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Agent skills become the new supply-chain risk as GPT-5.3-Codex accelerates long-running coding loops
Feb 9
5 min read
87 docs
Google Cloud Tech
cat
Boris Cherny
+10
Today’s core shift: “skills” (prompt-injected markdown) are becoming a real supply-chain attack surface—treat them like dependencies and sandbox by default. Also: GPT-5.3-Codex claims a major speed jump, and practitioners are leaning harder into long-running, test-driven agent loops.

🔥 TOP SIGNAL

“Agent skills” (markdown injected into prompts) are turning into a supply-chain + prompt-injection footgun: you’re effectively trusting arbitrary content at the same level as the agent’s own instructions, with few real backstops in typical dev environments . The practical move is to treat skills like code dependencies: check them into your repo, keep them short/auditable, avoid copy-pasting from marketplaces, and sandbox execution (VMs/containers/SELinux) .

🛠️ TOOLS & MODELS

  • OpenAI Codex — GPT-5.3-Codex speed push

    • Codex team says GPT-5.3-Codex combines SOTA coding performance with being “objectively the fastest,” credited to token-efficiency + inference optimizations .
    • At high/xhigh reasoning effort, it’s reported ~60–70% faster than GPT-5.2-Codex (last week).
    • Subscription note: a Pro perk is 10–20% faster Codex, on top of a ~60% speed improvement shipped across the board last week.
  • Claude Code — Opus 4.6 “fast mode” usage credit + enable steps

    • Anthropic granted $50 in free extra usage to current Claude Pro and Max users, usable on fast mode for Opus 4.6 in Claude Code.
    • Enablement steps (shared by @_catwu): claim credit + toggle extra usage at https://claude.ai/settings/usage, then run claude update && claude and /fast.
    • Practitioner report: Opus 4.6 fast mode appears to be “the same model running faster” at ~6× the price.
    • Known issue report: fast mode fails via API key login in Claude Code (but works via subscription), even with fast mode enabled for the org .
  • GitHub Enterprise — auto opt-in friction

    • Armin Ronacher reports being automatically opted into a CodeQL Copilot trial after moving to GitHub Enterprise, which “spams” PRs with “low value contributions,” with “no obvious way to turn it off” .

💡 WORKFLOWS & TRICKS

  • Claude Code “plan-first” loop (replicable)

    • Use plan mode first (Shift+Tab): align on a plan, then review generated code, then ask for targeted improvements/cleanup in iterations .
  • Parallel agents + UI-aware iteration

    • Run multiple Claude Code instances in parallel and let them “cook” for a few hours; for UI work, pair with something like Puppeteer so the agent can “see the UI and adjust” .
  • Repo orientation on demand

    • If you don’t know a codebase: run Claude Code and ask it “what are all the systems involved?”—the claim is it can identify the systems for you .
  • Quality bar discipline + where “vibe coding” fits

    • Keep the same merge bar regardless of whether code was written by the model or a human; if it’s not good, don’t merge—ask the model to improve it .
    • Use “vibe code” explicitly for throwaway/prototype work, not for maintainable critical-path code .
  • Multi-agent “swarms” for short-horizon builds

    • One example workflow: set up an Asana board, create tasks, then run a swarm of ~20 “Claudes” to build plugins over a weekend (run in a Docker container in “dangerous mode”) .
  • Long-running autonomy: “keep going until tests pass”

    • A practitioner using Codex on a complex C codebase reports a single run lasting 2h 40m, then continuing another 45+ minutes (and counting), while using only ~10% of weekly usage .
    • They highlight a tight loop: it “keeps working until the tests pass,” and then they do a post-implementation review/revision pass .
    • Greg Brockman frames Codex as strong for long-running tasks in a complex codebase.
  • Scaling context via delegation (pattern, not brand)

    • “Recursive Language Models (RLMs)” are described as letting agents manage 10M+ tokens by recursively delegating tasks; Google Cloud says ADK was used to re-implement the original RLM codebase in a more enterprise-ready format (resource: https://goo.gle/4kjT12E) .
    • Practitioner note: sub-agents can work well because each has one job and doesn’t see full context.
  • Adoption isn’t automatic: teach agents like a tool

    • swyx claims most developers aren’t seeing agent techniques on Twitter and need explicit teaching .
    • Example from @cognition: “1 workshop” drove >900% usage increase and up to 4× NDR for the same product, with a note that product onboarding was weak .

👤 PEOPLE TO WATCH

  • Boris Cherny (Claude Code creator/lead) — concrete internal usage + norms: same merge bar for model code; plan-first loop; and broad non-engineering adoption (data + sales) .
  • @thsottiaux (Codex team) — shipping-focused model deltas with specific speed claims (GPT-5.3-Codex vs 5.2; Pro speed perk) .
  • @CtrlAltDwayne — real “long-running agent” telemetry: multi-hour runs + “until tests pass” loop in a C codebase .
  • Armin Ronacher (@mitsuhiko) — high-signal friction reports: unwanted PR spam from auto-enabled tooling, and a general bias toward tools that actually help day-to-day .
  • McKay Wrigley — early signal on Opus 4.6 fast mode pricing tradeoffs + reproducible Claude Code bug report (API-key login path) .

🎬 WATCH & LISTEN

1) Skills are “just strings,” and that’s the point (and the risk) — TheStandup (PrimeTime)

Timestamp: ~00:06:02–00:07:58

Hook: A clean mental model: skills are effectively markdown prompts concatenated into prompts, i.e., “everything eventually boils down to a string.” Useful for context packing, but it clarifies why supply-chain issues map directly onto prompt trust.

2) “Build for the model six months from now” — Boris Cherny on Claude Code’s bet

Timestamp: ~01:10:36–01:12:15

Hook: Cherny describes how early “AI coding” was imagined as autocomplete/Q&A, and how the Claude Code project was pushed to build for near-future model capability—then “the product just worked” after later model releases.

📊 PROJECTS & REPOS

"You can just do things!"

Editorial take: Faster agents + longer autonomy are great, but the week’s real bottleneck is trust: prompts/skills/tools need the same paranoia and sandboxing you already apply to dependencies.

Codex leans into agentic building as spatial intelligence, open models, and defensive forensics gain visibility
Feb 9
8 min read
147 docs
Jim Fan
Sam Altman
Fei-Fei Li
+16
Codex continues to shift from “coding help” toward long-running, agentic building—while OpenAI leaders temper overhyped claims about what’s solved. Also: Fei-Fei Li’s case for spatial intelligence via World Labs’ Marble, a services-first push to automate defensive digital forensics, and fresh signals on open-model adoption, Grok distribution, and practical (non-hype) AI use in consumer products.

Codex momentum: “just build things,” but not “software solved”

OpenAI positions Codex as a broader “builder” interface

OpenAI’s launch messaging around the Codex app leans hard into accessibility—“You can just build things”—paired with a demo video . Greg Brockman amplified the framing directly: “with codex, building is for everyone,” linking to the Codex app announcement .

Why it matters: The story is increasingly about packaging + agency (who can build, and how easily), not just incremental code generation quality .

Altman pushes back on overclaims about Codex 5.3

After an X post claimed “Codex 5.3 just genuinely solved software. It’s over.” , Sam Altman replied: “Not solved yet, but 5.3 will help build the thing that solves it” .

Why it matters: Even amid strong launch sentiment, OpenAI leadership is explicitly trying to temper absolutist narratives while still signaling acceleration .

Long-running agent work: persistence in complex codebases

Brockman also highlighted Codex for “long-running tasks in a complex codebase” . A user report described Codex working for 2+ hours 40 minutes in one run and continuing further on the same C codebase, “until the tests pass,” with additional review/revision after implementation .

Why it matters: If these “keep going until it passes” loops hold up broadly, they point toward long-horizon execution becoming a default expectation for coding agents—not a special demo case .

Spatial intelligence as a “next frontier”: World Labs and Marble

Fei-Fei Li: spatial intelligence as foundational, enterprise-facing tech

Fei-Fei Li described spatial intelligence as foundational to interacting with the real 3D/4D world, arguing it’s the next frontier of AI and the focus of World Labs (which she co-founded about two years ago) . She also framed World Labs as enterprise-facing for world models/spatial intelligence, open to enterprise partners, and spanning use cases from robotics/simulation to healthcare, field services, manufacturing, and urban planning .

Why it matters: This is a clear bid to make “world models” feel like horizontal infrastructure, not a niche research thread .

Marble: a multimodal-to-3D world generator (released ~2 months ago)

Li said Marble is World Labs’ first-generation spatial intelligence model: it takes multimodal inputs (text, images, video, simple 3D) and outputs a fully navigable, interactable 3D world with geometric structure and “permanent consistency” . She described it as enabling robotics simulation and game development, and said it was released about two months ago .

Early use cases she cited include games, VFX/virtual production, robotics training (with partners including Nvidia), architecture/interior design, and immersive environments for psychiatric/mental health research and well-being/fitness personalization .

Why it matters: The emphasis on geometric structure + consistency is a direct attempt to differentiate “3D worlds you can act in” from purely video-like generations .

Why this stays hard: data messiness, robotics complexity, and long timelines

Li described a hybrid data strategy: internet-scale text/images/videos plus simulated data plus “real world capture data,” arguing 3D/4D data is scarce and pixels/voxels are messier than text . She also compared robotics difficulty to self-driving timelines and argued generalized robots face a much higher-dimensional problem than cars, even as progress continues .

Separately, NVIDIA’s Jim Fan suggested the field may be nearing “the end of the Middlegame,” but said we’re still “one big fat robotics breakthrough away from the Endgame” .

Why it matters: Multiple voices are converging on the same constraint: embodied/spatial intelligence is advancing, but still bottlenecked by data and task complexity .

Cybersecurity: “AGI-pilled” defense via automated digital forensics

Asymmetric Security emerges from stealth with a services-first play

Asymmetric Security (Alexis Carlier) came out of stealth focused on AI agents for digital forensics, motivated by the idea that AGI-level “intelligent labor” should shift cyber defense from reactive triage to proactive, continuous investigations. The company is going to market (with help from insurance companies) with a services-first model focused on business email compromise, both to deliver reliably and to build a proprietary dataset to close remaining performance gaps .

Why it matters: This is a concrete example of “agents” being built around data + eval + workflow control, not just model selection .

Current capability: “~90% accuracy” isn’t enough without reliability

Carlier said off-the-shelf models (with some scaffolding) can reach ~90% accuracy on many investigative tasks, which is helpful for speeding investigations—but still insufficient to automate the work given the need for “the nines of reliability,” keeping humans in the loop for QC and correction . He also described reducing incident response time for email-based attacks from roughly days to a week down to a few hours using their platform and workflow .

Why it matters: Security is forcing an “agent reality check”: speedups are valuable, but verification and trust remain central product requirements .

Open models, distribution, and the “local/private” pull

Hugging Face downloads: Qwen/Llama scale, DeepSeek presence, and a 100B+ split

Nathan Lambert shared Hugging Face download snapshots (since August 2025) showing the top 100 LLMs by downloads are heavily represented by Alibaba’s Qwen family (40 models), with Meta (13) and DeepSeek (10) also prominent . The most-downloaded models listed included Llama-3.1-8B-Instruct (53.3M), Qwen2.5-7B-Instruct (52.4M), and Qwen2.5-VL-3B-Instruct (49.5M) .

For 100B+ models, the same thread listed OpenAI’s gpt-oss-120b at 22.3M downloads, with DeepSeek-R1 (3.8M) and DeepSeek-V3 (3.6M) also highlighted, and a separate count showing DeepSeek with 16 models in the top cohort .

Why it matters: The “open model market” is fragmenting by size tier, while usage signals increasingly favor families (Qwen/Llama/DeepSeek) over one-off standouts .

Altman: OpenAI wants to lead open source too—because users want local control

In a separate discussion, Altman said it would be “okay, but not great” if OpenAI didn’t also lead open source, citing demand for people to control and run models locally—especially in a world with always-on devices that “see your whole life” . He attributed the current gap to “focus and time,” but said OpenAI “need[s] to solve that somehow” .

Why it matters: This frames “open source” less as ideology and more as deployment preference (privacy/control/local inference) that could shape platform winners .

xAI/Grok: usage milestones, trading claims, and “world mind” translation framing

Similarweb screenshot: Grok passes DeepSeek in January visits

A post citing Similarweb claimed Grok surpassed DeepSeek in January with 314.0M visits vs. 298.3M, calling Grok the third most visited GenAI tool; Musk replied “Cool” .

Why it matters: Whatever the exact leaderboard dynamics, xAI is emphasizing consumer distribution as a first-class metric alongside model performance .

“Alpha Arena” post: live-trading returns and multiple “profitable variants”

Another X post asserted Grok variants were profitable and that returns rose from ~12% to nearly 35% in 10 days, with Grok holding 4 of the top 6 spots on the Alpha Arena leaderboard; it also emphasized these were “live trades with real capital,” not simulations . Musk responded: “We need to do much better and we will” .

Why it matters: This is part of a broader pattern: AI product narratives are increasingly mixing consumer usage with real-world performance claims (here, finance) .

Grok translations: “creating the world mind across language groups”

A separate post argued Grok translations (and the algorithm) have brought like-minded communities closer and helped ideas spread faster . Musk amplified the idea with: “Creating the world mind across language groups” .

Why it matters: Translation is being pitched not just as a feature, but as a network effect lever for cross-language communities .

Reality checks and adoption friction (two fast signals)

Chollet: disruption predictions have a poor track record (Google Search example)

François Chollet pushed back on claims that AI “killed” Google Search, citing 2023–2025 growth in query volume (+61% to 5T/year) and revenue (+28% to $225B, 56% of Google revenue), and adding that usage was “accelerating” in Q4 2025 . He criticized the “abysmal” track record of pundit predictions and urged people to update their priors—and argued that “death of all SaaS” predictions will fare even worse .

Why it matters: Even with rapid model progress, incumbents can keep compounding—so “AI disruption” claims increasingly need measured adoption evidence, not vibes .

swyx: most people need training to become productive with agents

swyx argued that the “grokking” moment for agents is unevenly distributed: most developers aren’t on Twitter and often need to be taught how to use agents effectively . He cited an example where one workshop led to a >900% usage increase and up to 4x NDR on the same product, then noted bluntly that onboarding is currently poor but fixable .

Why it matters: If agent adoption depends on enablement, “model capability” alone won’t determine rollout speed—training and onboarding will .

Real-world consumer AI: Ring expands “Search Party” for missing dogs across the US

Computer vision for neighborhood-scale pet recovery

Amazon’s Ring described “Search Party,” where when a pet owner posts about a lost dog, nearby participating outdoor Ring cameras look for potential matches and alert owners; the AI is trained on tens of thousands of dog videos and users control whether to share footage . Ring said the feature helped bring home 99 dogs in 90 days since launching three months ago, and has now expanded so anyone in the US can start a Search Party even without a Ring camera .

Vinod Khosla called it his favorite recent “emotional” AI use case, and linked to details from Amazon .

Why it matters: This is a clean example of AI value that’s community-mediated and privacy-gated by design, rather than fully automated surveillance .

Clarity-first product building: agent-aligned docs, executive focus, and launch discipline
Feb 9
9 min read
45 docs
Lenny Rachitsky
Product Management
Teresa Torres
+2
This edition focuses on AI-era product craft: why clarity and taste are becoming the bottlenecks, how to run a markdown-based system to keep agents aligned, and what “demo don’t memo” looks like in practice. It also includes structural approaches to executive focus, plus two cautionary case studies on UX attention traps and rushed launches.

Big Ideas

1) In AI-assisted building, clarity beats raw execution speed

One builder describes realizing early that “coding is not the problem… the problem… is clarity,” and that AI output can be faster than human output—so they spend ~80% of time planning/chatting and ~20% executing . The same theme shows up in how they keep agents aligned: tools differ (Cursor vs others), but “the problem remains the same—you need to be clear on what you want to do and… know what you’re doing.”

Why it matters: If AI can generate code quickly, the competitive constraint becomes decision quality: what to build, in what order, and what “good” looks like.

How to apply: Treat planning artifacts (requirements, design intent, task ordering) as the primary lever for throughput—not “more prompting.”


2) PM leverage increases when teams optimize for judgment, taste, and requirements clarity

In the same conversation, the argument is that AI makes many people “product managers on steroids,” but strong PMs aren’t paid for writing PRDs—they’re paid for judgment (what’s useful, tasteful, and actually moves the needle) . Another framing: PM work is “clarify what to build… be really clear about the requirements… figure out what success looks like” , and “PMs are the winners of AI today because they bring clarity.”

Why it matters: As execution gets cheaper, the “taste + clarity” layer becomes a bigger differentiator than documentation polish.

How to apply: Evaluate PM performance on decision quality (requirements clarity, success definition, and product judgment), not doc output.


3) UX for AI products: hide the noise so users focus on the outcomes

A Teresa Torres post describes an Earmark iteration: when a live transcript took up ~50% of the screen, users fixated on misspellings and transcription errors and tried to fix them manually . The solution was to minimize the transcript into a subtitle bar and let LLMs infer through imperfect transcription—“hiding the noise” helped users focus on the generated artifacts .

Why it matters: If your UI foregrounds “imperfections” users can see, they’ll spend effort on low-leverage cleanup instead of the value the system is meant to deliver.

How to apply: Make the primary surface area the artifact (spec, plan, decision, output), and demote noisy intermediate signals (e.g., imperfect transcript text).


4) Executive focus protection is upstream of calendars: priority count → workstreams → meetings

In a thread on preserving executive focus, one reply argues the “only answer” is that leaders of leaders decide how many priorities there are; the number of priorities determines work streams; work streams drive meeting load, and execs can choose how involved to be at different decision levels .

Why it matters: Calendar governance often fails if the underlying portfolio is too large.

How to apply: Tie meeting reduction to explicit priority limits and decision-level delegation (what must be escalated vs what should be decided elsewhere).

Tactical Playbook

1) A lightweight markdown “source of truth” system to keep AI agents aligned

One approach is to maintain a small suite of markdown files as the agent’s working context:

  • Masterplan.md: 10,000-foot overview—why you’re building, who it’s for, and how it should feel; can reference other PRDs (e.g., “consult design guidelines”) .
  • Implementation plan: a high-level sequence/order of building (example ordering given: backend tables → authentication → API → …) .
  • Design guidelines.md: look/feel guidance, sometimes including CSS elements (because AI can be “over creative” and needs technical steering) .
  • User journeys: how people navigate and key flows .
  • Tasks.md (or Plan.md): granular tasks/subtasks; a markdown format used as a “source of truth” for execution steps .
  • Rules.md / Agent.md (tool-dependent): long-run behavior instructions so you don’t repeat yourself each prompt—e.g., read all files before acting, look at Tasks.md for the next task, execute it, then report what changed and how to test .

Step-by-step (how to apply):

  1. Draft Masterplan.md (intent, audience, feel) and reference the other docs you’ll maintain .
  2. Write an Implementation plan that imposes order before generating a full task list .
  3. Add Design guidelines (include specific CSS elements when needed to keep results grounded) .
  4. Convert the plan into Tasks.md so the agent always has an unambiguous “next task” .
  5. Add Rules/Agent.md so the workflow is: read → select next task → execute → tell you what to test .
  6. Simplify your prompts to something like “proceed with the next task,” while you keep documents updated so the agent context stays current over time .

2) An iterative prototyping loop designed to increase clarity (and reduce “AI slop”)

A concrete 3-step refinement loop is described:

  1. Brain dump the vague idea (voice/text) into the tool .
  2. Start a new pass with more clarity (features/pages) and attach references like screenshots/animations from sources such as Maven/Dribbble .
  3. If you want pixel-perfect results, provide code snippets (not screenshots) from libraries like 21st.dev because “tools still communicate in code the best.”

They also recommend kicking off 4–6 parallel concepts to compare; it may cost a bit up front, but is presented as saving “hundreds of credits” and days later because you start from better clarity/refinement .

Step-by-step (how to apply):

  1. Do a 10-minute brain dump first pass .
  2. Create 3–5 parallel variants with different reference inputs (screenshots or code snippets) .
  3. Compare outputs and pick one direction; treat the discarded variants as “cheap discovery.”

3) Structural exec-focus tactics: decision frameworks + async decisions + pre-reads

In response to meeting overload, one PM says they’ve focused on improving clarity by providing structured decision-making frameworks, getting decisions made over email when possible, and ensuring pre-reads when meeting time is limited . Another reply emphasizes that priority count is the driver of work streams and meeting volume .

Step-by-step (how to apply):

  1. For each exec touchpoint, send an email that frames the decision with a structured decision format (options, recommendation, and what “success” means) .
  2. Default to async decisions; only schedule meetings when decisions can’t be made over email .
  3. When meetings are required, require a pre-read to compress “context setting” time .
  4. Escalate the portfolio question: reduce priority count so work streams (and therefore meetings) shrink .

Case Studies & Lessons

1) Earmark: when transcripts dominate the UI, users optimize for the wrong thing

  • What happened: A live transcript took ~50% of the screen; users fixated on transcript errors and wanted to manually fix them .
  • Change: Minimize transcript to a subtitle bar; LLMs can infer through imperfect transcription, and hiding the noise keeps attention on generated artifacts .

Key takeaway: If you surface a “low-quality” intermediate artifact prominently, users will treat it as the product—even if it’s not where value is created.


2) Rushed B2B EdTech launch: forced GA, weak competitiveness, and a PMM mitigation path

A Product Marketing subreddit post describes a product that was “shadow dropped” internally and then handed to a sole PMM with a directive to create the full GTM playbook after release . The PMM claims it’s missing half the features of competitors, is priced 15% higher, and had no market research or customer/loss-deal input—driven by CEO/CPO directive with GA planned for end-of-month around a major event .

One mitigation reply suggests:

  • Find someone it has PMF for (existing customers or a niche use case) and build an ICP map that makes clear who it’s for and why others are better served by alternatives .
  • Write hyper-focused messaging for that one ICP and run a targeted GTM motion (lists, digital spend, events) .
  • Interview every loss to document why, and use that signal to force a roadmap pivot toward realistic personas .

Another commenter notes this “catch up” dynamic is common and that marketing is often treated as an afterthought—then blamed when launches fail .

Key takeaway: When a launch is forced, the fastest “damage control” is narrowing the ICP and turning losses into structured evidence for changing the roadmap.


3) “Demo don’t memo”: prototyping as a cross-functional handoff (especially in constrained environments)

A “demo don’t memo” motto is described: instead of writing documents and running meetings to communicate a vision, build a prototype quickly and hand it over . A specific example given: they built a prototype in four hours, and a team later replicated it into production 6–7 months later with the necessary production connections (“pipes”) . They also note that in some regulated contexts (e.g., healthcare/finance), prototyping can still be a valuable use case even when you can’t push to production .

Key takeaway: A prototype can function as an alignment artifact that survives later productionization—even when production constraints slow real deployment.

Career Corner

1) “Build in public” as a career accelerant (and a stronger application than a resume)

One story: building in public (sharing failures, knowledge, and projects via YouTube/social—especially LinkedIn) is described as what turned building into a job opportunity . They also encourage participating in hackathons to connect with other builders . For job seeking, they claim some candidates stood out by sending Lovable apps instead of resumes—using a prototype to show fit for the role, and that they’ll “always open an app that uses [the] domain.”

How to apply:

  • Publish what you build (including failures) in a format you can sustain (they cite LinkedIn as fitting longer-form cadence) .
  • When applying, send a working prototype tailored to the role instead of (or alongside) a resume .

2) Taste-building is a practice: deliberate “exposure time” + building reps

Skill growth is framed as deliberate exposure to the content, people, and relationships that help you “level up” (“exposure time”) . They also emphasize that capability is a muscle: practice + building is how you improve . Another lesson is to optimize for producing “world class and magic” as the key takeaway .

How to apply:

  • Set intentional exposure inputs (people, products, resources) tied to the domain you’re trying to level up in .
  • Convert exposure into taste by building—don’t rely on reading/chatting alone .

3) Vibe-coding as a new path: roles converge, and “non-technical” can be an advantage

A Lenny X post frames vibe-coding as a “new career path for non-technical people” and a glimpse into where PM/design/engineering roles are heading . The topics called out include why having no coding background can be an advantage when building with AI, plus the markdown file system for agent alignment and a recommendation to kick off 4–5 parallel prototypes . Separately, one line in the podcast claims “everybody becomes an engineer… a designer, a PM” in the future .

How to apply: Treat “non-technical” less as a blocker and more as a prompt to become excellent at intent, judgment, and product taste—then use AI tools to execute.

Tools & Resources

A new endorsement for Steve Yegge’s “The Anthropic Hive Mind,” framed as an argument for “little tech”
Feb 9
1 min read
181 docs
Garry Tan
Steve Yegge
One high-signal resource surfaced today: Steve Yegge’s *The Anthropic Hive Mind*, shared by Garry Tan as a concrete lens on small-team vs big-org dynamics and an argument for “little tech” and competition.

Most compelling recommendation: The Anthropic Hive Mind

  • Title: The Anthropic Hive Mind
  • Content type: Blog post / article
  • Author/creator: Steve Yegge
  • Link/URL: https://steve-yegge.medium.com/the-anthropic-hive-mind-d01f768f3d7b
  • Recommended by: Garry Tan
  • Key takeaway (as shared):
    • Yegge draws an analogy between friends working “in a little apartment above a bakery” and “Anthropic engineers” working “in a great big building with a bakery in it,” calling out “similarities” (explicitly “not the bakery”) .
    • Garry Tan uses the post to argue for “little tech,” saying big tech can become “sclerotic, bureaucratic, anticompetitive moat-babysitting,” and that “startups and competition through open markets and open platforms are the only antidote” .
  • Why it matters: This recommendation pairs an on-the-ground organizational observation (small-team vs large-org dynamics) with a clear stance on why smaller, competitive ecosystems are healthier for users and markets—useful framing if you’re evaluating company-building environments and incentives .

“This is why we need little tech. Big tech when it is growing is good. Big tech when the amount of work shifts to far less than the number of people? Sclerotic, bureaucratic, anticompetitive moat-babysitting, bad for users, turns into an adult daycare.

Startups and competition through open markets and open platforms are the only antidote.”

Context link (share):https://x.com/steve_yegge/status/2019701883603202449

Codex goes mainstream, AI offensive pentesting escalates, and the HBM supply race tightens
Feb 9
11 min read
505 docs
Jack Parker-Holder
Ben Davis
sankalp
+39
This brief covers OpenAI’s Codex app launch and Super Bowl push, claims of a step-change in AI-driven offensive security, fresh rumors (and skepticism) around Meta’s “Avocado,” and the tightening race to secure high-bandwidth memory. It also highlights new work on TinyLoRA, Recursive Language Models, and emerging evaluation and testing tooling for agents.

Top Stories

1) OpenAI pushes Codex into mass-market visibility (app launch + Super Bowl ad)

Why it matters: Coding agents are moving from “tool for developers” to broad consumer awareness and day-to-day workflows, with performance and pricing changes shaping adoption.

  • OpenAI launched the Codex app, with the message: “You can just build things.” The announcement link shared: https://openai.com/index/introducing-the-codex-app/
  • OpenAI also aired a Codex-focused ad during Super Bowl LX using the same tagline . Commentary noted OpenAI and Anthropic ran competing Super Bowl ads, framed as a “fundamental difference” in outlooks .
  • On performance, multiple users described GPT-5.3 Codex as a major improvement over 5.2 (faster, fewer tool calls, more accurate) and better at giving frequent “check-ins” . One report highlighted long-running persistence on a complex C codebase (2h40m+ runs, continuing until tests pass) .
  • OpenAI’s Codex Pro subscription was described as running 10–20% faster, on top of a ~60% speed improvement shipped across the board the prior week .

“Not solved yet, but 5.3 will help build the thing that solves it”

(That response came after a user claimed “Codex 5.3 just genuinely solved software.” )

2) AI-driven offensive security claims jump from scanning to exploit chaining

Why it matters: If capabilities like autonomous exploit chaining and 0-day discovery are becoming accessible, the security baseline for organizations (and individuals) shifts quickly.

  • An AI system called Cognosis IV was described as “(at least publicly available) SOTA for pen testing” .
  • In a 72-hour window, it reportedly:
    • Solved 3 challenges, 1 Sherlock, and 11 Machines, capturing 25 flags for 127 HTB points
    • Found 2 zero-day exploits across two top-10 global e-commerce retailers, enabling unauthenticated order placement, redirected deliveries, and price manipulation via attack chaining
  • The same thread argued passive scanning has progressed from nmap to “six-stage exploit chaining” and warned that states, multinationals, small businesses, and individuals “aren’t prepared for this” .

3) Meta “Avocado” rumors: efficiency claims, plus skepticism about “just pretraining”

Why it matters: If true, large efficiency jumps could change training economics; if not, it’s a reminder that model capability narratives depend heavily on what’s being compared (base vs instruct, and what training was involved).

  • A report claimed Meta’s next model, codenamed Avocado, “already beats the best open-source models” before any fine-tuning or RLHF (“just pretraining”) . Internal docs were said to claim 10× efficiency vs “Maverick” and 100× vs “Behemoth” (described as the unreleased LLaMA 4 flagship) .
  • The same post attributed gains to better training data, deterministic training methods, and infrastructure from Meta Superintelligence Labs under Alexandr Wang .
  • Skepticism and interpretation disputes followed:
    • One commenter was “bearish” if true, arguing advanced agentic behaviors “should not be possible with good faith pretraining” .
    • Others suggested it may simply mean base models beating other base models (or confusion about beating instruct models) .
    • Another reply questioned value absent open-sourcing .

4) High-bandwidth memory becomes a first-order AI supply-chain story (China catch-up + Korea HBM4)

Why it matters: Memory supply constrains AI accelerators and training clusters; shifts in HBM production and yields change what’s buildable, where.

  • Posts reported China’s CXMT plans to expand DRAM capacity to 300,000 wafers/month and allocate ~60,000 wafers/month (20%) to HBM3 mass production this year . The Korea–China gap was described as narrowing from 4 years to 3 years at HBM3 .
  • Huawei was said to be collaborating with CXMT on HBM development, “despite low yields” .
  • Yield and capacity estimates varied:
    • A conservative scenario used 20% yield to estimate 13.2 PB/month of HBM3, equivalent to ~93K NVIDIA H200s/month (~1M annualized) .
    • Another view claimed yields might be 50–70% because CXMT’s D1a is “very mature now” , with a follow-on estimate that 60% yield would imply 280K H200 equivalents/month (3.35M/year) .
  • On the Korea side, Samsung was reported to plan HBM4 mass production and shipments for NVIDIA as early as the third week of the month, after passing NVIDIA quality tests and receiving purchase orders; SK hynix was described as supplying paid samples and aiming for mass production supply within Q1 .
  • Separately, supply tightness was linked to US PC makers (HP, Dell, Acer, ASUS) reportedly considering CXMT DRAM .

Research & Innovation

Tiny updates, big effects: RL + TinyLoRA for “sparse” reasoning adaptation

Why it matters: If strong gains come from updating tens (or hundreds) of parameters, it changes the expected cost/footprint of adapting large pretrained models.

  • TinyLoRA research (FAIR/Meta, Cornell, CMU) was summarized as scaling low-rank adapters down to as few as one trainable parameter.
  • The thread argued RL supplies a “sparser, cleaner signal” than SFT, with rewards amplifying useful information while noise cancels out . It also claimed “reasoning may already live inside pretrained models,” and RL “surfaces what’s already there” with minimal parameter change .
  • Reported metrics included:
    • Qwen2.5-7B trained to 91% GSM8K accuracy with 13 bf16 parameters (26 bytes) using TinyLoRA + RL
    • GRPO reaching 90% GSM8K with <100 parameters, while SFT “barely” improved the base model
    • On harder benchmarks, 196 parameters retaining 87% of the absolute performance improvement averaged across six benchmarks
    • A claim that larger models need proportionally smaller updates, implying trillion-scale models may be trainable for many tasks with a “handful” of parameters
  • Paper link: https://arxiv.org/abs/2602.04118

Long-context agents: Recursive Language Models (RLMs) vs “normal” coding agents

Why it matters: As agent workloads get longer-horizon, failures often look like context loss and poor planning; RLM scaffolding is one proposed mechanism to handle arbitrarily long inputs without stuffing everything into tokens.

  • RLMs were described as using symbolic recursion: sub-calls return into variables rather than being verbalized into the context window .
  • Key distinctions emphasized:
    • The user prompt P is a symbolic object in the environment, and the model is not allowed to grep/read long snippets from it .
    • The model writes recursive code that calls LMs during execution, allowing arbitrarily many sub-calls without polluting the context window .
    • Intermediate results return into symbolic variables/files; the model refines outputs via recursion rather than dumping tool output into tokens .
  • A concrete “coding harness” sketch proposed:
    1. externalize prompt P into a file
    2. provide a terminal-accessible sub-LLM call function (not a token-space tool)
    3. constrain tool outputs and force small recursive programs with intermediate outputs stored in files
    4. return the output file at the end
  • Google Cloud also promoted a re-implementation of the original RLM codebase using ADK in an “enterprise-ready format” and described RLMs as letting agents manage 10M+ tokens by delegating tasks recursively .
  • A separate exchange argued RLMs have not “killed RAG”; recursion is an inference-time mechanism and shouldn’t be used to re-index huge corpora per request .

New evaluation focus: context management as a first-class skill

Why it matters: “Long context” isn’t just having a large window; it’s knowing what to keep, retrieve, and discard during long-horizon work.

  • Context-Bench (by Letta) measures an LLM’s ability to manage its own context window—what to retrieve/load/discard—across long-horizon tasks .
  • It includes two areas:
    • Filesystem: chaining file operations, tracing entity relationships, multi-step retrieval
    • Skills: discovering and loading skills to complete tasks
  • Links: https://leaderboard.letta.com/ and https://github.com/letta-ai/letta-evals/tree/main/letta-leaderboard

World models: from robotics training requirements to autonomous driving and “adversarial reasoning”

Why it matters: Several threads converged on the idea that “world models” aren’t interchangeable with video generators; the intended downstream application (robots, driving, multi-agent settings) dictates what “accuracy” means.

  • A distinction was highlighted: text-to-video models only need to “look” realistic, while world models for robots require accurate physical interaction and can’t “fudge” key details .
  • Waymo-related discussion expressed excitement about Genie 3 having impact in autonomous driving world-model applications , contrasting prior skepticism that generative models were unsuitable for physical understanding .
  • Nvidia’s DreamDojo was introduced as a “Generalist Robot World Model” trained from large-scale human videos (paper link: https://huggingface.co/papers/2602.06949).
  • Latent Space published a piece on world models for adversarial reasoning and theory of mind, arguing much expert work is choosing moves under hidden state and other agents (not just producing single-shot artifacts) . Link: https://latent.space/p/adversarial-reasoning.

Products & Launches

Lightweight speech recognition on laptops: voxmlx

Why it matters: Practical local/edge ML tools keep improving, and “agent-written” code is increasingly shipping as real artifacts.

  • voxmlx is an MLX implementation of Mistral’s Voxtral mini realtime speech recognition model; it supports streaming audio and is described as running fast on a laptop (uvx voxmlx) .
  • The author said they wrote no code—“every line” was written by Claude Code—and shared lessons on latency bottlenecks and “jagged” intelligence (basic mistakes but impressive debugging) .
  • Repo: https://github.com/awni/voxmlx.

Real-time “learning from corrections” in coding agents: ContinualCode

Why it matters: Online learning loops (even small LoRA steps) could reduce repeated failures inside interactive agent workflows.

  • ContinualCode was presented as a minimal “Claude Code” that updates model weights: when a user denies a diff, it uses the correction as context, takes a LoRA gradient step, and retries with updated weights .

Testing and eval tooling for production LLM apps

Why it matters: As teams deploy agents, quality control shifts from “does it work once?” to regression prevention, tracing, and measurable evaluation.

MLX: CUDA backend performance demo

Why it matters: Faster startup and throughput can shift which stacks developers choose for local inference and iteration.

  • MLX’s CUDA backend was described as getting better, with fast startup times and strong performance . A demo processed 18.5k tokens in <4 seconds and generated at 32.5 tok/sec (Qwen3 4B fp8 on DGX Spark) .

Industry Moves

“February release wave” expectations (US + China)

Why it matters: Even rumors affect developer planning, evaluation cycles, and competitive positioning.

  • Multiple posts forecast a crowded February slate including Sonnet 5, GPT 5.3, Gemini Pro GA, Qwen 3.5, Avocado, Deepseek v4, GLM 5, Seedance 2.0, Seedream 5.0, and an “OpenAI hardware reveal” .
  • On the China side, Qwen 3.5 was described as imminent and (notably) “the first qwen model… released directly with VL support,” combining Qwen3 Next (text) + Qwen3 VL (vision) . A dense variant (~2B) was also mentioned alongside MoE configs .
  • Separately, Qwen3.5 models were “spotted on GitHub” as Qwen3.5-9B-Instruct and Qwen3.5-35B-A3B-Instruct, with speculation that Arena models “Karp-001/002” could be these .

Hiring, ecosystems, and the “AI buildout” narrative

Why it matters: Capital, compute, and organizational decisions are increasingly decisive (not just algorithms).

  • Brendan Gregg (noted for performance engineering work) joined OpenAI’s ChatGPT team and published “Why I joined OpenAI” . Link: https://www.brendangregg.com/blog/2026-02-07/why-i-joined-openai.html.
  • One investor framed the primary advantage of large AI entities as the ability to raise more money than the downstream startup ecosystem and spend it directly on data and compute.
  • A macro thread projected ≈$650B AI capex in 2026 and framed it as “planned capitalism” in the context of tariffs and government redistribution dynamics .

Search and consumer usage signals

Why it matters: “AI kills X” predictions often miss product-market dynamics and adoption inertia.

  • François Chollet cited Google Search query volume growing 61% to 5T/year (2023–2025) and search revenue up 28% to $225B (56% of Google revenue), adding that usage was “accelerating” as of Q4 2025 .
  • Similarweb data said Gemini surpassed 2B visits in January 2026 for the first time, with 19.21% MoM and +672.26% YoY growth .

Policy & Regulation

Applied AI in peace operations: real-time translation for low-resource languages

Why it matters: Field deployments constrain AI designs (connectivity, accountability, high-stakes communication), and “assistive” systems must be evaluated differently than consumer chatbots.

  • An NYU Global AI Frontier Lab seminar description highlighted work at the UN Department of Peace Operations on applied AI for communications, including a Real-Time Translation initiative designed for low-resource languages under intermittent connectivity and mission realities .
  • The project was described as complementing—not replacing—human interpreters and aiming to improve situational awareness, information integrity, and accountability, with a South Sudan pilot as an anchor .

Institutional response remains an open problem

Why it matters: If AI’s near-term impact resembles past tech shocks, institutions may struggle to adapt even if we understand the risks.

  • A researcher referenced their work “AI as Normal Technology,” arguing policy reactions to the internet/social media weren’t “anything to celebrate,” and announced a research direction on AI & institutional reform, with writing forthcoming .

Quick Takes

  • Meta’s interview loop shifts: a post claimed Meta is abandoning LeetCode for AI-assisted coding interviews, arguing the industry is moving toward real-world, AI-assisted problem solving .
  • Prompt caching as cost lever: a detailed post called prompt caching “the most bang for buck optimisation” for LLM workflows and agents, with a guide here: https://sankalp.bearblog.dev/how-prompt-caching-works/.
  • New optimizer & RL papers (links): MSign (training stability via stable rank restoration) ; Entropy dynamics in reinforcement fine-tuning ; InftyThink+ (infinite-horizon reasoning via RL) .
  • “Vibe coding” advice: a long thread argued the key is moving in small atomic steps and regularly refactoring/pruning to avoid a “vibe coded monstrosity,” plus warning that adding irrelevant working code to the context window can cause subtle failures .
  • AI video optics vs capability: the Olympics opening ceremony was criticized for AI animations with garbled text/warped figures, while the same post argued frontier models plus strong creators can produce work people “most likely can’t even tell is AI” .
  • Seedance 2.0 reaction split: a showcase post praised creative works , while a critique argued these models can’t maintain object permanence even within four frames .
From AI detection to observable thinking: assessment redesign, ‘time back’ schools, and safer student-facing AI
Feb 9
8 min read
1796 docs
Sal Khan
Justin Reich
MacKenzie Price
+20
This week’s biggest shift is how institutions are responding to AI’s impact on assessment: moving from detection to designs that make thinking observable (live defenses, in-class work, interactive evaluation). We also cover ‘time back’ learning models (Alpha School, Khanmigo), curriculum accessibility tools, student-safety and data infrastructure, and new guardrails for student-facing AI.

The lead — Assessment is shifting from “did you make this?” to “show me how you think”

Across K–12, higher ed, admissions, hiring, and even corporate compliance, multiple sources converge on the same problem: AI has severed the link between producing an artifact and demonstrating understanding, making “cheating” easier and harder to detect . Evidence cited this week includes:

  • 84% of high school students using generative AI for schoolwork
  • A UK university study where 94% of AI-written submissions went undetected and scored half a grade boundary higher than real students
  • Teachers reporting rampant AI-assisted submissions (including many “0” grades), with some moving assessments back to pen-and-paper/in-class work

In response, the most practical pattern isn’t better detection—it’s more observable thinking: live defenses, in-class work, and interactive assessment designs that require students (or candidates) to explain and justify their work in real time .


Theme 1 — “Observable cognition” is becoming the new baseline

Detection is a dead end (and creates its own harms)

One argument is explicit: you won’t be able to reliably detect AI use in homework, so schools should stop building policies around it . Related evidence includes AI-written submissions passing undetected at high rates and educators describing how quickly students learn to route around enforcement (or how enforcement is constrained by grading policies) .

What replaces detection: defendable work

Several concrete “defense” patterns surfaced:

  • CalTech admissions: applicants who submit research projects appear on video and are interviewed by an AI-powered voice; faculty and admissions staff review recordings to assess whether the student can “claim this research intellectually” .
  • Anchored samples in admissions: Princeton and Amherst requiring graded high school writing samples as a baseline for authentic writing .
  • Classroom moves that build friction and visibility:
    • Boston College professor Carlo Rotella brought back in-class exams (“Blue books are back”), arguing the “point of the class is the labor” and that the “real premium” is “friction” .
    • A high school Spanish teacher had students use AI to text-level Spanish sources (still reading in Spanish) and required a link to their chat history in the bibliography .

A related higher-ed complaint: AI-generated student email is described as “rampant” and “inauthentic,” prompting strategies like focusing on the content (“what do you mean by ‘reliable time’?”) rather than trying to prove origin .


Theme 2 — Personalized “time back” learning models are scaling (but governance choices matter)

Alpha School: 2-hour academics + human motivation layer

Alpha School is described as a network of private K–12 schools using AI to deliver 1:1 mastery-based tutoring and compress core academics into ~2 hours/day, with the rest of the day focused on projects and life skills supported by human guides . A recurring design choice: no chatbots (“chatbots…are cheat bots”) .

Operational details shared this week include:

  • A “Time Back” dashboard that ingests standardized assessments (NWEA/MAP) to build personalized lesson plans and route students into specific apps (e.g., Math Academy; Alpha Math/Read/Write) .
  • A vision model monitoring engagement patterns (e.g., scrolling to the bottom, answering too fast) and nudging students (e.g., “slow down…read the explanation”) .
  • A reported platform cost of roughly $10,000 per student per year.

Alpha School’s model also got mainstream attention: a TODAY show segment highlighted a Miami campus pilot program described as “teaching kids with AI instead of teachers,” with reported admissions demand spiking after the segment .

Khan Academy: “Socratic” tutoring with testing and error tracking

Khan Academy’s Khanmigo is positioned as an AI tutor/teaching assistant that nudges learners without giving answers (a “Socratic tutor”) . The team describes building infrastructure around difficult evaluation edge cases and tracking error rates (reported sub-5%, in many cases sub-1%) . They also cite efficacy research: 30–50% learning acceleration with ~60 minutes/week of personalized practice over a school year .

Self-directed learning at scale: “use AI to figure stuff out”

OpenAI shared a usage claim that 300M+ people use ChatGPT weekly to learn how to do something , and that more than half of U.S. ChatGPT users say it helps them achieve things that previously felt impossible . In parallel, Austen Allred argued there’s an “extreme delta” between people who plug their questions into AI and those who don’t .


Theme 3 — Curriculum and content are being redesigned for comprehension and inclusion

Math word problems, rewritten for comprehension without reducing rigor

M7E AI described an AI-powered curriculum intelligence platform that evaluates and revises math content to remove unintentional linguistic and cultural barriers while maintaining standards alignment and mathematical rigor . The team framed the problem as a “comprehension crisis,” citing 61% of 50M K–12 students below grade level in math and noting 1 in 4 bilingual students .

The platform produces district-level summaries, deep evaluations, and revisions (including pedagogical/formatting recommendations and image/diagram feedback), and is offered free for district leaders/schools to use .

Localization and translation as distribution

  • Google’s Learn X team described YouTube auto-dubbing as a way to expand global access to education content by letting learners watch videos in their own language .
  • Canva described “Magic Translate” as localization beyond language—ensuring template elements reflect local festivals and people students recognize .

Theme 4 — District “plumbing” and student safety: more AI depends on more data (and transparency)

A key operational claim from an edtech infrastructure discussion: there is an “insatiable appetite” for more student data (beyond basic rostering) to make AI systems like tutoring and safety tools work . Examples cited:

  • Attendance and family engagement: TalkingPoints described using attendance data to message families when students miss school/periods and to help schools intervene before chronic absenteeism/truancy . They also described an AI feature (“message mentor”) that suggests improvements to teacher-family communications .
  • Student safety: Securely described using AI to scan student Google Docs for potential suicide notes and raise flags quickly, while emphasizing privacy/transparency and framing a benefit as “no human has to ever become aware of the student’s private thoughts” unless a flag is raised .
  • Admin reduction in special needs: Trellis described transcribing child plan meetings and drafting a child’s plan/minutes (with time-bound, measurable actions), piloting across Scottish councils to reduce the 1.5–2 hour teacher write-up burden and improve teacher presence/eye contact in meetings .

A separate classroom-side warning: one educator described a “tech-powered system that never sleeps,” where AI is already embedded (text-to-speech, translation, writing supports) and constant measurement/feedback can erode pause and reflection, increasing pressure on students .


Theme 5 — AI literacy is being reframed: less “prompting,” more domain knowledge + visible practice

Two complementary takes stood out:

  • Evaluate output through domain knowledge: Justin Reich argued that what’s hard is not using AI, but evaluating outputs—and that domain knowledge is a bigger differentiator than AI-specific tricks .
  • Treat AI chats as texts: Mike Kentz proposed teaching AI use via comparative textual analysis of chat transcripts (students compare two AI interactions, identify differences, vote using a partially built rubric, then refine the rubric together) . He reports “promising” results across middle school through college but highlights gaps (transcript design, facilitation quality, and adapting beyond humanities) .

Teacher reality check: 79% of teachers reportedly have tried AI tools in class (up from 63% last year), while “less than half of schools” have provided training .

Student-facing AI: “instructional tool, not a companion”

MagicSchool AI released a white paper arguing student-facing AI should function as instructional technology, not a companion, to reduce risks like companionship and sycophancy . Their framing aligns with a broader principle that role clarity matters as AI enters classrooms .

Policy signals touched this too: Pennsylvania Gov. Josh Shapiro directed his administration to explore legal options requiring AI chatbot developers to implement age verification and parental consent.


What This Means (practical takeaways)

  • For K–12 leaders: If AI use is widespread and hard to detect , the most actionable lever is assessment design—more in-class work, live explanation, and structured reflection (rather than relying on detectors) .

  • For higher ed: Expect more hybrid “artifact + defense” models (e.g., video interviews, oral exams, anchored writing) to become normal ways to validate ownership .

  • For edtech builders and investors: The next wave of defensibility may be less about a chatbot UX and more about: (1) measurable learning loops (practice, feedback, progress), and (2) reliable integration into district workflows and data standards—plus clear transparency promises when products touch sensitive domains like safety .

  • For L&D / employers: The same authenticity problem shows up in hiring (AI-written résumés; rising cost/time to hire), reinforcing a shift toward early, live validation of skills .

  • For learners: Advantage goes to people who can ask good questions, verify outputs, and use AI as a scaffold rather than outsourcing thinking—skills echoed across classroom practice and workforce framing .


Watch This Space

  • Live/interactive assessment spreading from admissions to everyday classroom practice (video defenses, oral exams, transcript-based evaluation) .
  • AI “time back” models that combine personalization with human motivation layers (and how they handle engagement, cheating, and trust) .
  • Student-facing safety and role clarity—instructional tool vs companion—and whether age-gating and consent become baseline requirements .
  • Curriculum accessibility tooling (especially for multilingual and low-context learners) moving upstream into procurement and publisher workflows .
  • Data governance under load as more AI products demand extended data for tutoring, attendance, and safety use cases—and districts push for transparency .

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Agent skills become the new supply-chain risk as GPT-5.3-Codex accelerates long-running coding loops
Feb 9
5 min read
87 docs
Google Cloud Tech
cat
Boris Cherny
+10
Today’s core shift: “skills” (prompt-injected markdown) are becoming a real supply-chain attack surface—treat them like dependencies and sandbox by default. Also: GPT-5.3-Codex claims a major speed jump, and practitioners are leaning harder into long-running, test-driven agent loops.

🔥 TOP SIGNAL

“Agent skills” (markdown injected into prompts) are turning into a supply-chain + prompt-injection footgun: you’re effectively trusting arbitrary content at the same level as the agent’s own instructions, with few real backstops in typical dev environments . The practical move is to treat skills like code dependencies: check them into your repo, keep them short/auditable, avoid copy-pasting from marketplaces, and sandbox execution (VMs/containers/SELinux) .

🛠️ TOOLS & MODELS

  • OpenAI Codex — GPT-5.3-Codex speed push

    • Codex team says GPT-5.3-Codex combines SOTA coding performance with being “objectively the fastest,” credited to token-efficiency + inference optimizations .
    • At high/xhigh reasoning effort, it’s reported ~60–70% faster than GPT-5.2-Codex (last week).
    • Subscription note: a Pro perk is 10–20% faster Codex, on top of a ~60% speed improvement shipped across the board last week.
  • Claude Code — Opus 4.6 “fast mode” usage credit + enable steps

    • Anthropic granted $50 in free extra usage to current Claude Pro and Max users, usable on fast mode for Opus 4.6 in Claude Code.
    • Enablement steps (shared by @_catwu): claim credit + toggle extra usage at https://claude.ai/settings/usage, then run claude update && claude and /fast.
    • Practitioner report: Opus 4.6 fast mode appears to be “the same model running faster” at ~6× the price.
    • Known issue report: fast mode fails via API key login in Claude Code (but works via subscription), even with fast mode enabled for the org .
  • GitHub Enterprise — auto opt-in friction

    • Armin Ronacher reports being automatically opted into a CodeQL Copilot trial after moving to GitHub Enterprise, which “spams” PRs with “low value contributions,” with “no obvious way to turn it off” .

💡 WORKFLOWS & TRICKS

  • Claude Code “plan-first” loop (replicable)

    • Use plan mode first (Shift+Tab): align on a plan, then review generated code, then ask for targeted improvements/cleanup in iterations .
  • Parallel agents + UI-aware iteration

    • Run multiple Claude Code instances in parallel and let them “cook” for a few hours; for UI work, pair with something like Puppeteer so the agent can “see the UI and adjust” .
  • Repo orientation on demand

    • If you don’t know a codebase: run Claude Code and ask it “what are all the systems involved?”—the claim is it can identify the systems for you .
  • Quality bar discipline + where “vibe coding” fits

    • Keep the same merge bar regardless of whether code was written by the model or a human; if it’s not good, don’t merge—ask the model to improve it .
    • Use “vibe code” explicitly for throwaway/prototype work, not for maintainable critical-path code .
  • Multi-agent “swarms” for short-horizon builds

    • One example workflow: set up an Asana board, create tasks, then run a swarm of ~20 “Claudes” to build plugins over a weekend (run in a Docker container in “dangerous mode”) .
  • Long-running autonomy: “keep going until tests pass”

    • A practitioner using Codex on a complex C codebase reports a single run lasting 2h 40m, then continuing another 45+ minutes (and counting), while using only ~10% of weekly usage .
    • They highlight a tight loop: it “keeps working until the tests pass,” and then they do a post-implementation review/revision pass .
    • Greg Brockman frames Codex as strong for long-running tasks in a complex codebase.
  • Scaling context via delegation (pattern, not brand)

    • “Recursive Language Models (RLMs)” are described as letting agents manage 10M+ tokens by recursively delegating tasks; Google Cloud says ADK was used to re-implement the original RLM codebase in a more enterprise-ready format (resource: https://goo.gle/4kjT12E) .
    • Practitioner note: sub-agents can work well because each has one job and doesn’t see full context.
  • Adoption isn’t automatic: teach agents like a tool

    • swyx claims most developers aren’t seeing agent techniques on Twitter and need explicit teaching .
    • Example from @cognition: “1 workshop” drove >900% usage increase and up to 4× NDR for the same product, with a note that product onboarding was weak .

👤 PEOPLE TO WATCH

  • Boris Cherny (Claude Code creator/lead) — concrete internal usage + norms: same merge bar for model code; plan-first loop; and broad non-engineering adoption (data + sales) .
  • @thsottiaux (Codex team) — shipping-focused model deltas with specific speed claims (GPT-5.3-Codex vs 5.2; Pro speed perk) .
  • @CtrlAltDwayne — real “long-running agent” telemetry: multi-hour runs + “until tests pass” loop in a C codebase .
  • Armin Ronacher (@mitsuhiko) — high-signal friction reports: unwanted PR spam from auto-enabled tooling, and a general bias toward tools that actually help day-to-day .
  • McKay Wrigley — early signal on Opus 4.6 fast mode pricing tradeoffs + reproducible Claude Code bug report (API-key login path) .

🎬 WATCH & LISTEN

1) Skills are “just strings,” and that’s the point (and the risk) — TheStandup (PrimeTime)

Timestamp: ~00:06:02–00:07:58

Hook: A clean mental model: skills are effectively markdown prompts concatenated into prompts, i.e., “everything eventually boils down to a string.” Useful for context packing, but it clarifies why supply-chain issues map directly onto prompt trust.

2) “Build for the model six months from now” — Boris Cherny on Claude Code’s bet

Timestamp: ~01:10:36–01:12:15

Hook: Cherny describes how early “AI coding” was imagined as autocomplete/Q&A, and how the Claude Code project was pushed to build for near-future model capability—then “the product just worked” after later model releases.

📊 PROJECTS & REPOS

"You can just do things!"

Editorial take: Faster agents + longer autonomy are great, but the week’s real bottleneck is trust: prompts/skills/tools need the same paranoia and sandboxing you already apply to dependencies.

Codex leans into agentic building as spatial intelligence, open models, and defensive forensics gain visibility
Feb 9
8 min read
147 docs
Jim Fan
Sam Altman
Fei-Fei Li
+16
Codex continues to shift from “coding help” toward long-running, agentic building—while OpenAI leaders temper overhyped claims about what’s solved. Also: Fei-Fei Li’s case for spatial intelligence via World Labs’ Marble, a services-first push to automate defensive digital forensics, and fresh signals on open-model adoption, Grok distribution, and practical (non-hype) AI use in consumer products.

Codex momentum: “just build things,” but not “software solved”

OpenAI positions Codex as a broader “builder” interface

OpenAI’s launch messaging around the Codex app leans hard into accessibility—“You can just build things”—paired with a demo video . Greg Brockman amplified the framing directly: “with codex, building is for everyone,” linking to the Codex app announcement .

Why it matters: The story is increasingly about packaging + agency (who can build, and how easily), not just incremental code generation quality .

Altman pushes back on overclaims about Codex 5.3

After an X post claimed “Codex 5.3 just genuinely solved software. It’s over.” , Sam Altman replied: “Not solved yet, but 5.3 will help build the thing that solves it” .

Why it matters: Even amid strong launch sentiment, OpenAI leadership is explicitly trying to temper absolutist narratives while still signaling acceleration .

Long-running agent work: persistence in complex codebases

Brockman also highlighted Codex for “long-running tasks in a complex codebase” . A user report described Codex working for 2+ hours 40 minutes in one run and continuing further on the same C codebase, “until the tests pass,” with additional review/revision after implementation .

Why it matters: If these “keep going until it passes” loops hold up broadly, they point toward long-horizon execution becoming a default expectation for coding agents—not a special demo case .

Spatial intelligence as a “next frontier”: World Labs and Marble

Fei-Fei Li: spatial intelligence as foundational, enterprise-facing tech

Fei-Fei Li described spatial intelligence as foundational to interacting with the real 3D/4D world, arguing it’s the next frontier of AI and the focus of World Labs (which she co-founded about two years ago) . She also framed World Labs as enterprise-facing for world models/spatial intelligence, open to enterprise partners, and spanning use cases from robotics/simulation to healthcare, field services, manufacturing, and urban planning .

Why it matters: This is a clear bid to make “world models” feel like horizontal infrastructure, not a niche research thread .

Marble: a multimodal-to-3D world generator (released ~2 months ago)

Li said Marble is World Labs’ first-generation spatial intelligence model: it takes multimodal inputs (text, images, video, simple 3D) and outputs a fully navigable, interactable 3D world with geometric structure and “permanent consistency” . She described it as enabling robotics simulation and game development, and said it was released about two months ago .

Early use cases she cited include games, VFX/virtual production, robotics training (with partners including Nvidia), architecture/interior design, and immersive environments for psychiatric/mental health research and well-being/fitness personalization .

Why it matters: The emphasis on geometric structure + consistency is a direct attempt to differentiate “3D worlds you can act in” from purely video-like generations .

Why this stays hard: data messiness, robotics complexity, and long timelines

Li described a hybrid data strategy: internet-scale text/images/videos plus simulated data plus “real world capture data,” arguing 3D/4D data is scarce and pixels/voxels are messier than text . She also compared robotics difficulty to self-driving timelines and argued generalized robots face a much higher-dimensional problem than cars, even as progress continues .

Separately, NVIDIA’s Jim Fan suggested the field may be nearing “the end of the Middlegame,” but said we’re still “one big fat robotics breakthrough away from the Endgame” .

Why it matters: Multiple voices are converging on the same constraint: embodied/spatial intelligence is advancing, but still bottlenecked by data and task complexity .

Cybersecurity: “AGI-pilled” defense via automated digital forensics

Asymmetric Security emerges from stealth with a services-first play

Asymmetric Security (Alexis Carlier) came out of stealth focused on AI agents for digital forensics, motivated by the idea that AGI-level “intelligent labor” should shift cyber defense from reactive triage to proactive, continuous investigations. The company is going to market (with help from insurance companies) with a services-first model focused on business email compromise, both to deliver reliably and to build a proprietary dataset to close remaining performance gaps .

Why it matters: This is a concrete example of “agents” being built around data + eval + workflow control, not just model selection .

Current capability: “~90% accuracy” isn’t enough without reliability

Carlier said off-the-shelf models (with some scaffolding) can reach ~90% accuracy on many investigative tasks, which is helpful for speeding investigations—but still insufficient to automate the work given the need for “the nines of reliability,” keeping humans in the loop for QC and correction . He also described reducing incident response time for email-based attacks from roughly days to a week down to a few hours using their platform and workflow .

Why it matters: Security is forcing an “agent reality check”: speedups are valuable, but verification and trust remain central product requirements .

Open models, distribution, and the “local/private” pull

Hugging Face downloads: Qwen/Llama scale, DeepSeek presence, and a 100B+ split

Nathan Lambert shared Hugging Face download snapshots (since August 2025) showing the top 100 LLMs by downloads are heavily represented by Alibaba’s Qwen family (40 models), with Meta (13) and DeepSeek (10) also prominent . The most-downloaded models listed included Llama-3.1-8B-Instruct (53.3M), Qwen2.5-7B-Instruct (52.4M), and Qwen2.5-VL-3B-Instruct (49.5M) .

For 100B+ models, the same thread listed OpenAI’s gpt-oss-120b at 22.3M downloads, with DeepSeek-R1 (3.8M) and DeepSeek-V3 (3.6M) also highlighted, and a separate count showing DeepSeek with 16 models in the top cohort .

Why it matters: The “open model market” is fragmenting by size tier, while usage signals increasingly favor families (Qwen/Llama/DeepSeek) over one-off standouts .

Altman: OpenAI wants to lead open source too—because users want local control

In a separate discussion, Altman said it would be “okay, but not great” if OpenAI didn’t also lead open source, citing demand for people to control and run models locally—especially in a world with always-on devices that “see your whole life” . He attributed the current gap to “focus and time,” but said OpenAI “need[s] to solve that somehow” .

Why it matters: This frames “open source” less as ideology and more as deployment preference (privacy/control/local inference) that could shape platform winners .

xAI/Grok: usage milestones, trading claims, and “world mind” translation framing

Similarweb screenshot: Grok passes DeepSeek in January visits

A post citing Similarweb claimed Grok surpassed DeepSeek in January with 314.0M visits vs. 298.3M, calling Grok the third most visited GenAI tool; Musk replied “Cool” .

Why it matters: Whatever the exact leaderboard dynamics, xAI is emphasizing consumer distribution as a first-class metric alongside model performance .

“Alpha Arena” post: live-trading returns and multiple “profitable variants”

Another X post asserted Grok variants were profitable and that returns rose from ~12% to nearly 35% in 10 days, with Grok holding 4 of the top 6 spots on the Alpha Arena leaderboard; it also emphasized these were “live trades with real capital,” not simulations . Musk responded: “We need to do much better and we will” .

Why it matters: This is part of a broader pattern: AI product narratives are increasingly mixing consumer usage with real-world performance claims (here, finance) .

Grok translations: “creating the world mind across language groups”

A separate post argued Grok translations (and the algorithm) have brought like-minded communities closer and helped ideas spread faster . Musk amplified the idea with: “Creating the world mind across language groups” .

Why it matters: Translation is being pitched not just as a feature, but as a network effect lever for cross-language communities .

Reality checks and adoption friction (two fast signals)

Chollet: disruption predictions have a poor track record (Google Search example)

François Chollet pushed back on claims that AI “killed” Google Search, citing 2023–2025 growth in query volume (+61% to 5T/year) and revenue (+28% to $225B, 56% of Google revenue), and adding that usage was “accelerating” in Q4 2025 . He criticized the “abysmal” track record of pundit predictions and urged people to update their priors—and argued that “death of all SaaS” predictions will fare even worse .

Why it matters: Even with rapid model progress, incumbents can keep compounding—so “AI disruption” claims increasingly need measured adoption evidence, not vibes .

swyx: most people need training to become productive with agents

swyx argued that the “grokking” moment for agents is unevenly distributed: most developers aren’t on Twitter and often need to be taught how to use agents effectively . He cited an example where one workshop led to a >900% usage increase and up to 4x NDR on the same product, then noted bluntly that onboarding is currently poor but fixable .

Why it matters: If agent adoption depends on enablement, “model capability” alone won’t determine rollout speed—training and onboarding will .

Real-world consumer AI: Ring expands “Search Party” for missing dogs across the US

Computer vision for neighborhood-scale pet recovery

Amazon’s Ring described “Search Party,” where when a pet owner posts about a lost dog, nearby participating outdoor Ring cameras look for potential matches and alert owners; the AI is trained on tens of thousands of dog videos and users control whether to share footage . Ring said the feature helped bring home 99 dogs in 90 days since launching three months ago, and has now expanded so anyone in the US can start a Search Party even without a Ring camera .

Vinod Khosla called it his favorite recent “emotional” AI use case, and linked to details from Amazon .

Why it matters: This is a clean example of AI value that’s community-mediated and privacy-gated by design, rather than fully automated surveillance .

Clarity-first product building: agent-aligned docs, executive focus, and launch discipline
Feb 9
9 min read
45 docs
Lenny Rachitsky
Product Management
Teresa Torres
+2
This edition focuses on AI-era product craft: why clarity and taste are becoming the bottlenecks, how to run a markdown-based system to keep agents aligned, and what “demo don’t memo” looks like in practice. It also includes structural approaches to executive focus, plus two cautionary case studies on UX attention traps and rushed launches.

Big Ideas

1) In AI-assisted building, clarity beats raw execution speed

One builder describes realizing early that “coding is not the problem… the problem… is clarity,” and that AI output can be faster than human output—so they spend ~80% of time planning/chatting and ~20% executing . The same theme shows up in how they keep agents aligned: tools differ (Cursor vs others), but “the problem remains the same—you need to be clear on what you want to do and… know what you’re doing.”

Why it matters: If AI can generate code quickly, the competitive constraint becomes decision quality: what to build, in what order, and what “good” looks like.

How to apply: Treat planning artifacts (requirements, design intent, task ordering) as the primary lever for throughput—not “more prompting.”


2) PM leverage increases when teams optimize for judgment, taste, and requirements clarity

In the same conversation, the argument is that AI makes many people “product managers on steroids,” but strong PMs aren’t paid for writing PRDs—they’re paid for judgment (what’s useful, tasteful, and actually moves the needle) . Another framing: PM work is “clarify what to build… be really clear about the requirements… figure out what success looks like” , and “PMs are the winners of AI today because they bring clarity.”

Why it matters: As execution gets cheaper, the “taste + clarity” layer becomes a bigger differentiator than documentation polish.

How to apply: Evaluate PM performance on decision quality (requirements clarity, success definition, and product judgment), not doc output.


3) UX for AI products: hide the noise so users focus on the outcomes

A Teresa Torres post describes an Earmark iteration: when a live transcript took up ~50% of the screen, users fixated on misspellings and transcription errors and tried to fix them manually . The solution was to minimize the transcript into a subtitle bar and let LLMs infer through imperfect transcription—“hiding the noise” helped users focus on the generated artifacts .

Why it matters: If your UI foregrounds “imperfections” users can see, they’ll spend effort on low-leverage cleanup instead of the value the system is meant to deliver.

How to apply: Make the primary surface area the artifact (spec, plan, decision, output), and demote noisy intermediate signals (e.g., imperfect transcript text).


4) Executive focus protection is upstream of calendars: priority count → workstreams → meetings

In a thread on preserving executive focus, one reply argues the “only answer” is that leaders of leaders decide how many priorities there are; the number of priorities determines work streams; work streams drive meeting load, and execs can choose how involved to be at different decision levels .

Why it matters: Calendar governance often fails if the underlying portfolio is too large.

How to apply: Tie meeting reduction to explicit priority limits and decision-level delegation (what must be escalated vs what should be decided elsewhere).

Tactical Playbook

1) A lightweight markdown “source of truth” system to keep AI agents aligned

One approach is to maintain a small suite of markdown files as the agent’s working context:

  • Masterplan.md: 10,000-foot overview—why you’re building, who it’s for, and how it should feel; can reference other PRDs (e.g., “consult design guidelines”) .
  • Implementation plan: a high-level sequence/order of building (example ordering given: backend tables → authentication → API → …) .
  • Design guidelines.md: look/feel guidance, sometimes including CSS elements (because AI can be “over creative” and needs technical steering) .
  • User journeys: how people navigate and key flows .
  • Tasks.md (or Plan.md): granular tasks/subtasks; a markdown format used as a “source of truth” for execution steps .
  • Rules.md / Agent.md (tool-dependent): long-run behavior instructions so you don’t repeat yourself each prompt—e.g., read all files before acting, look at Tasks.md for the next task, execute it, then report what changed and how to test .

Step-by-step (how to apply):

  1. Draft Masterplan.md (intent, audience, feel) and reference the other docs you’ll maintain .
  2. Write an Implementation plan that imposes order before generating a full task list .
  3. Add Design guidelines (include specific CSS elements when needed to keep results grounded) .
  4. Convert the plan into Tasks.md so the agent always has an unambiguous “next task” .
  5. Add Rules/Agent.md so the workflow is: read → select next task → execute → tell you what to test .
  6. Simplify your prompts to something like “proceed with the next task,” while you keep documents updated so the agent context stays current over time .

2) An iterative prototyping loop designed to increase clarity (and reduce “AI slop”)

A concrete 3-step refinement loop is described:

  1. Brain dump the vague idea (voice/text) into the tool .
  2. Start a new pass with more clarity (features/pages) and attach references like screenshots/animations from sources such as Maven/Dribbble .
  3. If you want pixel-perfect results, provide code snippets (not screenshots) from libraries like 21st.dev because “tools still communicate in code the best.”

They also recommend kicking off 4–6 parallel concepts to compare; it may cost a bit up front, but is presented as saving “hundreds of credits” and days later because you start from better clarity/refinement .

Step-by-step (how to apply):

  1. Do a 10-minute brain dump first pass .
  2. Create 3–5 parallel variants with different reference inputs (screenshots or code snippets) .
  3. Compare outputs and pick one direction; treat the discarded variants as “cheap discovery.”

3) Structural exec-focus tactics: decision frameworks + async decisions + pre-reads

In response to meeting overload, one PM says they’ve focused on improving clarity by providing structured decision-making frameworks, getting decisions made over email when possible, and ensuring pre-reads when meeting time is limited . Another reply emphasizes that priority count is the driver of work streams and meeting volume .

Step-by-step (how to apply):

  1. For each exec touchpoint, send an email that frames the decision with a structured decision format (options, recommendation, and what “success” means) .
  2. Default to async decisions; only schedule meetings when decisions can’t be made over email .
  3. When meetings are required, require a pre-read to compress “context setting” time .
  4. Escalate the portfolio question: reduce priority count so work streams (and therefore meetings) shrink .

Case Studies & Lessons

1) Earmark: when transcripts dominate the UI, users optimize for the wrong thing

  • What happened: A live transcript took ~50% of the screen; users fixated on transcript errors and wanted to manually fix them .
  • Change: Minimize transcript to a subtitle bar; LLMs can infer through imperfect transcription, and hiding the noise keeps attention on generated artifacts .

Key takeaway: If you surface a “low-quality” intermediate artifact prominently, users will treat it as the product—even if it’s not where value is created.


2) Rushed B2B EdTech launch: forced GA, weak competitiveness, and a PMM mitigation path

A Product Marketing subreddit post describes a product that was “shadow dropped” internally and then handed to a sole PMM with a directive to create the full GTM playbook after release . The PMM claims it’s missing half the features of competitors, is priced 15% higher, and had no market research or customer/loss-deal input—driven by CEO/CPO directive with GA planned for end-of-month around a major event .

One mitigation reply suggests:

  • Find someone it has PMF for (existing customers or a niche use case) and build an ICP map that makes clear who it’s for and why others are better served by alternatives .
  • Write hyper-focused messaging for that one ICP and run a targeted GTM motion (lists, digital spend, events) .
  • Interview every loss to document why, and use that signal to force a roadmap pivot toward realistic personas .

Another commenter notes this “catch up” dynamic is common and that marketing is often treated as an afterthought—then blamed when launches fail .

Key takeaway: When a launch is forced, the fastest “damage control” is narrowing the ICP and turning losses into structured evidence for changing the roadmap.


3) “Demo don’t memo”: prototyping as a cross-functional handoff (especially in constrained environments)

A “demo don’t memo” motto is described: instead of writing documents and running meetings to communicate a vision, build a prototype quickly and hand it over . A specific example given: they built a prototype in four hours, and a team later replicated it into production 6–7 months later with the necessary production connections (“pipes”) . They also note that in some regulated contexts (e.g., healthcare/finance), prototyping can still be a valuable use case even when you can’t push to production .

Key takeaway: A prototype can function as an alignment artifact that survives later productionization—even when production constraints slow real deployment.

Career Corner

1) “Build in public” as a career accelerant (and a stronger application than a resume)

One story: building in public (sharing failures, knowledge, and projects via YouTube/social—especially LinkedIn) is described as what turned building into a job opportunity . They also encourage participating in hackathons to connect with other builders . For job seeking, they claim some candidates stood out by sending Lovable apps instead of resumes—using a prototype to show fit for the role, and that they’ll “always open an app that uses [the] domain.”

How to apply:

  • Publish what you build (including failures) in a format you can sustain (they cite LinkedIn as fitting longer-form cadence) .
  • When applying, send a working prototype tailored to the role instead of (or alongside) a resume .

2) Taste-building is a practice: deliberate “exposure time” + building reps

Skill growth is framed as deliberate exposure to the content, people, and relationships that help you “level up” (“exposure time”) . They also emphasize that capability is a muscle: practice + building is how you improve . Another lesson is to optimize for producing “world class and magic” as the key takeaway .

How to apply:

  • Set intentional exposure inputs (people, products, resources) tied to the domain you’re trying to level up in .
  • Convert exposure into taste by building—don’t rely on reading/chatting alone .

3) Vibe-coding as a new path: roles converge, and “non-technical” can be an advantage

A Lenny X post frames vibe-coding as a “new career path for non-technical people” and a glimpse into where PM/design/engineering roles are heading . The topics called out include why having no coding background can be an advantage when building with AI, plus the markdown file system for agent alignment and a recommendation to kick off 4–5 parallel prototypes . Separately, one line in the podcast claims “everybody becomes an engineer… a designer, a PM” in the future .

How to apply: Treat “non-technical” less as a blocker and more as a prompt to become excellent at intent, judgment, and product taste—then use AI tools to execute.

Tools & Resources

A new endorsement for Steve Yegge’s “The Anthropic Hive Mind,” framed as an argument for “little tech”
Feb 9
1 min read
181 docs
Garry Tan
Steve Yegge
One high-signal resource surfaced today: Steve Yegge’s *The Anthropic Hive Mind*, shared by Garry Tan as a concrete lens on small-team vs big-org dynamics and an argument for “little tech” and competition.

Most compelling recommendation: The Anthropic Hive Mind

  • Title: The Anthropic Hive Mind
  • Content type: Blog post / article
  • Author/creator: Steve Yegge
  • Link/URL: https://steve-yegge.medium.com/the-anthropic-hive-mind-d01f768f3d7b
  • Recommended by: Garry Tan
  • Key takeaway (as shared):
    • Yegge draws an analogy between friends working “in a little apartment above a bakery” and “Anthropic engineers” working “in a great big building with a bakery in it,” calling out “similarities” (explicitly “not the bakery”) .
    • Garry Tan uses the post to argue for “little tech,” saying big tech can become “sclerotic, bureaucratic, anticompetitive moat-babysitting,” and that “startups and competition through open markets and open platforms are the only antidote” .
  • Why it matters: This recommendation pairs an on-the-ground organizational observation (small-team vs large-org dynamics) with a clear stance on why smaller, competitive ecosystems are healthier for users and markets—useful framing if you’re evaluating company-building environments and incentives .

“This is why we need little tech. Big tech when it is growing is good. Big tech when the amount of work shifts to far less than the number of people? Sclerotic, bureaucratic, anticompetitive moat-babysitting, bad for users, turns into an adult daycare.

Startups and competition through open markets and open platforms are the only antidote.”

Context link (share):https://x.com/steve_yegge/status/2019701883603202449

Codex goes mainstream, AI offensive pentesting escalates, and the HBM supply race tightens
Feb 9
11 min read
505 docs
Jack Parker-Holder
Ben Davis
sankalp
+39
This brief covers OpenAI’s Codex app launch and Super Bowl push, claims of a step-change in AI-driven offensive security, fresh rumors (and skepticism) around Meta’s “Avocado,” and the tightening race to secure high-bandwidth memory. It also highlights new work on TinyLoRA, Recursive Language Models, and emerging evaluation and testing tooling for agents.

Top Stories

1) OpenAI pushes Codex into mass-market visibility (app launch + Super Bowl ad)

Why it matters: Coding agents are moving from “tool for developers” to broad consumer awareness and day-to-day workflows, with performance and pricing changes shaping adoption.

  • OpenAI launched the Codex app, with the message: “You can just build things.” The announcement link shared: https://openai.com/index/introducing-the-codex-app/
  • OpenAI also aired a Codex-focused ad during Super Bowl LX using the same tagline . Commentary noted OpenAI and Anthropic ran competing Super Bowl ads, framed as a “fundamental difference” in outlooks .
  • On performance, multiple users described GPT-5.3 Codex as a major improvement over 5.2 (faster, fewer tool calls, more accurate) and better at giving frequent “check-ins” . One report highlighted long-running persistence on a complex C codebase (2h40m+ runs, continuing until tests pass) .
  • OpenAI’s Codex Pro subscription was described as running 10–20% faster, on top of a ~60% speed improvement shipped across the board the prior week .

“Not solved yet, but 5.3 will help build the thing that solves it”

(That response came after a user claimed “Codex 5.3 just genuinely solved software.” )

2) AI-driven offensive security claims jump from scanning to exploit chaining

Why it matters: If capabilities like autonomous exploit chaining and 0-day discovery are becoming accessible, the security baseline for organizations (and individuals) shifts quickly.

  • An AI system called Cognosis IV was described as “(at least publicly available) SOTA for pen testing” .
  • In a 72-hour window, it reportedly:
    • Solved 3 challenges, 1 Sherlock, and 11 Machines, capturing 25 flags for 127 HTB points
    • Found 2 zero-day exploits across two top-10 global e-commerce retailers, enabling unauthenticated order placement, redirected deliveries, and price manipulation via attack chaining
  • The same thread argued passive scanning has progressed from nmap to “six-stage exploit chaining” and warned that states, multinationals, small businesses, and individuals “aren’t prepared for this” .

3) Meta “Avocado” rumors: efficiency claims, plus skepticism about “just pretraining”

Why it matters: If true, large efficiency jumps could change training economics; if not, it’s a reminder that model capability narratives depend heavily on what’s being compared (base vs instruct, and what training was involved).

  • A report claimed Meta’s next model, codenamed Avocado, “already beats the best open-source models” before any fine-tuning or RLHF (“just pretraining”) . Internal docs were said to claim 10× efficiency vs “Maverick” and 100× vs “Behemoth” (described as the unreleased LLaMA 4 flagship) .
  • The same post attributed gains to better training data, deterministic training methods, and infrastructure from Meta Superintelligence Labs under Alexandr Wang .
  • Skepticism and interpretation disputes followed:
    • One commenter was “bearish” if true, arguing advanced agentic behaviors “should not be possible with good faith pretraining” .
    • Others suggested it may simply mean base models beating other base models (or confusion about beating instruct models) .
    • Another reply questioned value absent open-sourcing .

4) High-bandwidth memory becomes a first-order AI supply-chain story (China catch-up + Korea HBM4)

Why it matters: Memory supply constrains AI accelerators and training clusters; shifts in HBM production and yields change what’s buildable, where.

  • Posts reported China’s CXMT plans to expand DRAM capacity to 300,000 wafers/month and allocate ~60,000 wafers/month (20%) to HBM3 mass production this year . The Korea–China gap was described as narrowing from 4 years to 3 years at HBM3 .
  • Huawei was said to be collaborating with CXMT on HBM development, “despite low yields” .
  • Yield and capacity estimates varied:
    • A conservative scenario used 20% yield to estimate 13.2 PB/month of HBM3, equivalent to ~93K NVIDIA H200s/month (~1M annualized) .
    • Another view claimed yields might be 50–70% because CXMT’s D1a is “very mature now” , with a follow-on estimate that 60% yield would imply 280K H200 equivalents/month (3.35M/year) .
  • On the Korea side, Samsung was reported to plan HBM4 mass production and shipments for NVIDIA as early as the third week of the month, after passing NVIDIA quality tests and receiving purchase orders; SK hynix was described as supplying paid samples and aiming for mass production supply within Q1 .
  • Separately, supply tightness was linked to US PC makers (HP, Dell, Acer, ASUS) reportedly considering CXMT DRAM .

Research & Innovation

Tiny updates, big effects: RL + TinyLoRA for “sparse” reasoning adaptation

Why it matters: If strong gains come from updating tens (or hundreds) of parameters, it changes the expected cost/footprint of adapting large pretrained models.

  • TinyLoRA research (FAIR/Meta, Cornell, CMU) was summarized as scaling low-rank adapters down to as few as one trainable parameter.
  • The thread argued RL supplies a “sparser, cleaner signal” than SFT, with rewards amplifying useful information while noise cancels out . It also claimed “reasoning may already live inside pretrained models,” and RL “surfaces what’s already there” with minimal parameter change .
  • Reported metrics included:
    • Qwen2.5-7B trained to 91% GSM8K accuracy with 13 bf16 parameters (26 bytes) using TinyLoRA + RL
    • GRPO reaching 90% GSM8K with <100 parameters, while SFT “barely” improved the base model
    • On harder benchmarks, 196 parameters retaining 87% of the absolute performance improvement averaged across six benchmarks
    • A claim that larger models need proportionally smaller updates, implying trillion-scale models may be trainable for many tasks with a “handful” of parameters
  • Paper link: https://arxiv.org/abs/2602.04118

Long-context agents: Recursive Language Models (RLMs) vs “normal” coding agents

Why it matters: As agent workloads get longer-horizon, failures often look like context loss and poor planning; RLM scaffolding is one proposed mechanism to handle arbitrarily long inputs without stuffing everything into tokens.

  • RLMs were described as using symbolic recursion: sub-calls return into variables rather than being verbalized into the context window .
  • Key distinctions emphasized:
    • The user prompt P is a symbolic object in the environment, and the model is not allowed to grep/read long snippets from it .
    • The model writes recursive code that calls LMs during execution, allowing arbitrarily many sub-calls without polluting the context window .
    • Intermediate results return into symbolic variables/files; the model refines outputs via recursion rather than dumping tool output into tokens .
  • A concrete “coding harness” sketch proposed:
    1. externalize prompt P into a file
    2. provide a terminal-accessible sub-LLM call function (not a token-space tool)
    3. constrain tool outputs and force small recursive programs with intermediate outputs stored in files
    4. return the output file at the end
  • Google Cloud also promoted a re-implementation of the original RLM codebase using ADK in an “enterprise-ready format” and described RLMs as letting agents manage 10M+ tokens by delegating tasks recursively .
  • A separate exchange argued RLMs have not “killed RAG”; recursion is an inference-time mechanism and shouldn’t be used to re-index huge corpora per request .

New evaluation focus: context management as a first-class skill

Why it matters: “Long context” isn’t just having a large window; it’s knowing what to keep, retrieve, and discard during long-horizon work.

  • Context-Bench (by Letta) measures an LLM’s ability to manage its own context window—what to retrieve/load/discard—across long-horizon tasks .
  • It includes two areas:
    • Filesystem: chaining file operations, tracing entity relationships, multi-step retrieval
    • Skills: discovering and loading skills to complete tasks
  • Links: https://leaderboard.letta.com/ and https://github.com/letta-ai/letta-evals/tree/main/letta-leaderboard

World models: from robotics training requirements to autonomous driving and “adversarial reasoning”

Why it matters: Several threads converged on the idea that “world models” aren’t interchangeable with video generators; the intended downstream application (robots, driving, multi-agent settings) dictates what “accuracy” means.

  • A distinction was highlighted: text-to-video models only need to “look” realistic, while world models for robots require accurate physical interaction and can’t “fudge” key details .
  • Waymo-related discussion expressed excitement about Genie 3 having impact in autonomous driving world-model applications , contrasting prior skepticism that generative models were unsuitable for physical understanding .
  • Nvidia’s DreamDojo was introduced as a “Generalist Robot World Model” trained from large-scale human videos (paper link: https://huggingface.co/papers/2602.06949).
  • Latent Space published a piece on world models for adversarial reasoning and theory of mind, arguing much expert work is choosing moves under hidden state and other agents (not just producing single-shot artifacts) . Link: https://latent.space/p/adversarial-reasoning.

Products & Launches

Lightweight speech recognition on laptops: voxmlx

Why it matters: Practical local/edge ML tools keep improving, and “agent-written” code is increasingly shipping as real artifacts.

  • voxmlx is an MLX implementation of Mistral’s Voxtral mini realtime speech recognition model; it supports streaming audio and is described as running fast on a laptop (uvx voxmlx) .
  • The author said they wrote no code—“every line” was written by Claude Code—and shared lessons on latency bottlenecks and “jagged” intelligence (basic mistakes but impressive debugging) .
  • Repo: https://github.com/awni/voxmlx.

Real-time “learning from corrections” in coding agents: ContinualCode

Why it matters: Online learning loops (even small LoRA steps) could reduce repeated failures inside interactive agent workflows.

  • ContinualCode was presented as a minimal “Claude Code” that updates model weights: when a user denies a diff, it uses the correction as context, takes a LoRA gradient step, and retries with updated weights .

Testing and eval tooling for production LLM apps

Why it matters: As teams deploy agents, quality control shifts from “does it work once?” to regression prevention, tracing, and measurable evaluation.

MLX: CUDA backend performance demo

Why it matters: Faster startup and throughput can shift which stacks developers choose for local inference and iteration.

  • MLX’s CUDA backend was described as getting better, with fast startup times and strong performance . A demo processed 18.5k tokens in <4 seconds and generated at 32.5 tok/sec (Qwen3 4B fp8 on DGX Spark) .

Industry Moves

“February release wave” expectations (US + China)

Why it matters: Even rumors affect developer planning, evaluation cycles, and competitive positioning.

  • Multiple posts forecast a crowded February slate including Sonnet 5, GPT 5.3, Gemini Pro GA, Qwen 3.5, Avocado, Deepseek v4, GLM 5, Seedance 2.0, Seedream 5.0, and an “OpenAI hardware reveal” .
  • On the China side, Qwen 3.5 was described as imminent and (notably) “the first qwen model… released directly with VL support,” combining Qwen3 Next (text) + Qwen3 VL (vision) . A dense variant (~2B) was also mentioned alongside MoE configs .
  • Separately, Qwen3.5 models were “spotted on GitHub” as Qwen3.5-9B-Instruct and Qwen3.5-35B-A3B-Instruct, with speculation that Arena models “Karp-001/002” could be these .

Hiring, ecosystems, and the “AI buildout” narrative

Why it matters: Capital, compute, and organizational decisions are increasingly decisive (not just algorithms).

  • Brendan Gregg (noted for performance engineering work) joined OpenAI’s ChatGPT team and published “Why I joined OpenAI” . Link: https://www.brendangregg.com/blog/2026-02-07/why-i-joined-openai.html.
  • One investor framed the primary advantage of large AI entities as the ability to raise more money than the downstream startup ecosystem and spend it directly on data and compute.
  • A macro thread projected ≈$650B AI capex in 2026 and framed it as “planned capitalism” in the context of tariffs and government redistribution dynamics .

Search and consumer usage signals

Why it matters: “AI kills X” predictions often miss product-market dynamics and adoption inertia.

  • François Chollet cited Google Search query volume growing 61% to 5T/year (2023–2025) and search revenue up 28% to $225B (56% of Google revenue), adding that usage was “accelerating” as of Q4 2025 .
  • Similarweb data said Gemini surpassed 2B visits in January 2026 for the first time, with 19.21% MoM and +672.26% YoY growth .

Policy & Regulation

Applied AI in peace operations: real-time translation for low-resource languages

Why it matters: Field deployments constrain AI designs (connectivity, accountability, high-stakes communication), and “assistive” systems must be evaluated differently than consumer chatbots.

  • An NYU Global AI Frontier Lab seminar description highlighted work at the UN Department of Peace Operations on applied AI for communications, including a Real-Time Translation initiative designed for low-resource languages under intermittent connectivity and mission realities .
  • The project was described as complementing—not replacing—human interpreters and aiming to improve situational awareness, information integrity, and accountability, with a South Sudan pilot as an anchor .

Institutional response remains an open problem

Why it matters: If AI’s near-term impact resembles past tech shocks, institutions may struggle to adapt even if we understand the risks.

  • A researcher referenced their work “AI as Normal Technology,” arguing policy reactions to the internet/social media weren’t “anything to celebrate,” and announced a research direction on AI & institutional reform, with writing forthcoming .

Quick Takes

  • Meta’s interview loop shifts: a post claimed Meta is abandoning LeetCode for AI-assisted coding interviews, arguing the industry is moving toward real-world, AI-assisted problem solving .
  • Prompt caching as cost lever: a detailed post called prompt caching “the most bang for buck optimisation” for LLM workflows and agents, with a guide here: https://sankalp.bearblog.dev/how-prompt-caching-works/.
  • New optimizer & RL papers (links): MSign (training stability via stable rank restoration) ; Entropy dynamics in reinforcement fine-tuning ; InftyThink+ (infinite-horizon reasoning via RL) .
  • “Vibe coding” advice: a long thread argued the key is moving in small atomic steps and regularly refactoring/pruning to avoid a “vibe coded monstrosity,” plus warning that adding irrelevant working code to the context window can cause subtle failures .
  • AI video optics vs capability: the Olympics opening ceremony was criticized for AI animations with garbled text/warped figures, while the same post argued frontier models plus strong creators can produce work people “most likely can’t even tell is AI” .
  • Seedance 2.0 reaction split: a showcase post praised creative works , while a critique argued these models can’t maintain object permanence even within four frames .
From AI detection to observable thinking: assessment redesign, ‘time back’ schools, and safer student-facing AI
Feb 9
8 min read
1796 docs
Sal Khan
Justin Reich
MacKenzie Price
+20
This week’s biggest shift is how institutions are responding to AI’s impact on assessment: moving from detection to designs that make thinking observable (live defenses, in-class work, interactive evaluation). We also cover ‘time back’ learning models (Alpha School, Khanmigo), curriculum accessibility tools, student-safety and data infrastructure, and new guardrails for student-facing AI.

The lead — Assessment is shifting from “did you make this?” to “show me how you think”

Across K–12, higher ed, admissions, hiring, and even corporate compliance, multiple sources converge on the same problem: AI has severed the link between producing an artifact and demonstrating understanding, making “cheating” easier and harder to detect . Evidence cited this week includes:

  • 84% of high school students using generative AI for schoolwork
  • A UK university study where 94% of AI-written submissions went undetected and scored half a grade boundary higher than real students
  • Teachers reporting rampant AI-assisted submissions (including many “0” grades), with some moving assessments back to pen-and-paper/in-class work

In response, the most practical pattern isn’t better detection—it’s more observable thinking: live defenses, in-class work, and interactive assessment designs that require students (or candidates) to explain and justify their work in real time .


Theme 1 — “Observable cognition” is becoming the new baseline

Detection is a dead end (and creates its own harms)

One argument is explicit: you won’t be able to reliably detect AI use in homework, so schools should stop building policies around it . Related evidence includes AI-written submissions passing undetected at high rates and educators describing how quickly students learn to route around enforcement (or how enforcement is constrained by grading policies) .

What replaces detection: defendable work

Several concrete “defense” patterns surfaced:

  • CalTech admissions: applicants who submit research projects appear on video and are interviewed by an AI-powered voice; faculty and admissions staff review recordings to assess whether the student can “claim this research intellectually” .
  • Anchored samples in admissions: Princeton and Amherst requiring graded high school writing samples as a baseline for authentic writing .
  • Classroom moves that build friction and visibility:
    • Boston College professor Carlo Rotella brought back in-class exams (“Blue books are back”), arguing the “point of the class is the labor” and that the “real premium” is “friction” .
    • A high school Spanish teacher had students use AI to text-level Spanish sources (still reading in Spanish) and required a link to their chat history in the bibliography .

A related higher-ed complaint: AI-generated student email is described as “rampant” and “inauthentic,” prompting strategies like focusing on the content (“what do you mean by ‘reliable time’?”) rather than trying to prove origin .


Theme 2 — Personalized “time back” learning models are scaling (but governance choices matter)

Alpha School: 2-hour academics + human motivation layer

Alpha School is described as a network of private K–12 schools using AI to deliver 1:1 mastery-based tutoring and compress core academics into ~2 hours/day, with the rest of the day focused on projects and life skills supported by human guides . A recurring design choice: no chatbots (“chatbots…are cheat bots”) .

Operational details shared this week include:

  • A “Time Back” dashboard that ingests standardized assessments (NWEA/MAP) to build personalized lesson plans and route students into specific apps (e.g., Math Academy; Alpha Math/Read/Write) .
  • A vision model monitoring engagement patterns (e.g., scrolling to the bottom, answering too fast) and nudging students (e.g., “slow down…read the explanation”) .
  • A reported platform cost of roughly $10,000 per student per year.

Alpha School’s model also got mainstream attention: a TODAY show segment highlighted a Miami campus pilot program described as “teaching kids with AI instead of teachers,” with reported admissions demand spiking after the segment .

Khan Academy: “Socratic” tutoring with testing and error tracking

Khan Academy’s Khanmigo is positioned as an AI tutor/teaching assistant that nudges learners without giving answers (a “Socratic tutor”) . The team describes building infrastructure around difficult evaluation edge cases and tracking error rates (reported sub-5%, in many cases sub-1%) . They also cite efficacy research: 30–50% learning acceleration with ~60 minutes/week of personalized practice over a school year .

Self-directed learning at scale: “use AI to figure stuff out”

OpenAI shared a usage claim that 300M+ people use ChatGPT weekly to learn how to do something , and that more than half of U.S. ChatGPT users say it helps them achieve things that previously felt impossible . In parallel, Austen Allred argued there’s an “extreme delta” between people who plug their questions into AI and those who don’t .


Theme 3 — Curriculum and content are being redesigned for comprehension and inclusion

Math word problems, rewritten for comprehension without reducing rigor

M7E AI described an AI-powered curriculum intelligence platform that evaluates and revises math content to remove unintentional linguistic and cultural barriers while maintaining standards alignment and mathematical rigor . The team framed the problem as a “comprehension crisis,” citing 61% of 50M K–12 students below grade level in math and noting 1 in 4 bilingual students .

The platform produces district-level summaries, deep evaluations, and revisions (including pedagogical/formatting recommendations and image/diagram feedback), and is offered free for district leaders/schools to use .

Localization and translation as distribution

  • Google’s Learn X team described YouTube auto-dubbing as a way to expand global access to education content by letting learners watch videos in their own language .
  • Canva described “Magic Translate” as localization beyond language—ensuring template elements reflect local festivals and people students recognize .

Theme 4 — District “plumbing” and student safety: more AI depends on more data (and transparency)

A key operational claim from an edtech infrastructure discussion: there is an “insatiable appetite” for more student data (beyond basic rostering) to make AI systems like tutoring and safety tools work . Examples cited:

  • Attendance and family engagement: TalkingPoints described using attendance data to message families when students miss school/periods and to help schools intervene before chronic absenteeism/truancy . They also described an AI feature (“message mentor”) that suggests improvements to teacher-family communications .
  • Student safety: Securely described using AI to scan student Google Docs for potential suicide notes and raise flags quickly, while emphasizing privacy/transparency and framing a benefit as “no human has to ever become aware of the student’s private thoughts” unless a flag is raised .
  • Admin reduction in special needs: Trellis described transcribing child plan meetings and drafting a child’s plan/minutes (with time-bound, measurable actions), piloting across Scottish councils to reduce the 1.5–2 hour teacher write-up burden and improve teacher presence/eye contact in meetings .

A separate classroom-side warning: one educator described a “tech-powered system that never sleeps,” where AI is already embedded (text-to-speech, translation, writing supports) and constant measurement/feedback can erode pause and reflection, increasing pressure on students .


Theme 5 — AI literacy is being reframed: less “prompting,” more domain knowledge + visible practice

Two complementary takes stood out:

  • Evaluate output through domain knowledge: Justin Reich argued that what’s hard is not using AI, but evaluating outputs—and that domain knowledge is a bigger differentiator than AI-specific tricks .
  • Treat AI chats as texts: Mike Kentz proposed teaching AI use via comparative textual analysis of chat transcripts (students compare two AI interactions, identify differences, vote using a partially built rubric, then refine the rubric together) . He reports “promising” results across middle school through college but highlights gaps (transcript design, facilitation quality, and adapting beyond humanities) .

Teacher reality check: 79% of teachers reportedly have tried AI tools in class (up from 63% last year), while “less than half of schools” have provided training .

Student-facing AI: “instructional tool, not a companion”

MagicSchool AI released a white paper arguing student-facing AI should function as instructional technology, not a companion, to reduce risks like companionship and sycophancy . Their framing aligns with a broader principle that role clarity matters as AI enters classrooms .

Policy signals touched this too: Pennsylvania Gov. Josh Shapiro directed his administration to explore legal options requiring AI chatbot developers to implement age verification and parental consent.


What This Means (practical takeaways)

  • For K–12 leaders: If AI use is widespread and hard to detect , the most actionable lever is assessment design—more in-class work, live explanation, and structured reflection (rather than relying on detectors) .

  • For higher ed: Expect more hybrid “artifact + defense” models (e.g., video interviews, oral exams, anchored writing) to become normal ways to validate ownership .

  • For edtech builders and investors: The next wave of defensibility may be less about a chatbot UX and more about: (1) measurable learning loops (practice, feedback, progress), and (2) reliable integration into district workflows and data standards—plus clear transparency promises when products touch sensitive domains like safety .

  • For L&D / employers: The same authenticity problem shows up in hiring (AI-written résumés; rising cost/time to hire), reinforcing a shift toward early, live validation of skills .

  • For learners: Advantage goes to people who can ask good questions, verify outputs, and use AI as a scaffold rather than outsourcing thinking—skills echoed across classroom practice and workforce framing .


Watch This Space

  • Live/interactive assessment spreading from admissions to everyday classroom practice (video defenses, oral exams, transcript-based evaluation) .
  • AI “time back” models that combine personalization with human motivation layers (and how they handle engagement, cheating, and trust) .
  • Student-facing safety and role clarity—instructional tool vs companion—and whether age-gating and consent become baseline requirements .
  • Curriculum accessibility tooling (especially for multilingual and low-context learners) moving upstream into procurement and publisher workflows .
  • Data governance under load as more AI products demand extended data for tutoring, attendance, and safety use cases—and districts push for transparency .

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