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.