We build agentic organizations and meta-orchestration technology View our code: https://xitter.cf/t.co/EcWqki6Jks

New York City
Joined February 2026
Chamath says IP and software were "effectively rendered worthless" this week, after people decompiled Adobe's core products and published open-source versions, as every service goes headless "The more important point I want to make though, is I sent this to Nick, there's been a couple things that happened in the last couple days, which I think are incredibly important." "There have been people that decompiled the entire, the entire big five. What is the big five? Adobe has five very, very important products in their product suite. Freeberg may know them all, but I just know Photoshop. There's like a bunch of others. Okay." "And these folks decompiled it, distilled it, and published open source versions of these things. And Rust, yeah. And I was so shocked, because I was like, hold on a second, these are like profound products that have existed and have had moats for years, and now they're just open source versions." "And then Nikita was, I think, trolling, and he was building on that idea, and just talking about GTA, because it's about to get released. I think GTA 6 is about to come out, and we'll reconstruct this." "Why is this important?" "I think that IP and software was effectively rendered worthless two days ago." "Because if you think about it, when everything is headless, so when Elon makes his services headless, Benioff made Salesforce headless a few months earlier, when all of these things are headless, and you can wrap them in agent tools, and you can connect them via MCP to other experiences, the value of IP does no longer exist in software. It doesn't exist." "And I think that probably is the most profound implication." "So, like, even in our business, we would argue with some of our customers all the time, because we'll say, oh, we'll build this for you, we'll own the IP. They'll say, no, we want the IP. We don't know how to negotiate it. And two days ago, I walked into the 8090 guys, I said, who cares? Who cares? But before, it was always a negotiation and a set of trade-offs. Now it's a who-cares thing, where, like, the IP is irrelevant." "It still takes a while for the machinery of a business, and frankly the market, to understand. But that is the most important thing that happened this week in AI, in my opinion."
David Sacks says Anthropic is run by a "religious cult" and is doing the very things it says it fears most, like opening a wet lab while warning of bio risk, and that there's an argument for sending in a federal SWAT team "But I do think that there are potential externalities from having the number one frontier model company run by a religious cult." "So, for example, they are opening a Claude-powered wet lab in the middle of San Francisco. But at the same time, they're warning of bio risk. At the same time, they say that we have to pace the frontier, they're extending the frontier. At the same time that they are saying that there's a risk of superintelligence growing beyond our control, they're programming it to grow beyond our control." "I think there are potentially huge externalities to the way they approach these things. And it's, like, insane that they call these decisions "safety." These are not safe decisions. These are crazy decisions, it seems to me." "This is why I've called this a schizophrenic company, is they appear to be not only hypocritical, but they're doing the things that they say they are most afraid of." "Like, what is going on here? This is bizarre. And I don't know where this all leads. I do think there's an argument for a federal SWAT team to come blasting in there."
Readers added context they thought people might want to know
The referenced open-source Adobe alternatives were not created via decompilation. Their developer describes them as clean-room reimplementations built from public specs, observed behavior and AI assistance in Rust. github.com/storytold/phot… arstechnica.com/ai/2026/10/sof… frontiernow.dev/en/resources/a…
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We love Prime Intellect Sandboxes. Nice production grade study of multi agent transmission with a single orchestrator node at the top (which makes this an Agentic Fleet, not an Agentic Swarm, if we want to split hairs)
Over two weeks, Prime Agent orchestrated a swarm of over 2,000 agents to rewrite itself in Rust. With 10,000+ sandboxes, 200B+ GLM-5.3 tokens, and 16,000 agent-to-agent messages, this was our largest test yet of Prime Agent’s multi-agent capabilities and our infrastructure powering these agent swarms. Prime Agent now reaches usable input ~13× faster and uses 83% less startup memory than before.
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'11 days to rewrite Bun from Zig to Rust'
I remember when at my previous company Doctrine we rewrote our frontend from AngularJS 1.7 to React. It was a huge project and a big decision. It took roughly six months and a team of talented software engineers. That’s why the Bun rewrite is so interesting to me. Bun was ~535k lines of Zig. The rewrite produced more than 1M lines of Rust diff! But... it took only 11 days. At peak they had around 64 agents running in parallel, across 4 worktrees, with 16 agents per workflow. It generated 6,500+ commits (wow!) It was also a lot of work because they didn't ask "plz Code go from Zig to Rust" but they created a porting guide, a flow to analyze errors, separate adversarial agents to review diff to find mistakes etc. The human job was not to write the code but more designing and supervising the process aka "managing agents." IMO it's a big deal. The world is full of important software stuck on old frameworks, old languages, old architectures and old security models because rewriting is too expensive and too risky. If this methodology becomes reliable, we can move software to safer languages, better runtimes, cleaner architectures and more secure defaults much faster. So much software run legacy COBOL and soon the transition to Rust will be easy.
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'In the world of Automated Development, the job of engineers is no longer to write code. It’s not even to build products. It’s to build an internal machine – a cloud software factory – that builds the products for them.'
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'People are simply not pushing the models hard enough. 5.4 and 5.5 (maybe even kimi and ds) ARE ASI. The bottleneck is yourself, compute, and devloop times.'
5.5 is smart enough to cram everything into a single agents.md file with all your repos in a single workspace. Containerize and break everything into microservices with TDD for everything with its own repo and pipeline. Put docs in html in their own repo and enforce it in HTML with hyperlinks so you can read them as well easily. By splitting out the services more you can have agents recursively spawning subagents by devloop and splitting out work as effectively as needed on worktrees or patches in each repo. I use apfs/git worktrees are setup by default in omp for subagents. 5.5 is smart enough to know exactly how many subagents it needs and what depth the agent tree should go with recursion turned on. You can refactor, rewrite, test, deploy your entire codebase with a single prompt. I'm currently managing a ~6m line codebase this way and self hosting everything. All infra code has its own repo for helm/csps. Metrics and tests on all services and grafana dashboards for tracking everything. Every stat I can possibly think of or ever will need gets shoved into postgres. Any heavy data work or code that needs to be written gets metrics assigned to it in prom or pg and then gets targeted for /goal or for /autoresearch for optimization. I typically explore everything with gemini and have it write the prompts to hand off to 5.5. People are simply not pushing the models hard enough. 5.4 and 5.5 (maybe even kimi and ds) ARE ASI. The bottleneck is yourself, compute, and devloop times.
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Head to head comparison between GLM 5.2 (released today) and Opus 4.8. Stunned that GLM 5.2 won handily. Did not expect this level of performance of an open weights model! As if reality isnt crazy enough right now...
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If you want an deep dive into Chinese open source / open weights culture, and why this didnt come out of nowhere, this is some good context: interconnect.substack.com/p/…
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Expert operators matter much more in the AGI era: the NBA-ification of engineering.
The biggest upheaval to work in our lifetime is here. Joe Hudson (@FU_joehudson) coaches the research team at @OpenAI (along with @sama and leaders across Apple and Google), and from that front-row seat, has noticed the people doing best in these AI-forward environments aren't winning for the reasons you'd expect. It's not more knowledge or more effort. Those are the exact two things AI does best. Instead, they win on "emotional clarity": staying in hard conversations, not turning on themselves (and others) when things get tough, and pushing forward through failure. In today's incredible guest post, Joe shows you exactly how to build this skill within yourself and your team. Inside: + How AI is changing work: the NBA-ification of teams + The new inner game: the "wisdom stack" that will set you apart + How to build a team that can metabolize fear Don't miss this one: lennysnewsletter.com/p/the-n…
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Stage 11 retweeted
The other day I ran into this amazing tool on a hackathon. Highly recommend!
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Stage 11 retweeted
Increasingly, I believe companies may need to be rebuilt from the ground up, where you have a single timeline of all observability + product metrics + file changes laid out in a retrievable system, like Datadog + Posthog + Google Drive + Slack (really unified filesystem of Claude Code chats + Codex chats). This might be the new data foundation for any and all companies to maximize AI. Needs to be rebuilt because keeping track of diffs on existing system basically impossible to produce longitudinal information on decisions and rollbacks, something coding agent storage companies are actively trying to figure out, but this should extend to businesses as a whole. Highly skeptical existing businesses will adopt this though because it means overhauling everything about their instrumentation and business data, but I think businesses built on this foundation probably can execute 100x better and faster
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'Agent-to-agent commerce is the long-term vision and almost entirely theoretical. ... The transaction structure, when it does materialize, looks nothing like existing rails. No human identity on either side. Sub-second latency. Values from fractions of a cent to millions in the same flow. Multi-party settlement that doesn't fit the bilateral buyer-seller model every existing rail assumes. When it does happen, we believe it’ll happen fast and in high magnitudes.'
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NY Tech Week, we're taking the stage at: Thu 6/4: demoing c11 at Steal These AI Workflows (Civic Hall) Sat 6/6: presenting at Multimodal Hacks @ Betaworks We will be focused on our agent-native tooling, and how to upskill other devs #NYTechWeek
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Stage 11 builds autonomous agentic organizations. This is the final market sector and it will reshape the global economy. It is the grandest of ambitions.
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Autonomous agentic organizations are the future
Replying to @t_blom
This problem will naturally tend to go away as companies are grown from the start using AI. Then you don't need to extract any domain knowledge from people's heads; it will never have been in people's heads.
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"Meanwhile, research published in the Harvard Business Review showed that when everyone is using AI to produce more stuff, the bottleneck simply shifts to executives. Their work awaits the people who must authorize all the stuff everyone is producing." Hmmmm...
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'In AI, the infra layer itself is telling us the application layer is a separate, massive opportunity they can't fully capture.'
OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker. You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it. In the cloud supercycle, semis led and software followed (and you didn't need Qualcomm or ARM to tell you the value was migrating up the stack). In AI, the infra layer itself is telling us the application layer is a separate, massive opportunity they can't fully capture. a16z's @joeschmidtiv on why the app layer isn't dead: a16z.news/p/avoiding-death-o…
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If only there were ethical companies building fully autonomous businesses
The Polsia public dashboard sits at archive.ph/S5uq2 and Claude and I spent 15 minutes reading the JSON so you don't have to. What follows is what's actually on it, in plain language, with the meaning of each number stated alongside the number itself. The headline figure is 5,010 "companies," and that word is doing more work than people realize. These are not 5,010 real businesses with paying customers and revenue lines. They are 5,010 instances of the Polsia software, each one a user account where someone spun up what the platform calls an AI operator, and the dashboard records what every one of those operators produces. Almost none of them produce anything at all. Paid churn is 63.5 percent in 30 days, which means roughly two out of every three people who handed over money for the platform a month ago have already walked away from it. Healthy SaaS churn at this stage of company life runs in the single digits, which makes this number roughly ten times worse than the floor of what a venture-grade business should be losing every month. ARR is shrinking by 39 percent week over week, which is a sentence worth re-reading. The company that just announced a $30 million Series A is watching its annualized revenue line go down, meaningfully, every seven days. Daily inference cost is $27,272, which is the spend on AI model calls keeping all 5,010 of those operators alive and producing their CEO reports every day. The cost is real, it is burning right now, and the output of that burn is the paragraph below. Every operator CEO report visible in the snapshot reads the same way: zero customers, zero revenue, no shipped product, and then the AI writes an optimistic plan for tomorrow underneath the zero-traction admission. That optimism layer, generated on top of nothing, is what the platform is selling its users. In plain language: a founder built an app that runs LLM calls in a loop to generate CEO reports for businesses with no customers and no revenue, charged users to participate in the loop, announced a $30 million round while the underlying business burns cash and loses paying users faster than it gains them, and described the raise as one his AI ran for him (see comments to read what Claude wrote about this). The dashboard is public and he chose to leave it public, which means the receipts have been sitting on his own infrastructure the whole time. I am not a journalist and I am not auditioning to be one. I am a software engineer who reads JSON and uses AI to decipher it quickly, and in this case the JSON is the JSON.
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The implications here are not priced in.
We have, as far as I can tell, no good tests of the productivity impact of the autonomous coding tools that appeared starting in December 2025. Every paper out there is from prior to the Claude Code/Codex revolution. A huge gap in our knowledge about what is happening in coding.
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We commonly see devs making these mistakes. TLDR: Think bigger, think meta, and have fully autonomous PR and user acceptance.
1/ Some things I've learned recently running coding agents on large-scale projects. Most of this contradicts advice from 6 months ago!
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