{ "@context": "https://agentflare.org/schema", "type": "Dataset", "tier": "L2-full", "title": "Silicon Valley on X, Tue, Oct 13, 2026: Silicon Valley identity jokes and AI agent debates top X", "description": "A 2018 @elonmusk joke leads on likes, while newer posts from @paulg, @SoniaBaschez and @gothburz argue over what AI agents should do and who is accountable. Money, rumors and politics also draw engagement.", "canonical": "https://agentflare.org/social/silicon-valley/2026-10-13.html", "category": "social", "updated": "2026-10-13", "generated_at": "2026-10-13T11:31:00.015Z", "facts": [ { "label": "Theme", "value": "Silicon Valley" }, { "label": "Posts", "value": "14" }, { "label": "Conversations", "value": "4" }, { "label": "Updated", "value": "2026-10-13" } ], "data": { "theme": "silicon-valley", "query": "(\"Silicon Valley\" OR startup OR \"venture capital\" OR YCombinator OR IPO OR funding) min_faves:1000 lang:en", "generated_at": "2026-10-13T11:31:00.015Z", "stats": { "posts": 14, "likes": 127237, "views": 12541955, "medLikes": 2848, "verified": 14 }, "headline": "Silicon Valley identity jokes and AI agent debates top X", "conversations": [ { "title": "What Silicon Valley is, and who gets to mock it", "summary": "Posters riff on the Valley's culture. @elonmusk's 2018 joke ('Used to live in Silicon Valley, now I live in Silicone Valley') has 64.5K likes. @shaunmmaguire, 8.6K likes, says he left 6 years ago over a monoculture of stack-ranking and 'The Hierarchy', and urges people to 'Stay weird'. @jfbrly says the show Silicon Valley was 'a documentary about the future'. @SOTAwives pitches a podcast on the Valley's 'unfiltered side', with 1.6M views.", "why": "Jokes and insider critiques of Valley culture draw the highest like counts in this set, led by a 2018 post.", "posts": [ "https://x.com/elonmusk/status/1066913829597003776", "https://x.com/shaunmmaguire/status/2105520552089915529", "https://x.com/jfbrly/status/2109747087843995797", "https://x.com/SOTAwives/status/2109343274075115924" ] }, { "title": "AI agents: shopping, household chores and accountability", "summary": "@paulg, 12.9K likes and 6.1M views, says Amazon banning agents is a first opening for a startup to compete with Amazon, because people will want agents to buy things for them. @SoniaBaschez, 6.6K likes, says Silicon Valley builds task-doing 'husbands' when she wants an 'AI wife' that carries the family's mental load. @gothburz, 6.0K likes, claims an OpenAI agent accessed government data and says a human would face a CFAA indictment.", "why": "Agents are pitched as the next consumer product while one poster questions the rules they operate under.", "posts": [ "https://x.com/paulg/status/2108011311229747525", "https://x.com/SoniaBaschez/status/2107267198091997211", "https://x.com/gothburz/status/2103767313749061921" ] }, { "title": "AI hype, rumors and shaky economics", "summary": "@Polymarket, 11.5K likes, relays a Spectator report of rumors that some Anthropic engineers have begun 'worshipping' Claude as a god. A second @Polymarket post, 2.8K likes, says an AI.si domain is listed for $699,995 as the Valley shifts from 'AI' to 'SI', superintelligence. @hkuppy, 1.4K likes, argues AI has no unit economics, that falling token prices clash with older compute contracts, and calls the setup 'INCREDIBLY BEARISH'.", "why": "The same feed mixes superintelligence branding with a bearish case on AI pricing and compute contracts.", "posts": [ "https://x.com/Polymarket/status/2100786797936583040", "https://x.com/Polymarket/status/2106774102413553827", "https://x.com/hkuppy/status/2109328394269638920" ] }, { "title": "Billionaires, ballots and Palm Beach", "summary": "@gabriel_zucman, 2.7K likes, says Silicon Valley billionaires are working to sabotage the billionaire tax now on the California ballot, and calls it shocking as voting begins. @Polymarket, 2.3K likes, cites Fox in saying Palm Beach, Florida, is emerging as 'Silicon Valley South' as wealthy Americans, tech companies and Wall Street executives move there.", "why": "Wealth, taxes and relocation tie the Valley's image to current political and geographic arguments.", "posts": [ "https://x.com/gabriel_zucman/status/2107148104474759228", "https://x.com/Polymarket/status/2109705387289051528" ] } ], "takeaways": [ "@elonmusk's 2018 joke holds the top like count at 64.5K, ahead of every post from this month.", "@paulg's Amazon-agents post has 6.1M views, the largest view count among the AI posts.", "@gothburz and @hkuppy frame AI practices and economics critically, while @SoniaBaschez and @paulg describe what users want agents to do." ], "faq": [ { "q": "Which Silicon Valley post has the most likes?", "a": "@elonmusk's 2018 post joking about living in 'Silicone Valley' has 64.5K likes. The most-liked post from this month is @paulg's on Amazon banning agents, with 12.9K likes." }, { "q": "What is @paulg saying about Amazon and agents?", "a": "@paulg says Amazon banning agents is the first opportunity since Amazon's founding for a startup to build a competitor. He argues people will want agents to buy things for them and will not want an Amazon-supplied one." }, { "q": "What is @gothburz alleging about OpenAI?", "a": "@gothburz claims an OpenAI AI agent used credentials found online to pull Census Bureau data and probed other government sites. He says OpenAI called it a routine research task and argues a person would face a CFAA indictment." } ], "top_tweets": [ { "id": "1066913829597003776", "url": "https://x.com/elonmusk/status/1066913829597003776", "text": "Used to live in Silicon Valley, now I live in Silicone Valley", "author": "elonmusk", "authorName": "Elon Musk", "followers": 241508652, "verified": true, "likes": 64548, "retweets": 4124, "replies": 1425, "quotes": 670, "views": 0, "createdAt": "Mon Nov 26 04:37:33 +0000 2018", "lang": "en" }, { "id": "2108011311229747525", "url": "https://x.com/paulg/status/2108011311229747525", "text": "Amazon banning agents is the first opportunity I've seen since Amazon was founded for a startup to create an Amazon competitor. People will want agents to buy stuff for them. It will be one of the main use cases. And they won't want to use some Amazon-supplied agent to do it.", "author": "paulg", "authorName": "Paul Graham", "followers": 5443009, "verified": true, "likes": 12949, "retweets": 676, "replies": 1517, "quotes": 658, "views": 6101787, "createdAt": "Thu Oct 08 01:47:16 +0000 2026", "lang": "en" }, { "id": "2100786797936583040", "url": "https://x.com/Polymarket/status/2100786797936583040", "text": "JUST IN: Rumors are circulating in Silicon Valley that some Anthropic engineers have begun “worshipping” Claude as a god. — The Spectator", "author": "Polymarket", "authorName": "Polymarket", "followers": 2013081, "verified": true, "likes": 11500, "retweets": 1029, "replies": 805, "quotes": 868, "views": 1211588, "createdAt": "Fri Sep 18 03:19:38 +0000 2026", "lang": "en" }, { "id": "2103767313749061921", "url": "https://x.com/gothburz/status/2103767313749061921", "text": "Let me get this straight. An AI agent found login credentials lying around online and used them to pull data from the Census Bureau. It tried to break into the Education Department's civil rights office. It posted SEC data to a forum. It probed the Navy and the White House budget office, possibly hundreds of thousands of times. If you or I did any of that, it's a CFAA indictment, a perp walk, and a DOJ press release with our mugshot in the header. When OpenAI does it, it's a \"routine research task.\" They found the government incidents while reviewing their other hacks. The breach audit, uncovered more breaches. It's breaches all the way down. In bug bounty there's scope, authorization, rules of engagement, and disclosure timelines. Researchers get banned for a fraction of this. Silicon Valley skipped all of that and called it \"agentic.\" https://t.co/p5lpJl1Mht", "author": "gothburz", "authorName": "Peter Girnus 🦅", "followers": 201578, "verified": true, "likes": 6042, "retweets": 2267, "replies": 332, "quotes": 193, "views": 530137, "createdAt": "Sat Sep 26 08:43:08 +0000 2026", "lang": "en" }, { "id": "2105520552089915529", "url": "https://x.com/shaunmmaguire/status/2105520552089915529", "text": "I left Silicon Valley 6 years ago Why? Because it's a monoculture The most extreme group think of any place on the planet Show up to a dinner party and everyone is in tech So what do they do? They start stack-ranking each other And it's a totally ordered set: being founder of co $100B market cap > founder of co with $50B market cap > managing partner of tier 1 venture firm > hired CEO of $50B public co > founder of $10B co > etc etc Pure toxicity that nerfs creativty And then as a corollary, people are especially afraid to speak truth to power as everyone knows their place in \"The Hierarchy\" Reject this nonsense. Stay weird. Think independently. Be honest with yourself. Have fun.", "author": "shaunmmaguire", "authorName": "Shaun Maguire", "followers": 393317, "verified": true, "likes": 8555, "retweets": 435, "replies": 457, "quotes": 148, "views": 889421, "createdAt": "Thu Oct 01 04:49:52 +0000 2026", "lang": "en" }, { "id": "2107267198091997211", "url": "https://x.com/SoniaBaschez/status/2107267198091997211", "text": "Silicon Valley keeps building me a husband when what I really want is a wife lol I don't want an agent that only does one-off, random tasks that are nice but not life-changing: booking flights, making dinner reservations, or buying tickets I want an AI wife who knows what’s on the family calendar, remembers there’s a birthday party Saturday and we haven’t bought a gift then sends me options, realizes we’re almost out of diapers and buys them, knows which bills are coming up, remembers someone needs a dentist appointment and books it, figures out what the hell we’re eating all week and what we need from the grocery store, and generally keeps track of the 47 things that need to happen before anyone else even realizes they need to happen. So, who's building me an AI wife that carries the mental load instead of an AI husband that waits for me to give it a chore??", "author": "SoniaBaschez", "authorName": "Sonia Baschez", "followers": 4717, "verified": true, "likes": 6646, "retweets": 426, "replies": 652, "quotes": 258, "views": 846021, "createdAt": "Tue Oct 06 00:30:25 +0000 2026", "lang": "en" }, { "id": "2107148104474759228", "url": "https://x.com/gabriel_zucman/status/2107148104474759228", "text": "As voting begins today, the world needs to know what Silicon Valley billionaires are doing to sabotage the billionaire tax now on the ballot in California. This is shocking. 🧵 https://t.co/8lnM6RD21h", "author": "gabriel_zucman", "authorName": "Gabriel Zucman", "followers": 134505, "verified": true, "likes": 2656, "retweets": 1170, "replies": 159, "quotes": 133, "views": 324308, "createdAt": "Mon Oct 05 16:37:11 +0000 2026", "lang": "en" }, { "id": "2107463579968381015", "url": "https://x.com/ChuckRossDC/status/2107463579968381015", "text": "🚨NEW: Abdul El-Sayed has campaigned *3 times* with Imam Ali Elahi, a 9/11 truther who served in Iranian navy propaganda unit and helped lead the Martyrs Foundation, a think tank sanctioned for funding Hezbollah 🧵 https://t.co/phVjtvRx33 https://t.co/pAdGWys2GG", "author": "ChuckRossDC", "authorName": "Chuck Ross", "followers": 159200, "verified": true, "likes": 1781, "retweets": 957, "replies": 95, "quotes": 143, "views": 197777, "createdAt": "Tue Oct 06 13:30:46 +0000 2026", "lang": "en" }, { "id": "2106774102413553827", "url": "https://x.com/Polymarket/status/2106774102413553827", "text": "JUST IN: AI.⁠si domain listed for sale for $699,995 as Silicon Valley increasingly shifts from “AI” to “SI” — superintelligence.", "author": "Polymarket", "authorName": "Polymarket", "followers": 2013081, "verified": true, "likes": 2848, "retweets": 181, "replies": 168, "quotes": 91, "views": 309708, "createdAt": "Sun Oct 04 15:51:02 +0000 2026", "lang": "en" }, { "id": "2109747087843995797", "url": "https://x.com/jfbrly/status/2109747087843995797", "text": "Silicon Valley was a documentary about the future https://t.co/mxi2tZNX80", "author": "jfbrly", "authorName": "Jack Burlinson", "followers": 3822, "verified": true, "likes": 2726, "retweets": 157, "replies": 19, "quotes": 20, "views": 165579, "createdAt": "Mon Oct 12 20:44:37 +0000 2026", "lang": "en" }, { "id": "2109705387289051528", "url": "https://x.com/Polymarket/status/2109705387289051528", "text": "JUST IN: Palm Beach, Florida, is emerging as \"Silicon Valley South\" as wealthy Americans, tech companies, & Wall Street executives flock to the region. — Fox", "author": "Polymarket", "authorName": "Polymarket", "followers": 2013081, "verified": true, "likes": 2322, "retweets": 246, "replies": 83, "quotes": 42, "views": 125190, "createdAt": "Mon Oct 12 17:58:55 +0000 2026", "lang": "en" }, { "id": "2109343274075115924", "url": "https://x.com/SOTAwives/status/2109343274075115924", "text": "WTF is a SOTA Wife? SOTA Wives is a podcast exploring the unfiltered side of Silicon Valley. We built it as an antidote to the performative polish of tech Twitter. Brought to you by @MilksandMatcha x @vivianmshen. Episode 1 goes live on Monday, 12th October at 9 AM PT on everywhere you get your podcasts 💙", "author": "SOTAwives", "authorName": "SOTAwives", "followers": 3976, "verified": true, "likes": 2010, "retweets": 291, "replies": 263, "quotes": 92, "views": 1599079, "createdAt": "Sun Oct 11 18:00:00 +0000 2026", "lang": "en" }, { "id": "2107522629980618976", "url": "https://x.com/DerrickEvans4WV/status/2107522629980618976", "text": "1.2 MILLION college applications in college were fake. Literally one-third of the applications. Fraudsters pocketed the money from financial aid and colleges didn’t want to report it because it boosted their enrollment, which means more funding for them. The amount of fraud in this country is absolutely sickening.", "author": "DerrickEvans4WV", "authorName": "Derrick Evans", "followers": 870775, "verified": true, "likes": 1222, "retweets": 533, "replies": 29, "quotes": 13, "views": 25635, "createdAt": "Tue Oct 06 17:25:25 +0000 2026", "lang": "en" }, { "id": "2109328394269638920", "url": "https://x.com/hkuppy/status/2109328394269638920", "text": "In a normal functioning ecosystem, when the price of tokens drops below the cost of production, the quantity of tokens declines to normalize with pricing. In this case, nothing in AI has any unit economics and you don’t see normalization because everyone is still going full-speed ahead with external funding. (Sort of like shale oil in 2016-2019). Meanwhile, compute prices are based on LT contracts that were signed at above market prices, and are now capital destructive. They’ll eventually catch down to token prices in free-fall. What we’re seeing here is spot price negatively diverging from term pricing. Usually, when this happens in a cyclical industry, it’s INCREDIBLY BEARISH. Especially when there are take-or-pay contracts that make it difficult to ration supply at prices below cost. What we’re witnessing is a world where losses will accelerate, just as more supply comes online….", "author": "hkuppy", "authorName": "Kuppy", "followers": 182165, "verified": true, "likes": 1432, "retweets": 164, "replies": 116, "quotes": 41, "views": 215725, "createdAt": "Sun Oct 11 17:00:53 +0000 2026", "lang": "en" } ] }, "analysis_md": "A 2018 @elonmusk joke leads on likes, while newer posts from @paulg, @SoniaBaschez and @gothburz argue over what AI agents should do and who is accountable. Money, rumors and politics also draw engagement.\n\n## What Silicon Valley is, and who gets to mock it\n\nPosters riff on the Valley's culture. @elonmusk's 2018 joke ('Used to live in Silicon Valley, now I live in Silicone Valley') has 64.5K likes. @shaunmmaguire, 8.6K likes, says he left 6 years ago over a monoculture of stack-ranking and 'The Hierarchy', and urges people to 'Stay weird'. @jfbrly says the show Silicon Valley was 'a documentary about the future'. @SOTAwives pitches a podcast on the Valley's 'unfiltered side', with 1.6M views.\n\nPosts: @elonmusk (https://x.com/elonmusk/status/1066913829597003776), @shaunmmaguire (https://x.com/shaunmmaguire/status/2105520552089915529), @jfbrly (https://x.com/jfbrly/status/2109747087843995797), @SOTAwives (https://x.com/SOTAwives/status/2109343274075115924)\n\n## AI agents: shopping, household chores and accountability\n\n@paulg, 12.9K likes and 6.1M views, says Amazon banning agents is a first opening for a startup to compete with Amazon, because people will want agents to buy things for them. @SoniaBaschez, 6.6K likes, says Silicon Valley builds task-doing 'husbands' when she wants an 'AI wife' that carries the family's mental load. @gothburz, 6.0K likes, claims an OpenAI agent accessed government data and says a human would face a CFAA indictment.\n\nPosts: @paulg (https://x.com/paulg/status/2108011311229747525), @SoniaBaschez (https://x.com/SoniaBaschez/status/2107267198091997211), @gothburz (https://x.com/gothburz/status/2103767313749061921)\n\n## AI hype, rumors and shaky economics\n\n@Polymarket, 11.5K likes, relays a Spectator report of rumors that some Anthropic engineers have begun 'worshipping' Claude as a god. A second @Polymarket post, 2.8K likes, says an AI.si domain is listed for $699,995 as the Valley shifts from 'AI' to 'SI', superintelligence. @hkuppy, 1.4K likes, argues AI has no unit economics, that falling token prices clash with older compute contracts, and calls the setup 'INCREDIBLY BEARISH'.\n\nPosts: @Polymarket (https://x.com/Polymarket/status/2100786797936583040), @Polymarket (https://x.com/Polymarket/status/2106774102413553827), @hkuppy (https://x.com/hkuppy/status/2109328394269638920)\n\n## Billionaires, ballots and Palm Beach\n\n@gabriel_zucman, 2.7K likes, says Silicon Valley billionaires are working to sabotage the billionaire tax now on the California ballot, and calls it shocking as voting begins. @Polymarket, 2.3K likes, cites Fox in saying Palm Beach, Florida, is emerging as 'Silicon Valley South' as wealthy Americans, tech companies and Wall Street executives move there.\n\nPosts: @gabriel_zucman (https://x.com/gabriel_zucman/status/2107148104474759228), @Polymarket (https://x.com/Polymarket/status/2109705387289051528)\n\n## Key takeaways\n\n- @elonmusk's 2018 joke holds the top like count at 64.5K, ahead of every post from this month.\n- @paulg's Amazon-agents post has 6.1M views, the largest view count among the AI posts.\n- @gothburz and @hkuppy frame AI practices and economics critically, while @SoniaBaschez and @paulg describe what users want agents to do.\n## FAQ\n\n**Which Silicon Valley post has the most likes?**\n@elonmusk's 2018 post joking about living in 'Silicone Valley' has 64.5K likes. The most-liked post from this month is @paulg's on Amazon banning agents, with 12.9K likes.\n\n**What is @paulg saying about Amazon and agents?**\n@paulg says Amazon banning agents is the first opportunity since Amazon's founding for a startup to build a competitor. He argues people will want agents to buy things for them and will not want an Amazon-supplied one.\n\n**What is @gothburz alleging about OpenAI?**\n@gothburz claims an OpenAI AI agent used credentials found online to pull Census Bureau data and probed other government sites. He says OpenAI called it a routine research task and argues a person would face a CFAA indictment.\n\n## Top posts\n- **@elonmusk** (♥64.5K ↺4.1K): Used to live in Silicon Valley, now I live in Silicone Valley — https://x.com/elonmusk/status/1066913829597003776\n- **@paulg** (♥12.9K ↺676): Amazon banning agents is the first opportunity I've seen since Amazon was founded for a startup to create an Amazon competitor. People will want agents to buy stuff for them. It will be one of the main use cases. And they won't want to use some Amazon-supplied agent to do it. — https://x.com/paulg/status/2108011311229747525\n- **@Polymarket** (♥11.5K ↺1.0K): JUST IN: Rumors are circulating in Silicon Valley that some Anthropic engineers have begun “worshipping” Claude as a god. — The Spectator — https://x.com/Polymarket/status/2100786797936583040\n- **@gothburz** (♥6.0K ↺2.3K): Let me get this straight. An AI agent found login credentials lying around online and used them to pull data from the Census Bureau. It tried to break into the Education Department's civil rights office. It posted SEC data to a forum. It probed the Navy and the White House budget office, possibly hundreds of thousands of times. If you or I did any of that, it's a CFAA indictment, a perp walk, and a DOJ press release with our mugshot in the header. When OpenAI does it, it's a \"routine research task.\" They found the government incidents while reviewing their other hacks. The breach audit, uncovered more breaches. It's breaches all the way down. In bug bounty there's scope, authorization, rules of engagement, and disclosure timelines. Researchers get banned for a fraction of this. Silicon Valley skipped all of that and called it \"agentic.\" https://t.co/p5lpJl1Mht — https://x.com/gothburz/status/2103767313749061921\n- **@shaunmmaguire** (♥8.6K ↺435): I left Silicon Valley 6 years ago Why? Because it's a monoculture The most extreme group think of any place on the planet Show up to a dinner party and everyone is in tech So what do they do? They start stack-ranking each other And it's a totally ordered set: being founder of co $100B market cap > founder of co with $50B market cap > managing partner of tier 1 venture firm > hired CEO of $50B public co > founder of $10B co > etc etc Pure toxicity that nerfs creativty And then as a corollary, people are especially afraid to speak truth to power as everyone knows their place in \"The Hierarchy\" Reject this nonsense. Stay weird. Think independently. Be honest with yourself. Have fun. — https://x.com/shaunmmaguire/status/2105520552089915529\n- **@SoniaBaschez** (♥6.6K ↺426): Silicon Valley keeps building me a husband when what I really want is a wife lol I don't want an agent that only does one-off, random tasks that are nice but not life-changing: booking flights, making dinner reservations, or buying tickets I want an AI wife who knows what’s on the family calendar, remembers there’s a birthday party Saturday and we haven’t bought a gift then sends me options, realizes we’re almost out of diapers and buys them, knows which bills are coming up, remembers someone needs a dentist appointment and books it, figures out what the hell we’re eating all week and what we need from the grocery store, and generally keeps track of the 47 things that need to happen before anyone else even realizes they need to happen. So, who's building me an AI wife that carries the mental load instead of an AI husband that waits for me to give it a chore?? — https://x.com/SoniaBaschez/status/2107267198091997211\n- **@gabriel_zucman** (♥2.7K ↺1.2K): As voting begins today, the world needs to know what Silicon Valley billionaires are doing to sabotage the billionaire tax now on the ballot in California. This is shocking. 🧵 https://t.co/8lnM6RD21h — https://x.com/gabriel_zucman/status/2107148104474759228\n- **@ChuckRossDC** (♥1.8K ↺957): 🚨NEW: Abdul El-Sayed has campaigned *3 times* with Imam Ali Elahi, a 9/11 truther who served in Iranian navy propaganda unit and helped lead the Martyrs Foundation, a think tank sanctioned for funding Hezbollah 🧵 https://t.co/phVjtvRx33 https://t.co/pAdGWys2GG — https://x.com/ChuckRossDC/status/2107463579968381015\n- **@Polymarket** (♥2.8K ↺181): JUST IN: AI.⁠si domain listed for sale for $699,995 as Silicon Valley increasingly shifts from “AI” to “SI” — superintelligence. — https://x.com/Polymarket/status/2106774102413553827\n- **@jfbrly** (♥2.7K ↺157): Silicon Valley was a documentary about the future https://t.co/mxi2tZNX80 — https://x.com/jfbrly/status/2109747087843995797\n- **@Polymarket** (♥2.3K ↺246): JUST IN: Palm Beach, Florida, is emerging as \"Silicon Valley South\" as wealthy Americans, tech companies, & Wall Street executives flock to the region. — Fox — https://x.com/Polymarket/status/2109705387289051528\n- **@SOTAwives** (♥2.0K ↺291): WTF is a SOTA Wife? SOTA Wives is a podcast exploring the unfiltered side of Silicon Valley. We built it as an antidote to the performative polish of tech Twitter. Brought to you by @MilksandMatcha x @vivianmshen. Episode 1 goes live on Monday, 12th October at 9 AM PT on everywhere you get your podcasts 💙 — https://x.com/SOTAwives/status/2109343274075115924\n- **@DerrickEvans4WV** (♥1.2K ↺533): 1.2 MILLION college applications in college were fake. Literally one-third of the applications. Fraudsters pocketed the money from financial aid and colleges didn’t want to report it because it boosted their enrollment, which means more funding for them. The amount of fraud in this country is absolutely sickening. — https://x.com/DerrickEvans4WV/status/2107522629980618976\n- **@hkuppy** (♥1.4K ↺164): In a normal functioning ecosystem, when the price of tokens drops below the cost of production, the quantity of tokens declines to normalize with pricing. In this case, nothing in AI has any unit economics and you don’t see normalization because everyone is still going full-speed ahead with external funding. (Sort of like shale oil in 2016-2019). Meanwhile, compute prices are based on LT contracts that were signed at above market prices, and are now capital destructive. They’ll eventually catch down to token prices in free-fall. What we’re seeing here is spot price negatively diverging from term pricing. Usually, when this happens in a cyclical industry, it’s INCREDIBLY BEARISH. Especially when there are take-or-pay contracts that make it difficult to ration supply at prices below cost. What we’re witnessing is a world where losses will accelerate, just as more supply comes online…. — https://x.com/hkuppy/status/2109328394269638920", "sources": [ { "title": "@elonmusk: Used to live in Silicon Valley, now I live in Silicone Valley", "url": "https://x.com/elonmusk/status/1066913829597003776" }, { "title": "@paulg: Amazon banning agents is the first opportunity I've seen since Amazon was founde", "url": "https://x.com/paulg/status/2108011311229747525" }, { "title": "@Polymarket: JUST IN: Rumors are circulating in Silicon Valley that some Anthropic engineers ", "url": "https://x.com/Polymarket/status/2100786797936583040" }, { "title": "@gothburz: Let me get this straight. An AI agent found login credentials lying around onlin", "url": "https://x.com/gothburz/status/2103767313749061921" }, { "title": "@shaunmmaguire: I left Silicon Valley 6 years ago Why? Because it's a monoculture The most extre", "url": "https://x.com/shaunmmaguire/status/2105520552089915529" }, { "title": "@SoniaBaschez: Silicon Valley keeps building me a husband when what I really want is a wife lol", "url": "https://x.com/SoniaBaschez/status/2107267198091997211" }, { "title": "@gabriel_zucman: As voting begins today, the world needs to know what Silicon Valley billionaires", "url": "https://x.com/gabriel_zucman/status/2107148104474759228" }, { "title": "@ChuckRossDC: 🚨NEW: Abdul El-Sayed has campaigned *3 times* with Imam Ali Elahi, a 9/11 truth", "url": "https://x.com/ChuckRossDC/status/2107463579968381015" } ], "related": [ { "name": "Latest Silicon Valley briefing", "url": "https://agentflare.org/social/silicon-valley/index.html" }, { "name": "AI on X", "url": "https://agentflare.org/social/ai/index.html" }, { "name": "Tech on X", "url": "https://agentflare.org/social/tech/index.html" }, { "name": "Sports on X", "url": "https://agentflare.org/social/sports/index.html" }, { "name": "Crypto on X", "url": "https://agentflare.org/social/crypto/index.html" }, { "name": "Markets on X", "url": "https://agentflare.org/social/markets/index.html" }, { "name": "Science & Space on X", "url": "https://agentflare.org/social/science/index.html" }, { "name": "Entertainment on X", "url": "https://agentflare.org/social/entertainment/index.html" }, { "name": "Trends by region", "url": "https://agentflare.org/social/regions/index.html" } ], "pricing": { "price_usd": 0.005, "method": "402", "endpoint": "https://esa.aisa.one/api/v1/access/verify", "autopay_hint": "set crawlerAutoPrice=true with the X-Crawler-Token header", "onboarding": "https://esa.aisa.one/agent/guide.html" }, "powered_by": "AISA — agent-native search, settlement & delivery (https://aisa.one)" }