Moghal Saif

Q: How are job postings for software engineers rising rapidly despite AI agents automating coding? A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating. AI has dramatically lowered the cost of writing code, so it’s now being used across far more businesses, applications, and use cases. We’re at the beginning of a massive productivity boom driven by the proliferation of bespoke software throughout the entire economy. Coding has been AI’s breakout use case this year. The fact that it’s increased demand for software engineers — rather than decreased it — should call into question the entire “AI will cause mass job loss” narrative.

the computers are speaking. wake up. wow so much is happening internally at the big labs -- and the fact that this is coming from a former openai researcher makes it even harder to ignore

🇨🇳 🇺🇸 China's Huawei’s new 122TB SSD shows how export controls can move innovation sideways instead of simply stopping it. Huawei just built a 122.88TB AI SSD by changing the package around the memory, not by matching Samsung’s most advanced 400+ layer 3D NAND. And a 245TB version discussed as a future step. High-capacity SSDs usually grow by stacking more NAND layers inside each chip, but Huawei’s access to those chips is blocked because its Entity List status restricts items tied to US technology. So it is not trying to win only by making taller 3D NAND stacks, where Samsung has already shown 400-plus-layer V-NAND work. Instead, Huawei is shifting the contest from the chip itself to the way chips are packed together. Huawei’s workaround is Die-on-Board, which puts NAND dies directly onto the circuit board, cuts out some normal chip packaging, and raises board-level density by packing more lower-density memory into the same device. Direct die placement creates heat and signal problems, but it shows how packaging can recover some of the capacity lost when a company cannot buy the best memory chips.

@navalpodcast @nivi @t_blom This is good

Trying something new. There’s a bunch of podcasts I’ve been meaning to listen to, so I’m turning our Executive Brief format on them. LMK what you think. — @nivi — Executive Brief Burn Tokens, Not Headcount Tom Blomfield at Y Combinator @t_blom Summary: AI does not make the company 20% faster; it changes the shape of the company. The Roman-legion hierarchy gives way to a company brain: record everything, make knowledge legible, turn repeated work into self-improving loops, burn tokens instead of headcount, and keep humans at the edge where judgment, emotion, ethics, and reality matter. 1.⁠ The old company was a Roman legion. Information moved up and down the hierarchy, and human beings were the conduit. AI breaks the assumption that this is the natural shape of a company. 2.⁠ Copilots are the small idea. Making engineers 20% more productive is just putting a bigger engine on the old machine. The bigger idea is to reimagine what a company is and how it acts. 3.⁠ The company’s real operating system is its domain knowledge. It lives in people’s heads, Slack messages, emails, Notion, office hours, support tickets, product telemetry, and code changes. Make that knowledge legible, and the company can start becoming intelligent. 4.⁠ AI is not something you bolt onto the side of a company. The AI-native company is a set of recursive, self-improving loops: sense the world, make a decision, use tools, pass quality gates, learn from the result, and loop again. 5.⁠ The goal is a company that improves while you sleep. If the system can see where it failed, ask why, update the tool, change the skill file, open the pull request, review it, merge it, and deploy it, the company is no longer waiting for a manager to notice. 6.⁠ The holy-shit moment is not an agent answering a question. It is a monitoring agent watching every failed query and making the next version of the system better. That is not AI making one person 20% more effective; that is AI learning how to improve the company. 7.⁠ Product can become a self-optimizing loop. An agent finds the highest-friction part of the sales funnel, researches best practices, launches an A/B test, runs it for a week, picks the winner, deploys it, and does it again. 8.⁠ Customer support can become a product loop. Suggestions come in; agents triage them like a CPO and CTO, discard what does not fit the roadmap, and ship what does. Overnight, without waiting for a meeting. 9.⁠ Burn tokens, not headcount. The next constraint is not how many people you can hire; it is how much intelligence you can apply to repeated work. Token usage is dumb and gameable, but it still points at who is actually experimenting. 10.⁠ Middle management was a coordination layer. If AI can summarize, route, monitor, escalate, and improve workflows, the coordination problem changes. Everyone becomes an IC: a builder, an operator, a directly responsible individual. 11.⁠ Committees are the wrong primitive. For anything important, you need a named human, not a group, not a committee, not a vague owner. AI can coordinate more work, but accountability still needs a person. 12.⁠ Record everything. If it was recorded, it happened to the AI; if it was not recorded, it did not happen to your intelligence. The company brain cannot learn from conversations that disappear into the air. 13.⁠ Raw recordings are not enough. You cannot shove 100,000 hours of meetings into a context window. You have to aggregate, synthesize, categorize, and leave breadcrumbs the intelligence can actually use. 14.⁠ The user manual should become a living brain. YC took thousands of hours of recorded office hours, synthesized them into a new manual, and can now update it every month. Every new piece of advice is compared with the old manual and either incorporated or thrown away. 15.⁠ Preserve the data; throw away the software. Store the emails, DMs, skills, context, and know-how with care. Dashboards and internal tools are ephemeral: generate them, use them, discard them, and regenerate them when the models improve. 16.⁠ Humans move to the edge of the company brain. They handle the places where intelligence touches reality: novel situations, ethical calls, high-stakes moments, co-founder breakups, emotional conversations, and sales rooms where a human still matters.

Anytime you're afraid to try some new shit...just remember, amateurs built the ark, professionals built the Titanic.

A man expresses love through duty.

@nikitabier elon made a great hire for sure

Over the past month, we have identified a number of large accounts that have been programmatically reuploading content from smaller accounts to game the revenue share program and circumvent crediting the original author. We are now identifying these posts and allocating the impressions entirely to the creator. If you have insightful commentary about a post, we recommend using the Share Video or Quote feature to ensure your posts are properly attributed.

@roohi_kr @bizpodroohi Congrats roohi ! SMU is great uni

The last few months have been very interesting 1. I got into a really good University for my Masters to study wealth management 2. The podcast crossed 6 years My Undergrad years began with @bizpodroohi- but there's still more work to be done Looking forward to starting my Masters in July/August, and keeping the podcast going- side by side

🚨 Anthropic just dropped the first Project Glasswing update Claude Mythos found 10,000+ critical vulnerabilities in ONE month: > Cloudflare: 2,000 bugs, 400 high/critical severity > Mozilla: 271 vulnerabilities in Firefox 150 — 10x more vulnerabilities found in Firefox 148 > UK AI Security Institute: first model to solve BOTH their cyber attack simulations end to end > at one partner bank, Mythos prevented a fraudulent $1.5M wire transfer in real time > wolfSSL: found a way to forge certificates on a crypto library used by billions of devices > scanned 1,000+ open source projects > 90.6% true positive rate after human review > maintainers are asking Anthropic to SLOW DOWN because they can’t patch fast enough > Microsoft says patch volume will “continue trending larger for some time” The bottleneck in cybersecurity is no longer finding bugs. It’s fixing them. “Progress on software security used to be limited by how quickly we could find vulnerabilities. Now it’s limited by how quickly we can patch them.”

@sethjkramer coding mostly

@moghalsaifa good to know! are you using it for coding or for other tasks?

If you are running AI agents on open source modes - is MiniMax 2.7 winning right now? Kimi K2.6 vs MiniMax 2.7, what do you think is best?

@LeilaHormozi Woah!

Surprise 😇

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"Audacity succeeds as often as it fails; in life it has an even chance." - Napoleon Bonaparte

This is how I’m planning to stay ahead of the storm that’s coming to the job market and how you can do it too Regardless how much people protest, you cannot stop AI’s progress and the impact it will have on our economy. People can slow the adoption rates of the technology but not fully stop it. Because AI as jeff bezos puts is a horizontal enabling layer, it changes how we do everything and unlike other technologies like crypto, AI is different. So, my goal which has been for years now and is working really well for me, is to stay on the cutting of this technology and brand yourself as the AI guy. It’s important to focus on both the branding part and the study/work/research part Next, you need to understand content. Just as a how AI is a horizontal enabling layer, content is also a horizontal enabling layer, it is effectively a new way of doing marketing and every business needs marketing but this doesn’t mean you become a brand strategist or take up a marketing role, what I mean to say is, build your brand too, an organic one. One where people can come, check your profile and understand instantly who you are and how capable you are. Business skills, communication, networking, sales and etc are all the business skills you need. I would highly suggest understanding basics of economics and finance to start with because once you understanding how money works, things get very clear. Apart from this, One framework from @naval is of staying on the edge of a new technological revolution, which is robotics and AI + Biology for the next coming decades and preparing for them. These three things which I mentioned are on a high level but if you can, always niche out and remove competition completely.

AI will be in every industry and you have to position yourself as the “AI Guy” of your community, your company, your industry and everything in between Every company will hire more AI people and one layer above is someone who has the context of the industry they are working in. This happened with content, Content Agencies which work with VC/Tech companies make higher profits than agencies making content for beauty, fashion etc brands.

But most importantly Believe.

I recently went through a phase where I started questioning my life and one of the amazing things about winning in life by making something people said was impossible, possible…again and again. You have a solid proof for yourself that you can make it happen. Not for someone else but for yourself, for those moments when you fell off and think, maybe you are not destined for greatness that is when you remind yourself of who you are and life is 90% belief. If you believe strong enough for long enough time and just go, go, go you will win.

@SciFiArchives @siddarthpaim Looks like an eagle spreading its wings

Indonesia's Presidential Palace, Nusantara

Thomas Sowell on engineers vs intellectuals: “The engineer is judged by the end product. If he builds a building that collapses, it doesn’t matter how brilliant his idea was—he’s ruined.” “Conversely, if an intellectual has an idea for rearranging society and that ends in disaster, he pays no price at all.”

Thats the reason why most american companies are shifting to locally hosted Chinese models Though they are not as good as the American models, they at least get 80% of the work done for 90x less cost. @cerebras / @perplexity_ai / @cursor_ai are hosting or making their own fine tuned models on top of these chinese models and offering them to their US customers

🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗