overheard

Overheard : Data Silos and Personal Agents

I asked my Hermes agent to browse a Reddit thread on foods that feel healthy but aren’t, and turn the replies into a table. It worked great. No scrolling, no copy pasting, just a clean summary in seconds.

Small win, but it got me thinking.

I miss the old open internet. Information was easy to find, easy to link to, easy to share. That’s changing fast. Between AI chatbots (Gemini, ChatGPT, Claude) and walled networks like Discord and Reddit, more of the information people write for each other is ending up locked inside private data stores. You usually need to be a member of that network just to see it.

These platforms didn’t start out this way. They began as places to bring people together. Now that same user generated content is the thing being monetized, gated, and repackaged, often with little coming back to the people who actually wrote it.

This is where personal agents can help. Something like Hermes doesn’t just automate one task. It can move across silos on your behalf: checking Reddit, Discord, a chatbot’s closed ecosystem, wherever the information lives, and bringing it back to you in one place, in a format you can use.

It doesn’t fix the siloing. The incentives behind it aren’t going anywhere. But it gives us a way to navigate the fragmentation without joining every network or trusting every walled garden. Personal agents may be the closest thing we get back to the open internet, not because the data opens back up, but because something is finally doing the work of stitching it together for us.

Food that feels healthy but isn’t

#FoodMentionsWhy It’s Bad
1Yogurt29Flavored yogurts are loaded with added sugar — some more than a candy bar. “Fruit on the bottom” is jam. Low-fat versions often swap fat for sugar.
2Granola25Marketed as wholesome, but packed with sugar, oil, and calories — a small bowl can hit 400+ calories.
3Salad20The greens are fine, but dressing, croutons, cheese, fried chicken, and bacon bits can push restaurant salads past 1,000 calories.
4Smoothie14Store-bought versions can have 50-80g of sugar — more than a soda. Blending destroys fiber, so sugar hits the bloodstream fast. Homemade is generally fine.
5Veggie Chips/Straws10Made from potato starch and vegetable powder — nutritionally close to potato chips, just dyed and marketed as vegetables.
6Fruit Juice10Stripped of fiber, leaving concentrated sugar. Orange juice has ~22g sugar per cup — even 100% juice.
7Sports Drinks (Gatorade)8Designed for athletes burning 1,000+ calories. For sedentary people, it’s mostly sugar water with food coloring.
8Honey / Agave7“Natural” doesn’t mean healthy — the body processes them almost like table sugar. Agave is especially high in fructose.
9Dried Fruit7Removing water concentrates the sugar. A handful of dried mango can equal the sugar in several whole mangoes.
10Cereal7Even “healthy” cereals (Special K, Raisin Bran, Cheerios) are ultra-processed with added sugar and stripped nutrients.
11Trail Mix4Designed as high-calorie fuel for long hikes, not desk snacking. Candy pieces and sugar-coated nuts make it candy in disguise.
12Sushi4White rice, sugary rice vinegar, high-sodium soy sauce, and spicy mayo add up — a spicy tuna roll can be 500+ calories.
13Peanut Butter4“Natural” labels can be deceptive — some commercial brands replace healthy oils with hydrogenated oils and sugar.
14Margarine4Made from industrially processed vegetable oils, historically high in trans fats.
15Diet Soda3Zero calories, but artificial sweeteners may disrupt gut bacteria and trigger cravings, potentially leading to overeating later.
16Coconut Oil3About 90% saturated fat — higher than butter — despite its “superfood” reputation.
17Avocado Toast3Café versions can hit 800+ calories with thick bread, excess avocado, and added oils/toppings.
18Frozen Yogurt2Marketed as a healthy ice cream swap, but toppings like cookie dough and syrup turn it into a sugar bomb.
19Muffins2Essentially cake without frosting — a Starbucks blueberry muffin can have 350-500 calories and 30g+ sugar.
20Protein Bars2Many are candy bars with protein powder added — check for sugar near the top of the ingredient list.

Overheard : On Agentic AI

“11 AI agents” is meaningless as a phrase. If I said “I have 11 spreadsheets” or “I have 11 browser tabs” to do my work, it means about the same thing.

Boris Mann

Bragging about how much software you’re shipping with AI is like holding down the shutter button and bragging about how many photos you took.

Jason Fried

Overheard : Defining a Culture

Ben Horowitz shared his ideas on defining a culture In a conversation with Patrick O’Schaugnessy

Let me give you a small but probably the most important insight, which is from Bushido, the Way of the Warrior from the Samurai. A culture is not a set of ideas. It’s a set of actions. If you define your culture as a kind of set of ideas – integrity, do the right thing, we have each other’s backs, or any corporate values – it’s actually just a bunch of fucking platitudes. It doesn’t mean anything. The culture has to be defined in terms of the exact behavior that you want that support that idea. What do you have to do to actually be that thing that you want it to be? It’s the little things. How responsive are you to your colleagues? What’s the SLA on returning a Slack message or an email? Do you show up to meetings on time? Not everybody has those ideas, but if you want that idea, you’ve got to manifest it through something else.

Overheard : Embedded Intelligence

The hype may be about the frontier models. The disruption really is in the workflow.

Read this in Om Malik’s post (https://om.co/2026/02/06/how-ai-goes-to-work/), and it’s one of the most grounded take on AI I’ve seen lately. We spend so much energy debating which LLM is ‘smarter’ by a fraction of a percentage, but that’s just benchmarking engines. The real shift happens when the engine is already under the hood of the car you’re driving.

Om calls it “embedded intelligence.” It’s when you’re in Excel or Photoshop and the AI isn’t a destination you visit (the prompt box), but a hover-state that helps you work.

The goal isn’t to ‘use AI.’ The goal is to do what you used to do, but better, faster, and with more room for the creative decisions that actually matter.

Overhead : Agentic Engineering

Andrej Karpathy’s nomenclature for the state of tech in AI has become the unofficial industry clock. Watching the terminology evolve over the last few years feels like watching innovation move from a crawl to a sprint:

Jan 2023: “English is the hottest new programming language.” The shift from syntax to semantics. We realized that the bottleneck wasn’t knowing where the semicolon goes, but being able to describe the logic clearly. Coding became a translation layer.

Feb 2025: “Vibe Coding.” The abstraction deepened. We stopped looking at the code entirely and started managing the ‘vibe’ of the output. It was the era of radical abstraction—prompting, iterating, and giving in to the exponential speed of LLMs.

Feb 2026: “Agentic Engineering.” The current frontier. We’ve moved from writing prompts to managing workers (agents). It’s no longer about a single interaction; it’s about architecting systems of agents that can self-correct, plan, and execute.

The timeline is compressing. AI isn’t just a pastime anymore; it’s the factory floor. We’ve gone from being writers to editors to architects in less than a thousand days!

We live in amazing times :-).

Google Gemini’s interpretation of the blog post in an infographic.

Overhear : Securing AI Agents

A good framework on how to think about security when deploying AI agents.

Treat AI agents as insider threats

David Cox mentioned this during a recent conversation with Grant Harvey and Corey Noles on the Neuron podcast. Very simple, but very elegant. Once you frame agents this way, familiar tools – least privilege, role-based access, audit logs – suddenly apply cleanly. The attack surface shrinks not because agents are safer, but because their blast radius is smaller.

Overheard : Prosperity & Open Source

Loved this quote by Matt Ridley on how open sourcing and sharing ideas leads to improved prosperity. Positive sum instead of zero sum games. The free exchange, combination, and mating of different ideas (like trade and specialization) drive human progress and wealth far more effectively than when ideas are not not shared and guarded.

Prosperity happens when ideas have sex

Overheard : Kindness

Warren Buffett in his farewell letter on kindness

Greatness does not come about through accumulating great amounts of money, great amounts
of publicity or great power in government. When you help someone in any of thousands of ways, you
help the world. Kindness is costless but also priceless. Whether you are religious or not, it’s hard to
beat The Golden Rule as a guide to behavior.

I wish he sticks around a long time even though he is giving up his oversight role at Berkshire and continues to share his wisdom.

His letter is also a masterclass in great writing. Each paragraph is less than 5 sentences, and each page has less than 10 paragraphs. All written in simple to understand language.

Overheard : Attention span

Some interesting metrics on the attention span of consumers before they make a decision to spend more time on the content or not.

Shared by Lulu Cheng in a conversation with Shane Parrish

And then in terms of text, because one of the ways that people get to know you is through your writing, I don’t know about seconds, but it’s like the first paragraph. For an email, it’s the subject line. For a tweet, it’s the first line, first sentence, the hook. So the opportunity, the surface area of the opportunity we have to latch on, is getting more and more fine, which means that the hook that we need to use has to get more and more sharp.

  • Writing : First Paragraph
  • Email: Subject Line
  • Tweet : First Line
  • Video : First 30 seconds