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I never discuss the Osun State 2026 election with anyone because I have no doubt in my mind. I talk to my God daily. God is God. — Dr. Deji Adeleke, at Governor Ademola Adeleke’s victory celebration yesterday.

Hot take… isn’t it kinda crazy that nobody is really using AI Agents? I don’t mean software engineers or AI early adopters. I mean “college friends talking about it in group chat,” the feeling you got when everyone started using Instagram or TikTok. These frontier AI models are *insane* (as are the harnesses & tool calls & the like). And every large tech co has an AI agents platform, not to mention all the YC startups doing vertical agents. Yet all of your friends and family outside of tech — who spend all day staring at their iPhones and get paid to work in browser tabs — don’t really care or find themselves using any AI agents yet. Yes ChatGPT, Claude, etc. are extremely popular… but if you look at the engagement data the vast majority of people are still using these aI chat tools like a glorified Google + Grammarly. That’s why the AGI labs are all pushing desktop apps for Codex, Cowork, etc. so hard to non-technical ppl. And yes exceptions for lawyers and customer service but even those have some asterisks and exceptions to rule. Look I’m not saying the ChatGPT moment for AI Agents is not coming… it most definitely is! Remember we pivoted from Arc to Dia precisely because we believe computing is going to be radically reimagined around these AI primitives. No doubt. But that’s my point: it’s just so surprising it hasn’t happened yet because all of the tech you’d need is there. Again if you stop for a second and think about it… for all the press and money and hype and models and crazy ARR numbers… this “AI Agent” moment does not *feel* like the other breakthrough tech moments we’ve lived through (e.g. think the shift to Stories via Snapchat & Instagram, or shift to on-demand via Uber/Airbnb/Doordash). Which is a long way of saying: if you can figure out the answer to “why” most people don’t care about AI agents yet (and have no enduring interest in using them) — especially since the models and harnesses are here and ready — the answer to that question will allow you to capture a lot of marketshare and make a lot of money in 2027. Theoretically, the tech is ready for AI Agents to totally transform how we work and live our lives… but alas the general public dgaf… that’s the generational puzzle to solve for the next 12 months for anyone not working on the models themselves.

I tested Kimi K3 vs Claude Opus 4.8 Same prompt, an armory bay with lighting, props, and detail. Top is Kimi K3, bottom is Opus 4.8. It's not even close. Kimi K3 built a full scene with textures, proper lighting, ammo crates, weapon racks, working detail everywhere. Opus 4.8 gave me a near empty room with a couple of floating tables. No doubt it beats Opus 4.8. Kimi K3 is Fable 5 level, and it's clearly better than GPT-5.6 Sol at 3D and games. An open weight model just matched the best closed models on the market. Let that sink in.

EXCLUSIVE interview with one of the smartest and earliest investor in robotics! Andrew Kang, CEO of @RoboStrategy, says one of the smartest thing Elon Musk ever did was deciding for Tesla to enter the humanoid robot market in 2021. He entered exactly at the right time, when AI and hardware were finally ready. Andrew was one of the earliest major backers of the humanoid robot movement with a $19 million investment in Figure AI before it 15x. Tesla will no doubt be a massive winner. But markets this large will create many winners. He and Scott Walter share who will make the cut. @Rewkang @GoingBallistic5