petval 💙💛 retweeted
A few random notes from claude coding quite a bit last few weeks.
Coding workflow. Given the latest lift in LLM coding capability, like many others I rapidly went from about 80% manual+autocomplete coding and 20% agents in November to 80% agent coding and 20% edits+touchups in December. i.e. I really am mostly programming in English now, a bit sheepishly telling the LLM what code to write... in words. It hurts the ego a bit but the power to operate over software in large "code actions" is just too net useful, especially once you adapt to it, configure it, learn to use it, and wrap your head around what it can and cannot do. This is easily the biggest change to my basic coding workflow in ~2 decades of programming and it happened over the course of a few weeks. I'd expect something similar to be happening to well into double digit percent of engineers out there, while the awareness of it in the general population feels well into low single digit percent.
IDEs/agent swarms/fallability. Both the "no need for IDE anymore" hype and the "agent swarm" hype is imo too much for right now. The models definitely still make mistakes and if you have any code you actually care about I would watch them like a hawk, in a nice large IDE on the side. The mistakes have changed a lot - they are not simple syntax errors anymore, they are subtle conceptual errors that a slightly sloppy, hasty junior dev might do. The most common category is that the models make wrong assumptions on your behalf and just run along with them without checking. They also don't manage their confusion, they don't seek clarifications, they don't surface inconsistencies, they don't present tradeoffs, they don't push back when they should, and they are still a little too sycophantic. Things get better in plan mode, but there is some need for a lightweight inline plan mode. They also really like to overcomplicate code and APIs, they bloat abstractions, they don't clean up dead code after themselves, etc. They will implement an inefficient, bloated, brittle construction over 1000 lines of code and it's up to you to be like "umm couldn't you just do this instead?" and they will be like "of course!" and immediately cut it down to 100 lines. They still sometimes change/remove comments and code they don't like or don't sufficiently understand as side effects, even if it is orthogonal to the task at hand. All of this happens despite a few simple attempts to fix it via instructions in CLAUDE . md. Despite all these issues, it is still a net huge improvement and it's very difficult to imagine going back to manual coding. TLDR everyone has their developing flow, my current is a small few CC sessions on the left in ghostty windows/tabs and an IDE on the right for viewing the code + manual edits.
Tenacity. It's so interesting to watch an agent relentlessly work at something. They never get tired, they never get demoralized, they just keep going and trying things where a person would have given up long ago to fight another day. It's a "feel the AGI" moment to watch it struggle with something for a long time just to come out victorious 30 minutes later. You realize that stamina is a core bottleneck to work and that with LLMs in hand it has been dramatically increased.
Speedups. It's not clear how to measure the "speedup" of LLM assistance. Certainly I feel net way faster at what I was going to do, but the main effect is that I do a lot more than I was going to do because 1) I can code up all kinds of things that just wouldn't have been worth coding before and 2) I can approach code that I couldn't work on before because of knowledge/skill issue. So certainly it's speedup, but it's possibly a lot more an expansion.
Leverage. LLMs are exceptionally good at looping until they meet specific goals and this is where most of the "feel the AGI" magic is to be found. Don't tell it what to do, give it success criteria and watch it go. Get it to write tests first and then pass them. Put it in the loop with a browser MCP. Write the naive algorithm that is very likely correct first, then ask it to optimize it while preserving correctness. Change your approach from imperative to declarative to get the agents looping longer and gain leverage.
Fun. I didn't anticipate that with agents programming feels *more* fun because a lot of the fill in the blanks drudgery is removed and what remains is the creative part. I also feel less blocked/stuck (which is not fun) and I experience a lot more courage because there's almost always a way to work hand in hand with it to make some positive progress. I have seen the opposite sentiment from other people too; LLM coding will split up engineers based on those who primarily liked coding and those who primarily liked building.
Atrophy. I've already noticed that I am slowly starting to atrophy my ability to write code manually. Generation (writing code) and discrimination (reading code) are different capabilities in the brain. Largely due to all the little mostly syntactic details involved in programming, you can review code just fine even if you struggle to write it.
Slopacolypse. I am bracing for 2026 as the year of the slopacolypse across all of github, substack, arxiv, X/instagram, and generally all digital media. We're also going to see a lot more AI hype productivity theater (is that even possible?), on the side of actual, real improvements.
Questions. A few of the questions on my mind:
- What happens to the "10X engineer" - the ratio of productivity between the mean and the max engineer? It's quite possible that this grows *a lot*.
- Armed with LLMs, do generalists increasingly outperform specialists? LLMs are a lot better at fill in the blanks (the micro) than grand strategy (the macro).
- What does LLM coding feel like in the future? Is it like playing StarCraft? Playing Factorio? Playing music?
- How much of society is bottlenecked by digital knowledge work?
TLDR Where does this leave us? LLM agent capabilities (Claude & Codex especially) have crossed some kind of threshold of coherence around December 2025 and caused a phase shift in software engineering and closely related. The intelligence part suddenly feels quite a bit ahead of all the rest of it - integrations (tools, knowledge), the necessity for new organizational workflows, processes, diffusion more generally. 2026 is going to be a high energy year as the industry metabolizes the new capability.
petval 💙💛 retweeted
Italian news has begun to call ICE "Trump's squadristi".
Squadristi, as every Italian knows, were members of Mussolini's "squadre d'azione", which raped, tortured, mutilated, murdered opponents of fascism... but in Italy the government never paid the squadristi a salary.
petval 💙💛 retweeted
Australian police just called me at 8 PM at night to demand I delete one of my X posts about the Bondi terrorist massacre.
I thought they were calling me to offer me protection because an ISIS preacher in Sydney publicly threatened me online today.
But Queensland police instead called me to demand I delete a post I made criticising someone who said murdering 15 Jews was not anti-Semitic.
I asked them what law I broke. They told me I hadn’t broken the law but they still wanted me to delete the post.
I politely informed them that this wouldn’t be happening.
This is insane. This is Australia now. Police phone calls at night to try intimidate normal Australians into deleting Tweets. With no reference to the law at all.
Meanwhile jihadists are still allowed to run wild with zero penalties.
Two tier legal system.
petval 💙💛 retweeted
🚨🚨Important update: Cairo has outright rejected Starmer’s reported assertion that he was unaware of Alaa’s record of incitement to violence, maintaining that British officials were explicitly briefed on the matter.
Late tonight, I received a message from a well-connected Egyptian source indicating that the Egyptian government may be considering revoking Alaa’s Egyptian citizenship.
The apparent aim would be to shut down any discussion in the UK about revoking his British citizenship. Such a move would place the British government in a bind, as UK law prevents the removal of citizenship if it would render an individual stateless.
If pursued, this would be a calculated attempt to embarrass Starmer and force Britain to retain responsibility for Alaa, as well as teach Britain not to pressure Cairo over human rights-related cases in the future.
The message is clear. You got involved. You didn't need to. It's your mess now.
🚨🚨Alaa Abdel Fattah released a scripted statement that includes a silly, half-arsed apology.
The statement is the literal definition of "adding insult to injury".
It claims he was a young man when he made his vile tweets (he was over the age of 31, for the love of Gd)!!!!!!!!
Now, let me reveal something else. Alaa's uncle (and his namesake) was told by someone I personally know that an Israeli group of people organised a protest outside the Egyptian embassy in Israel calling for Alaa's release and that there's no need for his family to keep labelling all Israelis as "the enemy", and calling for Israel's destruction.
Did this stop Alaa's family, especially Mona, from making hateful, vile, antisemitic tweets?
No, it didn't. They continued with the antisemitism. Mona here has been making nothing but despicable, hateful tweets since October 7th 2023.
Look, Mona. We know you're hateful. We know you come from a hateful family where hate is your language and trade.
A scripted, meaningless "apology" won't change that.
petval 💙💛 retweeted
I’m not convinced that importing these views to Britain should be a “top priority” of any government.
petval 💙💛 retweeted
"Psilocybe Pickers tell the story of how a culture that started life in the shadows slowly blossomed in every corner of Britain’s landscape, transforming into a staple part of recreational, regional scenes."
psychedelicstoday.com/2025/1…
petval 💙💛 retweeted
Whenever I start making something, I always feel uncertain-- right up until the moment that I encounter real difficulty. It's only once I discover that there is something difficult involved that I start to feel comfortable.
Before that moment, it's hard to know that the thing I'm making is worth making. After all, why doesn't it already exist? If anyone can do it, shouldn't someone else have done it already? Is this just a bad idea that has already quietly failed many times before?
But when I encounter something really difficult, that's when I know why it doesn't already exist, and overcoming that difficulty with my obsessiveness and anything else I can bring to bear becomes exciting. It feels like an opportunity; a reason that something is worth doing.
When I say that I consider these to be "the last days of software development," it's because -- for a lot of my life -- knowing how computers work has been significant and valuable, because for most of my life, it has been possible to sit down at a computer, start making something, and encounter that difficulty everywhere.
I don't think eliminating software development as it has been is a negative development in the slightest. I think making software easy/free to build will have all kinds of positive effects for all of us.
And sure, maybe there will continue to be humans in the loop etc etc.. but I do think that this is the end of something that I invested a lot of time thinking about, in large part so I could sit down at a computer and start typing into an editor with some trepidation, until the moment that I encounter something which makes me stop and think "oh." And then smile.
petval 💙💛 retweeted
The US declassified exchanges between US President Bush and Putin from 2008 in which Putin already called Ukraine an „artificial“ state, clearly denying its right for existence.
This is years before the war started and should remind us once again that Putin always wanted to take Ukraine. It also says that this war will never end with Putin in the Kremlin. It will go on until he is removed, permanently, and Russia fully dislodged. Everything else is just noise.
petval 💙💛 retweeted
So this is the new America: We bully Ukraine and favor Russia, we resume selling arms to Putin, we threaten EU member nation Denmark with territorial annexation, we plan a Riviera in Gaza, we bomb Venezuela, and we make it our doctrine to support Putin’s 5th Columnists in Europe.
petval 💙💛 retweeted
Hrůznost naši situaci vystihuje prostý fakt.
Portugalsko nebo Malta garantují půjčku Ukrajině na její přežití.
Bez jakékoliv zkušenosti s ruskou rozpínavostí.
Po ulici Prahy, Budapešti nebo Bratislavy jezdily střílející tanky a zabíjely lidi.
Ztratili jsme paměť nebo rozum?
petval 💙💛 retweeted
Pretty amazing the Belgian PM is doing victory laps after shifting the burden of supporting Ukraine from Russian taxpayers completely to EU taxpayers.
petval 💙💛 retweeted
Werder Bremen fans at their home game with Stuttgart in the Bundesliga tonight. ⚽️
“Globalizing the Intifada means killing Jews. Solidarity with Sydney.” 🎯
Simply incredible from Werder Bremen supporters. 🙏
petval 💙💛 retweeted
Sounds wild, but the CIA pulled a top source out of Moscow because they feared the President’s handling of intel could expose them. When leadership becomes the security risk, that’s a nightmare scenario for any spy service. #CIA #Counterintelligence #NationalSecurity
cnn.com/2019/09/09/politics/…
petval 💙💛 retweeted
What people don’t understand: just as Putin needs to destroy a Slavic liberal democracy, just as Xi Jinping needs to destroy a Chinese liberal democracy, the Trump regime needs to destroy a liberal and democratic Europe.
petval 💙💛 retweeted
Takový to, jak přijedete domů, k mámě, ta vám udělá kafe, hned se zajímá, jak se daří, jestli není potřeba s něčím pomoci, nabalí jídlo na tři dny. Táta zase zatím mrkne na auto, jestli je všechno jak má, vezme si kluka na klín a vyprávěj si o fotbale…
Znáte? Já taky ne.
#kňu
petval 💙💛 retweeted
This story is wild
Chinese state-backed hackers hijacked Claude Code to run one of the first AI-orchestrated cyber-espionage
Using autonomous agents to infiltrate ~30 global companies, banks, manufacturers and government networks🤯
How the attack was carried out in 5 phases
petval 💙💛 retweeted
Satya just told you the entire AI trade thesis is wrong and nobody is repricing anything.
Microsoft has racks of H100s collecting dust because they literally cannot plug them in. Not "won't," cannot. The power infrastructure does not exist. Which means every analyst model that's been pricing these companies on chip purchases and GPU count is fundamentally broken. You're valuing the wrong constraint. The bottleneck already moved and the market is still trading like it's 2023.
This rewrites the entire capex equation. When $MSFT buys $50B of Nvidia GPUs, the Street celebrates it as "AI investment" and bids up both stocks. But if half those chips sit unpowered for 18 months, the ROI timeline collapses. Every quarter a GPU sits in a dark rack is a quarter it's not generating revenue while simultaneously depreciating in performance relative to whatever Nvidia ships next. You're paying data center construction costs and chip depreciation with zero offset.
The players who actually win this are whoever locked in power purchase agreements 3-4 years ago when nobody was thinking about hundreds of megawatts for inference clusters. The hyperscalers who moved early on utility partnerships or built their own generation capacity have structural leverage that cannot be replicated on any reasonable timeframe. You can order 100,000 GPUs and get delivery in 6 months. You cannot order 500 megawatts and get it online in 6 months. That takes years of permitting, construction, grid connection, and regulatory approval.
Satya's point about not wanting to overbuy one GPU generation is the second critical insight everyone is missing. Nvidia's release cycle compressed from 2+ years to basically annual. Which means a GPU purchased today has maybe 12-18 months of performance leadership before it's outdated.
If you can't deploy it immediately, you're buying an asset that's already depreciating against future products before it earns anything. The gap between purchase and deployment is now expensive in a way it wasn't when Moore's Law was slower.
The refresh cycle compression also means whoever can deploy fastest captures disproportionate value. If you can energize new capacity in 6 months vs 24 months, you get 18 extra months of premium inference pricing before competitors catch up. Speed to deployment is now a direct multiplier on chip purchase ROI, which means the vertically integrated players with their own power and real estate can move faster than anyone relying on third party data centers or utility hookups.
What makes this really interesting is it changes the competitive moat structure completely. The old moat was model quality and algorithm improvements. The new moat is physical infrastructure and energy access. You can train a better model in 6 months. You cannot build a powered data center in 6 months. This is the kind of constraint that persists for years and creates durable separation between winners and losers.
$MSFT CEO Satya just made one of the most revealing comments of the entire AI cycle when he said Microsoft has $NVDA GPUs sitting in racks that cannot be turned on because there is not enough energy to feed them. The real constraint is not compute but power & data center space.
This is exactly why access to powered data centers has become the new leverage point.
If compute is easy to buy but power is hard to get, the leverage moves to whoever controls energy & infrastructure. Every new data center that $MSFT, $GOOGL, $AMZN, $META & $ORCL are trying to build needs hundreds of megawatts of steady power. Getting that energy online now takes years which means the players who locked in power early & built vertically across the stack are the ones with real control.
Hyperscaler growth is no longer defined by how many GPUs they can buy but by how quickly they can energize new capacity.
Satya’s other point about not wanting to overbuy one generation of GPUs matters just as much. The refresh cycle is shortening as Nvidia releases faster chips every year which means the useful life of a GPU now depends on how quickly it can be deployed into production. When power & space are delayed then that GPU loses value before it ever produces a dollar of compute revenue.
Satya just validated why my DCA plan remains overweight in the AI Utility theme. The AI economy will scale at the rate power comes online, not at the rate chips improve. The next phase of AI infrastructure growth will belong to whoever can energize capacity faster than demand expands.
Power has become the pricing layer of intelligence: $IREN, $CIFR, $NBIS, $APLD, $WULF, $EOSE, $CRWV

































