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…
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…
The Data Compliance Problem AI Teams Keep Ignoring
I’ve avoided writing about copyright and AI. Not because it isn’t important, but because it felt like a legal sideshow compared to the engineering and business questions I find more…
The Bear Case for AI Data Centers
The more I dig into the economics, the harder it is to see AI data centers as a good business, and they’re now my leading candidate for what pops the…
The Hybrid AI Stack Is Coming for the Pricing Power of OpenAI and Anthropic
OpenAI and Anthropic are going public while still capturing much of the money spent on foundation-model usage. But deployment patterns are starting to tell a more complicated story. Companies are…
Tokenomics: AI’s New Design Constraint
The Cost Reality of Running AI at Scale Budget shock is already happening. Multiple major players have pulled back on AI features or subscriptions due to unexpectedly high token costs.…
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