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Kun Chen
x.com
the thinking that "everyone will just vibe code their own software" was born from within a bubble what's happening to software development right now has happened many, many times before to other things. you just need to look web 2.0 allowed everyone to write blogs. did everyone write blogs? instagram allowed everyone to share beautiful photos. did everyone share beautiful photos? tiktok allowed everyone to make short videos. did everyone make short videos? now vibe coding allows everyone to build software, and you think everyone will start building software? this time around, people are just…
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20 September
Writes The Pragmatic Engineer, the software-engineering newsletter, and wrote The Software Engineer's Guidebook. Formerly an engineering manager at Uber, and at Microsoft/Skype and Skyscanner before that.
This is SO interesting because the OS market share for developers seems to be the inverse, based on devs in my “bubble” (those at startups + Big Tech) #1 MacOS #2 Linux #3 Windows I ran a survey here + on LI with 4,000 responses each - it’s what I mean by “bubble” Quoting @dhh The age of agents belongs to Linux! Linux startups Related
17 September
Political scientist and Baptist pastor; writes Graphs about Religion, charting American religious life from survey data.
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
14 September
CEO of Positive Sum and founder of Colossus. Hosts Invest Like the Best, interviewing investors and business leaders; the guests do most of the talking there.
Favorite photo and passage: 'Two hundred years of peace will not come for free; you have to do certain things. You wake up, you hit people, you pay them to hit you. Then it’s another subpoena, another lawsuit. The president whose election is your fault is calling. Witness testimony. Congressional hearing. The president whose election isn’t your fault demands you censor the opposition or else there will be new taxes, new investigations. Product review until 3am. Facebook is causing genocide in the Third World. Instagram is responsible for teen suicide. There’s another whistleblower with a book… Quoting @colossusmag Mark, by @colossusjeremy. This is a story about the head of history's largest nonterritorial empire, who nonetheless remains a prisoner of his rivals. Has he finally found a way out? The profile has been nearly a year in the making. Stern interviewed three dozen people, including Zuckerberg, his MM… Related
Former L8 engineer at Meta, Microsoft and Atlassian, now writing and building solo on agentic engineering. Writes Kun's Field Notes and posts a lot about AI coding agents on X.
this thing was widely reported as “the end of programming” in 1981 https://t.co/j0cok5NZKf right before that, in 1960s, people thought COBOL would allow everyone to build whatever software they wanted and there’s no need for programmers now the same people in the same bubble think agents will finally end it, because they spent a weekend and got impressed by how quickly the agent could produce a toy. now they think that’s how everyone wants to spend their weekends open your eyes - most regular humans don’t even want to talk to an agent Related
11 September
Co-founder and CEO of Stripe and co-founder of the Arc Institute. Keeps a personal site of reading lists, open questions and notes on scientific progress and how research is funded.
Architects oppose the kinds of buildings that most people like. (I’ve wondered if one could further corroborate this by using Flickr/Instagram or similar to investigate the building traits that correlate with photo frequency.) Quoting @SCP_Hughes Does the public prefer traditional architecture? Half a century of surveys find: https://t.co/SojOiJGEbV - Between 60 and 95 percent prefer traditional architecture; - This pattern holds across gender, class, race, nationality and political views; - More traditional densification schemes seem to at… Related
Writes The Diff, a newsletter on inflections in finance and tech read by hedge fund managers, founders and VCs. Previously worked in finance at SAC Capital/Point72.
An illustration of how different the media environment was in 2001: no social media, so no way to e.g. cross-reference LinkedIn and Instagram and figure out which Marsh & McLennan employee was such an avid rock climber that he climbed down more than a dozen floors before falling. Related
10 September
Writes Slow Boring, a near-daily newsletter on American politics and public policy; co-founded Vox in 2014 and left it in 2020.
9 September
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
x.com Almost every technology boom creates a bubble, then a bust, whether it’s railroads, the Industrial Revolution, or the late 1920s. Think about the late '20s: electricity, refrigeration, telephones, radios, airplanes, and cars were all emerging at once. Naturally, people wanted to invest in these miracles. The danger is that people fail to distinguish the miracle from the investment. A technology can be truly transformative, but if the stocks are priced too high or bought on debt, you get a crash. That is the mechanics behind how bubbles form and burst. New technology will be great, there is no… energy Related
YouTube Short RAY DALIO ON THE AI BUBBLE Related
3 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Some questions: Would inflation be even worse if we weren’t in a housing recession? Are private markets the perfect place to hide fraud? Are colleges screwed? Is NVDA the anti-bubble? How important is the wealth effect to the economy? inflation Related
2 September
Dutch bootstrapper who builds and runs their internet startups alone — Nomads.com, Remote OK, Hoodmaps, Photo AI and Interior AI — and has written about it at levels.io since 2013. Posts as @levelsio.
Their words
You definitely will NOT get a body you see on fitness Instagram or in Hollywood 99% of those people are on gear and not natty!
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@levelsio on X x.com
27 August
Founder of Platformer, a newsletter on tech platforms and the people they affect, and co-host of the Hard Fork podcast at the New York Times.
26 August
Designer and technologist; author of The Laws of Simplicity; former president of the Rhode Island School of Design; formerly at the MIT Media Lab.
TIKTOK VS BOOK: A book says: … “Here is a world. Enter it.” A short-video feed says: …. “I’ll keep learning what makes you least likely to leave.” Both, when done well, take you into a state of flow. The WHY, however, differs greatly. https://t.co/ssRV2KB3BZ — HT @addyosmani Related
16 August
Indian technology consultant and writer. Former editor of Beautiful Pixels; writes about Apple hardware and Mac software at nuclearbits.com.
What is wrong with @instagram! Someone has created a fake profile of a friend, registering the exact same username as his, with an added underscore at the end. So username is main account, username_ is the fake one. The fake profile's photo is copied from main, even original photos of friend himself have been lifted and posted as their own. I've never seen a more blatant impersonation. And they're reaching out to his friends asking for money. A bunch of us reported the fake profile for impersonation, and Instagram refused to take any action. Related
15 August
Writer and developer. He runs the Latent Space newsletter and podcast about AI engineering, and writes essays on software and careers at swyx.io.
in case you’re not living in the tech bubble, as a general rule i’ve been surprised by how infrequently top tier folks actually meet/know each other. as an outsider i might have assumed that everyone is in secret illuminati group chats. those exist, but are very much short lived exceptions rather than the rule. what you see of the major headlines is pretty much what they also see. i guess one way to interpret this is also simply that most effort is still on doing the work rather than working the narrative or the gossip. and that, to me at least, is genuinely quite reassuring, this far in to m… Quoting @TechEmails Anthropic cofounder emails Noam Shazeer November 21, 2021 Related
4 August
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
The AI Demand Bubble If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, inclu…
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31 July
Writer and podcaster; co-author of Abundance with Ezra Klein, a staff writer at The Atlantic from 2008 to 2025, and host of the Plain English podcast.
14 July
Programmer and technology writer known for his long Mac OS X reviews at Ars Technica; co-hosts the Accidental Tech Podcast and Hypercritical.
A few years ago, I commissioned a drawing of my Destiny character from an amazing artist, "EmilyMeganX" on Instagram. She’s currently accepting new commissions. Message her on Instagram if you’re interested: https://www.instagram.com/stories/emilymeganxart/3941019007574408844 You can see my Destiny character picture here: https://www.instagram.com/p/CLAB-iwpPnZ/?igsh=MWRscnpncGVldmpveA== You can even watch a time-lapse of her creating it: https://www.youtube.com/watch?v=Qu9S-iuiqr4 More videos here: youtube.com
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9 July
Head of Instagram since 2018, previously head of Facebook's News Feed.
From one piece
The rise of taste, human authenticity and judgment in an AI world | Adam Mosseri (Head of IG)
2 beliefs, in the piece's order there
Their words
but I think people are going to really seek out other points of view because Instagram was never just about the content. It was always about to a certain degree the person behind the content, the point of view, the reason they're sharing it, their perspective. And I think that's going to become more important, not less.
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youtube.com
Their words
the individual who made that choice might be happy at the moment, but when you just get pummeled with stuff you're less interested in over the course of months, we ask, we run surveys at massive scales, we just see people start to become less and less satisfied with Instagram.
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youtube.com
14 June
Founder and former CEO of Zynga, the social-games company behind FarmVille, Zynga Poker and Words with Friends; says he founded ten companies in all, and wrote Life at the Speed of Play.
Their words
I believe that we have beyond a latent demand for social we are being social right online. We are on Snapchat and Instagram and and Tik Tok, but I believe it's it's lost the adrenaline.
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youtube.com
20 May
Self-taught home cook and food writer who has run the Smitten Kitchen recipe site since 2006; author of four cookbooks.
chicken salad for celery enthusiasts I’m not sure if this is a sign of hitting a certain age — like a sudden interest in bird feeders (check, and please tell me about yours), or beekeeping (well, in the TikTok sense, not sorry), and animated conversations…
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16 February
Writer and developer. He runs the Latent Space newsletter and podcast about AI engineering, and writes essays on software and careers at swyx.io.
13 February
Programmer, teacher and speaker; long-time Microsoft developer-community figure, host of the Hanselminutes podcast and author of the hanselman.com blog.
You vibed an app, for an audience of one. Add it to Tiny Tool Town. But You know what Tiny Tool Town REALLY needed? *TIKTOK MODE* Why not mindlessly scroll awesome vibe coded apps rather than videos? Maybe one will help you or someone else! go hit **https://tinytooltown.com** and tap "SHORTS" for TikTok/Shorts/Reels Mode Related
12 February
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last 8 sessions, 115 stocks in the S&P 500 have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. Related
3 February
American writer and long-term traveller. Blogs at tynan.com about travel, owning few possessions, habits and the gear he carries; author of Superhuman by Habit and Make It Big.
Their words
You still have to have to fight against the Apple blue-bubble brainwashing, but once you do you'll never go back.
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Gear Post 2026 tynan.com
1 January
Long-time Debian developer and free-software maintainer (remctl, INN, pam-krb5) who has published book reviews on his personal site since the 1990s.
Their words
I didn't read much non-fiction this year, but the best of what I did read was Zeke Faux's Number Go Up about the cryptocurrency bubble. This book will not change anyone's mind, but it's a readable and entertaining summary of some of the more obvious cryptocurrency scams. I also had enough quibbles with it to write an extended review, which is a compliment of sorts.
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eyrie.org
30 December 2025
Emeritus Professor of Statistics at the University of Cambridge, former president of the Royal Statistical Society, and author of The Art of Statistics.
9 December 2025
Co-founder and co-chairman of Oaktree Capital Management; author of the Oaktree memos.
From one piece
Is It a Bubble?
2 beliefs, in the piece's order there
Writer of the newsletter bookbear express, on psychology, relationships, non-attachment and taste; based in San Francisco.
Their words
COLOR WOW Raise the Root spray. I found out about this on TikTok. I spray when damp and it DOES give my flat Asian hair volume. I don't know how it works, but it does.
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avabear.xyz
Their words
DedCool Milk detergent. Yes, it's probably all over your Instagram ads. Yes, it is good! This scent is what originally kicked off my lactonic fixation.
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avabear.xyz
21 September 2025
Co-founder of Sundial; former vice president of product design at Facebook; author of The Making of a Manager; writes The Looking Glass.
Their words
You can shortcut like hard feelings because now you can just watch TikTok instead of actually dealing with the very difficult emotion or tension that you had with a colleague or with your partner or with your children.
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youtube.com
27 August 2025
Staff writer at The New Yorker, where he writes the Infinite Scroll column, and author of Filterworld and The Longing for Less.
2 August 2025
Writer and former Substack product manager; publishes essays and interviews on technology, culture and China at jasmi.news.
Their words
I'm getting into screen-time blocking. I use the app Opal on a recommendation from Lucas Gelfond. It won't let me scroll Twitter, Substack, or Instagram for 80% of the day. Gmail is also blocked from 11pm to 8am.
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jasmi.news
17 July 2025
Programmer on the Dart language at Google and author of Game Programming Patterns and Crafting Interpreters; previously a game developer at EA.
Really wish Hacker News would fork into "LLM news" and "all the other Hacker News". It's worse now than it was with crypto during the crypto bubble. Yes, gen-AI is important and I want to learn about it, but there are diminishing returns in yet another dude's breathless vibe coding blog post. LLMs crypto Related
22 June 2025
Computer science professor at Georgetown University and author of Deep Work, Digital Minimalism and Slow Productivity; writes about focus, technology and work at calnewport.com and hosts the Deep Questions podcast.
13 January 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
From one piece
Capital Cycles and AI
2 beliefs, in the piece's order there
6 January 2025
Writer of the blog Putanumonit and the newsletter Second Person, on rationality, dating and probability; based in New York.
Their words
I suspect that both Substack and OnlyFans may become a Girardian bubble. Everyone joins after hearing from the few people who succeed; the thousands who slink away after months of effort netted them a mere 17 subscribers usually do so quietly.
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putanumonit.com
7 November 2024
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
20 July 2024
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
7 October 2023
Staff writer at The New Yorker, where he writes the Infinite Scroll column, and author of Filterworld and The Longing for Less.
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A korrent is a belief a person has stated in their own words: one
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