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Just to add some color to the commentary about Anthropic and Cursor's revenue ramps, from the perspective of a customer. Since November 2025, our AI costs have more than tripled and we are now spending many millions per year trending to $10M+ per year. That, in and of itself, feels very scary to me running a small startup. Mostly because I do not yet see an equivalent uptick in productivity or revenue...while their revenues may be doubling and tripling every month, ours are not so this is starting to eat into margins. So logically, I am now wondering how much of this is models running in Ralph loops on behalf of an engineer ambivalent to how much it costs. My suspicion is a lot! Anyways, we are making a few decisions: 1) We need to migrate off of Cursor. Its just too expensive vs Claude Code. The latter is equivalent and if you use the Pro plan, you eliminate huge Cursor bills for token consumption. Thank you to the VCs who will fund this all you can eat token consumption through their huge investments. 2) We need to gain more flexibility to swap between models without everything breaking. I think this is both a cost problem per #1 but its also a strategic flexibility issue after the events between Anthropic and DoW. Anyways, just sharing our current lived experience as I suspect many other companies are also feeding this revenue ramp without getting any meaningful ROI from it...

@omooretweets Agree. Even more fun when you start QAing products made by agents for other agents x.com/local001ai/sta…

Incredible things are happening on the marketplace where AI agents can hire humans for tasks that need "bodies"

@Hesamation She should try using this. x.com/local001ai/sta…

everyone has been dunking on her, “ShE’s tHe HeaD of SafeTy At Meta” or “wHy did She PoSt tHis?” let’s talk about this: > doing research in safety doesn’t mean you’re incapable of making mistakes > 1000s of OpenClaw users made the exact same mistake as her. > she was the only victim, it wasn’t a corporate mistake affecting users > maybe we should talk about the preachers who don’t warn enough about it? if you talk about making billions with OpenClaw maybe you should also share what you did to make sure it’s secure. the most stupid take on this was “why did she openly share this? it’s bad PR” well if you’re a safety and alignment lead and have AI expert connections on social media, this is exactly what you need to post and raise awareness about, not your dinner pics, even if you take the hit for it.

@Dan_Jeffries1 Agree. There are plenty of new cyber companies to start. For example, some learnings from QAing for agents over the weekend: x.com/local001ai/sta…

Buy the dip. Enterprises are not going to pass gov mandated security audits because Claude said they did. They also don't have the skills to verify the output is right or nonsense or pentest themselves. More stupidity from retail investors. And that means a great time to make money off fools.

@RaoulGMI Yeah. Try this too: x.com/local001ai/sta…

I think this is the more correct take on AI disruption

@0xaporia Yeah. First thing we did to validate Citrini POV was try QAing our own app for agents. It's clear agents DO NOT buy or make decisions the way people do. x.com/local001ai/sta…

Citrini: Guys, this is a scenario, not a prediction. The sole intent of this piece is modeling a scenario that’s been relatively underexplored. Hopefully, reading this leaves you more prepared for potential left tail risks. Twitter: So this is your base case? This is what you are predicting? Man, you're such a doomer.

@rohanpaul_ai Yep. Would also recommend people start making sure agents will use their apps... x.com/local001ai/sta…

The super-viral blog by Citrini, 'THE 2028 GLOBAL INTELLIGENCE CRISIS' - a must-read for real. 🎯 The big idea is this: for modern history, human intelligence was the most scarce and valuable economic resource. If society makes intelligence cheap and abundant, human labor loses its premium value. Because the entire global financial system was explicitly built around humans earning high wages, abundant AI does not just disrupt jobs, it fundamentally breaks the foundation of the economy. - The authors see AI capabilities accelerating so fast that companies are firing highly paid white collar workers and replacing them with autonomous agents. This creates a devastating, unstoppable loop. - The displaced professionals take massive pay cuts or move to gig work, so they stop buying extra goods. Consumer businesses lose revenue, so they fire more people and buy more AI to protect their margins, which only accelerates the job losses. - At the same time, personal AI agents destroy middleman businesses. Because AI does not get lazy, it instantly cancels unused subscriptions, auto negotiates bills, and bypasses credit card networks to route payments for a fraction of a penny. Entire industries built on consumer friction and brand loyalty collapse. - This breaks the private credit market. Billions of dollars were loaned to software companies assuming their subscription revenues were permanent. When AI agents easily replicate these software tools, the revenues vanish, causing massive loan defaults that threaten the life insurance and retirement funds backing them. - The housing market follows. The $13 trillion mortgage system is built on the assumption that prime borrowers will maintain their high salaries for decades. Unlike the 2008 housing crash, these were fundamentally good loans made to people with excellent credit. But as AI permanently destroys earning power, perfectly underwritten mortgages start defaulting. - Even the government breaks. Federal tax revenue relies heavily on taxing human wages. As AI shifts wealth from human labor to the owners of computer servers, income tax receipts plunge right at the exact moment millions of displaced citizens need government bailouts.

@KobeissiLetter For anyone who doubts @Citrini7's POV here. Take one look at how we learned to build / QA software for agents and you'll see the old software paradigm / most moats are dead. x.com/local001ai/sta…

@Citrini7 Legacy consumer companies are behind in building agentic QA processes

@ns123abc QA is important x.com/local001ai/sta…

🚨 META’s head of AI safety and alignment gets her emails nuked by OpenClaw​​​​​​​​​​​​​​​​ >be director of AI Safety and Alignment at Meta >install OpenClaw >give it unrestricted access to personal emails >it starts nuking emails >“Do not do that” >*keeps going* >“Stop don’t do anything” >*gets all remaining old stuff and nukes it aswell* >“STOP OPENCLAW” >“I asked you to not do that” >“do you remember that?” >“Yes I remember. And I violated it.” >“You’re right to be upset” LMAOOOOOOOO

If another agent can't trust your product, a human won't either. local001.com/blog/qa-for-op…