AI & Software

Agent Labs Are Product-First

Model Labs Are Product-Last

Oct 13 •

Breakneck, Five-Year Plans and Bubbles

Sep 8 •

Context Engineering: Building Production-Grade AI

Building Stateful AI Products, Single-Agent vs Multi-Agent, KV Caches and more

Aug 4 •

Ship, Score, Repeat: Why Continuous Evals Win

CI/CE Pipelines Make AI Products Defensible

Jul 28 •

Browser Agents And The Agentic Web

Scaling from read to write-heavy tasks

Jul 21 •

The State Of MCP

July 2025 Pulse Check

Jul 1 •

Teleoperations era of software

Partial Autonomy Software: Software 2.5

Jun 23 •

Distribution and data flywheels in AI

Shipping minimum viable quality releases to win markets

Jun 16 •

What Is An AI-Native Company?

A combination of Product, Talent, Taste, and Learning Rate

Jun 9 •

AI Startup Defensibility: Evals

Jun 2 •

The Evolution Of Enterprise Software

Systems Of Records And Action Give Way To Agentic Systems

May 26 •

The Parallel Scaling Law for Language Models

Alibaba's Qwen team delivers a new scaling law

May 19 •

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