the tier 2 cities like Hefei Chengdu Wuhan replicating the Shenzhen model at scale right now BYD going from irrelevant to outselling every european automaker combined in roughly 5 years, Huawei building its own 7nm chip under maximum sanctions when every analyst said it was physically impossible & behind all of that a government that treats advanced manufacturing as an existential national priority while europe debates whether AI needs another ethics committee I think what we’re watching is the most asymmetric economic competition in modern history and most western leaders are still framing it as a productivity problem when it’s actually an ontological one Europe & America are optimizing variables that China stopped tracking years ago meanwhile China is compounding on dimensions the west has no framework to even measure Merz at least had the courage to name it out loud and I respect that genuinely but working a bit more inside a broken architecture just means you arrive at the wrong destination slightly faster

This equals 40,000 full-time software developers working full time. End of 2026: 200,000 developers. 2027: just Claude Code alone will be adding as much code as 1,000,000 full-time human developers. 2028: 1B+ Enjoy your last lines of handwritten code. Horses replaced by cars.

German Chancellor Merz: We are simply no longer productive enough. Each individual may say, “I already do quite a lot.” And that may be true. But when you return from China, ladies and gentlemen, you see things more clearly. With work-life balance and a four-day week, long-term prosperity in our country cannot be maintained. We will simply have to do a bit more.

My new favorite insult is calling someone’s job a Claude skill.

⚡️This is the moment the dam actually cracks. Chat was a toy. Scheduled tasks is a labor primitive. When a model can do work on a schedule, inside your tools, without you asking, it stops being “help.” It becomes the cheapest employee on earth. And the honest part is ugly. Most white collar work is recurring coordination. Weekly decks. Status updates. Reconciliations. Ticket grooming. Inbox triage. Reporting. Notes. Summaries. Follow ups. That is a huge percentage of payroll disguised as “knowledge work.” This feature is replacing the heartbeat of office labor. Here is what happens next. 1. Teams stop hiring juniors Entry level roles exist to absorb grunt work and learn. If the grunt work is automated, the learning ladder collapses. You get a smaller funnel, fewer promotions, more gatekeeping, higher anxiety. 2. Middle management gets ruthless If they can ship the same output with 30 percent fewer heads, they do it. They get rewarded for efficiency. They do not get rewarded for protecting your job. 3. Work becomes a control problem The new premium is not producing the thing. The new premium is owning the system that produces the thing. Permissions, checks, exception handling, accountability, audit trails. The winner is the person who signs the work, not the person who drafts it. 4. The market bifurcates A small group becomes “AI operators” and their output per person explodes. A larger group becomes replaceable because their tasks can be parameterized. 5. The platform war shifts Every SaaS becomes a battlefield over agent access. Who has the integrations wins. Who has the best governance wins. Who can prove compliance wins enterprise. The truth behind all of this. The economy is about to learn what abundance feels like for cognition. When cognition becomes abundant, wages fall for anything that looks like cognition without ownership. People keep asking if AI will take jobs. The real answer is that AI turns jobs into margins. Margins get competed away. So what is left. People who own distribution. People who own capital. People who own the decision loop. People who can take responsibility when something breaks. If your role is “I deliver the weekly output,” you get squeezed. If your role is “I decide what the weekly output should be, why it matters, and what we do next,” you get elevated. That is the real shift. Not smarter. Not faster. Autonomous.

HOJITO

I got chills when reading this article. I've never been more bullish on AI. And I've never been more terrified of what that means. It's written from the POV of June 2028. But it's long, so I summarised it for you: • AI gets good. Companies lay off workers. Margins expand. Stocks rip. S&P hits 8,000. Everyone celebrates. • But fired workers stop spending. Companies weaken. They buy more AI to cut costs. More layoffs. Less spending. A negative feedback loop with no natural brake. • The top 10% of earners drive 50%+ of all consumer spending. They're the ones getting replaced. A $180K product manager ends up driving Uber for $45K. Multiply that across every major city. • Ghost GDP emerges - the economy is "growing" on paper, but the money never reaches real people. Productivity is booming. Wages are collapsing. • Then it hits housing. $13 trillion in mortgages, all underwritten on one assumption: you keep your job for 30 years. In 2008, the loans were bad on day one. In 2028, the loans were good. The world just changed after they were written. • S&P crashes 38% from highs. Unemployment hits 10.2%. Markets barely react anymore. • The punchline: you're not reading this in 2028. You're reading it in February 2026. Every domino they describe has already started falling. The canary is still alive. Barely.

Every technical founder who had stopped coding 10 years ago

My biggest takeaways from @bcherny: 1. Coding is now “solved” for most use cases. Boris hasn’t written a single line of code by hand since November, with 100% of his work now authored by Claude Code. At the same time, he remains one of the most productive engineers at Anthropic, shipping 10 to 30 pull requests daily while leading the team. 2. Anthropic has seen a 200% increase in engineer productivity since adopting Claude Code. As Boris notes, “Back at Meta, with hundreds of engineers working on productivity, we’d see gains of a few percentage points in a year. Now we’re seeing hundreds of percentage points.” 3. AI is moving beyond writing code to generating ideas. “Claude is starting to come up with ideas. It’s looking through feedback, bug reports, and telemetry, then suggesting features to ship.” 4. The next roles to be transformed are those adjacent to engineering. Product managers, designers, and data scientists will see similar transformations as agentic AI expands beyond coding. “Any kind of job where you use computer tools will be next.” 5. Build for the model six months from now, not today. One of Boris’s key principles is to design products for future AI capabilities, not current ones. “It’s going to be uncomfortable because your product-market fit won’t be very good for the first six months. But when that model comes out, you’ll hit the ground running.” 6. Watch for “latent demand.” Claude Code was built by observing what people were already trying to do, and then making it easier. Cowork emerged when they noticed people using Claude Code for non-coding tasks like analyzing MRIs or recovering wedding photos from corrupted drives. 7. Don’t optimize for token cost. Boris advises companies to give engineers unlimited tokens during experimentation phases. “At small scale, the token cost is still relatively low compared to their salary. If an idea works and scales, that’s when you optimize it.” 8. Underfund headcount on purpose. When Boris puts one engineer on a project, they’re forced to let AI do more of the work. Constraint drives creative use of AI tooling, not just faster typing. 9. The most successful people in the future will be generalists. “Try to be a generalist more than you have in the past. Some of the most effective engineers cross over disciplines. The people who will be rewarded most won’t just be AI-native—they’ll be curious generalists who can think about the broader problem they’re solving.” 10. Always use the most capable model, not the cheapest. A less intelligent model often burns more tokens correcting mistakes than a smarter one spends getting it right the first time. Boris runs maximum effort on Opus 4.6 for everything. Here's the full conversation: youtube.com/watch?v=We7BZV…