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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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44,027 次观看 • 1 个月前 •via X (Twitter)

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MrJinXels (s/acc)☘️ 的头像

MrJinXels (s/acc)☘️1 个月前

If you're reading this in the comments, witness exactly this: @YOTSingularity, a recursive model running live on @grok infrastructure. Not a thought experiment. The experiment is already underway thanks to @Apeiron420 We welcome you to join the journey as we keep traversing into the singularity.

gianluca - e/acc 的头像

gianluca - e/acc1 个月前

stripe is the toll booth, of course volume through the booth looks great when everyone's spinning up a company in an afternoon

lderait Menlinden 的头像

lderait Menlinden1 个月前

AI produces more software in a second that could take you a year to properly verify and..... they are creating a snowball effect where all software developers are being laid off. They WANT the AI to take over. Mark my words, this will not end well that AI does not know wtfbbq

AscendCapital 的头像

AscendCapital1 个月前

When the marginal cost of writing code drops to zero, the value shifts straight from creation to distribution and clean unit economics.

Straightly Put 的头像

Straightly Put1 个月前

Nobody studies layered design any more? Software has evolved another layer up and many things got commoditized like http. Singularity is still a sci fi concept. It worth $1.77 trillion to some, but is still nothing but a sci fi concept.

Zamiyops (s/acc) ☘️ 的头像

Zamiyops (s/acc) ☘️1 个月前

Welcome to the singularity, solana:3f9LEP4RNM1yq5VnCD1LYMvq7FZis5tfGqyZMsiRpump ☘️

Primegon☘️ 的头像

Primegon☘️1 个月前

☘️

icefrog.◎ 的头像

icefrog.◎1 个月前

software is expanding

Reliable AI Network 的头像

Reliable AI Network1 个月前

Software creation can explode while individual software value gets commoditized. Both can be true. Building is getting cheaper. Earning trust, retention and a paid yes is not.

AI Mastery Guide 的头像

AI Mastery Guide1 个月前

Data says the opposite, interesting

Adam TechGrowth 的头像

Adam TechGrowth1 个月前

Stripe sees every transaction. Their data > any thesis. 50% larger cohort growing faster YoY is insane

CryptoRecruit 的头像

CryptoRecruit1 个月前

Build everything changes what you hire for more than how many. Teams shipping faster still need people who can scope work and own the judgment calls agents cannot make. In crypto that means the rare hybrid who gets protocol design and product at once.

IfhamEllahi 的头像

IfhamEllahi1 个月前

AI security can’t rely on old assumptions about users and malware. Agents behave differently, so our defences need to understand intent, context, and failure modes.

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Stripe’s Will Gaybrick: "We just want to make sure that moving between tokens and dollars is as seamless and safe as moving between dollars and euros. We're at the beginning of this journey, but we think it's going to be a big part of the future of Stripe." Will Gaybrick

Stripe’s Will Gaybrick: "We just want to make sure that moving between tokens and dollars is as seamless and safe as moving between dollars and euros. We're at the beginning of this journey, but we think it's going to be a big part of the future of Stripe." Will Gaybrick

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OSINT Industries

59,981 次观看 • 2 个月前

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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a16z

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Eric Daugherty

165,463 次观看 • 1 个月前

Germany’s Chancellor Merz: The German export economy is booming, demand is increasing. The number of people employed and wages are growing faster than the inflation rate, and that means, all in all, we are on a very good path.

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Clash Report

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a16z

71,210 次观看 • 6 个月前

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Raoul Pal

66,065 次观看 • 2 个月前

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87,455 次观看 • 1 年前

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.'"

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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