The first sign that something in San Francisco had gone very badly wrong was the signs. In New York, all the advertising on the streets and on the subway assumes that you, the person reading, are an ambiently depressed twenty-eight-year-old office worker whose main interests are listening to podcasts, ordering delivery, and voting for the Democrats. I thought I found that annoying, but in San Francisco they don’t bother advertising normal things at all. The city is temperate and brightly colored, with plenty of pleasant trees, but on every corner it speaks to you in an aggressively alien nonsense. Here the world automatically assumes that instead of wanting food or drinks or a new phone or car, what you want is some kind of arcane B2B service for your startup. You are not a passive consumer. You are making something.
This assumption is remarkably out of step with the people who actually inhabit the city’s public space. At a bus stop, I saw a poster that read: today, soc 2 is done before your ai girlfriend breaks up with you. it’s done in delve. Beneath it, a man squatted on the pavement, staring at nothing in particular, a glass pipe drooping from his fingers. I don’t know if he needed SOC 2 done any more than I did. A few blocks away, I saw a billboard that read: no one cares about your product. make them. unify: transform growth into a science. A man paced in front of the advertisement, chanting to himself. “This . . . is . . . necessary! This . . . is . . . necessary!” On each “necessary” he swung his arms up in exaltation. He was, I noticed, holding an alarmingly large baby-pink pocketknife. Passersby in sight of the billboard that read wearable tech shareable insights did not seem piqued by the prospect of having their metrics constantly analyzed. I couldn’t find anyone who wanted to prompt it. then push it. After spending slightly too long in the city, I found that the various forms of nonsense all started to bleed into one another. The motionless people drooling on the sidewalk, the Waymos whooshing around with no one inside. A kind of pervasive mindlessness. Had I seen a billboard or a madman preaching about “a CRM so smart, it updates itself”? Was it a person in rags muttering about how all his movements were being controlled by shadowy powers working out of a data center somewhere, or was it a car?
Somehow people manage to live here. But of all the strange and maddening messages posted around this city, there was one particular type of billboard that the people of San Francisco couldn’t bear. People shuddered at the sight of it, or groaned, or covered their eyes. The advertiser was the most utterly despised startup in the entire tech landscape. Weirdly, its ads were the only ones I saw that appeared to be written in anything like English:
hi my name is roy
i got kicked out of school for cheating.
buy my cheating tool
cluely.com
Cluely and its co-founder Chungin “Roy” Lee were intensely, and intentionally, controversial. They’re no longer in San Francisco, having been essentially chased out of the city by the Planning Commission. The company is loathed seemingly out of proportion to what its product actually is, which is a janky, glitching interface for ChatGPT and other AI models. It’s not in a particularly glamorous market: Cluely is pitched at ordinary office drones in their thirties, working ordinary bullshit email jobs. It’s there to assist you in Zoom meetings and sales calls. It involves using AI to do your job for you, but this is what pretty much everyone is doing already. The cafés of San Francisco are full of highly paid tech workers clattering away on their keyboards; if you peer at their screens to get a closer look, you’ll generally find them copying and pasting material from a ChatGPT window. A lot of the other complaints about Cluely seem similarly hypocritical. The company is fueled by cheap viral hype, rather than an actual workable product—but this is a strange thing to get upset about when you consider that, back in the era of zero interest rates, Silicon Valley investors sank $120 million into something called the Juicero, a Wi-Fi-enabled smart juicer that made fresh juice from fruit sachets that you could, it turned out, just as easily squeeze between your hands.
What I discovered, though, is that behind all these small complaints, there’s something much more serious. Roy Lee is not like other people. He belongs to a new and possibly permanent overclass. One of the pervasive new doctrines of Silicon Valley is that we’re in the early stages of a bifurcation event. Some people will do incredibly well in the new AI era. They will become rich and powerful beyond anything we can currently imagine. But other people—a lot of other people—will become useless. They will be consigned to the same miserable fate as the people currently muttering on the streets of San Francisco, cold and helpless in a world they no longer understand. The skills that could lift you out of the new permanent underclass are not the skills that mattered before. For a long time, the tech industry liked to think of itself as a meritocracy: it rewarded qualities like intelligence, competence, and expertise. But all that barely matters anymore. Even at big firms like Google, a quarter of the code is now written by AI. Individual intelligence will mean nothing once we have superhuman AI, at which point the difference between an obscenely talented giga-nerd and an ordinary six-pack-drinking bozo will be about as meaningful as the difference between any two ants. If what you do involves anything related to the human capacity for reason, reflection, insight, creativity, or thought, you will be meat for the coltan mines.
The future will belong to people with a very specific combination of personality traits and psychosexual neuroses. An AI might be able to code faster than you, but there is one advantage that humans still have. It’s called agency, or being highly agentic. The highly agentic are people who just do things. They don’t timidly wait for permission or consensus; they drive like bulldozers through whatever’s in their way. When they see something that could be changed in the world, they don’t write a lengthy critique—they change it. AIs are not capable of accessing whatever unpleasant childhood experience it is that gives you this hunger. Agency is now the most valuable commodity in Silicon Valley. In tech interviews, it’s common for candidates to be asked whether they’re “mimetic” or “agentic.” You do not want to say mimetic. Once, San Francisco drew in runaway children, artists, and freaks; today it’s an enormous magnet for highly agentic young men. I set out to meet them.
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