Toby Howell

If you thought you were a kid and you got to sleep in, you had a big snow day coming up, uh-uh, not necessarily the case.

The rise of remote learning has made it so that snow days don't really exist as they once did.

You don't get the day off.

You don't get to stay at home and sip hot cocoa and watch cartoons.

You still got to log on because now the infrastructure is there to support remote learning.

So Monday,

You're not getting a day off from homework, kids.

You actually are going to have to still go to school, even though it's probably going to be on your couch.

Moving on, the rise of vibe coding is bringing back a golden era for apps not seen since the Fruit Ninja and Doodle Jump days.

After three years of essentially zero growth, December saw 60% year-over-year rise in new iOS app releases, according to data from the VC firm A16Z.

Vibe-coded apps are sort of a catch-all term for apps created using the assistance of AI agents like Claude Coding.

It's how I, despite never coding before, could coax an AI agent using normal language instructions to create the Uber for dogs app of my dreams.

The avalanche of apps has created a trickle-down effect that is being felt on Wall Street too.

Software giants like Salesforce, Adobe, and ServiceNow have all dropped more than 30% over the past year.

And an S&P index of small and mid-sized software stocks is also down more than 20% over that period, according to the Wall Street Journal, who points out that the release of Anthropix Cloud Code, the preferred tool of a lot of vibe coders, was a key inflection point marking the downturn.

Neil, your technical friends have probably been blabbering nonstop about the transformational power of these coding assistants.

Now we're seeing the impact of this technology from the amount of apps flooding app stores to the software companies these micro solutions are disrupting.

I mean, you mentioned language.

Not only do you not have to know the language of computers or the technical language of coding, you don't even need to use grammatically correct English to do it or grammatically correct normal language to do it.

So not only is there not a language barrier in a technical sense,