Wrote the intro for this week's Premium but wanted to share in advance, because people need to start being realistic about what Claude Code/Codex can actually do, and how they are not replacing All Software Companies in a few prompts (and no, they will not get there either).
Here is an annotated version of the Citrini Memo with my own intro. It is analyslop - scare-fiction written to ingratiate AI boosters and analysts/traders with tales of ultra-automation and socialist data center policies. Shameful that the markets reacted at all. www.dropbox.com/scl/fi/1p1n0...
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