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A common thesis is software gets severely commoditized from here on out. Stripe's Will Gaybrick says their data shows the opposite: "It's plausible. We're either in the singularity or creeping towards the singularity, and it's very hard to estimate what a future looks like where models are recursively generating... show more

a16z

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Applied Intuition co-founder Qasar Younis on defense software and the key to faster procurement: "I think it's not controversial to say that the conflicts of the future are going to be software-defined." "It's not going to be very traditional conflicts where you have aircraft carriers lining up or tank columns." "Our debate we need to have internally is, from the secretary all the way down, who's the first person who really understands software in a very deep way?" Qasar Younis at the 2026 American Dynamism Summit

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🚨 IT'S OFFICIAL: VP JD Vance confirms Treasury Secretary Scott Bessent has a plan to get us out of debt, and is acting on it "Scott Bessent, the amazing treasury secretary, he has had a very discrete plan, supported by the president of the United States, to get the United States to a point where our economy is growing faster than our debt." "And if you look, we are on track." "So even though the debt is too high, even though we inherited this debt bomb for the Biden administration, we actually do have a plan to get the economy growing faster than the debt." "And that's the most important thing. The issue that we've had under the Biden administration and what we're still kind of dealing with is that the debt was growing faster than American GDP." "That's the problem. That's something that we're certainly fixing every single day in the Trump administration."

🚨 IT'S OFFICIAL: VP JD Vance confirms Treasury Secretary Scott Bessent has a plan to get us out of debt, and is acting on it "Scott Bessent, the amazing treasury secretary, he has had a very discrete plan, supported by the president of the United States, to get the United States to a point where our economy is growing faster than our debt." "And if you look, we are on track." "So even though the debt is too high, even though we inherited this debt bomb for the Biden administration, we actually do have a plan to get the economy growing faster than the debt." "And that's the most important thing. The issue that we've had under the Biden administration and what we're still kind of dealing with is that the debt was growing faster than American GDP." "That's the problem. That's something that we're certainly fixing every single day in the Trump administration."

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Kalshi CEO Tarek Mansour says the biggest categories in prediction markets may end up being much bigger than sports: "Sports is bigger than it's ever been right now... but it's also a lower percentage than it's ever been." "We're seeing it in politics and financials and crypto and culture." "When we see users coming into the platform, those other categories are showing incredible signs of acceleration." "For me it's inevitable that fast forward a few years, like one or two years, sports is a much smaller percentage of them." Alex Immerman and Santiago Rodriguez on this and more takeaways from the Kalshi Prediction Markets Conference:

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Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

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🚨🇺🇸March 21, 2025 - The Leave Delaware Movement Is Growing Faster Than Ever Business leaders, Shareholders, Lawyers, and top VCs are uniting against Delaware in a fight for corporate freedom. Delaware is no longer the #1 state for incorporation. It's time to Leave Delaware‼️

Leave Delaware

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The world as we've known it has been running on basically the same operating system for billions of years. Now in the space of a few years everything's speeding up faster than ever before. Compute and intelligence are accelerating faster than institutions, regulations, and the old social order can absorb. So it all feels like it's coming apart. Politics, geopolitics, media, trust in the old systems… They’re too slow for the speed the world runs at now. It feels like destruction but it's construction. The old applications are composting down, and the new system is being built on top. This is the biggest fourth turning of all time. The compute got faster, so the world is getting faster. It's all gone exponential. Real Vision

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Anthropic's Sholto Douglas describes the concept of a software-only singularity: "It's one where the models are far better at digital tasks than they are at physical ones. And so we see rapid change in the digital world with models, and relatively little change in the physical world. So information and software changes dramatically, and this ends up having some pretty weird effects." "It means that maybe like the drivers of what have been the last couple decades of progress in the economy turn around." "And I think we'll see that flow on into the physical world but at a delay. So you get much better at doing chip design. You get much better at training AI models. AI models get a lot faster. Chips get a lot better. The general economy gets a lot more efficient because the sort of information and message parsing that is much of the rest of the economy ends up becoming much more efficient." "But at the same time you don't yet have robots providing limitless physical abundance. Science probably progresses really fast up to the degree that you need interaction with labs or larger particle colliders or something like this. And then you go, 'Okay well I need to build the robots.'"

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