magofoco.eth (magofoco)

The more I use AI, the less time I have. It lets me do the work of six people. Unfortunately, all six have access to my calendar. Maybe the new skill is deciding what not to do. Or maybe that was always the skill, and AI just made it painfully obvious.

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Everything fails eventually. Failure is expected, not exceptional. AI means more deployments, not fewer, and more ways to break things. Design systems where one failure does not take everything down. Deploy ≠ release.

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The old 20% is the new 80%. LLMs keep dropping every month. OpenAI → Anthropic → Google → Grok → repeat. Scaling is basically done with the current architecture. Models are hitting the ceiling. Claude Opus 4.5 just hit 80% on SWE benchmarks. Humans are shaking. What’s left? The cursed 20%. Judgment, taste, context, not being an NPC (very hard) Invest there if you do not want to get replaced. The first 80% is already gone.

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Just launched my first Frame! 🚀🚀 Check crypto prices instantly without leaving the app! Give it a try: framemarketcap.com

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Stablecoins will save the US from its own debt 💣 The technology born to escape the dollar, may end up reinforcing it. [A thread 1/9]

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"The market can stay irrational longer than you can stay solvent." 💸🧠 Michael Burry’s Scion Asset Management is returning outside capital. The end of an Era. He recently shorted major AI firms like NVIDIA and Palantir, calling their revenues a bluff, but got quickly proven wrong as the market turned green. Many are talking about a gigantic AI bubble and the circular deals between major AI companies: OpenAI, NVIDIA, Oracle. Shorting a bubble is hard; timing it is almost impossible. Maybe was early. Maybe investors don’t see the bubble yet. Time will tell.

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Welcome to crypto’s four-year theta decay. 👴👴 Everyone knows the story: every 4 years the market goes crazy toward the end. 2025 is supposed to be one of those years. 🚀📈

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