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I guess for the author's limited worldview - "apps" are only available through the app stores.

could be an unfortunate thing of the author growing up in an era of gated ecosystems.

however much of the software out there - is via web - and some desktop - some internal use - some external - some shit without ui - some billed yearly, some billed by subscriptions

but I guess tell us how AI is gonna kill subscriptions


Actually I've been making several webapps with AI lately, for things I've always wished for and can now selfhost.

At one point I had an idea I brought to AI, got ready to code it, then said "wait, someone has to have done this before me", sure enough, found it, written with warp!

So I can't say it'll kill all app subscriptions, but AI is definitely enabling people to finally make reality out of that idea they've had rattling around their heads but never took the time to realise.


As someone here with limited coding experience. I have built several custom applications that are too unique to be made by anyone. Now I can make several simple applications that do exactly what I need and want. It’s cut out hours of administrative work stuff I had to do. Do I share nope I gatekeep it at work. If only IT built these systems and databases to be easily used by us users.

The salient point is it is becoming easier and easier for end-users to create apps for their use cases, rather than having to rely on a developer, or packaged apps.

The implicit point here is that devtools-type standardization subscriptions are about to get juiced.

Think Vercel, Supabase, et al. Because most of the time agents prefer glueing together managed services than building from scratch, unless they're told otherwise.

And if I'm someone building a custom in-house solution to replace a SaaS subscription product, I'm going to pay lower managed costs without blinking.


Idk I was using Claude code this weekend to do some experimenting with supabase. Claude code had no issue integrating supabase into my application and even do the schema and rls setup. I think supabase is safe because it’s managed, has plenty of features, and the agents know it. That may be the key to saas survival, do the agents know about your service and how to integrate it into their work? …man that sounds scary just replace “agents” with “software devs” in my last sentence. It’s a crazy world.

I can come up with a few ideas that could work, but lately I have opted not to give my ideas out for free. I do think we are over estimating actual apps complexity given that Apple is strict about what goes into their app store. As for websites the complexity of hosting a vibe coded app is often overlooked.

That all said, I could see some killer features coming to AI companies if they really want to make a dent.


I think it depends on what percentage of apps need a website. Most users use apps on their devices, for me, I don't want to open another website when I need an App if it's avoidable.

Thats interesting. For me, I don't want an app if a website is available.

thanks - through your repo - I have discovered a few dependencies I would like to adopt for my work

seems to me only the Chinese have been able to sort of withstand the test of time

The Chinese being a continental empire, andin particular bordering the Mongol hordes, have basically been a continuous cycle of growth and collapse for 1000s of years. It can be argued they are headed for yet another collapse.

...if you ignore their going to utter ruin in 19th and early 20th century.

they've already started banning it e.g via ID laws

same as gambling.

these things are like swings - go back & forth throughout history.

what's interesting me to me is how quickly the mood went from a very liberal approach to things to very conservative within 20 years


Gambling? Gambling is more widely available and celebrated than it ever has been. Its regulations have been eroding faster than water through sand.

it's almost telling how Super Bowl commercials tell the mood of the country's population and economy

latest edition was A.I, prediction markets, GLP-1s -- all indicative of a "Casino" economy where you know the odds are against you but you gamble anyway so you might become one of the few winners

the US is caught up in a weird middle - where its lacking labor capacity for essential manufacturing & other positive contributions while also lacking job making capacity

because all the money has gone into casino economy not capacity building


I think this illustrates another pernicious effect of excessive inequality: where does it lure talent? The best and brightest, lured [to] speculation to ads to blockchain to AI to...

Edit: clearer word choice


Yup, it's the tragedy of the system we have set up.

There's a potentially civilization-ending disasters looming over us (the climate crisis, increasing escalation between the major powers, rising risk of insurrection due to mismanagement and inequality) and what are the smartest people of our time doing?

Making sure you click that damn ad or create technology that lets you create slop ads more easily.


To be fair, I'd rather have smart people pursue AI and LLMs than ad tech.


That's mixing up the tool with what it is used for.

Ad tech is annoying at worst, it doesn't take literally your job and most of job market with it. Without any seemingly easy way to move to fields which are booming so overall it would stay the same.

I hate ads with passion for past 20 years and (very) actively avoid them at all costs, but I'd take those over what world llms seem to be bringing in soon.


Consider LLMs as the recent iteration to monetize free content, like ads do too, and you are not far from seeing the approaching AI-first enshittoscene. No matter the smart engineers altruistic goals, ROI has to be met.

So, how do you fix it? Can it be fixed?

Money follows ROI. Making those speculative or detrimental industries less profitable is the answer.

Regulations on micro-targeting, data privacy, algorithm transparency, legal liability for content, etc.. all push back against the externalities of ads/social media.

Regulations on energy and land use can make eg data center build outs more expensive, pressuring back against speculative AI trash.

Taxing big tech companies, subsidizing manufacturing education, and judicious import tariffs.. would all create incentives for investing money and labor in hard capabilities


If you're asking me? Workers revolution and a complete systems change, towards something that aligns incentives with the good of humanity, not of a money-grubbing few.

I have a feeling most folks here will disagree though.


>aligns incentives with the good of humanity

is this possible?


Right now we allocate capital to those kinds of companies. We're on a page for that and all.

If you allocated capital to other stuff, the jobs go there with it?


we need an opposition party.

Those are two sides of the same coin. The "sky is falling" narratives and invasive advertising are both employed by the same elite to control your behavior through fear and suggestion.

Noam Chomsky is one of the loudest doomsayers and "critics" of the system (war, climate, politics) and yet simultaneously was good buddies with post-conviction Epstein. That ought to stimulate a reassessment of what you've believed about how (American) politics and society works.


That's not surprising. Post 2000 Chomsky is worthless, he couldn't defend his original thesis without ad hominems and used his fame to put pressure on universities (it didn't work every time, but enough), he pushed a decade backward part of the linguistics field (after pushing it up maybe two decade forward, but that's not an excuse).

Especially in humanities where you don't have hard data, contradiction is the only way to advance, and he forgot that. He became too full of himself and too confident.


> I think this illustrates another pernicious effect of excessive inequality: where does it lure talent? The best and brightest, lured from speculation to ads to blockchain to AI to...

Or finance. There was a pretty brutal takedown published recently: The Finance Industry Is a Grift. Let’s Start Treating It That Way. (https://www.nytimes.com/2026/02/06/opinion/capitalism-indust...).

Basically the finance industry is pivoting away from actually investing in real businesses to more and more elaborate paper pushing schemes (that make them money, but actually weaken the economy):

> Unlike Dawes’s Fidelity Fiduciary Bank, a modern investment bank mostly earns its money in a way that not even the bravest lyricist would set to music: providing advisory services, executing complex financial engineering schemes, trading stocks and bonds, managing other people’s money, issuing credit cards and so on. Assets get bought and sold, divided and packaged, and the bank collects fees at each step.

> David Solomon, the chief executive of Goldman Sachs, could not sing to young Michael about the many productive uses to which he might put the tuppence because Goldman Sachs rarely invests in anything at all. Fostering economic progress appears to be beside the point.

> Less than 10 percent of Goldman’s work in 2024, measured by revenue, was helping businesses raise capital. Loans of Goldman’s own funds to operating businesses accounted for less than 2 percent of its assets. At JPMorgan Chase the figures were 4 and 5 percent; at Morgan Stanley, 7 and 2 percent. Even the efforts at helping to raise capital are misleading, because less than a tenth of it goes toward building anything new. The rest funds debt refinancing, balance sheet restructuring and mergers and acquisitions.

> These are symptoms of financialization. That’s the term for making financial markets and transactions ends unto themselves, disconnected from — and often at the expense of — the societal benefits that support human flourishing and are capitalism’s proper purpose. Chief among those benefits are good jobs that support families, and products and services that improve people’s lives.



Except this time it's the main banks doing it?

Why do you think large companies refinance debt? So they can invest in productive areas of the business.

If debt refinancing became illegal or widely impractical due to an interest rate spike, you’d quickly see how much of the productive economy it’s fueling!


> If debt refinancing became illegal or widely impractical due to an interest rate spike, you’d quickly see how much of the productive economy it’s fueling!

You're missing the point. Read the article.

And no one is saying "don't refinance debt." The passage you're reacting to was making the point "less than a tenth of [the capital banks raise] goes toward building anything new."

> Why do you think large companies refinance debt? So they can invest in productive areas of the business.

The article is talking about banks and the finance industry, not non-financial companies.

Also, if you think they were restructuring debt to invest in productive areas of their businesses, don't you think more than 10% of the capital banks raise would be going to building something new? If you read the article, it spends a lot of time talking about how much money goes into "mergers and acquisitions" and how it's a waste.


Sorry, what is the argument that when a company refinances debt—replacing current cash obligations with larger future cash obligations—they’re not going to use that current cash flow to build something new, or at least hire more people than they would have otherwise?

AFAIK, manufacturers refinance debt to build more/better factories all the time, for example.


> Or finance. There was a pretty brutal takedown published recently: The Finance Industry Is a Grift. Let’s Start Treating It That Way. (https://www.nytimes.com/2026/02/06/opinion/capitalism-indust...).

What’s pleasant to see is that the take-down and opinion piece is coming from the conservative side.


But are you actually against inequality because not every industry is getting its fair share (whatever that might mean), or simply that you don't like the winners under the current system? In other words if the current bubble are for solar or fusion power, would you be like "darn, the inequality under the capitalist system is luring talent from enterprise SaaS (or whatever) and that makes me sad"?

Maybe either would be an improvement. Like that cartoon, "what if climate change is a big hoax and we create a better world for nothing?"

"In other words if the current bubble are for solar or fusion power"

For that to be true, there would have to be a ridiculous amount of money at a massive scale for those, which would imply that consumers are being gouged for it. That's really true of almost any bubble. This is still a negative situation.


That's more of a moral question. The best and brightest are the ones running the casino. Why would someone spend 8 years in expensive schools becoming a doctor when they can work as a developer or marketer for an online sports book? Morals on the consumer supply curb demand. Morals on the provider side can help curb innovation and expanse.

Because the former is meaningful and the latter depresses you if you think too much about it, so you found strategies of not thinking about it that ultimately eat away at your soul and anything that makes a life worth living?

Yes, but the realization of this comes from experience or age. There are always new hires to fill the positions when the pay is high enough compared to the alternatives.

Or you make enough money to retire early and get out, maybe pivot careers.

You'd still have to live with yourself and what you contributed to. Easy enough for psychopaths, but not so easy for anyone else.

I agree. From the outside looking in the US seems to be in a very nihilistic mood, sort of "nothing I do matters anyway so I'll gamble away in the hopes of maybe hitting the only winning ticket out". People trying all sorts of moonshot ideas in crypto, day trading, live streaming, etc. The idea of slowly chipping away and climbing the social leader seems very distant from what I see.

> I agree. From the outside looking in the US seems to be in a very nihilistic mood, sort of "nothing I do matters anyway so I'll gamble away in the hopes of maybe hitting the only winning ticket out".

However bad their odds are gambling it's often the case that it's still the best chance they'll ever have to meaningfully improve their standard of living.


A lot of it is simply the rising price of housing and stagnating wages meaning that for a lot of people, the "chipping away" path their parents took toward home ownership is never going to bear fruit. Gambling and grifts of one kind or another are seen as the only alternative.

[flagged]


It must be so tough for you being white

It's like you took a coherent and reasonable comment and added the words "H1B", and "DEI". It's just nepotism in different flavors, all the way down.

What do AI or GLP-1s have to do with a casino economy?

AI, being a boom with a lot of companies trying to make something out of nothing.

GLP, not sure.


I don't really agree, but you could argue that GLP is targeting people who want a magic solution just like casinos.

GLP-1s target humans who need a pharma intervention to assist in making their reward center in their brain more defensive against the system they are forced to exist in.

We don’t need ads for it, we should hand it out over the counter to anyone who wants or needs it, but I digress.


Which evil system do they live in? Veggies are the cheapest stuff I can find in supermarkets anywhere. I agree their reward systems are fried, but thats a result of decades of over-eating on the worst junk mankind ever produced, while this whole 'evil system' screams on them from all sides how stupid and suicidal this is, how sugar is same as cocaine and so on.

Its all a mental problem (and here in Switzerland this is general consensus among doctors and I have one for wife), and an attempt to solve it anywhere else down the decision line apart from the head is just (temporarily, in case of glp) fixing the consequences.


Not every gas station, convenience store and pharmacy is stocked with aisle after aisle of cocaine. I don't know I would call it 'evil' but I agree it is a system most people are forced to exist in.

If we're appealing to authority, my mother, my father, and my sister are all highly accomplished doctors, and they believe GLP-1s will become part of a standard drug package to older adults like Statins because it's far more achievable than education we don't have and wouldn't work in the food system that exists in the US.


> Its all a mental problem

Yes, so let's just solve it. Okay, no more mental problem.

What's that? I didn't actually say a solution? Yeah, that's because I don't have one, and neither do you.

We can't just make people good people. It doesn't work, it's never worked, and it will never work. If you think otherwise, you are wrong. If you still think otherwise, you should think less because obviously it's not doing you any good.

We can sit here alllll day and tell people not to inject heroine or smoke cigarettes. But guess what? So long as the human brain is how it is, and we have those things available, people WILL continue to do them.

So while you have fake solutions you've made up in your head and can't even articulate, we have real solutions. GLP-1s. They work, as in they actually work. They actually help solve the problem.

So on one hand, you have an imaginary solution. On the other hand, you have a real solution. Hmm, which one should we gravitate towards? What a tough call!


> Its all a mental problem (and here in Switzerland

Ah, that might explain why you'd think that healthy food is easily available and affordable everywhere. I haven't seen what stores are like in Switzerland for myself, but it sure sounds like a massive improvement and may be part of why the obesity rate there is around 10% instead of over 40% like it is here.


But GLP-1's are a magic solution...

Yeah, it's actually revolutionary if you think about it, easy loss weight vs previous approaches, and it seems to help with smoking/alcohol as well.

The side effects are minor compared to the wins.


The last times so many tech ads made their way to the Superbowl was during the crypto craze and the dot-com bubble. These are symptoms of an overly speculative economy.

"because all the money has gone into casino economy not capacity building"

Executives won't build on-shore capacity when they'll just get undercut by off-shore shops. It's less risky to just outsource.


Isn't that one reason for tariffs? VW, BMW, Mercedes, Toyota, Honda, Subaru, Nissan, and Kia all have some US or Canadian factories.

Yes, in theory. But, there are at least three problems with that...

1. Tariffs are frequently not targeted/precise enough, so come with lots of side effects.

2. Other countries retaliate, leading to trade wars and economic disruptions in both places.

3. Lower prices are usually better for local consumers - it leaves them with more money to buy other stuff. And tariffs do the opposite, as they are rarely 100% absorbed by the manufacturer.


Yeah, tariffs can be one part of it, especially things like anti-dumping. But there is no tariff for outsourcing virtual work. The US outsources something like 300k jobs per year, and tariffs won't fix that.

I don't gamble to become a winner, I gamble to keep myself break even desperately trying to hold to some asset that isn't inflated into oblivion by misinformed economic and fiscal policy.

GLP-1s are miracle drugs that (to my mind) seem one of the great accomplishments of medicine along side things like vaccines and antibiotics. They are a cure for all manner of metabolic conditions.

How are they a “gamble?” For patients, their efficacy rates are stunning. If you meant from an investing perspective, Eli Lilly and novo nordisk have very down to earth valuations when compared with AI companies.


I don't know what OP considers to be a gamble, but one thing that comes to mind is that from what I've read most people who succeed at significant weight loss while taking GLP-1 drugs regain most or all of the weight within a couple years if they stop taking the drugs.

I'm in the US and if my doctor had suggested such drugs before last year I'd have been reluctant because (1) they were expensive even with insurance, (2) just how expensive varied quit a bit from insurance provider to insurance provider and from plan to plan from a given provider, and (3) as I said I'm in the US, and so never knew for sure who my insurance provider would be next year and even if it was going to be the same provider I never knew what their plans would be like next year [1].

Starting a new drug that looked like it would be a "rest of your life" drug where the price could change year to year from reasonably affordable to painfully expensive would definitely feel like taking a gamble.

Now I'm old enough for Medicare, and they are something I would at least consider because Medicare seems to be less volatile. They are still expensive, if my understanding is correct, with the need to meet a deductible and with copays or coinsurance, but all that counts toward the part D annual cap of $2100 so there is at least a cap making it somewhat safer to make long term plans. (But Republicans in Congress want to eliminate or at least significantly raise that cap, so long term planning is still somewhat of a gamble).

[1] In the US around 80-85% of people under 65 who have health insurance that is not provided through the government get their health insurance via their employer's benefits package. Most of the rest get it through the ACA marketplace. Employers often renegotiate plans with their provider or switch providers when the old plans/provider prices go up. The ACA market is even more volatile.


> most people who succeed at significant weight loss while taking GLP-1 drugs regain most or all of the weight within a couple years if they stop taking the drugs.

Anecdata: I've gone from 260lb down to a minimum of 198ish, up to maybe 230, back down to 193, long slow climb up to 270 and now on a GLP-1 I'm under 230 and definitely look fat, but in the right light you can see my quad separation. The only people I know who've lost the kind of weight I've lost and kept it off (like a 5' man going from 250lb down to 145) went from logging every bite in My Fitness Pal (or similar) to keeping the log running in their head of what they're eating all day every day. Diabetics sometimes say they're making their prefrontal cortex do the work of their pancreas. That feels relatable.

So IDK if there's a weight loss solution that works that you don't have to do in perpetuity. "Eat less" yeah sure, but how? Magic Danish Gila monster potion that makes you want to eat less, or recording everything you eat and using that to tell yourself you're more full than you feel?


I managed some fairly significant weight loss and kept it off kind of by accident.

I was 326 lb when I took the physical that my college required incoming first year students to take. It slowly crept up over the years and by my mid 50s was generally in the 420-440 lb range. I had been diagnosed with type 2 diabetes about 10 years before that but responded spectacularly well to cheap diabetes drugs like metformin and Glucotrol. Same for cholesterol--it has been very high but Lipitor brought it down to normal. If you had showed my blood work to a doctor with no other information than my age and sex they would have not found any sign of anything wrong.

But then A1C started going up again, despite steady weight and no diet changes. I decided to try to lower carbs to see if that would help. Most low carb diets aim for a very low amount of carbs which require a lot of work to achieve (especially if like me at the time you don't mostly cook at home), so I decided to just try lower the percent of calories that came from carbs rather than worry about the absolute amount.

I picked 40% because (1) that is lower that average and definitely lower than what I was consuming, and (2) it is real easy to track (more on that below).

I was just trying to see if this change in balance would affect blood sugar and wasn't actually trying to lower calories. So rather than do things like give up most bread like many of the low carb diets require, I got the carb calorie percent down by adding non-carbs. For example if my normal ham and cheese sandwich with low calorie mayo was 60% calories from carbs, I'd switch that to regular mayo and/or double meat and/or double cheese. That would add a couple hundred or so calories which would lower the percent from carbs. The grams of carbs wouldn't change.

Two things happened then. First, my blood sugar did start going down. Second, and unexpectedly, I started losing weight. I had been keeping a simple food log for years at that point and it revealed that I in fact was consuming less calories.

Apparently what was going on is that things like the double meat double cheese regular mayo sandwich were keeping me satisfied longer, so I naturally snacked less, and naturally started eating smaller portions.

In two years I was down to 280 lb, and completely off diabetes and cholesterol. (I'd always had high blood pressure, and going from 420-440 lb to 280 lb had no effect whatsoever on that).

Over the next maybe 18 months it crept up to 320-325 lb (so basically my high school weight) and it has been steady in that range ever since (6 or 7 years so far).

I said earlier that 40% is easy to track. That's because 1 g of carbs has ~4 calories. That means all you have to do is look at the nutrition label and if numerically calories/10 <= carb grams the thing is not over 40% calories from carbs. (You can subtract grams of fiber from the carb grams).

For a meal with multiple items, say a fast food burger and fast food fries and a diet soda you could total the calories and total the carbs and do the calculation on that, but an easier way is to do the burger and fries separately and add the over/under amounts together.

For example let's say you are contemplating a Burger King Whopper (670 calories, 51 carbs) and large fries (440 calories 59 carbs). For the burger calculate 670/10-51=16, and for the fries 440/10-59=-16. 16 + -16 = 0, and your burger and fries together is 40% calories from carbs.

It is also fairly easy to keep a running net for the day, so just remember that say at breakfast you came out say at -8 because you decided to treat yourself to a donut for desert. Then at lunch you could change that Whopper to a Whopper with Cheese (770 calories 53 carbs) which is +24 instead of +16, nicely cancelling out your breakfast donut as far as carb balance goes.


> I had been keeping a simple food log for years at that point > It is also fairly easy to keep a running net for the day

Right, so there it is: whatever you did to get to a calorie deficit you need to keep doing to be calorie neutral. If it's take a GLP-1 then that works. If it's using pen and paper or an app or even vibes-based reckoning to track everything you eat, then it's that. Regardless it just doesn't seem like a valid criticism of any given weight loss strategy when I have yet to hear of one that doesn't have that feature


I agree that their large scale rollout will be very beneficial on the whole. The US is absurdly overweight and obese.

But these are powerful medications that affect very highly conserved areas of tetrapod biology. We discovered GLPs in the mouths of gila monsters, after all. So you then can infer that that the mechanism is at least 300 million years old (our last common ancestor with lizards).

Actually, I tried looking this up, and glucagon is likely 5-600 million years old, back to all chordates, the Cambrian explosion essentially, though likely even before that. So, incredibly conserved. Like, if you are a multicellular animal, odds are you have some glucagon-like thing for digestion regulation.[0]

We're strongly messing with a system that is just tremendously old. Biology and evolution are ruthless about this stuff, it edits it out as fast as it possibly can. That it's been so closely held is a very big sign for us that we need to tread extremely carefully.

Like, clearly, other countries do not have these issues with weight. Yes, they are developing them, I know. But even the US didn't have these issues near as bad just two generations ago, a blink in biological terms. You and I both know that the solution is not a pill, but the root cause of the obesity epidemic itself. These injections and pill are just band-aids for a much deeper and more pernicious problem.

But then again, you and I both know that we're not going to get at the root cause anytime soon either.

[0] This is biology so you'll find exceptions everywhere though


> Biology and evolution are ruthless about this stuff, it edits it out as fast as it possibly can. That it's been so closely held is a very big sign for us that we need to tread extremely carefully.

As long as you have descendants, biology and evolution don't care, once that's done it's game over for them.

> That it's been so closely held is a very big sign for us that we need to tread extremely carefully.

It's been tested for over 20 years, the weight loss bit is the recent one.

> other countries do not have these issues with weight.

Yes they do, some are much worse than the US (https://data.worldobesity.org/rankings/), there are a lot of countries above 30% obesity rate.

> both know that the solution is not a pill

It's part of the solution, is how you help existing people with the issue.

Doing a restrictive diet is not easy (I know, I've been dieting since october, lost 15 pounds, but I can go on autopilot for this, which is not the case for others), it requires a lot of discipline that most people don't have, and our bodies are optimized to store calories, as well as being very efficient in consuming them, because for most of history famines were common, last ~100 years being the exception to the rule for most of the world population.

Future generations can be helped by better food culture and education, and that's the other part of the solution, long term.


The weight gain in the us compared to the rest of world is undoubtedly related to the callous disregard corporations posess for life in general, let alone the subtle things like microbiomes and fungi that shape our ecosystem

It’s funny too because the casino game that is being advertised…. most people’s sentiments regarding AI is very negative.

>the US is caught up in a weird middle - where its lacking labor capacity for essential manufacturing & other positive contributions while also lacking job making capacity

> because all the money has gone into casino economy not capacity building

What you're describing is referenced to as Fictitious Capital in Marxist thought: https://en.wikipedia.org/wiki/Fictitious_capital


Brains turn off if you say Voldemort's name out loud. These ideas need to be rediscovered and rebranded.

Personally, I think it's better to normalize and point out there are a lot of valid points made.

But I suppose change needs both strategies.


Every business leader who makes money is a Marxian! Capturing the surplus value of the labor of others is how a business makes money and that is a value neutral statement.

In some of those circles, you can play a little game of using statements from Adam Smith, and seeing which ones draw knee-jeek criticism as "Marxist."

Same for Keynes.

Adam Smith had a bit of a Marxist view (though, he did come up with it first) on the land value of real property, considering deriving rent from it as "unearned" without labor, which looks a little too close to comfort to appealing to what we would call today the "labor theory of value" which we now know is a largely useless device for creating or observing markets intended to provide voluntary ~free exchange of the fruits of capital and labor.

Most modern capitalist views do not subscribe to labor theory of value or "earned" value. Though views on landlordism do originate more with Smith than with Marx, it's not wrong to also attribute many of those thoughts to Marx.


Reading the Wikipedia article, it doesn't seem to fit at all, this concept is mainly about finance whereas here the money went into actual companies.

The AI companies really did spend every last cent (and more) of this capital.


"What you're describing is referenced to as Fictitious Capital in Classical Economics."

> GLP-1s

How do GLP-1s indicate a casino economy?


???

How are AI and GLP medications in the same category as Kalshi or sports betting? One is (economically at any rate) a tool to produce code and the other is a weight loss drug that actually works. Neither are a “casino” in any meaningful sense.


Nit: One is an appetite suppressant, not a weight-loss drug. It doesn't burn fat, your body does that part. You just eat less.

Incorrect, newer GLP's upregulate metabolism and increase insulin sensitivity by acting as agonists on GIP and Glucagon receptors.

Please don't comment on pharmacodynamics without a solid understanding of the underlying mechanisms.


Which in turn regulates (suppresses) appetite.

Please don’t be a dick.


I don't think the US is lacking labor capacity, I find it far more likely that capitalists are just too greedy to manufacture in the US because it would make their dividends and bonuses and valuations drop a few points. They lose nothing by outsourcing everything, worst case scenario they are handed government money and bailouts, meanwhile their dividends and bonuses still pay out the entire time. If the company fails because of that? Like the last time GM cut pensions using the excuse of bad financials they gave all their managers and c-suite massive bonuses. If their financials are bad enough to cut legally obligated pensions, how can they afford larger bonuses? Didn't they need that money to keep the business running? Anyone in the company with the power to change any of those things is also wealthy and connected enough from all that to jump ship without a problem.

Labor costs are a minority of expenses even in labor-heavy industries and most corporations profit margins far exceed even "ridiculous" raises in wages and pay for their average worker. But there is zero incentive to benefit average employees and customers and every incentive to try and screw as many over as possible.

Why earn 5% margin on a stable growth path that will remain secure 20+ years down the line when they can earn 10% margin through exploitation and outsourcing and then jump ship and reinvest that money in other business later on.


My guess is that you don’t work in manufacturing and haven’t done any comparisons to see what it would cost to manufacture here vs other countries? Hint: it’s far more than a few percentage point difference. It usually means that you can no longer make a profit, because your product will have to be far more expensive than your competitors, and most people don’t care enough to “buy American” vs save a lot of money. And for some products, manufacturing here is literally just not an option at all.

It is difficult to manufacture here, but not because of labor costs. It is because we outsourced all these businesses so many simply aren't available. The few that exist don't want the odd or one-off jobs, they don't have the equipment just sitting around unused or the trained employs sitting around waiting for work. They either got sold off decades ago, or got the business got destroyed by all the buyers chasing the pennies that outsourcing temporarily offered in the past.

Very few place are still holding onto older equipment because the places still operating cleared the floor space for higher speed higher volume equipment to try and maintain contracts with big purchasers that did or were threatening to leave to get that cheap unregulated foreign production. Turns out that didn't last forever, China isn't letting companies freely pollute anymore nor are they dumping subsidy money into manufacturing businesses to buy new equipment, but they still have all the equipment running, while much of the US equipment was either sold off or sat decaying and unused for decades.

Even if you could prove starting up a US manufacturing business to satisfy these demands was profitable, who is going to put up the investment money? There is no way such a business is going to be able to promise the same kind of returns as investing into tech companies, financial companies, or the overall stock market, and so they continue to mostly not exist. People with the capital to change things are seeking the greatest profit, not mediocre profits, and manufacturing in the US is mediocre profits for all but a few specialized industries.

TL;DR New US manufacturing production and capabilities lacks capital investment because profit margins are not super high and there is basically zero chance of an investment windfall.


I would say the consolidation of small banks into the big banks has fostered this more the people want to admit.

Since banks like Wells Fargo bought up local ones, the equality distribution changes dramatically. Wells Fargo wants the big players while that little bank wanted local players. This causes the market to lack marbling in competition while creating a massive group think economic bubble.


Idiocracy pretty much

well said.

also coz of llms no more puzzle questions in interviews for those that have to go through them.

for some of us - we drink, eat, sleep - something called shipping - v1 might be shitty but it has to get out - no puzzles


I haven't interviewed since LLMs - what are they like now?

you also have bozo managers like my recent one measuring metrics like PR time open, review count

while the team hasn't shipped anything useful in 6 months.


Its crazy how management has gone from productivity to a kind of policing, crowd control and abstract number management that has no sense.

One of things that's being discussed now is AI won't really help people ship products faster, because no one was serious about building them at the first place. In most large corps the managerial layers simply care about preserving their own jobs and comp.

Also similar things an be said about Product management too. Only a few months they would says developers are busy with other things, now that we can ship quite fast, whats your world changing idea? None


I like my manager but I think what many people don't seem to understand is that the manager tends to be the bottleneck. We were moving as fast as he was able to give requirements even without AI, and now we're being told to use as much AI as makes sense and now we just more product roadblocks faster. We may be shipping faster but amortized over all the roadblocks I'd say our velocity is like 10% faster.

Code was never the bottleneck.


Honest question — why don't managers like this get fired? My team wants us to ship fast. If I don't ship for a month I'm probably gonna lose my job, and rightly so.

If a whole team is spinning its wheels at the behest of its manager I feel like the manager should get axed.


Because if that's what they were told to do. The organization is likely very dysfunctional, or has messed up priorities, which is probably about 80%+ of the startups out there and companies in tech in general.

Seriously. There's not many healthy engineering organizations out there. So if you fire one manager you end up with either another bad one or one who performs poorly due to the organization.

Paramount here is culture. It's important to remove toxicity. I remove toxic managers (and team members) because even if they were smart or productive, they ultimately drag down the entire org and the net of it is negative productivity. I don't care if they were the most skilled programmer on the team. Doesn't matter. They could be unproductive or could be making others unproductive and unhappy. They're out. They're out before they burn or push someone else out.

So you may also find that is the reason. If the manager is generally a positive influence on morale or culture, but is perhaps just a little too reckless, they may still have value. Remember that the reckless pressure may even being coming from top down. A lot of people still subscribe to (and misunderstood) the whole "move fast and break things" mantra.


It depends, of course, but in my experience managers like this do get fired after a few years, followed shortly after or before by their manager.

Years! I can see why managerial positions can be so coveted. You can be shitty at your job for years before getting sacked.

It's easy to hide in those positions. Many people don't know how to measure performance there and they get to point fingers.

My advice to anyone in this boat is to talk to the team underneath them every now and then. Get a pulse check. See where they get stuck and then set the managers goals based on that. At least one of their goals. It can be a small thing. It need not derail any roadmap or anything else. Explain why it's important for their team, explain where the team is having trouble.

See if they do it. If they do, they care about their team. If it's a small task/goal, it proves they can also be productive. Often times we have people taking on enormous goals that are vague or difficult to measure or complete in a timely manner. So a little mini goal (or a few, test a few over time) is very important here. Now, if they can't meet this goal or are unwilling to - you know you have a manager that doesn't care about the team they are managing. They can't manage that team or they can't be at the org. You can of course always try a different team or role for them.

In my experience a lot of managers (especially middle managers) kinda like to sit up there in a tower shouting orders at people, but never want to get their hands dirty or never want to support their team. They sometimes don't even realize the orders they are shouting are incorrect or impossible tasks to complete. This is where you get the "you now need 95% test coverage." That very often doesn't come from a C-suite level or customer demand because they don't care what the % is, they just want it to work.


Because the managers of those managers don't know the difference.

typical management layer in big tech

manager < senior engineering manager < director of engineering < vp of engineering < cto

why are so many layers needed ?

it incentivizes busy work and shit metrics like I outlined above. if they fire the manager it also means their managers have to get fired too

it's like communist party bureaucracy just veiled with tech


cto is a very wide title and in a global enterprise with hundreds of thousands of employees it's impossible to have a flat organization. There's probably 15 vp of engineering reporting to the cto. Each vp is going to have 10-20 directors reporting to them and beneath directors the fanout gets even wider. It does incentivize busy work and in a large org you can hide in the corner and be a potted plant for your whole career if you're smart enough to find it. But that is the nature of a large cooperation, I can't remember who said it but something like 80% of impact and progress to keep a business going is made by 20% of employees whether it's a big company or not. The rest are just sort of there playing along.

Depends on size of org. Many orgs end up too top heavy too quickly and don't have things in place to support that. That's where you get the "busy work." It's because they have too much time on their hands.

Hey, I'm now measuring PR open time ... Only because there's been open PRs for months. It is of course possible that broad directional metrics are useful.

the UK will be caught in the middle and lose out.

Not part of US not part of EU either.

what a losing proposition.

if it can be a card network with fraud protections that visa offer -- this will easily overtake Visa, Mastercard

Brazil with Pix have already proved this.


> the UK will be caught in the middle and lose out.

Not necessarily

If we can have visa and MasterCard while not being part of the US, we can potentially take part in whatever the EU creates


> UK and the rest of the world should have demanded its return

Demand its return based on what principles ? How did the UK gain control of Hong Kong

Would the UK be able to go to war with China over HK ?

in the words of Dave Chappell - hello UN, if you got problems, bring ya army! oh you ain't no army


Does Iran deserve better leaders ? Yeah

are they gonna get bombed to the smithereens as a distraction for Epstein affairs - yep - do Iranian civilians deserve to suffer - no


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