Thoughts on AI

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A series of changes to how a newly public company qualifies to be part of a stock index might see you invested in AI companies in a way previously not possible. Here are some links and thoughts on how SpaceX’s upcoming IPO might affect you.

Xcode 26.4 is out. There’s a long list of fixed issues and improvements, but my favorite fixes the issue with Codex I posted the workaround for earlier.

I agree with Manton here: I don’t want the rest of that stuff in the Codex app, which has been getting solid improvements over time. Crowding it with the other stuff sounds bad.

I enjoyed this post, and I think it’s got some really good observations. I do think it underestimates the power of having working software that really does something, gives you a sense of what you wish it did instead, etc.

I’ve been working on a native Mac app, and here are some details of some recent sessions, troubleshooting hangs and lag with Instruments and Codex.

This is a life saver if you’re using the Codex app with Xcode.

I think most developers are feeling some level of this right now. I’m using AI extensively and it’s the most exciting thing to come along in tech for a long time. But it is scary, because it’s impossible to see where it will take us, not just in the developer community, but in the world at large.

A good amount of this is similar to my experience.

AI spending (and AI drawing available venture capital investment) is more responsible for cutbacks than AI doing the work of those who lost their jobs. As anyone who reads this knows, I believe that AI can help developers be more productive; I don’t believe that it can do developers’ jobs.

I’m using Claude Code on the Web, and it’s pretty neat so far. The option of having a few different sessions all working in parallel in the cloud, and being able to check in on their progress from mobile, is a nifty one. It’s worth checking out with the free credit until Nov. 18.

The detail on how companies are structuring the debt they’re taking on to build data centers is interesting, and scary. The financial engineering around the AI boom is all too reminiscent of other boom/bust cycles, so I guess we just have to hope to dodge the bust this time.