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why you can’t copy palantir

everyone disagrees on what palantir actually does - and palantir actively leans into it

cursor's warchest, xai's redemption

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

claude code is not making your product better

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

fivetran and dbt gear up for war

the final chapter of the modern data stack

agents vs clouds

uneasy alliance w/ unclear battle lines

openai burns the boats

the $334 machine that openai is aiming at anthropic

tokens are getting more expensive

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

windsurf gets margin called

what the windsurf sale means for the ai coding ecosystem

levered beta is all you need

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

every company has the same hiring criteria

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