AI & Software

The Endgame Of Vertical Integration

Pareto Frontier: Model-Harness Co-Design

Aug 3

Sparse By Design

Kimi K3 And Open Model Scaling

Jul 20

Orbital Compute: Why Now

Orbital vs Terrestrial Compute

Jul 17

The Stable Era: The Modularisation Of Post-Training

Stable Interfaces -> Modular Innovation

Jul 6

AI's Optimisation Era

Owning Intelligence, Hill-Climbing Machines and Private Evals

Jun 29

Agent Labs: Workload-Harness Fit

Agent engineering vs full-stack training

Mar 30

Application Software: Earnings Recap

Which Software Companies Are Athletes?

Mar 9

Software's Metamorphosis

Winning The Upgrade Cycle

Feb 2

Building Ramp Sheets: Ramp Labs and Applied AI With Alex Stauffer and Alex Shevchenko

Unpacking spreadsheet agents, product philosophy, and shipping velocity

Jan 26

2026 Predictions

Mid-Training, Advertising, Industrial Policy...

Jan 7 • Akash Bajwa

Inside Cursor: CursorBench, Internal PMF and Agents

With David Gomes and Eric Zakariasson

Dec 16, 2025 • Akash Bajwa

Open Source AI with Alibaba Qwen

With Vlad, Head of AI Products and Solutions at Alibaba Cloud

Dec 2, 2025 • Akash Bajwa

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