Sucks to see Gas rugging. Definitely killed momentum and will force everyone to rethink how we approach this meta. On the other hand, I was quite surprised how strong Ralph was during this weekend and even into the BTC dump. I was expecting memes to outperform while AI leaders had a breather but there was still strong appetite. Makes me think it’s not as over as people are assuming. Not ignoring the fact of how many coins and traders have been raped, including myself, although this cleanse was always going to happen. Telling yourself it was going to be any different is tomfoolery. We put 300k on a retired devs lap and invited all of his friends. I’ve been doing a lot of thinking and comparisons the past couple days to the previous AI meta. What started the previous meta was greater access to information. Suddenly anyone could create their own chatgpt customized with their personal context. Looking back, if anything we use AI and chatgpt less than we do now from personal experience and what I see from friends. It’s as though most of us are burnt out from constantly typing into a soulless window, doesn’t have the same spark anymore. If you compare to how far we’ve advanced in terms of the quality information produce back then vs now, it’s quite minimal. I notice very few differences with my deep research compared to 12 months ago. So we’ve gone from information tooling to product tooling. Comparing the previous timeline for information tooling (GPT), I’m trying to build a picture of how product tooling evolves and scales. It does feel like Claude Opus 4.5 made a reasonable jump, although before it, we didn’t seem to have a large degree of difference. The stigma was tied to the “performance benchmarking” nerds, which many of the figures were faked by companies anyways. We’ve unlocked having the ability to build products for everyone. Is this more valuable and create more economic impact than information? Tbh I’m not sure and I think it’s a very important question you should be asking yourself. Gut reaction says yes, as the software industry is a massive bubble in itself with senior engineers on 200-500k a year. Since Claude Opus 4.5 released, we’ve seen Ralph, Gas Town and other githubs sky rocket in usage out of nowhere. Meaning there’s been a bottleneck unlocked which actually allows for “real” autonomy with less oversight from humans. From how much excitement this generated in the external developer community, it feels like there’s more there than a 3 day meta. I’m really trying to piece together how this evolves and what changes are required to attach more value to the growth of these extensions. This is the 9 figure mcap question. There’s no other way to speculate on the rise of AI acceleration unless you’re a prestigious VC in early private rounds. As always, it seems like crypto will continue having our foot in the door. The fact we convinced devs like Geoffrey and Steve to come to the dark side shows that all we need is the right variables and we can make it happen. Doesn’t work until it does type beat. BTC dumping didn’t help our case, however considering all this unfolded over an illiquid weekend, I’m still quite optimistic that it’s not over and we’ve had our first wave of zombies cleared out. All eyes on Ralph and I’m very interested to see which devs/products step up now that Gas Town is out of the picture. The doors wide open for quality devs/teams to put the right foot forward. My guess is we’re fairly close to maxxed out negative sentiment. There’s a lot to digest and I need to continue conceptualizing what the future looks like in 6 months from now in terms of economic impact and vibe coding burnout. Hopefully this made sense, not sure if I fully got my points across and just thinking out loud.