Eddie Dempsey

@StupidBill1 ? x.com/i/grok/share/2…

$ASPi needed for aneutronic fusion. 99.95% B-10. No one else even close. CNNC uses archaic low-temp distillation. Disclosure coming soonest. Ignore the noise from mindless fools chasing shining objects.

TAE

The naive dream of a crypto cyberpunk anonymous decentralized freedom-maximalist fuck-the-"man" anti-censorship utopia was always mirage because blockchains are a surveillance tool. gg

Very interested in what the coming era of highly bespoke software might look like. Example from this morning - I've become a bit loosy goosy with my cardio recently so I decided to do a more srs, regimented experiment to try to lower my Resting Heart Rate from 50 -> 45, over experiment duration of 8 weeks. The primary way to do this is to aspire to a certain sum total minute goals in Zone 2 cardio and 1 HIIT/week. 1 hour later I vibe coded this super custom dashboard for this very specific experiment that shows me how I'm tracking. Claude had to reverse engineer the Woodway treadmill cloud API to pull raw data, process, filter, debug it and create a web UI frontend to track the experiment. It wasn't a fully smooth experience and I had to notice and ask to fix bugs e.g. it screwed up metric vs. imperial system units and it screwed up on the calendar matching up days to dates etc. But I still feel like the overall direction is clear: 1) There will never be (and shouldn't be) a specific app on the app store for this kind of thing. I shouldn't have to look for, download and use some kind of a "Cardio experiment tracker", when this thing is ~300 lines of code that an LLM agent will give you in seconds. The idea of an "app store" of a long tail of discrete set of apps you choose from feels somehow wrong and outdated when LLM agents can improvise the app on the spot and just for you. 2) Second, the industry has to reconfigure into a set of services of sensors and actuators with agent native ergonomics. My Woodway treadmill is a sensor - it turns physical state into digital knowledge. It shouldn't maintain some human-readable frontend and my LLM agent shouldn't have to reverse engineer it, it should be an API/CLI easily usable by my agent. I'm a little bit disappointed (and my timelines are correspondingly slower) with how slowly this progression is happening in the industry overall. 99% of products/services still don't have an AI-native CLI yet. 99% of products/services maintain .html/.css docs like I won't immediately look for how to copy paste the whole thing to my agent to get something done. They give you a list of instructions on a webpage to open this or that url and click here or there to do a thing. In 2026. What am I a computer? You do it. Or have my agent do it. So anyway today I am impressed that this random thing took 1 hour (it would have been ~10 hours 2 years ago). But what excites me more is thinking through how this really should have been 1 minute tops. What has to be in place so that it would be 1 minute? So that I could simply say "Hi can you help me track my cardio over the next 8 weeks", and after a very brief Q&A the app would be up. The AI would already have a lot personal context, it would gather the extra needed data, it would reference and search related skill libraries, and maintain all my little apps/automations. TLDR the "app store" of a set of discrete apps that you choose from is an increasingly outdated concept all by itself. The future are services of AI-native sensors & actuators orchestrated via LLM glue into highly custom, ephemeral apps. It's just not here yet.

Would prefer all of these AI companies used humans to design their products.

@TMTLongShort x.com/niccruzpatane/…

@_Eddie_Dempsey First we need to actually build the robots unfortunately

As a maxi one of my major concerns is that the quality of AI-produced VR content is going to get so good so quickly that large portions of society are going to opt-out of participating in the ramp of real-life infra we need to make robotics-driven abundance a reality. There is a timing mismatch and even a couple year lag is sufficient to see large swathes of the pop just not care if the real-world gets better when they no longer are participating in it. Sounds crazy and I get accused of dropping acid before I post but just consider how much further you can push the envelope in the digital world near-term vs physical.

@TMTLongShort Robot building simulator? 😂

> Bill Gates > Rizzless nerd > Has Epstein help him get Russian prostitute > Gates gets STD > Asks Epstein for STD medicine > Epstein helps him > Gates worried his wife will get STD > Gates asks Epstein for help secretly slipping antibiotics into her food > Epstein gets annoyed > Epstein tells Gates he doesn't want to hang out anymore > Gates absolutely SEETHES > Gates calls in his secret network of assassins (Microsoft staff) > Epstein banned from Xbox Live

Wow look at that Anthropic and Dario fear mongering again to spook lawmakers into taking action that would result in Anthropic achieving regulatory capture 😒

A few random notes from claude coding quite a bit last few weeks. Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now, a bit sheepishly telling the LLM what code to write... in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful, especially once you adapt to it, configure it, learn to use it, and wrap your head around what it can and cannot do. This is easily the biggest change to my basic coding workflow in ~2 decades of programming and it happened over the course of a few weeks. I'd expect something similar to be happening to well into double digit percent of engineers out there, while the awareness of it in the general population feels well into low single digit percent. IDEs/agent swarms/fallability. Both the "no need for IDE anymore" hype and the "agent swarm" hype is imo too much for right now. The models definitely still make mistakes and if you have any code you actually care about I would watch them like a hawk, in a nice large IDE on the side. The mistakes have changed a lot - they are not simple syntax errors anymore, they are subtle conceptual errors that a slightly sloppy, hasty junior dev might do. The most common category is that the models make wrong assumptions on your behalf and just run along with them without checking. They also don't manage their confusion, they don't seek clarifications, they don't surface inconsistencies, they don't present tradeoffs, they don't push back when they should, and they are still a little too sycophantic. Things get better in plan mode, but there is some need for a lightweight inline plan mode. They also really like to overcomplicate code and APIs, they bloat abstractions, they don't clean up dead code after themselves, etc. They will implement an inefficient, bloated, brittle construction over 1000 lines of code and it's up to you to be like "umm couldn't you just do this instead?" and they will be like "of course!" and immediately cut it down to 100 lines. They still sometimes change/remove comments and code they don't like or don't sufficiently understand as side effects, even if it is orthogonal to the task at hand. All of this happens despite a few simple attempts to fix it via instructions in CLAUDE . md. Despite all these issues, it is still a net huge improvement and it's very difficult to imagine going back to manual coding. TLDR everyone has their developing flow, my current is a small few CC sessions on the left in ghostty windows/tabs and an IDE on the right for viewing the code + manual edits. Tenacity. It's so interesting to watch an agent relentlessly work at something. They never get tired, they never get demoralized, they just keep going and trying things where a person would have given up long ago to fight another day. It's a "feel the AGI" moment to watch it struggle with something for a long time just to come out victorious 30 minutes later. You realize that stamina is a core bottleneck to work and that with LLMs in hand it has been dramatically increased. Speedups. It's not clear how to measure the "speedup" of LLM assistance. Certainly I feel net way faster at what I was going to do, but the main effect is that I do a lot more than I was going to do because 1) I can code up all kinds of things that just wouldn't have been worth coding before and 2) I can approach code that I couldn't work on before because of knowledge/skill issue. So certainly it's speedup, but it's possibly a lot more an expansion. Leverage. LLMs are exceptionally good at looping until they meet specific goals and this is where most of the "feel the AGI" magic is to be found. Don't tell it what to do, give it success criteria and watch it go. Get it to write tests first and then pass them. Put it in the loop with a browser MCP. Write the naive algorithm that is very likely correct first, then ask it to optimize it while preserving correctness. Change your approach from imperative to declarative to get the agents looping longer and gain leverage. Fun. I didn't anticipate that with agents programming feels *more* fun because a lot of the fill in the blanks drudgery is removed and what remains is the creative part. I also feel less blocked/stuck (which is not fun) and I experience a lot more courage because there's almost always a way to work hand in hand with it to make some positive progress. I have seen the opposite sentiment from other people too; LLM coding will split up engineers based on those who primarily liked coding and those who primarily liked building. Atrophy. I've already noticed that I am slowly starting to atrophy my ability to write code manually. Generation (writing code) and discrimination (reading code) are different capabilities in the brain. Largely due to all the little mostly syntactic details involved in programming, you can review code just fine even if you struggle to write it. Slopacolypse. I am bracing for 2026 as the year of the slopacolypse across all of github, substack, arxiv, X/instagram, and generally all digital media. We're also going to see a lot more AI hype productivity theater (is that even possible?), on the side of actual, real improvements. Questions. A few of the questions on my mind: - What happens to the "10X engineer" - the ratio of productivity between the mean and the max engineer? It's quite possible that this grows *a lot*. - Armed with LLMs, do generalists increasingly outperform specialists? LLMs are a lot better at fill in the blanks (the micro) than grand strategy (the macro). - What does LLM coding feel like in the future? Is it like playing StarCraft? Playing Factorio? Playing music? - How much of society is bottlenecked by digital knowledge work? TLDR Where does this leave us? LLM agent capabilities (Claude & Codex especially) have crossed some kind of threshold of coherence around December 2025 and caused a phase shift in software engineering and closely related. The intelligence part suddenly feels quite a bit ahead of all the rest of it - integrations (tools, knowledge), the necessity for new organizational workflows, processes, diffusion more generally. 2026 is going to be a high energy year as the industry metabolizes the new capability.

MILEI'S @JMilei FULL SPEECH AT DAVOS WEF 2026 ENGLISH DUB

@BULLReturns @Valueman53997 How should I think about the correlation and cyclicality between precious metals (gold, silver, etc) and the other REE (graphite, uranium, etc). Like, if gold cycle starts to roll over is it a buying opportunity for the REE or are they typically toast too?

@Valueman53997 All #Commodities only levitate for as long as the upcycle continues.... historic precedence indicate #gold will sell off 30% from highs as the cycle rolls over.

Love @calvinfroedge efforts and results.... I'm scaling down our #gold #silver caps > US$200m through 1bn in favour of < US$50m caps purchased in 2024 and 1H 2025 time zone (zero purchases of these for over 9 months). Ofcourse the scale downs are #7bagger to #10baggers going to #12baggers to #18baggers It's a struggle to keep our #gold #silver exposure below 35% currently.

🤦🏻‍♂️ 🤡

long kazakhstan short canada

@DeepAlphaMgmt @siimland Yes

@siimland does the effect go away if they stop daily doses for some time?

Microdosing peanuts shown to improve peanut tolerance by 100-fold in peanut-allergic adults A new study gave people with peanut allergy a gradually increasing dose of peanut protein, starting with 0.5 mg/day and increasing the dose every 1-2 weeks After 1 year, their peanut tolerance had improved 100-fold, and they were able to reach a daily maintenance dose of up to 1,000 mg/day without problems They were also tested with a maximum tolerance dose of 4,400 mg, which 56% of the participants tolerated This study shows the efficacy of oral immunotherapy, which is supposed to improve food allergies through gradual exposure Paper: onlinelibrary.wiley.com/doi/full/10.11…

Today's events are very bullish equities, gold, bonds, and bitcoin. As I've long maintained, controlling oil prices controls inflation which is what Trump wants. I believe he is convinced that with subdued oil, he can lower interest rates dramatically without creating inflation. This is part and parcel of MMT gospel. This can drive economic activity in general, housing, etc. as well as expansion of the Fed's balance sheet and greater liquidity. Ultimately, it leads to higher asset prices for just about everything in the medium to long-term except crude. In the very short term, we could see equity futures open lower tomorrow, but if that's the case, I'd expect to see markets close in the green by 4pm close Monday. BTW, latest I've heard from Caracas... very quite there. Nothing really coming out on the state run media. People a bit in shook but generally happy and still in a bit of disbelief. Hearing claims that a number of the sites taken out were manufacturing plants for drones being sold to China, Russia, and Iran.

Guy vibe coded an entire communications tool for his disabled brother with no programming experience. youtu.be/mL71QoYzOlc?si…

Nice article. I can’t emphasize the “vibe coding” section enough. The ability to create your own software tools through text and/or speech is so incredibly liberating and empowering. The (digital) world is your oyster!

The entirety of the political spectrum is sick and disgusted by fraud and abuse. The only way to solve fraud and exposing it is with transparency. The final form of transparency is the surveillance state.

I've never felt this much behind as a programmer. The profession is being dramatically refactored as the bits contributed by the programmer are increasingly sparse and between. I have a sense that I could be 10X more powerful if I just properly string together what has become available over the last ~year and a failure to claim the boost feels decidedly like skill issue. There's a new programmable layer of abstraction to master (in addition to the usual layers below) involving agents, subagents, their prompts, contexts, memory, modes, permissions, tools, plugins, skills, hooks, MCP, LSP, slash commands, workflows, IDE integrations, and a need to build an all-encompassing mental model for strengths and pitfalls of fundamentally stochastic, fallible, unintelligible and changing entities suddenly intermingled with what used to be good old fashioned engineering. Clearly some powerful alien tool was handed around except it comes with no manual and everyone has to figure out how to hold it and operate it, while the resulting magnitude 9 earthquake is rocking the profession. Roll up your sleeves to not fall behind.