Mind The Gap

Three-person companies are shipping $300K ARR businesses on Replit. Jack Dorsey just cut 4,000 Block roles on the same thesis. One of these is working. The other is a production error we won't see in the numbers for a year.

Seven major AI product launches hit in a single day. An AI model broke into systems faster than any human hacker alive. And the reason you're not 50x more productive is a 4-minute CI pipeline nobody's fixing.

The AI race has three lanes right now: a company whose model beats its own researchers, a company whose investors are getting nervous, and a guy in a federal prison watching $62 billion evaporate.