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Where Are the Humans?

Where Are the Humans?

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Dear show notes readers, This week we accidentally spend most of an hour asking the same question in several completely different ways: Where are the humans? We start with personal AI agents and what happens when they begin doing more of our searching, shopping, comparing, emailing, and general internet busywork for us. Agents don't care about advertisements. Humans do. So if more of the utilitarian internet gets handed over to machines, where does human attention actually go — and which companies are positioned to monetize it? That leads us through Amazon vs. Walmart, Google vs. Meta, the economics of third-party sellers, YouTube advertising, and Dan making a sufficiently convincing case about Meta that Sean reluctantly changes his mind in real time. From there, we get increasingly agentic. Dan has been experimenting with TinCan, an open-source project that lets his various AI tools talk to one another, bringing us another step closer to the strange future where you don't manage individual AI applications so much as sit above an entire synthetic executive team and tell everyone what needs to happen. Then Sean shows up with a copy of Kurt Vonnegut's Galápagos. Obviously. Sean has been spending an unreasonable amount of time turning his Tomes and Tunes record collection into a walkable 3D record store. There is no business model. There is no obvious problem being solved. It may, in fact, be completely pointless. Dan thinks asking why he's doing it is the wrong question. Just do things. That leads us to Vonnegut's blue-footed boobies, their bizarre courtship dance, and a surprisingly difficult question about AI and creativity: when does something stop being made by AI and start being made with AI? Maybe the distinction isn't quality. Maybe it's intent. An AI-generated bus advertisement doesn't need a soul. It has a job. But art is different. Art can be exploratory, purposeless, weird, and valuable precisely because somebody wanted to make the thing. We argue about AI watermarking, ballpoint pens that can suddenly write their own sentences, and whether today's obsession with separating "human" creation from "AI" creation can survive once the tools become ubiquitous. Or, as Dan puts it: eventually it becomes water. Finally, Sean unveils the first version of Sean's Manufacturing Index, an attempt to track whether the physical buildout happening across the American economy is beginning to show up in manufacturing labor markets. Manufacturing employment hasn't exploded, but manufacturing wage growth is currently running ahead of broader wage growth. Sean thinks labor churn, tariff-driven manufacturing-network changes, data centers, power infrastructure, switchgear, cooling systems, and other physical investment may be setting up an interesting labor-market inflection point. Which brings us, strangely enough, back to the original question. If AI makes certain kinds of digital labor abundant while the physical economy needs more electricians, technicians, builders, engineers, operators, and manufacturing workers... Where are the humans? We close by deciding that markets are memes all the way down, contemplating a Vibe Index, discovering an absurdly simple Mag 7 trading strategy, and wisely deciding to take the rest of that conversation off air. Probably for the best. — Sean & Dan Books Discussed Galápagos by Kurt VonnegutUnknown Market Wizards by Jack D. Schwager Shows/Films Discussed The Mighty BooshCitizen Kane (and our pitch for a Christopher Nolan remake about Zuckerberg) Tools & Platforms Mentioned Muse (Meta's personal agent)TinCan / Agent Tincan (Matt Van Horn's open-source agent relay)Claude, ChatGPT / Codex, Gemini, GrokOpenClaw, Hermes (open personal-agent frameworks)Alexa (Amazon's shopping assistant)Sean's Manufacturing Index (our new SMI page)Sean's Tomes and Tunes (the 3D record store) Companies Discussed Meta, Google/Alphabet, YouTube, Amazon, AWS, Walmart, OpenAI, Anthropic, xAI, Oracle, Nike, Celsius, Coca-Cola, Budweiser, Miller Lite, Dove, Deckers, Skechers, Weber, June, Aalo Atomics, Jane Street, Colossus Links & References Sean's Tomes and Tunes: the 3D record storeSean's Manufacturing Index: the new SMI pageGeekWire: Amazon blocks Meta's Muse AI assistant in a new standoff over agentic shoppingBenzinga: Muse adds shopping with Walmart, Sephora and Best Buy (Meta Connect, Sep 23)Colossus: "Mark," Jeremy Stern's profile of Mark ZuckerbergStratechery: Ben Thompson interviews Colossus EIC Jeremy Stern about the profileAgent Tincan: let your AI agents ask each other for helpSheel Mohnot on X: the "most hated" Mag 7 trading botMarketplace Pulse: Amazon is regaining first-party unit shareDan's Substack, the Prometheus Dispatch Unqualified Fact-Check 🔍 We said some things. Here's how we did. 🟢 = Nailed it | 🟡 = Close enough | 🔴 = Whiffed it 🟢 Meta released Muse Dan said Facebook just released Muse, its closed, just-works personal agent. It launched September 8 and hit #1 on ...
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