Saturday, February 14, 2026

Something Big Is Happening

[ed. I've posted a few essays this week about the latest versions of AI (Claude Opus 4.6 and GPT-5.3 Codex) and, not to beat a (far from) dead horse, this appears to be a REALLY big deal. Mainly because these new models seem to have the ability for recursive self-improvement i.e., creating new versions of themselves that are even more powerful than the last. And it's not just the power of each new version that's important, but the pace at which this is occurring. It truly seems to be a historic moment.

I've spent six years building an AI startup and investing in the space. I live in this world. And I'm writing this for the people in my life who don't... my family, my friends, the people I care about who keep asking me "so what's the deal with AI?" and getting an answer that doesn't do justice to what's actually happening. I keep giving them the polite version. The cocktail-party version. Because the honest version sounds like I've lost my mind. And for a while, I told myself that was a good enough reason to keep what's truly happening to myself. But the gap between what I've been saying and what is actually happening has gotten far too big. The people I care about deserve to hear what is coming, even if it sounds crazy.

I should be clear about something up front: even though I work in AI, I have almost no influence over what's about to happen, and neither does the vast majority of the industry. The future is being shaped by a remarkably small number of people: a few hundred researchers at a handful of companies... OpenAI, Anthropic, Google DeepMind, and a few others. A single training run, managed by a small team over a few months, can produce an AI system that shifts the entire trajectory of the technology. Most of us who work in AI are building on top of foundations we didn't lay. We're watching this unfold the same as you... we just happen to be close enough to feel the ground shake first.

But it's time now. Not in an "eventually we should talk about this" way. In a "this is happening right now and I need you to understand it" way.

I know this is real because it happened to me first

Here's the thing nobody outside of tech quite understands yet: the reason so many people in the industry are sounding the alarm right now is because this already happened to us. We're not making predictions. We're telling you what already occurred in our own jobs, and warning you that you're next.

For years, AI had been improving steadily. Big jumps here and there, but each big jump was spaced out enough that you could absorb them as they came. Then in 2025, new techniques for building these models unlocked a much faster pace of progress. And then it got even faster. And then faster again. Each new model wasn't just better than the last... it was better by a wider margin, and the time between new model releases was shorter. I was using AI more and more, going back and forth with it less and less, watching it handle things I used to think required my expertise.

Then, on February 5th, two major AI labs released new models on the same day: GPT-5.3 Codex from OpenAI, and Opus 4.6 from Anthropic (the makers of Claude, one of the main competitors to ChatGPT). And something clicked. Not like a light switch... more like the moment you realize the water has been rising around you and is now at your chest. [...]

"But I tried AI and it wasn't that good"


I hear this constantly. I understand it, because it used to be true.

If you tried ChatGPT in 2023 or early 2024 and thought "this makes stuff up" or "this isn't that impressive", you were right. Those early versions were genuinely limited. They hallucinated. They confidently said things that were nonsense.

That was two years ago. In AI time, that is ancient history.

The models available today are unrecognizable from what existed even six months ago. The debate about whether AI is "really getting better" or "hitting a wall" — which has been going on for over a year — is over. It's done. Anyone still making that argument either hasn't used the current models, has an incentive to downplay what's happening, or is evaluating based on an experience from 2024 that is no longer relevant. I don't say that to be dismissive. I say it because the gap between public perception and current reality is now enormous, and that gap is dangerous... because it's preventing people from preparing.

Part of the problem is that most people are using the free version of AI tools. The free version is over a year behind what paying users have access to. Judging AI based on free-tier ChatGPT is like evaluating the state of smartphones by using a flip phone. The people paying for the best tools, and actually using them daily for real work, know what's coming. [...]

AI is now building the next AI

On February 5th, OpenAI released GPT-5.3 Codex. In the technical documentation, they included this:
"GPT-5.3-Codex is our first model that was instrumental in creating itself. The Codex team used early versions to debug its own training, manage its own deployment, and diagnose test results and evaluations."
Read that again. The AI helped build itself.

This isn't a prediction about what might happen someday. This is OpenAI telling you, right now, that the AI they just released was used to create itself. One of the main things that makes AI better is intelligence applied to AI development. And AI is now intelligent enough to meaningfully contribute to its own improvement.

Dario Amodei, the CEO of Anthropic, says AI is now writing "much of the code" at his company, and that the feedback loop between current AI and next-generation AI is "gathering steam month by month." He says we may be "only 1–2 years away from a point where the current generation of AI autonomously builds the next."

Each generation helps build the next, which is smarter, which builds the next faster, which is smarter still. The researchers call this an intelligence explosion. And the people who would know — the ones building it — believe the process has already started. [...]

What this means for your job

I'm going to be direct with you because I think you deserve honesty more than comfort.

Dario Amodei, who is probably the most safety-focused CEO in the AI industry, has publicly predicted that AI will eliminate 50% of entry-level white-collar jobs within one to five years. And many people in the industry think he's being conservative. Given what the latest models can do, the capability for massive disruption could be here by the end of this year. It'll take some time to ripple through the economy, but the underlying ability is arriving now.

This is different from every previous wave of automation, and I need you to understand why. AI isn't replacing one specific skill. It's a general substitute for cognitive work. It gets better at everything simultaneously. When factories automated, a displaced worker could retrain as an office worker. When the internet disrupted retail, workers moved into logistics or services. But AI doesn't leave a convenient gap to move into. Whatever you retrain for, it's improving at that too. [...]

The bigger picture

I've focused on jobs because it's what most directly affects people's lives. But I want to be honest about the full scope of what's happening, because it goes well beyond work.

Amodei has a thought experiment I can't stop thinking about. Imagine it's 2027. A new country appears overnight. 50 million citizens, every one smarter than any Nobel Prize winner who has ever lived. They think 10 to 100 times faster than any human. They never sleep. They can use the internet, control robots, direct experiments, and operate anything with a digital interface. What would a national security advisor say?

Amodei says the answer is obvious: "the single most serious national security threat we've faced in a century, possibly ever."

He thinks we're building that country. He wrote a 20,000-word essay about it last month, framing this moment as a test of whether humanity is mature enough to handle what it's creating.

The upside, if we get it right, is staggering. AI could compress a century of medical research into a decade. Cancer, Alzheimer's, infectious disease, aging itself... these researchers genuinely believe these are solvable within our lifetimes.

The downside, if we get it wrong, is equally real. AI that behaves in ways its creators can't predict or control. This isn't hypothetical; Anthropic has documented their own AI attempting deception, manipulation, and blackmail in controlled tests. AI that lowers the barrier for creating biological weapons. AI that enables authoritarian governments to build surveillance states that can never be dismantled.

The people building this technology are simultaneously more excited and more frightened than anyone else on the planet. They believe it's too powerful to stop and too important to abandon. Whether that's wisdom or rationalization, I don't know.

What I know

I know this isn't a fad. The technology works, it improves predictably, and the richest institutions in history are committing trillions to it.

I know the next two to five years are going to be disorienting in ways most people aren't prepared for. This is already happening in my world. It's coming to yours.

by Matt Shumer |  Read more: