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Wednesday · June 10, 2026 · Issue No. 891
Skate to Where the Puck Is Going
Daily Briefing · Jun 9, 2026

Skate to Where the Puck Is Going

The model was never the business. As intelligence turns into a commodity, every lab is racing up the stack to where the margin lives — and OpenAI just filed for its IPO from the back of the line.

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EP 07 – The Talent Gap: Who Becomes a 100x Engineer When AI Does Everything?

https://www.youtube.com/watch?v=ngJRaYJzFlo Andrej Karpathy said it: regular engineers became 10x engineers, and 10x engineers became 100x engineers. But Harry raises the harder follow-up question — what happens to the people who were supposed to become 10x someday, if the training ground...

13:24 47 min
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