#01 - Oct 01, 2026
State of AI: Formally Factoring Slop
TLA+ is affordable, Software Factories drama, Video becomes sloppier
Read plain text
We read about onyx quitting the race https://lnkd.in/p/ew_6pBMF, and dots https://openai.com/index/introducing-dots/, muse https://about.fb.com/news/2026/09/introducing-muse-personal-ai-agent/, instinct https://www.reuters.com/technology/ai-agent-firm-instinct-raises-1-billion-latest-funding-round-2026-09-28/, and Garry Tan https://x.com/garrytan/status/2105049005147525231?s=20 still using OpenClaw… we truly couldn’t care less. Here’s what really happened. ---------------------------------------- Formally TLA+ tl;dr: Boris https://x.com/bcherny/status/2102543349102338309?s=20 experimented with formal verification (TLA+ and Lean), we tried it ourselves. Last week, we read papers on Synchronous and Asynchronous coding, distinction between instruction & data flows, and even looked into Erlang. Funny enough, Monday changed our plans. * TLA+ bible The creator shared his thoughts here https://lamport.azurewebsites.net/tla/high-level-view.html. Short, to the point, no slop. TLA+ is a language for modeling software above the code level. The tool most commonly used by engineers is the TLC model checker, but there is also a proof checker. TLA+ is based on mathematics and does not resemble any programming language. * Heartbeat’s fixed This was our win. We reduced our task states by 99.998%, from 1.5 million to a 4 thousand. We now can verify state transitions and fix those cumbersome issues when a random state is a dead end. Check the code here https://github.com/search?q=repo%3Adesplega-ai%2Fagent-swarm+tla&type=pullrequests. * Cognitive load. If you’ve never used models like this, you are in for a couple of long days. It’s hard to understand, easy to leverage. The good news is: Brings clear ROI once you identify the use cases. Don’t waste your time if you are working on software that doesn’t have combinatorial state machines. This is not for you. → Adopt. Try it in your repo, this is the playbook https://www.agent-swarm.dev/blog/tla-plus-races-agent-swarm for your agent. ---------------------------------------- Software Factory Drama tl;dr: Urgency on sales after raising in the billions means people are not buying. You’d think everything is going well, but then you hear things through the grapevine: * Bubblelicious Valuations. Factory raised 200M at a 5bn valuation 2 weeks ago https://www.reuters.com/business/ai-coding-agent-startup-factory-triples-valuation-5-billion-latest-funding-round-2026-09-15/. Cognition raised 2bn at 48bn valuation 2 weeks before that https://techcrunch.com/2026/09/08/cognition-hits-48b-valuation-signaling-investors-believe-ai-coding-is-far-from-a-winner-take-all-market/. Both started a countdown they will be held accountable for. * From advisor to CRO… of the competition. You can see the most interesting x posts here https://x.com/ecura/status/2105397044668248250?s=20 (for me). Nothing new under the sun, but it shows the pressure these people are under, and it makes sense… * Secret Churn The last 2 weeks we talked with a few different teams using DevinAI (or thinking about it). For those using them, pricing vs quality is a growing concern. They can get 80% of what DevinAI does, paying 20% of the price, using solutions where pricing is not tied to usage and without the vendor lock-in. For those thinking about it, once they do the math, the decision is obvious. The other common mistake: building it in house. Do the math, 2 engineers dedicated to this could actually justify paying for Factory/DevinAI/etc. The secret is that you don’t even need that. → Challenge. If you are worried about your DevinAI bill, talk to us, we will be happy to give you options and intros to people that lived through this. ---------------------------------------- Video Slop tl;dr: Wow! Opus 5.5 one shot a video for my product that… nobody watches. Mate, I don’t know what to tell you. The truth hurts. * Yes, videos are amazing. We were so excited, it felt like we had a creative team of our own [1] https://lnkd.in/p/eExMXZrF[2] https://lnkd.in/p/eitWTvWJ. In fact, we could directly copy videos we’d admired before https://x.com/voidisomorphism/status/2103543664978837940?s=20… which takes us to… * Who cares? If you don’t prove you are a human saying something worth it, nobody cares about your video. In fact video is slow to share information as a medium. That’s the other trend we are seeing. Video doesn’t rank better than text anymore, infographics still win, if they are good ones. * What’s next? Narrative. Creativity. Teaching. New use cases. Look for the places where you now can afford video. We are so bullish on this last point, that here you go, copy our skills! https://docs.agent-swarm.dev/docs/playbooks/open-prompt-showreel → Wait. Have you tried asking for a video recording with voice over for QA? The real power of this new capability is to use it where you weren’t able to use it before: onboardings, upgrades, training, etc. ---------------------------------------- Go self-host your own System 1 model https://github.com/desplega-ai/laya-js... Or keep reading newsletters https://www.desplega.sh/newsletters. Your call. Best, ---------------------------------------- Sent with ❤ by desplega.sh http://desplega.sh/ unsubscribe .