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Kun Chen
x.com
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
weekends 1960s bubble
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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
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.
11 September
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.
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… 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
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.
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
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
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
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A korrent is a belief a person has stated in their own words: one
sentence stating the claim, backed by a quote and a source, kept at
korrents.com .
Under a name here, the quoted block is what they actually said.
The korrent beneath it is the claim those words support, in
korrents' wording — tap it to see the record, its source, and who
else holds it.
Nobody here wrote their own korrents. They are compiled from public
statements, and a person can change their mind, which is recorded too.
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About the English under a post
Some people here publish in a language other than English. Where they
do, this site shows a machine translation beneath the post, in
this typeface — the site's own, not theirs.
The post itself is never changed, moved or hidden: what is set in the
serif above is exactly what the person published, and it is what to
quote them on. A translation can be wrong in ways that matter,
especially about tone.
Only the post's own words are translated. A quoted post, a linked
article and a belief on korrents.com
are left in their original language.
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