Evan Ward

This is either brilliant or scary: Anthropic accidentally leaked the TS source code of Claude Code (which is closed source). Repos sharing the source are taken down with DMCA. BUT this repo rewrote the code using Python, and so it violates no copyright & cannot be taken down!

you’re pitching garry tan “so what do you guys do” you start explaining he’s furiously typing . two keyboards. one hand on each. you’ve never seen this before “who are your top customers” you explain. he types. his apple watch is a strobe light of notifications “who’s your competition and why should i invest” you explain that there’s no competition and you are the best and only product in the space “false!” garry jumps out of his seat “i am the competition!” you are speechless “in this meeting, i vibe coded your entire company. and my gstack has already closed your top customers.” you check your phone. your stripe graph shows 100% churn “and look at this” garry shows you his imessage. there’s a text from 35 seconds ago. your top enterprise prospect that you’re trying to close? garry’s AI is trading baking recipes with the CEO’s mom “thank you for playing!” you have no moat. you are not admitted to the YC spring 26 batch.

Wait, so the founder of Anthropic is "Amodei," as in "loves god"? And he leads Anthropic, meaning "human-centered," which is being used in military strikes? And the creator of ChatGPT is "Altman," as in "an alternative to humans"? And he leads OpenAI, which is completely closed? And then there's "Gemini," meaning "two-faced," from a company that promised to do no evil? And the whole global AI arms race is being driven by people who claimed to be worried about AGI taking over the world? Either the universe is an extremely cliché writer, or has a brilliant sense of humor

Dot-com companies bought 14 Super Bowl ads in 2000. Most were dead within a year. Crypto companies spent $54M on Super Bowl ads in 2022. FTX was bankrupt by November. AI companies just spent $250M on Super Bowl ads in 2026. 23% of all ad slots. The Super Bowl doesn't pick winners. It marks tops.

Software engineers be like :

Software engineering in 2026

In 2026, AI models expire faster than session cache.

>Crypto guys (no AI background) buys ai.com for $70M >Burns $10M on a Super Bowl ad >Slogan: "Accelerating the arrival of AGI" >Turns out it’s just a thin OpenClaw wrapper >Asks for your credit card right away just to "claim a handle" >Website looks like a cheap vibecoded mess >Crashed instantly with a 504 Gateway Time-out. This looks like the absolute peak of the AI bubble.

engineers worst nightmare has come true, they all have to become product managers

Bad Bunny's Full Super Bowl Halftime show #SuperBowl

Atlas from Boston Dynamics showing advanced agility with a cartwheel followed by a clean backflip. This is insane.

Chief Safety Officer at Waymo says the company employs remote vehicle operators in the Philippines. 🤯

Getting on the Forbes 30 Under 30 is weird: ▫️2% likelihood you become a billionaire ▫️35% likelihood your company fails ▫️63% likelihood you end up in white collar prison because you stole money trying to become a billionaire, and then your company fails

2024: Prompt Engineer 2025: Vibe Coder 2026: Master of ai agents 2027: Unemployed

Birthday Blizzard '26. hosted by DJ Clue? 🥶🥶🥶 4 new freestyles available now on thefalloff.com

Sequoia just called the end of an entire go-to-market era and most SaaS companies won’t realize what hit them for 18 months. Product-led growth was built on one assumption: humans would try the software. The entire playbook since 2010 optimized for human discovery. Beautiful landing pages. Frictionless free trials. Viral invite loops. Slack, Dropbox, Zoom, Calendly. $200B+ in market cap created by winning the user’s first 5 minutes. None of that matters if an agent is picking the software. Claude doesn’t care about your hero image. It can’t be impressed by your Dribbble awards. It’s reading documentation, parsing user reviews, checking API reliability, and matching features to use case. All the surface-level polish that convinced lazy humans to click “sign up” becomes irrelevant. The new PLG funnel isn’t landing page → free trial → activation → conversion. It’s agent query → documentation scan → feature match → recommendation. Which means the new moat looks completely different. You don’t need the best onboarding. You need the best documentation. You don’t need viral loops. You need structured data that agents can parse. You don’t need a beautiful UI for the first session. You need an API that an agent can actually call. The companies that won PLG hired designers and growth hackers. The companies that win agent-led growth will hire technical writers and developer relations engineers. And here’s the part nobody’s pricing in yet: agents don’t have loyalty. They don’t have switching costs. They’ll recommend Supabase today and something better tomorrow if the documentation is cleaner or the pricing is more transparent. The stickiness that made PLG so powerful, the network effects and learned behavior, doesn’t transfer. Sequoia is telling you the entire distribution layer is being rewritten. The question is whether your product is optimized for human attention or machine parsing. Most are built for the wrong audience.

DeepMind just did the unthinkable. They built an AI that doesn't need RAG and it has perfect memory of everything it's ever read. It's called Recursive Language Models, and it might mark the death of traditional context windows forever. Here's how it works (and why it matters way more than it sounds) ↓

Claude Code wrote all of Claude Cowork. Can we all agree that we're in at least somewhat of a recursive improvement loop here?

OpenAI showing the public its financials once it goes public