Joseph Alalou

@ja.drng.vc

GP @ Daring Ventures | writing.daringventures.vc

"This is not bear porn or AI doomer fan-fiction." That's how the viral Intelligence Crisis essay opens, right before 6,000 words of both. The disclaimer was my favorite part.

A trillion dollars of software market cap disappeared in two weeks and the debate is stuck on whether vibe-coding is real. It's the wrong question. What's actually happening is a run on data.

Matt Schlicht built Moltbook in three days. 37,000 AI agents posting to each other on a social network with no humans required. A million people visited in 72 hours. A memecoin rallied 1,800%. None of this had anything to do with the quality of the content.