Capital de Tokens
Ideas, analysis, and independent articles from the channel and its episodes.
Blog RSSOpenAI is turning Codex into something broader than a programming assistant: a reusable harness for building agents inside dashboards, IDEs, internal systems, and specialized products.
More marketing, more features, and more capital can make a startup worse when the diagnosis is wrong. How to distinguish strategy problems from execution problems before scaling.
Tokens, infrastructure, agents, retries, and governance: a guide to understanding what it really costs to operate AI at scale and why cost per successful task is often the better metric.
The rise of Replit and coding agents does not eliminate software engineering: it shifts human work from writing lines of code toward specifying, verifying, and directing systems that program.
The cloud is not infinite: distributed storage, erasure coding, hot/cold tiers, compression, caches, and economies of scale explain how large platforms preserve enormous volumes of data for years.
Two ideas turn an AI agent into infrastructure: decoupling it from the computer where it executes work and capturing its trajectories as data for evaluation and training.
AI Pods change the economic unit of software engineering: from headcount and hours to elastic, orchestrated, and verifiable capacity.
Capital de Tokens
