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Coding agents are breaking code infrastructure
Monthly code pushes grew +1,300% in the last year
Aug 20
•
Tara Tan
2
Airtable, ZIRP and the New Math of AI Exits
What Airtable’s sale tells us about the accelerating clock of software.
Aug 10
•
Tara Tan
3
1
What DeepSeek Isn't Doing
Notes from DeepSeek CEO Liang Wenfeng's leaked investor call.
Aug 6
•
Tara Tan
12
1
3
June 2026
Go Full Stack or Die
What xAI's $60B Cursor Bet Really Means
Jun 17
•
Tara Tan
1
1
The Finite Game of Being First
What building self-improving loops tells me about the economics of frontier models
Jun 12
•
Tara Tan
1
May 2026
The Token Whales Behind the Inference Boom
Inference infrastructure revenues suddenly went vertical. A handful of AI-native applications may be driving the entire boom.
May 28
•
Tara Tan
1
1
Are we measuring the wrong thing in AI for Science?
Every leaderboard in AI-for-science measures the part of science AI is already good at. Is that true scientific progress?
May 13
•
Mason Rodriguez Rand
3
1
2
The Invisible Bid
Anthropic just proved agents can negotiate on your behalf. The scarier finding is that you can't tell when yours is losing.
May 6
•
Joy Yang
4
1
April 2026
The Stranded Asset
How the AI inference boom might leave a generation of data centers behind.
Apr 30
•
Rahul Narula
2
2
The Whale in the Room
Why the Vercel breach was an expected outcome of the current architecture, and where we could go next.
Apr 22
•
Joy Yang
3
1
1
AI Swallows Software Whole
This week, both Anthropic and Google launched or teased features that collapse entire software categories into model-native capabilities.
Apr 15
•
Tara Tan
3
1
Too Dangerous To Ship
I dissected the preview card of Anthropic's most capable model, Mythos. Here are the key things you need to know.
Apr 8
•
Tara Tan
4
3
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