So it goes.
So it goes. > zerohedge: Tech CEOs: Just Kidding About That Jobpocalypse https://www.zerohedge.com/ai/tech-ceos-just-kidding-about-jobpocalypse
adlrocha
Writing, tweets, and thoughts by Alfonso de la Rocha.
Latest posts
I finally read how the X algorithm works. Now I understand why I am invisible...
I finally read how the X algorithm works. Now I understand why I am invisible for the algo. In other contexts this would be a super power. I am a superhero
Been there, done that. Y @david_bonilla tiene toda la razón. Una conversació...
Been there, done that. Y @david_bonilla tiene toda la razón. Una conversación y buen timing alineado con el roadmap del acquired fue nuestro caso. Hicimos cosas bien, pero muchos mejores que nosotros se quedaron en el camino > David Bonilla: Vender una empresa es en un 99 % estar en el lugar adecuado en el momento adecuado. No cometáis el error de creer que, porque hayáis vendido una o dos con…
Y gracias a @PabloGrueso, este año asistiré a mi primera #TRGCON. Encima sobr...
Y gracias a @PabloGrueso, este año asistiré a mi primera #TRGCON. Encima sobre una temática de la que rajo mucho. Con muchas ganas! Gracias por eliminar mi pereza innata. > Pablo Grueso: Entrada para la #TRGCON comprada, con el atuendo apropiado, desde lo alto del Sacre Coeur de París
My plan was simple: hedge my family’s access to intelligence by building a lo...
My plan was simple: hedge my family’s access to intelligence by building a local AI box on my desk. But last week, I finally did the math on rising hardware prices and exploding model sizes, and I realised it may be harder than expected. Between US export controls gating frontier models by individual passports and a brutal global scramble for scarce memory, the window for individuals to secure…
@adlrocha - The 18-months Deadline
On surviving the Great AI Capital Shift, and our last chance to make useful work...
Ok, fucking excited with what we are about to build
Ok, fucking excited with what we are about to build
I am not proud of tomorrow’s post. It was rushed and I don’t have time to rew...
I am not proud of tomorrow’s post. It was rushed and I don’t have time to rewrite it. I hope readers do not hate it.
I am the only one that hadn’t had the time to test Fable? I am still happy ...
I am the only one that hadn’t had the time to test Fable? I am still happy with my GLM-friend
So it goes. I’ve been saying for a bit now, this is a contraction from the ...
So it goes. I’ve been saying for a bit now, this is a contraction from the low rates era that will precede a new expansion when the dust of the AI diffusion starts settling > Rohan Paul: The first AI layoff wave is already producing a human rehiring wave. Per a report by Orgvue 39% made AI-related redundancies. Among those leaders, 55% said they made wrong calls about which jobs to remove. The…
So it goes. Maybe that was too much CAPEX after all. We may start getting s...
So it goes. Maybe that was too much CAPEX after all. We may start getting second-hand GPUs at a discount > zerohedge: *META IS BUILDING A CLOUD BUSINESS TO SELL EXCESS AI COMPUTE First SpaceX, now Meta selling something called "excess compute"
A good analogy that I sometimes use to think about LLMs is that they are like...
A good analogy that I sometimes use to think about LLMs is that they are like bloom filters over all their training knowledge
Finally
Finally > ClaudeDevs: Claude Desktop is now available on Linux (Ubuntu and Debian) in beta. Alongside the browser and terminal, you now get a first-class desktop experience with Claude Code, Claude Cowork, and chat on all paid plans.
So it goes.
So it goes. > : Igor Os:
More disgusting LLM-generate mouthfuls from today...
More disgusting LLM-generate mouthfuls from today...
Before LLMs, whenever I had to do something in the computer more than twice I...
Before LLMs, whenever I had to do something in the computer more than twice I wrote a script for it. Now I write a skill. Scripts where generally outdated a few months past, but skills adapt, which is convenient
A lot can be learnt if you read all the output of you agent’s work. For thin...
A lot can be learnt if you read all the output of you agent’s work. For things that you are not an expert of you can change roles and become the apprentice of your agent (instead of the other way around)
New batch of excuses. Your dog may no longer have eaten your homework
New batch of excuses. Your dog may no longer have eaten your homework > : Igor Os:
You see here two ends of the spectrum pulling to their own camps. We live in...
You see here two ends of the spectrum pulling to their own camps. We live interesting times! > Peter Yang: I'm trying to wrap my head around these two ideas: 1. Cloud agents are coming we should use VPS vs. our laptops 2. Everyone should buy hardware to run local models Aren't they conflicting a bit?
@adlrocha - The Real Cost of Using AI in 2026
The math says that I shouldn t be building my own AI rig, and why I am building one anyway...
@adlrocha - Form Before Data: The Real Bottleneck for Physical AI
The Tesla flywheel and why we won t get the Humanoid butler anytime soon...
Mondays are quiet. I like Mondays
Mondays are quiet. I like Mondays
So it goes.
So it goes. > Hedgeye: The LLM Token Expenditure Index is now back to its January level, when the agentic AI market exploded
This week has been a fun (and long) one to write. Did Anthropic just pull a T...
This week has been a fun (and long) one to write. Did Anthropic just pull a Three-Body Problem on the open AI ecosystem? 👽 Fable 5 is an absolute beast, proving the "AI plateau" is a myth. But the way they rolled it out reveals a massive, growing structural divide in tech. ICYMI, Fable shipped with silent classifiers that actively degrade its performance if it detects you are using it for…
@adlrocha - AI inequality: from GPU-poor to token-poor
Fable s release and on strengthening the case for AI independence...
So it goes.
So it goes. > sdmat: Anthropic
On the need of becoming AI independent. I am discussing this topic more and ...
On the need of becoming AI independent. I am discussing this topic more and more on my newsletter lately. Check out the archive and subscribe to get this week's post (where I stress this needs once again) > Armin Ronacher ⇌: Europeans please wake up.
So it goes.
So it goes. > zerohedge: *SPACEX SHARES INDICATED TO OPEN 29% ABOVE IPO PRICE IN DEBUT
Post written for this week's newsletter. You can still subscribe at https://...
Post written for this week's newsletter. You can still subscribe at https://adlrocha.substack.com to get it fresh out of the oven in your inbox this Sunday.
i am the only one that hates people that do not use capital letter when they ...
i am the only one that hates people that do not use capital letter when they write. even after full stops. i hate this more than typos and bad grammar. because I do the latter a lot. it would be hypocritical. but is use capital letters. so there you go!
I can confirm that is pretty good!
I can confirm that is pretty good! > adlrocha: Time to test this guy to see what all this fuss is about
Time to test this guy to see what all this fuss is about
Time to test this guy to see what all this fuss is about
While everyone is praising Fable I am falling in love again with Kimi K2.6
While everyone is praising Fable I am falling in love again with Kimi K2.6
/goal mode is the incarnation of Karpathy's autoresearch.
/goal mode is the incarnation of Karpathy's autoresearch.
Getting this kind of feedback is the extra motivation that one needs to consi...
Getting this kind of feedback is the extra motivation that one needs to consistently write a new post every week. I will be eternally grateful to all my loyal readers that push me to keep writing and learning every day :)
I think setting Claude Sonnet's default effort as "Low" is a product mistake....
I think setting Claude Sonnet's default effort as "Low" is a product mistake. It may save them some tokens and lower the cost per user, but it makes their product in its default form feel dumber than it is.
It ended up longer than I planned, but I’m pretty happy with how this one tur...
It ended up longer than I planned, but I’m pretty happy with how this one turned out. The AI mood feels like it’s shifting. The “this will replace everyone tomorrow” hype is cooling off into a more grounded “okay, now how the hell do we actually make this useful?” phase. Tokenmaxxing leaderboards, massive budgets burned with little to show, codebases full of slop that people are now ripping out……
@adlrocha - Are we approaching a new AI winter?
An adoption crisis and the end of an AI cycle are aligning...
I agree. The risk of entering the VC-game is that you need to eventually offe...
I agree. The risk of entering the VC-game is that you need to eventually offer liquidity for your investors. You either keep fundraising, go public, or make money. If you make enough money you can buy them back and you can buy some freedom. I am not saying SpaceX will be a bad investment in the long run (because I don’t know) but this IPO is definitely a trap for uneducated investors. Stay safe…
It ended up becoming longer than originally planed, but I am genuinely proud ...
It ended up becoming longer than originally planed, but I am genuinely proud of this week's post :) I had a lot of fun writing it.
This is good news for my strix halo. I can’t wait to run this beauty. The er...
This is good news for my strix halo. I can’t wait to run this beauty. The era of local models is finally here! > Google Gemma: Meet Gemma 4 12B! A unified, encoder-free multimodal model designed to bring high-performance intelligence directly to your laptop, and released under an Apache 2.0 license. Bridging the gap between edge efficiency and advanced reasoning. Here is what’s new with Gemma 4…
And I know no one will read this tweet because now I know how the algorithm w...
And I know no one will read this tweet because now I know how the algorithm works, but that’s how my brain works and I am a “burst tweeter”. There’s nothing more rewarding at the end of the day than a good book or a good conversation (ok, maybe a good beer)
I know what I am going to write about this Sunday.
I know what I am going to write about this Sunday.
I wasn't aware of this "hardware compatibility" feature from @huggingface. It...
I wasn't aware of this "hardware compatibility" feature from @huggingface. It's going to make my life so much easier!!
I’ve been thinking a lot lately about the right way to work with AI agents. A...
I’ve been thinking a lot lately about the right way to work with AI agents. Are we treating them like interns we have to constantly check on? Like contractors we brief and let run? Or even as peers in a swarm? This piece explores the spectrum of agent relationships and how shifting your approach can actually unlock way better results. If you’re deep into agents (or trying to get there), I think…
adlrocha - Stop Micromanaging your agents
The spectrum of agent relationships: interns, contractors and (swarm of) peers....
Saw it somewhere in Twitter, sorry for not giving attribution. I am not the a...
Saw it somewhere in Twitter, sorry for not giving attribution. I am not the author but I think that it is brilliant. Balance sheets should show this number now.
"Even if it is a time sink, it is usually more rewarding to just switch on th...
"Even if it is a time sink, it is usually more rewarding to just switch on the AI slop slot machine and start vibing with it." I just came up with this sentence from my Sunday post and I am so proud of it that I had to share with my broader audience. I am that simple.
Co-worker: "wait 2 mins, my computer is going slow" Me: "stop running that lo...
Co-worker: "wait 2 mins, my computer is going slow" Me: "stop running that local model" (a few decades ago we would have blamed porn instead)
It's been half a decade since I last went to South Summit Madrid. This year ...
It's been half a decade since I last went to South Summit Madrid. This year I’m dropping by again. If you’re going and want to meet up, catch up, or just say hi, hit me up. Looking forward to it.