The one thing
The big platforms aren't inventing the future anymore; they are just packaging the open-source community's homework. OpenAI giving ChatGPT a self-updating memory and pushing it to the free tier is a massive shift for normal users, but it is effectively them playing catch-up.
Open-source agentic frameworks like OpenClaw and Hermes, backed by persistent memory layers like Garry Tan's GBrain, have been running continuous, self-improving background loops for months.
So if you’re using these Open Source agents, should you stop? No. You should continue to use these tools with local models, so you’re ready for when the real price squeeze happens (if it does).
Signal
Do LLMs Dream of Electric Sheep?
If you tried ChatGPT memory a year ago and switched it off, the reason you switched it off is gone. The ‘Finding Dory’ effect seems to mitigate to at least some extent.
Prompt Injection Threat Continues to Grow
OpenAI shipped a setting that cuts ChatGPT off from the open web. It works by completely disabling live web browsing and image retrieval. The toggle matters less than the reason for it: anything you let an AI read can carry instructions you didn’t write.
Essentially, hackers have been using prompt injection to exfiltrate data and hijack systems. Prompt injections are zero-click exploits that require very little technical expertise. Worth understanding before you wire a something like OpenClaw or Hermes into your PC.
The Cheap Token Era is Over
Copilot killed the monthly ‘use it all you want’ buffet. Your subscription now just buys a bucket of tokens and once they’re gone, the meter starts running.
Noise
Skip the money fireworks. Anthropic filed to go public near a $965B valuation, SoftBank pledged €75B for data centers in France, and someone stitched together $36B in chip debt. Enormous numbers, zero effect on your Monday.
Whether we’re in a bubble or not, GenAI isn’t going anywhere. The Dot Com bubble popping didn’t end the internet and the AI bubble popping won’t stop this train. This just means we’re still early.
Think I called the Noise wrong? Hit reply. I read every one.