David Banys

Fatherhood is the end of philosophy. you can read every book ever written about meaning and purpose and discipline, but the moment a small human looks at you and believes you, everything you thought you knew burns down. because now you have to do it, not think it, not debate it, not post about it. the child watches your hands, what you do when you are tired, what you do when you are mad, what you do when nobody else is looking. that is your only sermon and you cannot fake it for one day because children are bullshit detectors made of flesh. if you are a weak man your son will know it before he can spell the word weak, and he either becomes you or becomes the opposite of you, both out of desperation.

The past year has seen an explosion in coding productivity, per FT:

you went to a real SF party this weekend if you talked about - openclaw and how it’s a paradigm shift but also zomg so unsafe - peptides - how impossible dating in SF is - AI agents replacing everyone - the Anthropic tender driving up housing prices - creatine

Does OpenAI, Anthropic and Cursor have cringe employee naming scheme for their staff or are we finally past that?

OpenAI trades at $1.02T and Anthropic at $530B, both at a 40% premium to their last round on Ventuals perps. It’s a speculative market with fairly high volume that doesn’t actually own the asset. Cool concept (with many issues) but a way to get exposure to private assets.

We’re in that “carnage over there, I’m still fine over here” phase of markets that’s uncomfortable because you can’t really be sure you won’t be next.