Claude Code in 2026
I Built a Personal Intelligence System in 90 Minutes (And Why Developers Are Choosing It Over Everything Else)
All That Noise
Finding signal through {all that noise} in today’s tech and venture capital world. A newsletter by Simrat Wason — through the lens of a technologist, investor, and builder.
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Latest episodes
Code Wasn't Built For This
From GPUs to Agents: When Tools Outgrow Their Original Purpose
2026 Predictions: Where Tech meets Reality
AI, Deep Tech and Markets in 2026
Protocol as Power
Why companies invest in protocols that become standards and quietly shape entire ecosystems.
You're not a SaaS Company, You're a Compute Company.
Why AI Founders need a new scoreboard that goes beyond ARR.
Why Most VCs Are Indexed to Last Cycle
And Why It's Killing Alpha?
Made in USA: The Bull Case
From Rust Belt to Robot Belt, rebooting the American Factory
The Quiet Builders: Why Infrastructure's Next Wave is OSS-Native and Invisible
How under-the-radar open-source maintainers are redefining software infrastructure from the ground up.
The Control Plane of AI
Why abstraction beats infrastructure in every tech cycle
The AI Browser Wars: From Netscape to Chrome, and Beyond
From Tabs to AI: The Browser Market's $610M Wake-Up Call
Quantum Advantage is Inevitable
The Future of Computing is (almost) here
The Enduring Moats of AI: Data + Distribution + Domain Knowledge
Beyond the Model: Why Technical Excellence Isn't Enough
The Search Wars: AI vs. Google
For more than two decades, Google has held an unshakable grip on how we find information - its combination of PageRank and the ad machine (unmatched in scale) built a nearly impenetrable moat.
How GTM Will be Rewritten by Agents
From SDRs to Self Driving Startups
Agents are Eating the Software World
"Software is eating the world, but AI is going to eat software," declared Jensen Huang, NVIDIA's CEO, updating Marc Andreessen's famous 2011 prediction for the AI age.
The Real AI Arms Race: GPU Supply Chains Are the New Oil
As generative AI demand surges, access to GPUs and high-bandwidth memory (HBM) is quickly becoming the defining battleground in tech infrastructure - not just for startups, but for nations and governments too.
The Infrastructure Layer is the New Product
Why founders and investors should reframe what “product-market fit” means in the AI era.
Coding is a VIBE now!
"Prompt Engineering" to "Vibe Coding" to "[What's Next?]": How software coding is undergoing a cultural shift
Programming Languages for AI Agents
Python, Javascript, or Rust/Go?
Deep Tech Moats: Building for the Decade, not the Demo
Why the Hardest Problems Create the Most Durable Advantages?