Foody says he is most interested in identifying which rubrics and data types most improve model performance and how to apply human labor more efficiently to frontier AI training problems.
Foody argues employers should evaluate what candidates can accomplish while using powerful AI tools (e.g., via screen-recorded timed build tasks) rather than trying to prevent AI assistance in assessments.
Mercor pays high expert wages (e.g., $150/hour for poets) because a one-time expert teaching effort can be amortized across very large numbers of model users.
As of the interview, Sid Sijbrandij’s cancer was not detectable, he had a planned escalation path with roughly 30 therapeutic options, he was continuing development of about 10 drugs/diagnostics, and he had started six companies to scale treatments for others.
The conversation cites willingness to pay high monthly amounts for AI tooling, including a future scenario of $10,000 per month with human-plus-agents and an example of someone paying $1,400 per month for Cursor.
Sid Sijbrandij says Kilo’s paid features target managers/executives, including organization-wide AI adoption analytics priced at $15 per user per month, plus an enterprise tier with centralized BYOK and Bedrock-in-VPC support.
Compute Economics: Shortages, Buildout, And Commoditization Expectations
Supply shortages in GPUs and data center capacity are likely to trigger large-scale replication and buildout that reduces per-unit costs over time.
State-level AI regulation is proliferating, with roughly 1,200 bills being tracked across all 50 states, raising fragmentation risk.
Enterprise AI monetization is trending toward usage-based pricing where customers buy tokens as metered units of intelligence.
Tokenized Collateral As The Operational Bottleneck And Primary Institutional Use Case
Collateral rating and liquidity assessment tooling is still needed to support safe adoption of tokenized collateral.
The CFTC is exploring whether MiCA-regulated spot exchanges could be recognized using the Foreign Board of Trade framework.
Roughly 10% of the U.S. repo market is approaching being put on-chain, and a partner cited by the host does about $400 billion of repo daily.
Debt Fragility, Fiscal Dominance Pathways, And Policy Constraints
The trigger for a systemic tipping point is likely psychological, occurring when markets collectively recognize unsustainable debt dynamics that had been ignored in plain sight.
AI capex concentration risks a boom-bust with rapid depreciation and malinvestment if expected profits do not materialize.
The economy is a complex adaptive system and is not simple, predictable, or controllable in the way linear deterministic models assume.
Ai And Investment Promises Create Funding And Issuance Pressure
Global and U.S. yield curves are already reflecting issuance and growth pressure, and keeping rates low would likely require meaningful disinflation while an inflation-neutral backdrop implies somewhat higher rates.
QE-like reserve provision can fail to increase lending when banks are able but not willing, while broad credit expansion requires borrower demand at attractive prices for banks.
Macro outcomes are driven by money creation, credit creation, and the risk/term structure of liabilities used to fund activity.