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How chatbots became coding agents, why models and harnesses will evolve together, and what agentic computing means for software, work, the physical world, and scientific discovery.
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Equity means ownership; debt means borrowed money; and the power comes from understanding opportunity cost, private-capital hurdle rates, and when debt can finance equity instead of replacing it.
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AI will reach AGI and ASI.
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Three converging ideas - reinforcement learning, definite optimism, and reverse-engineering goals - on why having clear goals and shortening feedback loops is the key to life and startups.
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On Karpathy's scale of AI autonomy and why we need to solve new problems natively with AI instead of retrofitting old solutions.
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Companies will have their own AI brains, energy and intelligence will be cheap, and companies will either adapt or be destroyed.