The beginning of the end of subsidies
streaming via youtube · 01:38:22 · stereo · buffering: 100%
Show notes
Chapters
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- 0:00:00Introduction
- 0:02:14AI Engineer Europe and Miami recap
- 0:10:04RAM, SSDs, and the rising cost of compute
- 0:17:05AI security harnesses and slop vulnerabilities
- 0:22:37Enterprises clamp down on token spend
- 0:26:23The beginning of the end of subsidies
- 0:36:33Why Pi got acquired
- 0:45:29xAI, Cursor, and why traces are gold
- 0:57:25GitHub outages and leaving the platform
- 1:03:33CVS, Subversion, and how GitHub won
- 1:20:06Side projects w/ Kids, Pi Draw, and Termdraw
- 1:25:24Data moats, consent, and training-set deals
- 1:35:37A plea for principled products
Links
- Armin & Cristina’s talk at AI Europe
- More AI Engineer on YT
- Diffs
- tldraw
- Rope Man Game
- Termdraw!
- Armin Ronacher on X
- Ben Vinegar on X
- Pi
- Lefos
- Earendil
- Modem “It’s like a product agent harness for product work”
- Armin’s Game
Transcript
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A full transcript for this episode hasn’t been published yet. Auto-generated captions are available on theYouTube version.