Rosa Del Mar

Daily Brief

Issue 41 2026-02-10

Demo Artifacts As Oversight Primitives For Agent-Built Software

  • Two tools named Showboat and Rodney were released to help coding agents demonstrate and validate what they built for a human overseer.
  • Rodney is a CLI browser automation tool intended to manage multi-step browser sessions and integrate with Showboat demos.
  • Showboat's help text is designed to be sufficient for a coding agent to learn and use the tool via 'uvx showboat --help'.

Ai Stack Value Capture Uncertainty And Commoditization Pressure

  • Where value accrues in the AI stack is highly uncertain, with plausible outcomes ranging from model companies owning the profit pool to open source and/or China commoditizing models and shifting value to chips and energy.
  • AI competition with China is more widely understood now than two years ago.
  • Measured U.S. productivity growth has been historically low since around 1971 despite rapid advances in computing and software.

Political-Channel-California-Local-To-National

  • The California Bitcoin-focused PAC aims to influence 2026 House races by encouraging voters to prioritize candidates who protect self-custody and Bitcoin usage rights rather than using a two-party lens.
  • Bitcoin-treasury companies can create Trojan-horse Bitcoin exposure for institutions, but a major Bitcoin drawdown or a company-specific blowup could trigger negative institutional backlash once the linkage becomes visible.
  • Institutional Bitcoin adoption depends on operational rails such as options, collateralization, and institutional money-movement workflows, and these rails improved rapidly into late 2025.