Rosa Del Mar

Daily Brief

Issue 42 2026-02-11

Agentic Coding Shifts Bottlenecks To Verification, Review, And Supportability

  • Paul Dix reports his experience with agentic coding has had "highs and lows" and that he is currently dialing back after letting agents run too far without enough supervision.
  • Paul Dix argues that building effective internal agent operations will be bespoke per team because agents require organization-specific training via tooling and documentation, but once optimized the organization can replicate the agent at massive scale.
  • Paul Dix expects low-quality AI-generated pull requests will increase and may force maintainers to restrict or close contributions unless platforms add better tooling and rules.

Identity-And-Belief-First Model Of Behavior Change

  • Assaraf claims people can hold opposing explicit and implicit beliefs and that implicit beliefs often override stated intentions.
  • Assaraf claims it takes about 14 days to develop a new brain pattern and 66 to 180 days of reinforcement to override older automatic patterns.
  • Assaraf claims six slow deep breaths with controlled exhale can deactivate the sympathetic nervous system and restore calmer thinking for analysis and problem solving.

Browser/Pyodide Enablement Plus Hard Version-Coupling Constraint

  • A working Pyodide-loadable WASM wheel for cysqlite (version 0.1.4, about 688KB) was produced and can be installed via micropip from a direct URL.
  • A ground-up Cython rewrite of the driver called cysqlite is ready for people to try.
  • cysqlite supports custom virtual tables.

Governance Process And Attention Constraints

  • Earvin "Magic" Johnson stated that building wealth through deals requires willingness to take risk and commit personal capital as skin in the game when opportunities require writing a check, and that consistently saving money creates optionality to participate in such deals.
  • Earvin "Magic" Johnson stated that Michael Ovitz initially rejected him, then mentored him through reading/tests and high-signal introductions after Ovitz validated Johnson’s seriousness.
  • Earvin "Magic" Johnson stated that Alchemy is building pharmacies in underserved areas (including rural America and inner cities) where demand remains high as major chains close locations.

Us-Policy-Transactionalism-And-Nominal-Growth-Financing

  • If markets become convinced Republicans will lose the midterms decisively, internal fractures in the US administration could become a major risk and a trigger to sell the dollar.
  • China-exported goods-price deflation has materially contributed to holding down global inflation, while services inflation remains around 3–4% in the US and Eurozone.
  • In 2023, real slowing occurred but inflation kept nominal earnings and cash flows from being stressed, which limited the expected market selloff.