COO St Theresa Catholic Church/School, Grayline Group, Ex-MSFT, 4 startups. Loves: my family, innovation, hoops, Tigers, golf, adventure, & disruption

Austin, TX
Joined May 2007
sorry I didn't attend your event, i'm child time maxing.
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The world does not need an artificial intelligence that diminishes humanity; rather, it needs human intelligence enlightened by wisdom, political authority guided by conscience and technological innovation directed by charity. Only then will artificial intelligence become not a rival to humanity but a servant of the common good.
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John LeFevre
@JohnLeFevreJun 20
Here's a complete Father's Day gift guide: 1: Nothing Because gifts are for women and children.
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In Japan, children clean their own schools. Every day. After lunch. About twenty minutes. Classrooms. Hallways. Toilets. Not because the schools are too poor to hire someone. Because in 1947, this country decided that cleaning your own space is part of becoming a person. The cleaning rag is on the school supply list. Right next to the pencils. Egypt teaches it now. So does Indonesia. So does Mongolia. Think about the last time you watched a seven-year-old mop a floor without complaining. Japan does that in every elementary school in the country. Not as punishment. As education.
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Chris Treadaway retweeted
Developers used to be the gatekeepers to software. Now the gatekeepers are the people who actually understand the problem. Like a plumber who knows that backflow test reports get rejected by the city 40% of the time because of one misformatted field will build a better compliance tool than any dev who has never pulled a permit. A land clearer who knows you lose the job if you cannot tell the difference between a 12 inch sweetgum and a 12 inch red oak on a bid walk will build a better species identification estimator than any SaaS company pricing by acreage. A concrete finisher who knows that a 4 inch slump on a 95 degree day means you have 11 minutes before the load is trash will build a better pour scheduling system than an engineer who has never watched a truck spin. An HVAC tech who knows that a 3 degree delta T across the liquid line means the TXV is failing before the homeowner ever feels warm air will build a better diagnostic tool than anyone reading a textbook. The domain experts are the new developers. It’s time to let the builders build!
20 million developers used to be the gatekeepers to software. Wabi CEO Eugenia Kuyda on who gets to build now:  "The only people who could make software up until last year or so [were] just professional developers... Very few people in the world." "Even if you have a good idea, go ahead, find an engineer, find a co-founder, find a technical co-founder to build this. But you can't really otherwise build it... It requires a lot." "But now anyone can." "This is just wild." "Before  we had to spend months developing that, developing an app and figuring out some illustrations and sounds. Now you just write one prompt and it's there." @wabi CEO @ekuyda on @solofounders with @julianweisser
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Chris Treadaway retweeted
Every time Duke loses, an angel gets his wings.
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Tingle & Co
@Tingle__CoMar 26
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Chris Treadaway retweeted
Claude can't slice a 300 yard drive straight into the woods. I will never be fully replaced.
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It is hard to communicate how much programming has changed due to AI in the last 2 months: not gradually and over time in the "progress as usual" way, but specifically this last December. There are a number of asterisks but imo coding agents basically didn’t work before December and basically work since - the models have significantly higher quality, long-term coherence and tenacity and they can power through large and long tasks, well past enough that it is extremely disruptive to the default programming workflow. Just to give an example, over the weekend I was building a local video analysis dashboard for the cameras of my home so I wrote: “Here is the local IP and username/password of my DGX Spark. Log in, set up ssh keys, set up vLLM, download and bench Qwen3-VL, set up a server endpoint to inference videos, a basic web ui dashboard, test everything, set it up with systemd, record memory notes for yourself and write up a markdown report for me”. The agent went off for ~30 minutes, ran into multiple issues, researched solutions online, resolved them one by one, wrote the code, tested it, debugged it, set up the services, and came back with the report and it was just done. I didn’t touch anything. All of this could easily have been a weekend project just 3 months ago but today it’s something you kick off and forget about for 30 minutes. As a result, programming is becoming unrecognizable. You’re not typing computer code into an editor like the way things were since computers were invented, that era is over. You're spinning up AI agents, giving them tasks *in English* and managing and reviewing their work in parallel. The biggest prize is in figuring out how you can keep ascending the layers of abstraction to set up long-running orchestrator Claws with all of the right tools, memory and instructions that productively manage multiple parallel Code instances for you. The leverage achievable via top tier "agentic engineering" feels very high right now. It’s not perfect, it needs high-level direction, judgement, taste, oversight, iteration and hints and ideas. It works a lot better in some scenarios than others (e.g. especially for tasks that are well-specified and where you can verify/test functionality). The key is to build intuition to decompose the task just right to hand off the parts that work and help out around the edges. But imo, this is nowhere near "business as usual" time in software.
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Chris Treadaway retweeted
February 16, 600 AD: Pope Gregory the Great decreed that the response to a sneeze should be "God bless you."
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Frank Slootman: “There’s lots of people in this world who are not really in the arena” Frank comments on why he opens his book with Theodore Roosevelt’s famous “The Man in the Arena” quote: “There’s lots of people in this world who are not really in the arena. They are either observers, consultants, agents, or VCs that provide capital. But there are some people who are in the arena, and they are very very special people.” Frank is frequently asked to speak at elite business schools, and when they invariably ask for his advice, he responds: “You all have elite educations… you’ll have many job offers paying you big bucks. Your parents and your siblings will be incredibly proud of you. But they’re all consulting jobs for Bain, McKinsey, and companies like that… You’re going to have an easy path to pretty quick earnings, but you’ll never know whether you have what it takes [to build something new].” In Roosevelt’s words, you’ll be “those cold and timid souls who neither know victory nor defeat.” Full quote from Roosevelt’s speech: “It is not the critic who counts; not the man who points out how the strong man stumbles, or where the doer of deeds could have done them better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood; who strives valiantly; who errs, who comes short again and again, because there is no effort without error and shortcoming; but who does actually strive to do the deeds; who knows the great enthusiasms, the great devotions; who spends himself in a worthy cause; who at the best knows in the end the triumph of high achievement, and who at the worst, if he fails, at least fails while daring greatly, so that his place shall never be with those cold and timid souls who neither know victory nor defeat.” Video source: @FoundationCap (2024)
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Marc Andreessen explains future belongs to generalist in the AI era.🎯 Founders will need skills across 6–8 fields. Deep expertise still matters, but broad knowledge plus AI tools will be more valuable in most areas. Top CEOs already operate this way
"If you are someone who is just starting a career, then AI is coming at multiple points. It will make people highly productive, but also will eliminate a large number of jobs." Dario Amodei, CEO of Anthropic
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Your Job Isn't Disappearing. It's Shrinking Around You in Real Time | Jan Tegze, Thinking Out Loud AI isn't taking your job. It's making your expertise worthless while you watch. The three things everyone tries that fail, and the one strategy that actually works. You open your laptop Monday morning with a question you can’t shake: Will I still have a job that matters in two years? Not whether you’ll be employed. Whether the work you do will still mean something. Last week, you spent three hours writing a campaign brief. You saw a colleague generate something 80% as good in four minutes using an AI agent. Maybe 90% as good if you’re being honest. You still have your job. But you can feel it shrinking around you. The problem isn’t that the robots are coming. It’s that you don’t know what you’re supposed to be good at anymore. That Excel expertise you built over five years? Automated. Your ability to research competitors and synthesize findings? There’s an agent for that. Your skill at writing clear project updates? Gone. You’re losing your professional identity faster than you can rebuild it. And nobody’s telling you what comes next. The Three Things Everyone Tries That Don’t Actually Work When you feel your value eroding, you do what seems rational. You adapt. You learn. You try to stay relevant. Here’s what that looks like for most people: First, you learn to use the AI tools better. You take courses on prompt engineering. You master ChatGPT, Claude, whatever new platform launches next week. You become the “AI person” on your team. You think: if I can’t beat them, I’ll use them better than anyone else. This fails because you’re still competing on execution speed. You’re just a faster horse. And execution is exactly what’s being commoditized. Six months from now, the tools will be easier to use. Your “expertise” in prompting becomes worthless the moment the interface improves. You’ve learned to use the shovel better, but the backhoe is coming anyway. Second, you double down on your existing expertise. The accountant learns more advanced tax code. The designer masters more software. The analyst builds more complex models. You think: I’ll go so deep they can’t replace me. This fails because depth in a disappearing domain is a trap. You’re building a fortress in a flood zone. Agents aren’t just matching human expertise at the median level anymore. They’re rapidly approaching expert-level performance in narrow domains. Your specialized knowledge becomes a liability because you’ve invested everything in something that’s actively being automated. You’re becoming the world’s best telegraph operator in 1995. Third, you try to “stay human” through soft skills. You lean into creativity, empathy, relationship building. You go to workshops on emotional intelligence. You focus on being irreplaceably human. You think: they can’t automate what makes us human. This fails because it’s too vague to be actionable. What does “be creative” actually mean when an AI can generate 100 ideas in 10 seconds? How do you monetize empathy when your job is to produce reports? The advice feels right but provides no compass. You end up doing the same tasks you always did, just with more anxiety and a vaguer sense of purpose. The real problem with all three approaches: they’re reactions, not redesigns. You’re trying to adapt your old role to a new reality. What actually works is building an entirely new role that didn’t exist before. But nobody’s teaching you what that looks like. The Economic Logic Working Against You This isn’t happening to you because you’re failing to adapt. It’s happening because the economic incentive structure is perfectly designed to create this problem. Here’s the mechanism: Companies profit immediately from adopting AI agents. Every task automated results in cost reduction. The CFO sees the spreadsheet: one AI subscription replaces 40% of a mid-level employee’s work. The math is simple. The decision is obvious. Many people hate to hear that. But if they owned the company or sat in leadership, they’d do the exact same thing. Companies exist to drive profit, just as employees work to drive higher salaries. That’s how the system has worked for centuries. But companies don’t profit from retraining you for a higher-order role that doesn’t exist yet. Why? Because that new role is undefined, unmeasured, and uncertain. You can’t put “figure out what humans should do now” on a quarterly earnings call. You can’t show ROI on “redesign work itself.” Short-term incentives win. Long-term strategy loses. Nobody invests in the 12-24 month process of discovering what your new role should be because there’s no immediate return on that investment. We’re in a speed mismatch. Agent capabilities are compounding at 6-12 month cycles. Human adaptation through traditional systems operates on 2-5 year cycles. Universities can’t redesign curricula fast enough. They’re teaching skills that will be automated before students graduate. Companies can’t retrain fast enough. By the time they identify the new skills needed and build a program, the landscape has shifted again. You can’t pivot fast enough. Career transitions take time. Mortgages don’t wait. Here’s the deeper issue: we’ve never had to do this before. Previous automation waves happened in manufacturing. You could see the factory floor. You could watch jobs disappear and new ones emerge. There was geographic and temporal separation. This is different. Knowledge work is being automated while you’re still at your desk. The old role and new role exist simultaneously in the same person, the same company, the same moment. And nobody has an economic incentive to solve it. Companies maximize value through cost reduction, not workforce transformation. Educational institutions are too slow and too far removed from real-time market needs. Governments don’t understand the problem yet. You’re too busy trying to keep your current job to redesign your future one. The system isn’t helping because it isn’t designed for continuous, rapid role evolution; it is designed for stability. We’re using industrial-era institutions to solve an exponential-era problem. That’s why you feel stuck. Your Experience Just Became Worthless (The Timeline) Let me tell you a story of my friend, let’s call her Sarah. She was a senior research analyst at a mid-sized consulting firm. Ten years of experience. Her job: client companies would ask questions like “What’s our competitor doing in the Asian market?” and she’d spend 2-3 weeks gathering data, reading reports, interviewing experts, synthesizing findings, creating presentations. She was good. Clients loved her work. She billed at $250 an hour. The firm deployed an AI research agent in Q2 2023. Not to replace Sarah. To “augment” her. Management said all the right things about human-AI collaboration. The agent could do Sarah’s initial research in 90 minutes. It would scan thousands of sources, identify patterns, generate a first-draft report. Month one: Sarah was relieved. She thought she could focus on high-value synthesis work. She’d take the agent’s output and refine it, add strategic insights, make it client-ready. Month three: A partner asked her, “Why does this take you a week now? The AI gives us 80% of what we need in an hour. What’s the other 20% worth?” Sarah couldn’t answer clearly. Because sometimes the agent’s output only needed light editing. Sometimes her “strategic insights” were things the agent had already identified, just worded differently. Month six: The firm restructured. They didn’t fire Sarah. They changed her role to “Quality Reviewer.” She now oversaw the AI’s output for 6-8 projects simultaneously instead of owning 2-3 end to end. Her title stayed the same. Her billing rate dropped to $150 an hour. Her ten years of experience felt worthless. Sarah tried everything. She took an AI prompt engineering course. She tried to go deeper into specialized research methodologies. She emphasized her client relationships. None of it mattered because the firm had already made the economic calculation. One AI subscription: $50 a month. Sarah’s salary: $140K a year. The agent didn’t need to be perfect. It just needed to be 70% as good at 5% of the cost. The part that illustrates the systemic problem: You often hear from AI vendors that, thanks to their AI tools, people can focus on higher-value work. But when pressed on what that meant specifically, they’d go vague. Strategic thinking. Client relationships. Creative problem solving. Nobody could define what higher-value work actually looked like in practice. Nobody could describe the new role. So they defaulted to the only thing they could measure: cost reduction. Sarah left six months later. The firm hired two junior analysts at $65K each to do what she did. With the AI, they’re 85% as effective as Sarah was. Sarah’s still trying to figure out what she’s supposed to be good at. Last anyone heard, she’s thinking about leaving the industry entirely. Stop Trying to Be Better at Your Current Job The people who are winning aren’t trying to be better at their current job. They’re building new jobs that combine human judgment with agent capability. Not becoming prompt engineers. Not becoming AI experts. Becoming orchestrators who use agents to do what was previously impossible at their level. Marcus was a marketing strategist at a retail company. When AI tools emerged, he didn’t try to write better marketing copy than the AI. He started running 50 campaign variations simultaneously. Something that would’ve required a team of 12 people before. He’d use agents to generate the variations, test them, analyze results, iterate. His role became: design the testing framework, interpret patterns the agents found, make strategic bets based on data no human could process manually. Within six months, his campaigns were outperforming competitors by 40%. Not because he was better at any single task. Because he could operate at a scale that was previously impossible. Here’s the pattern that works: Find the constraint in your domain that exists because of human limitations. What doesn’t get done because it takes too long? What questions don’t get asked because analysis is too expensive? What experiments don’t get run because you’d need a team of 20? Then use agents to remove that constraint. Not to do your current tasks faster. To do things that were previously impossible. Then build expertise in the judgment layer. What experiments should we run? Which patterns matter? What do these results mean for strategy? When should we override the agent’s recommendation? This isn’t vague strategic thinking. It’s specific: you’re the decision maker orchestrating a capability that didn’t exist before. You’re not competing with the agent. You’re creating a new capability that requires both you and the agent. You’re not defensible because you’re better at the task. You’re defensible because you’ve built something that only exists with you orchestrating it. The hard truth: this requires letting go of your identity as “the person who does X.” Marcus doesn’t write copy anymore. That bothered him at first. He liked writing. But he likes being valuable more. Here’s what you can do this month: Week one: Identify one thing in your job that you’d do 10x more if it didn’t take so long. Customer research? Competitive analysis? Testing variations? Data modeling? Week two: Use AI agents to do that thing at 10x volume, even if quality drops to 70%. See what becomes possible. Week three: Find the patterns. What insights emerge at scale that you’d never see doing it manually? What new questions can you answer? Week four: Pitch this as a new capability to your boss. Not “I’m more efficient now.” But “We can now do this specific thing we couldn’t do before, which creates this specific business value.” People who do this aren’t getting squeezed. They’re getting promoted or poached. Because they’ve made themselves the linchpin of a new capability, not the executor of an old task. One critical caveat: this won’t work forever in its current form. Eventually, agents will get better at orchestration too. But it buys you three to five years. And in that time, you’ll see the next evolution coming. The meta-skill is this: learning to spot what becomes possible when a constraint disappears, then building your value around that new possibility. Most Strategic Thinking Was Actually Just Thoroughness Most people currently doing “strategic” knowledge work aren’t actually that strategic. When agents started handling the execution layer, everyone assumed humans would naturally move up to higher-order thinking. Strategy. Judgment. Vision. But a different reality is emerging: many senior people with years of experience can’t actually operate at that level. Their expertise was mostly pattern matching and process execution dressed up in strategic language. The thing nobody says out loud: “We thought Lisa was a strategic thinker because her analyses were thorough. Turns out the thoroughness was the skill. When an agent can be thorough in three minutes, we’re discovering Lisa doesn’t actually have strategic insights to add.” This isn’t that these people are bad at their jobs. They were excellent at their jobs. The job required diligence, attention to detail, process mastery. They delivered exactly what was asked. But the industry sold them on the idea that experience equals strategic capability. That putting in the hours would naturally develop judgment. For some people, it did. For many others, they got really good at execution and called it strategy. Here is what one CEO of a mid-sized company in Canada told me: “We’re discovering that our senior people and our junior people are equally lost when we ask them what we should do, not just how to do it. The seniors are just more articulate about their uncertainty.“ The agent economy isn’t just automating tasks. It’s revealing who was coasting on the appearance of strategic thinking versus who actually possesses it. And there’s no gentle way to tell someone: you’ve spent 15 years building a career, and we’re just now realizing the thing you were good at wasn’t what we actually needed. Nobody says this publicly because it suggests the problem isn’t just technological adaptation. It’s that our evaluation systems were broken all along. We promoted people for the wrong reasons. We confused “does the work well” with “thinks strategically about the work.” Admitting that means admitting we don’t actually know how to identify or develop real strategic capability. We’ve been guessing. Using credentials and years of experience as proxies. The Only Durable Strategy Is Spotting What Just Became Possible You’re not going to solve this by being better at your current job. That job is dissolving under you in real time. You’re not going to solve it by learning the tools better. The tools will get easier to use without you. You’re not going to solve it by going deeper into your specialty. That specialty is being automated. What works: become the person who spots what just became possible and builds your value around that new capability. Use agents to remove constraints that previously limited what you could do. Become the orchestrator of scale that didn’t exist before. This isn’t a permanent solution. In three to five years, you’ll need to do it again. The meta-skill is learning to continuously spot the next evolution and position yourself at the edge of what’s newly possible. The uncomfortable truth: this will separate people who were genuinely strategic from people who were just thorough. There’s no way around that. The system that rewarded thoroughness is breaking down. The new system rewards the ability to see what constraints just disappeared and build something new in that space. You still have time. But not much. The speed mismatch between agent capability and human adaptation is real. The companies won’t save you because they’re optimized for short-term cost reduction, not long-term workforce transformation. The educational system won’t save you because it’s too slow. You have to save yourself. And the way you do that is by stopping trying to defend your current role and starting to build the role that didn’t exist six months ago. Monday morning will keep coming. The question is whether you’re still wondering what you’re supposed to be good at, or whether you’ve already built the answer. newsletter.jantegze.com/p/yo…
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Chris Treadaway retweeted
Vibe coding is the new product management. Training and tuning models is the new coding.
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Chris Treadaway retweeted
Palantir CEO Alex Karp says off-the-shelf LLMs fail in enterprise. “Once you build a software layer to orchestrate and manage the LLMs in a language your enterprise understands, you actually can create value.”
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Chris Treadaway retweeted
What Claude Code has revealed is that most people either have mediocre ideas or no ideas at all. The tool is a force multiplier for those who already know what they want to build and how to think through it systematically; it elevates competence, rewards clarity, and accelerates execution for people who would have gotten there anyway, just slower. If you have a sharp vision and can break it into coherent steps, Claude Code becomes an extension of your own capability. But there's another mode of use entirely. For people without that clarity, the appeal is precisely that the input can stay vague; you gesture at something, hit enter, and wait to see what comes out. This is structurally identical to a slot machine: low effort, variable reward, and that intermittent reinforcement loop that hooks the susceptible. So the same tool that elevates the focused and capable is also manufacturing a kind of gambling behavior in people prone to it.
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Chris Treadaway retweeted
Last year the Heisman vote was among the closest ever. Looking at my choices right now, I see many legitimate options. I'm willing to make a prediction: I believe it's so close that third-place votes will matter more this year than they ever have in deciding the winner.
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Chris Treadaway retweeted
Buffet's few final thoughts in his final letter-
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vitalik.eth
@VitalikButerin9 Nov 2025
I'm loving this arc of the pope engaging with 21st century themes and offering simple but correct and meaningful advice.
The media cannot and must not separate itself from the destiny of truth. Transparency of sources and ownership, accountability, quality, clarity, and objectivity are the keys to truly opening citizens' rights for all peoples.
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