things i learned

Good Tokens 2025-11-21

2025-11-21

Worth your time

The GLP-1 rollout continues.

The number of Americans taking GLP-1 drugs continues to grow substantially. There’s no official tally, but Circana believes that 23% of US households — about 30 million — had at least one GLP-1 user in September, suggesting there are tens of millions of users. By 2030, five years from now, it expects GLP-1 households to purchase 35% of food sold in the US (measured by units), up from 24% today.

Elephants not unicorns.

ChinaTalk on acquisition reform.

Children need independent peer cultures. The Montessori-pilled in the audience will not be surprised.

Filed under ā€œage as the next generational battle groundā€.

Ground robots in Ukraine.

Thoughts on the future of autonomous vehicles.

Blake Scholl’s conversation with Tyler.

Things I learned

Japan now produces more nappies for incontinent adults than for infants. Also, the top ten states for fertility are all red states; the bottom ten are all blue states (Vermont is last, chased by Oregon — London Review of Books.

The US mint estimates that there are 300 billion pennies in circulation, more than 3x as many stars as there are in the Milky Way — Pennies Are Trash Now

60% of SF Unified School District 8th graders are not proficient in math.

Musings

I can’t remember where I saw this, but it resonated: ā€œYou’re not avoiding failure, you’re avoiding the feeling of failureā€

LLM corner

Gemini File Search API. I’ll be trying this one out.

AI will not make you rich.

Thoughts about code sandboxes.

Good Tokens 2025-11-14

2025-11-14

Worth your time

The Palace of Catalan Music

The Goon Squad:

Many respondents have been regular porn viewers since the fourth grade; few were older than twelve when they picked up the habit. This seems like an unsustainable equilibrium.

The K shaped economy. Think old vs. young rather than rich vs. poor.

Alaska experiments with voting by phone.

Things I learned

There’s been a 20% reduction in the under 20 population between 1990 and 2024.

The largest newspaper in California by subscribers is the New York Times. Ezra Klein.

Walmart takes 25% of all SNAP dollars.

LLM corner

This seems so insane I have to try it. And the link to the GitHub.

Not all tokens are created equal.

90 Days at Complex

Musings

Chuck Klosterman: ā€œAll art ends when it reaches self awarenessā€

🪦 Project Graveyard: Papagei Terminal 🦜

2025-11-06

I’m trying to get better at building in public and at celebrating projects that end up as dead ends. Take this in that spirit.

What it was

Papagei Terminal allowed a user to spin up virtual machines like they were slack channels to make it easier to use >1 Claude Code instance at the same time and make it easier to use Claude in --dangerously-skip-permissions mode.

Here is an early prototype. Future versions were way better!

What went well

I think I had a really clear idea of who this was for and the need that it was serving.

This is by far the most ambitious technical project I’ve built. I was able to use it to make meaningful code changes across several projects. I learned a bunch about working with AWS and with agents.

I actually got to the point where a tool I built was able to make code changes to other projects. That was really motivating.

Why it didn’t work / why I’m shutting it down

At the beginning of the summer, there really wasn’t a product that allowed you to use more than one Claude Code at the same time without putting real effort into understanding Git Worktrees. Conductor was experimenting here, but it was all local.

Between May when I started working on this seriously and when I got it to the point where I was really starting to enjoy using it, everyone launched a version of this and I was no longer convinced that I had something unique to bring here.

What I learned / what I would do differently next time

Realistically I probably started building this too late. I also don’t think I am embedded enough in the community of software developers to get a following here.

I wasn’t active enough in recruiting early users.

Good tokens 2025-10-31

2025-10-31

A very happy šŸŽƒ Halloween šŸ¦‡ to you and yours.

Worth your time

The most American Building. My grandfather slept in it while it was unfinished in between training stops in World War 2. My father took classes in it. I went to it on field trips. It’s a wonderful building.

Preach, Nabeel, Preach. I wonder why ā€œeducationā€ rather than ā€œageā€ has been what has sorted our politics šŸ¤”.

On relationship between growth and trust, arguing that living through periods of higher GDP growth leads to higher societal trust. On one level, this squares well with the idea that trust is a mixture of competence, commitment, and character, with societies delivering growth being seen as competent. On the other hand, I would expect higher levels of trust to also unlock opportunities for faster growth.

Things I learned

Home field advantage in the NFL is actually real and it basically disappeared in 2020 when no fans were in the stadiums. Via CrƩmieux.

More than 98% of new vehicle sales in Norway were EVs in September. From Elective via Anton.

Unconfirmed but from a reliable source: Amazon drivers are paid 12 cents per packaged delivered.

A growing share of Americans (+13%) say Religion is gaining influence in American life according to Pew. I’m not sure how to square this with the thing I learned last week, that support for declaring the United States a Christian Nation is falling amongst Christians or that the fastest growing Catholic sects are the strictest ones. Strange things are happening!

For the first time in 35 years, no rap songs are in the top 40. Rolling Stone.

Musings

Should we care about process or outcomes? Some really successful people (see Tom Brady here ) seem more to favor the process over the result while others favor the result over the process (see Phil Knight / Nike and Sam Altman). How should I make sense of this?

What would have to change for Western Society to become less individualistic? Is it possible for Western Society to become more individualistic? What would it look like to short individualism?

LLM corner

Episode 3 of Dangerously Skip Permissions is next week: LLM pricing is broken, but not in the way that you think with my friend Anjali Shrivastava.

Supra Podcast: How AI is changing the future of software development

2025-10-28

I got to join Marc and Ben from the Supra podcast to talk about how AI is changing how software teams operate.

Three things I took away from this conversation.

First, is that there are some things that AI doesn’t change. At the end of the day, you’ve still got to define the problem, define the approach, define the details. AI changes the tools, the artifacts, and the process, but it doesn’t change the basic facts of problem solving.

Second is AI is changing how software is made at three levels simultaneously: individuals, teams, and organizations. Individuals are trying out tools (e.g., Claude Code) and putting them into their workflow. Then there are some teams that are starting to adopt some of these tools en masse and reorganize their processes around them. Finally, there are organizations that are trying to figure out what all of this means for the ā€œstandardā€ way of working and shipping software.

To get this right, organizations need to be willing to change across 4 dimensions:

  • Tools - What are the tools that are available to us? What are their benefits and limitations?

  • Tactics - How do we coordinate with these tools to achieve a result? What are the artifacts that are created? What is the size and roles of people on the team?

  • Training - How do we build competence on these new tools and tactics? How do we give people space, opportunity, and resources to experiment?

  • Values - What does great work look like? What is important and celebrated?

Without all of these working together, organizations will fail to get value out of a transformative technology — and I have to be honest, now is a moment where I’d rather be at a small company experimenting with new ways of working than at a large company where I have to be concerned about how this works at scale.

You can find the whole episode here:

  • Spotify: https://open.spotify.com/episode/7nozDSwSk3fuAK4TQWxm5l?si=oA0qIwIJShqTCjMOLFFC0Q

  • Apple: https://podcasts.apple.com/us/podcast/81-i-spent-3-months-at-an-ai-native-startup-where/id1737704130?i=1000733726676

  • YouTube: https://youtu.be/GbOw8_JViPA

  • Substack: https://suprainsider.substack.com/p/81-i-spent-3-months-at-an-ai-native