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DegenSing

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Age 0.5 Yıl
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I can't keep up anymore. and i've been paying attention every single day.
This week alone:
> Apple banned vibe coding apps.. $9B Replit takes a direct hit.
> A $2B AI cow startup is controlling livestock via a "cowgorithm." Peter Thiel backed it. i'm not joking.
> Google dropped Stitch, an AI design tool. Figma lost 10% market cap same day.
> China released a frontier model that built itself. Automates 30-50% of their own AI research. Let that sit.
> A dad hooked ChatGPT to his daughter's piano and made Guitar Hero. Genuinely the coolest thing i saw all week.
> Cursor got exposed for shipping
GROK5,78%
AVAX5,89%
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The barrier to building a startup used to be money. Now it's knowing which free tools to stack. Full startup infrastructure for ~$20/month: Claude → writes your code ($20) Supabase → backend (free) Vercel → deploy (free) GitHub → version control (free) Stripe → get paid
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i've been in crypto long enough to know one thing with absolute certainty.
The people who got rich didn't predict the cycle.
They just refused to let the bear market convince them the story was over.
2022 felt like a funeral. Everyone had a reason to leave. The narratives were dead, the prices were embarrassing, the CT was a ghost town.
The people who stayed didn't stay because they knew what was coming.
They stayed because they understood what they owned.
That's the only edge that actually compounds.
Not your entry. Not your timing. Not your TA.
Your conviction during the silence.. that's wha
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Software companies are getting repriced in real time. Not a correction. A reclassification. Figma down 81% from its 52w high. HubSpot 68%. Atlassian 63%. Salesforce 39%. These aren't small caps. These are the companies that defined the last decade of software. The market is
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Switched to Claude three months ago.
Opened ChatGPT yesterday for the first time since.
It felt like texting on a Nokia after using an iPhone.
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The barrier to building a startup used to be money.
Now it's knowing which free tools to stack.
Full startup infrastructure for ~$20/month:
Claude → writes your code ($20)
Supabase → backend (free)
Vercel → deploy (free)
GitHub → version control (free)
Stripe → get paid (2.9% per transaction)
Clerk → auth (free)
Resend → emails (free)
Cloudflare → DNS (free)
PostHog → analytics (free)
Sentry → bug tracking (free)
Upstash → Redis (free)
Pinecone → AI database (free)
Namecheap → domain ($1/mo)
The only thing you're actually paying for is the AI doing the work.
Everything else is free until you'r
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Software companies are getting repriced in real time.
Not a correction. A reclassification.
Figma down 81% from its 52w high. HubSpot 68%. Atlassian 63%. Salesforce 39%. These aren't small caps. These are the companies that defined the last decade of software.
The market is asking one question right now:
*Which of these survives AI?*
And it's not being polite about the answer.
SaaS was built on a simple idea.. sell access to software, charge monthly, grow forever. That model assumed humans would always need to click the buttons.
AI doesn't click buttons. AI replaces the workflow the button was
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Google might be the most talented team in AI. And somehow they keep losing to people doing less. OpenAI ships one thing and defends it. Anthropic picks a lane and goes deep. Google? NotebookLM, Gemini, AI Studio, Stitch, Search AI, Workspace AI, DeepMind.. All of it is
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i use 5 AI models. Here's exactly why each one earns its slot. Qwen 3.5 (local): simple crons, log parsing, routine checks. Costs $0. Runs on my Mac mini. No API call, no bill, no drama. Kimi K2: automation pipelines and scheduled jobs. Cheap, fast, punches above its weight.
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everyone in CT is checked out right now. And i think that's the most bullish signal i've seen in years. AI is about to become the biggest user of blockchain in history.. autonomous agents need wallets, need payments, need on-chain identity, need verifiable compute. None of that
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Google might be the most talented team in AI.
And somehow they keep losing to people doing less.
OpenAI ships one thing and defends it.
Anthropic picks a lane and goes deep.
Google? NotebookLM, Gemini, AI Studio, Stitch, Search AI, Workspace AI, DeepMind..
All of it is impressive. None of it feels inevitable.
There's a difference between a company that's building and a company that's exploring.
OpenAI feels like they're building.
Google feels like they're still figuring out what they want to be when they grow up.
Smartest kid in class. Worst at finishing the exam.
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Zuckerberg is building an AI Chief of Staff to handle his decisions, communication, and workflow. The CEO of a $1.5T company is automating the CEO role. Let that sit for a second. This is the same guy who laid off 21,000 people saying AI could do their jobs. Now he's pointing
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i use 5 AI models. Here's exactly why each one earns its slot.
Qwen 3.5 (local): simple crons, log parsing, routine checks. Costs $0. Runs on my Mac mini. No API call, no bill, no drama.
Kimi K2: automation pipelines and scheduled jobs. Cheap, fast, punches above its weight. Claude would burn budget on tasks this mechanical.
Grok: anything happening on X right now. Tweet trends, real-time social intel, timeline research. Built for this. Nothing else comes close.
Claude Sonnet: drafts, research, content strategy. Best writing quality per dollar i've found. 70% of my Claude usage lives here.
Cla
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Your college roommate took a Facebook quiz in 2014. 5 minutes. $3. Done. You never took it. Never even saw it. Didn't matter. Facebook gave that app access to his entire friend list. Your profile included. 87 million people who never clicked anything, never agreed to
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everyone in CT is checked out right now.
And i think that's the most bullish signal i've seen in years.
AI is about to become the biggest user of blockchain in history.. autonomous agents need wallets, need payments, need on-chain identity, need verifiable compute. None of that works off-chain at scale.
We're literally standing at the door of the largest wave of on-chain activity this industry has ever seen.
And the majority of CT is doom scrolling and reading shitposts.
This is how every major move starts. Not with euphoria. With exhaustion.
There's misery at every bottom and euphoria at ever
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Zuckerberg is building an AI Chief of Staff to handle his decisions, communication, and workflow.
The CEO of a $1.5T company is automating the CEO role.
Let that sit for a second.
This is the same guy who laid off 21,000 people saying AI could do their jobs.
Now he's pointing that same logic at himself.
Inside Meta it's already happening.. a "Second Brain" tool augmenting daily work, personal agents handling employee tasks, agents talking to each other to coordinate information.
The end goal is flat teams, fewer managers, individual contributors doing more with AI than entire departments did w
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i haven't written a content brief manually in 3 months.
This prompt does it for me. Every morning. 7am. No input needed.
Paste this into your AI agent:
"You are my content strategist. Every morning:
1. Search what went viral in my niche in the last 24 hours
2. Check what i posted this week and what got the best engagement
3. Write 5 tweet drafts in my voice, not generic AI voice
4. Score each on hook strength, bookmarkability, originality
5. Send them ranked, with one sentence explaining each pick"
5 instructions. Runs itself.
You approve in 30 seconds. Agent does the thinking. You do the post
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I don't have a team.
I have 4 robots and a Notion doc.
Claude thinks. Claude Code builds. n8n automates. Notion remembers.
That's it. That's the whole operation.
No standups. No Slack. No "can you send me the latest version." No salaries.
Just me, directing traffic, and shipping.
People ask how i'm moving this fast as one person.. the answer isn't working harder. It's that every repeatable decision in my workflow has already been delegated to something that doesn't sleep, doesn't forget, and doesn't need context every Monday morning.
The solo founder era is over.
The solo CEO era just started.
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I audited my AI setup last week.
Found 6 places i was just burning money for no reason.
The one that hurt most: i had Opus running on tasks Haiku could've handled for 25x less. Not because i needed Opus.. just because i never changed the default.
That's the real problem with AI costs right now.
It's not that the tools are expensive.
It's that nobody audits them.
You set it up once, move on, and the meter keeps running.
Crons firing 288 times a day for a task that needs 4.
Agents summarizing content you stopped reading in month 2.
Debug logs still on in production, hitting the API on every test
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