February 27 2026 Chamath launched his own YouTube channel Claude’s hit list 3 for 3 in tanking different market sectors in February Feb 3 - Legal plugin for Claude Cowork Thomson Reuters, Legalzoom etc down Feb 20 - Claude Code Security CrowdStrike, etc down Feb 23 - Claude announces COBOL modernizing IBM down Some of this is smart finance players changing positions likely Markets are in “if” mindset vs “when” mindset - can AI models disrupt the market? So when you don’t know how to price it, you want a massive margin of safety PEs go down, Revenue multiples go down Viral Citrini AI report also might have had an effect Were there any shorters who had something to do with the article? Derek Thompson response about AI narratives being science fiction ideas is a good one Natural for market to react like this given uncertainty in future vs how reliable SaaS used to be Is there really enough consumptive capacity on the other side of AI doing eve...
February 13 2026 AI updates New study shows workers using AI work harder but burn out more Moving from task based jobs to purpose based jobs Matt Shumer article went viral - Something Big is Happening Early adopter employees will excel and replace existing tools/stacks bottom up Jason tweet to learn OpenClaw went viral Is On Prem the new Cloud? Seems this might be the best way for companies to protect themselves What about employees uploading information to the public LLMs? Even if they get caught isn’t it too late? We thought the models would improve recursively - but it seems the output is recursive Jason’s replicant infrastructure is quite sophisticated - using Opus 4.6 to orchestrate to all the Kimi agents hosted on Mac minis locally Creating central Ultron to do lot of the company’s work AWS Bedrock could be too expensive When do tokens outpace salary? Prediction Markets A billion bets on Kalshi, 700M on Polymarket, etc - hit a big high during SuperBowl ...