Companies are quietly pulling back on open source out of fear of AI-powered cloners. They’re about to discover they unplugged themselves from the only distribution channel that matters next. Training data presence is the new SEO, and closed source just opted out.
I said the implementation needed another quarter. Three weeks later I’d shipped Stele — source-backed, time-traveling, sovereign agent memory that plugs into seven coding assistants. What it does, the three goals driving it, what’s solid on main, and what’s still wobbly. The honest version, including the parts that aren’t built yet.
Karpathy posts a thought, and six weeks later the right way to do it has been decided by whoever shipped the cleanest demo. The innovation cycle compressed from years to weeks — and that changes the shape of every competitive question. You don’t need to be first. You need to be in the window.
