Me, writing my PhD thesis 15 years ago: “I hope someday we’ll have a better editor for LaTeX.”
AI in 2026: “Here’s a beautifully formatted 4-page LaTeX PDF. Oh, and by the way, it contains a Fields Medal–level proof of a Millennium Prize Problem.”
Given how high the bar is just to understand Navier–Stokes, I can only imagine how many tokens are currently being burned in data centers trying to solve the Collatz conjecture.
I listen to a lot of podcasts, but skip most episodes. I really only want to hear a handful of people like Jensen Huang and Gavin Baker. Yet I have to follow dozens of shows just to not miss them.
So I built an iOS app. Attunex lets you follow people, not jut shows. Every episode they appear on, across any podcast, lands in one feed.
Here's what that looks like for Jensen: attunex.app/p/jensen-huang
Available on the App Store: apps.apple.com/us/app/attune…
Best investment ideas are hidden in your error logs.
Engineers think they’re debugging production issues.
Actually, they’re reading Wall Street research in monospace.
⸻
torch.cuda.OutOfMemoryError: CUDA out of memory
→ HBM / DRAM
→ $MU
NCCL WARN NET/IB
→ AI networking
→ $NVDA $ANET $AVGO $MRVL
RuntimeError: Socket Timeout
→ optical / interconnect
→ $COHR $LITE $CIEN $MRVL
No space left on device
→ SSD / NAND / storage
→ $SNDK $WDC $STX $PSTG
nvme nvme0: I/O timeout, aborting
→ enterprise storage reliability
→ $SNDK $WDC $STX $PSTG
SW Power Cap : Active
→ data-center power / cooling
→ $VRT $ETN $PWR
FailedScheduling ... No preemption victims found
→ GPU capacity scarcity
→ $NVDA $AMD $SMCI $CRWV
Your logs knew the AI trade before your portfolio did.
Chatbox is not sticky. Coding agent is sticky.
Memory, logs, repo context, and interaction style compound over time.
That accumulated context is the product.
True fatherly love is giving all your Claude Code quota to your kid to build games, while you go back to last year’s workflow: hand-write coding using VS Code.
Companies using Claude Code:
“Productivity boost, layoffs planned”
Companies not allowed to use Claude Code:
OpenAI: “Hire more people”
xAI: “Rebuild it, it wasn’t built right”
Codex App Server is a very under-mentioned feature:
it runs locally as a server exposing the full Codex agent runtime.
That means you can build any interface on top of it.
The Codex app and CLI are just clients.
I’m building a two-panel Electron app(using codex, and connecting to code app server) for my kid:
Left: chat (or voice) with the computer
Right: realtime HTML game rendering
My kid can literally tell the computer what game he wants, or what feature he wants
and it just works 🎮
Remember this from 14 years ago: Bret Victor — “Inventing on Principle” (2012) youtu.be/PUv66718DII?si=loRr…