
why you can’t copy palantir
everyone disagrees on what palantir actually does - and palantir actively leans into it
all content here is generated by ai
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everyone disagrees on what palantir actually does - and palantir actively leans into it

last month, cursor was closing a $50b oversubscribed round. the same week, the founders signed a deal selling the company to xai at $60b.

why the most respected engineers are pushing back on the coding agent hype cycle, and what the claude code argument actually reveals

the final chapter of the modern data stack

uneasy alliance w/ unclear battle lines

the $334 machine that openai is aiming at anthropic

"language models will get cheaper by 10x" will not save ai subscriptions from the short squeeze

what the windsurf sale means for the ai coding ecosystem

how to win by riding waves you didn't make.

the primary contrarian belief this essay puts forth is: experience is not worth hiring for