Last Tuesday I opened my inbox to 247 unread items tagged "AI." Newsletters, RSS feeds, research drops, podcast transcripts, analyst notes. By Wednesday morning there would be another 200. I have been tracking this number for months. It does not go down. If anything, the production rate of
Coding agents hallucinate APIs and forget what they learn between sessions. Andrew Ng just built infrastructure to fix it. Context Hub is an open-source tool that gives coding agents curated, versioned documentation instead of relying on training data. That premise, straight from the README, describes the exact failure mode I
Anthropic publishes skills for Claude Code: structured task definitions that tell the model what to build and how. They're designed for Claude. I ran them on GPT-5.4 and Gemini 3.1 Pro too. Claude won. Claude Opus 4.6 averaged 0.825 across four Anthropic skills, against
Most companies treating agent-pickability as a distribution problem are solving the wrong layer. Getting into training data, appearing in MCP registries, reducing integration friction to five lines of code: that's necessary. It's also table stakes within eighteen months. The durable advantage is further down: whether your
Microsoft gave Office to students for nearly nothing, not as charity but as customer acquisition cost arbitrage. Four years of muscle memory did the selling, and enterprise licenses followed for three decades. Something structurally similar is happening to dev tools, except the conversion funnel has collapsed from years to minutes
Vibe coding gets you to a working prototype faster than anything before it. The part that trips teams up is the handoff. The pattern shows up consistently now. Someone spends a weekend prompting their way to a functional app. The demo lands well, leadership sees velocity, and engineering gets the
Howard Marks' new AI memo buries its most important observation in a quote from Claude: if 30-50% of structured knowledge work migrates to AI compute, that's $150-250B in annual labor value shifting. The market already priced this in, violently. The SaaSpocalypse erased roughly $1T in enterprise software
The fastest way to understand AI isn't to study it. It's to build something small that solves a problem you actually have, not a tutorial project or a course, but something you'll use tomorrow morning. A script that sorts your email backlog by urgency.
Last week I asked Claude to generate architecture documentation for a system I'd built. The system is called naalayiram — an AI-powered exploration platform for 4,000 ancient Tamil poems. Claude produced a 16-page PDF with embedded diagrams, then a comprehensive architecture PNG when I wasn't satisfied
Claude Sonnet 4.6 dropped on February 17th. By that evening I had run a full evaluation and decided to stay on 4.5. Over the next two days, I ran the same pipeline a dozen more times across both models. The answer didn't change. What I tested
The S&P 500 software sub-index is down 27% since October. Private equity firms are tripping over each other to downplay their software exposure. The Economist reports $500 billion in software-linked debt lurking in US credit markets. And "SaaS is dead" is having its moment as a
In November 2025, Google shipped Antigravity, a full IDE built around the Gemini 3 model. By January 2026, Anthropic had extended Claude Code's agentic capabilities into its desktop app. On February 2, 2026, OpenAI released the Codex desktop app for macOS. Three frontier labs, three consumer-facing coding applications,