drmiguel.eth

@2010MisterChip Brutal.

Hacía mucho tiempo que no me divertía tanto con un thriller. Si podéis verla sin saber absolutamente nada de la película, como ha sido mi caso, mucho mejor.

Code with Claude, our developer conference, returns next week. Whether you're just getting started with Claude Code or you've been building for a while, there's a session for you. Register for the livestream: claude.com/code-with-clau…

When you start a chess game, you have 20 possible moves available. After the first full move (White then Black), there are already over 400 possible positions. By the third move, that number jumps to around 8,900, and after the fourth it reaches nearly 200,000. By the time you get to move #40, the total number of possible games explodes to roughly 10⁴⁰, a number comparable to the total number of atoms in the observable universe.

I'm 22 years old and Claude Code is deteriorating my brain. Every single day for the last 6 months I've had 6 to 8 Claude Code terminals open, waiting for a response just so I can hit 'enter' 75% of the time. And it's doing something to me. In convos with a couple of friends, it's been a point that's been brought up pretty frequently. None of us feel as sharp as we used to. I don't know if it's just us, or others in their 20s are feeling the same thing, but it's something I've been thinking about a lot. P.S. I know this is a problem with my reliability/usage of it, not Claude Code itself, but the effects are real nonetheless

Ayer hubo tantas novedades en la App de Codex, y están todas tan dispersas, que voy a hacer un hilo con lo que me encuentre. La App ahora tienen un onboarding que te recomienda tareas en función de para qué vayas a usarla: x.com/OpenAI/status/…

At Stripe Sessions, we showed how we think agentic commerce will often happen behind the scenes in the course of producing other final products. Here, we show our Claude Code using MPP and @tempo to buy a dataset from @alpha_vantage in the process of generating a research report for me on AI energy usage.

SAN FRANCISCO 7th & Market st

The 50 Shades of JP Morgan teaser looks so wild...

Tremenda choteada que mueve millones y rentabilidades impensables en otros productos.

This is probably the wildest data point you'll see today. The cost to a French employer of a net pay of €39k is a staggering €95k. How is this even possible? Can you imagine the incentive to replace French jobs with AI and robots? Get some popcorn.

Taiwan economy grows 13.69% in Q1, highest in 39 years taiwannews.com.tw/news/6351770

Fireside chat at Sequoia Ascent 2026 from a ~week ago. Some highlights: The first theme I tried to push on is that LLMs are about a lot more than just speeding up what existed before (e.g. coding). Three examples of new horizons: 1. menugen: an app that can be fully engulfed by LLMs, with no classical code needed: input an image, output an image and an LLM can natively do the thing. 2. install .md skills instead of install .sh scripts. Why create a complex Software 1.0 bash script for e.g. installing a piece of software if you can write the installation out in words and say "just show this to your LLM". The LLM is an advanced interpreter of English and can intelligently target installation to your setup, debug everything inline, etc. 3. LLM knowledge bases as an example of something that was *impossible* with classical code because it's computation over unstructured data (knowledge) from arbitrary sources and in arbitrary formats, including simply text articles etc. I pushed on these because in every new paradigm change, the obvious things are always in the realm of speeding up or somehow improving what existed, but here we have examples of functionality that either suddenly perhaps shouldn't even exist (1,2), or was fundamentally not possible before (3). The second (ongoing) theme is trying to explain the pattern of jaggedness in LLMs. How it can be true that a single artifact will simultaneously 1) coherently refactor a 100,000-line code base *and* 2) tell you to walk to the car wash to wash your car. I previously wrote about the source of this as having to do with verifiability of a domain, here I expand on this as having to also do with economics because revenue/TAM dictates what the frontier labs choose to package into training data distributions during RL. You're either in the data distribution (on the rails of the RL circuits) and flying or you're off-roading in the jungle with a machete, in relative terms. Still not 100% satisfied with this, but it's an ongoing struggle to build an accurate model of LLM capabilities if you wish to practically take advantage of their power while avoiding their pitfalls, which brings me to... Last theme is the agent-native economy. The decomposition of products and services into sensors, actuators and logic (split up across all of 1.0/2.0/3.0 computing paradigms), how we can make information maximally legible to LLMs, some words on the quickly emerging agentic engineering and its skill set, related hiring practices, etc., possibly even hints/dreams of fully neural computing handling the vast majority of computation with some help from (classical) CPU coprocessors.

Introducing the new Stripe Treasury: • Hold funds in multiple currencies and stablecoins. • Instantly transfer money to US businesses on Stripe for free. • Pay anyone in 160 countries with just their email address. • Earn credits on balances to apply towards Stripe fees. • Spend funds with a Stripe card. • Get 2% cash back on card purchases. • View balances in the Stripe mobile app. • Use Treasury from any AI app with the Stripe MCP.

It's never been easier to do everyday work with Codex. Choose your role, connect the apps you use every day, and try suggested prompts. Codex helps with everything from research and planning to docs, slides, spreadsheets, and more.

you can outsource your thinking but you cannot outsource your understanding

Crypto card spending is the next big trend: Crypto card spending volume has surged +500% since September 2024, now running at $600 million per month. As a result, stablecoin-linked payment cards are now one of the fastest growing businesses on the blockchain, with 90% of transactions captured by Visa, $V. Visa's strategy has centered around partnering with emerging infrastructure providers which reduces reliance on traditional sponsor banks. The growth comes amid the launch of Jupiter Global which returns 4-10% cash back to crypto cards and has seen +660% MoM volume growth in April. Crypto card adoption is growing.

Palantir CEO Alex Karp on Zohran Mandani: “The average Ivy League grad voting for this mayor is annoyed their education is not that valuable, and that the person who knows how to drill for oil has a more valuable profession” “I think that annoys the fuck out of these people”

I’ve never seen a monthly payment estimate of $2.5 million before

@DailyMail @Howlingmutant0 found a new job for you if the whole ferry thing doesn't work out.

Google just reported $62.6 BILLION in quarterly profit… but HALF came from a $37.7B 'paper gain' on private investments in companies like SpaceX and Anthropic. The reason their VC funding team is top-tier