Category: Uncategorized
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Open Models Will Absorb Most of the AI Spend
Here is my bet: open models (open weights and open source alike) will end up absorbing most of the money and compute the world spends on AI. The proprietary frontier models get the headlines and the…
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we need to talk about where AI spend is actually going
Open Models Will Absorb Most of the AI Spend Here is my bet: open models (open weights and open source alike) will end up absorbing most of the money and compute the world spends on AI.…
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What We Actually Know About China’s AI Export Controls
Since June 2026, Chinese officials have been in closed door talks about restricting foreign access to the country’s most advanced AI models, both open and closed. The Ministry of Commerce is leading the discussions, China’s state…
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What Startups Taught Me About the Next Layer of AI Infrastructure
A little while back I wrote about how teams use reinforcement learning (RL) to make agents reliable. Since then I keep bumping into startups where RL is not a research footnote or a feature buried in…
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25+ startups all solving the same missing piece
What Startups Taught Me About the Next Layer of AI Infrastructure A little while back I wrote about how teams use reinforcement learning (RL) to make agents reliable. Since then I keep bumping into startups where…
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Your CLI Was Built for Humans, Not Agents
There’s a friendly debate among developers about how to give AI agents reliable ways to use external tools, data, and services so they can do useful work beyond generating text. One side favors CLIs, or Command-Line…
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What happens when your agent can touch money
Your CLI Was Built for Humans, Not Agents There’s a friendly debate among developers about how to give AI agents reliable ways to use external tools, data, and services so they can do useful work beyond…
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Does AI Actually Make Developers More Productive? The Evidence, For and Against
This guide is built from studies and reports published in recent months. Sources include a large matched study tracking more than 100,000 real GitHub developers, a meta-analysis pooling 23 separate productivity studies, telemetry-based reports from engineering-analytics…
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Agents Need Maps, Not Bigger Context Windows
Like everyone else, I’ve been enjoying the steady improvement in coding agents and the tooling around them, from frameworks and harnesses to evaluation suites. But the more I talk with teams actually deploying agents in enterprises,…
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I talked to Google’s former AI head about messy data
Agents Need Maps, Not Bigger Context Windows Like everyone else, I’ve been enjoying the steady improvement in coding agents and the tooling around them, from frameworks and harnesses to evaluation suites. But the more I talk…
