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Techno-Optimism

AI is collapsing the cost of building software—a quarter of YC startups now have 95% of their code written by AI, some hitting $10M in revenue with fewer than 10 people—while the physical infrastructure needed to power that compute is straining to keep up, with US data centers projected to consume 10% of national electricity by 2028. The energy crunch is already reshaping policy debates, with Germany's new chancellor calling his country's nuclear phase-out a "serious strategic mistake" while simultaneously declaring it irreversible. Meanwhile, the next frontier in the AI agent race is memory: open-source projects are racing to solve the problem of agents that forget everything when a session ends.

Merz Called It a Mistake. Then He Called It Irreversible.
Techno-Optimism Tech

Merz Called It a Mistake. Then He Called It Irreversible.

Germany's nuclear phase-out is costing factories, workers, and the climate. The man who said it was wrong now says nothing can be done.

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GPT-5.4 Cracked a 20-Year Math Problem
Techno-Optimism Tech

GPT-5.4 Cracked a 20-Year Math Problem

A Polish mathematician spent two decades building a research-level problem no AI could touch. Run 11 proved him wrong.

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Karpathy Just Turned One GPU Into a Research Lab
Techno-Optimism Tech

Karpathy Just Turned One GPU Into a Research Lab

The human writes a Markdown file. The AI runs 100 experiments overnight. The bottleneck isn't compute, it's your program.md.

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Trae Stephens Wants to Buy Wired. He's Right.
Media & Narrative Tech

Trae Stephens Wants to Buy Wired. He's Right.

A 2011 article about male birth control became a Founders Fund investment. That's what great journalism does. Wired forgot.

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Anthropic's War on Its Own Power Users
Tech Tech & Startup Regulation

Anthropic's War on Its Own Power Users

Paying $200/month and getting banned for using what you paid for isn't "abuse." It's a business model failure.

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Data Center NIMBYs Are Killing $1 Trillion in AI Infrastructure
Techno-Optimism Budgets & Fiscal Policy

Data Center NIMBYs Are Killing $1 Trillion in AI Infrastructure

Housing NIMBYs already took 36% of GDP. Now the same playbook is blocking the AI economy. The states that figure out how to share the upside will win the future.

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