magofoco.eth (magofoco)

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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Programmer small talk: 2021: “I got an offer from Google and Stipe.” 2025: “Maybe we can try plumbing school?”

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TOON format explained for all the vibecoders out there:

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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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