KevinSimback

I’ve gone the entire day without a
“🚨BREAKING: Someone just…” post
Feels good

“The reports of my death are greatly exaggerated”
—Enterprise AI investment, July 2026

Almost finished with my most thoughtful AI article of the year, should be ready to publish tomorrow
It addresses the most important question for the AI industry right now and is quite timely given the discourse over the weekend

Farmer’s markets have basically become an IRL Etsy with a few produce vendors mixed in to keep up appearances
It’s mostly overpriced things that you don’t need but you end up buying anyway

The weekend is shot:
> GPT-5.6 + ChatGPT Work
> Meta Muse 1.1
> Grok 4.5 + Grok Build
Who's got the best writeups / videos on these?

There are some incredibly good R/R opportunities in the crypto x AI sector right now
The right filter is: true AI builder talent + products that appeal not just to crypto natives
Several names that could easily pull a 5-10x regardless of what the majors do

I believe we’re going to see the biggest wave of tech M&A in history in 2026-27
Massive equity valuations to use as currency + reshaping industry dynamics with AI = buying frenzy

Anyone who isn’t insanely biased would look at the game and conclude that Balogun was unfairly treated
Overturning it was the right call regardless of who helped make it happen

Just finished listening to latest @theallinpod which had a discussion on the “rant” by Alex Karp that went viral this week
The biggest realization that everyone is waking up to is the *lack* of competitive edge when using frontier models
If all your competitors use them, you have no differentiation
Worse yet, using those models could subject you to competitive risk if the labs decide to take your data and make products that compete with you (just ask Figma)
The crazy icing on the cake is that these models are 5-100x more expensive than alternatives that can be made just as good with the right

Imagine the possibilities
Inference capital markets x $ansem tie up
Leverage the attention to supercharge decentralized AI, agentic markets
cc @blknoiz06 and @0xgilbert

I’ve been Fable-maxxing since it was reenabled
My subjective opinion - it acts with agency in ways no other models currently do
It does what I ask, then finds other important related stuff along the way and does that too
It takes care of the job like someone who cares

While everyone is talking about Anthropic/OpenAI vs Chinese open source models
Just remember there are other players that can make some big announcements on any given day to shift the balance on either side
Prediction: we get a big one within the next 1-2 weeks

Coding is the undeniable PMF use case for AI, but most knowledge work still has a ways to go
Coding works because all the context lives in a git repo that is versioned, structured, in one place, and usually with a test suite that tells you what is correct
Knowledge work on the other hand is based on information that resides in a bunch of different places - Slack, email, various systems, and often in people's heads
So if you want knowledge work to be automated like code, you need a "context repo" or as often called a "company brain"
But a company brain that just takes files, puts them somewhere

Putting an LLM as judge is the simplest and easiest way to create a loop
1. Do the thing you already do by prompting AI
2. Use another model to evaluate the output and give it feedback
3. Iterate until both are satisfied
Only see the final output once the loop is complete
Since you're using an LLM as judge, this is generally best for non-deterministic tasks like research, design, building specs, etc.
Using Looper to do this will make it super easy by refining your prompt for a better constructed loop, adding the judge, and setting the exit criteria so it doesn't run unnecessary iterations
Now