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Oh, hey there... tag, you're it :)

That thing where a thoughtful post gets you to click through to the rest of the blog and it's all web3 and NFT's and you start to question whether you can even tell what's good anymore

Your point that machine-checkable correctness is high-leverage makes sense in software. For public stocks, I'd recommend your take a look at my bullish thesis on $LRN, which was gifted... https://www.beatingthetide.com/p/every-stock-beat-one-fell-50-and-why-i-doubled-it-stride-lrn-celestica-cls-opfi

Ya totally haha 😄 I wish people passed their claude through a gpt and a kimi before posting think pieces, tends to smooth it out lol

If review_time = k * coding_time , k < 1, then this shakes itself out with a team's self-correcting point capacity target at sprint planning. But k >> 1 now. The wrong person is now estimating the wrong part of the problem. This has hamstrung planning accuracy. I need to analyze this better.

Absolutely