substack / Jun 29, 2026
Stop Prompting AI. Start Engineering Loops.->There is a new phrase floating around the AI coding world, and it sounds just irritating enough to become important. Loop engineering. Naturally, it has arrived with the usual smell of fresh terminology, LinkedIn smoke,
substack / Jun 28, 2026
Paid Newsletters in 2026: The Paywall Is Not the Product->There was a time when a paid newsletter was a very simple machine. You wrote something. You put half of it behind a paywall. Then you sat there like a man selling umbrellas in the Sahara, wondering why nobody was throwin
substack / Jun 24, 2026
The Great Wrapper Panic->There is a particular kind of business nightmare that arrives very politely. It does not kick the door down. It does not announce itself with a dramatic soundtrack. It simply walks into the room, opens a benchmark, and s
substack / Jun 23, 2026
AI Music Is Not Replacing Musicians. It Is Replacing Spam.->There is a wonderful old fantasy about the music industry. It goes like this: people make songs, listeners decide what they like, critics write reviews, platforms count plays, charts reflect popularity, and everyone invo
substack / Jun 21, 2026
Social Media Managers Are Tired, Faceless Channels Are Dying, and Everyone Still Wants Instagram->Social media used to be simple. You posted something vaguely funny, prayed to the algorithm, watched the intern delete a typo, and pretended “engagement” was a strategy. Now it is a full-contact psychological sport invol
substack / Jun 19, 2026
The Most Dangerous Gap in AI Isn’t Capability. It’s Awareness.->A strange thing is happening in June 2026. I’m not even sure AI progress itself is at its fastest point. It probably isn’t. Or at least we’re close enough to the peak that arguing about it feels academic. What feels genu
substack / Jun 16, 2026
Anthropic Is No Longer Just Renting the Cloud. It Wants the Factory.->For a while, the AI business model looked deceptively simple. You build a model. You rent a mountain of GPUs from a cloud provider. You launch a chatbot. You charge users $20, $100, or $200 a month. You burn more money t
substack / Jun 15, 2026
“Just Make It SaaS” May Be the Worst Startup Advice of 2026->There is a particular sentence that should make every founder slightly nervous: “We have a successful business, but investors want us to make it SaaS.” I heard a version of that today from a startup. And I understand why
substack / Jun 14, 2026
The Knicks Could Have Hedged a Lost Home Game Like an Oil Company->There is something wonderfully absurd about modern finance. For most of history, if you owned a sports team, you worried about simple things. Will the team win? Will fans buy tickets? Will the superstar’s knee remain att
substack / Jun 13, 2026
FrontierMath Was Supposed to Be the Wall. Then Humans Found the Minus Sign.->There is something deeply comforting about mathematics. Not because it is easy. It is not. Mathematics is the discipline where a missing minus sign can ruin your week, your theorem, your reputation, and possibly your wil
substack / Jun 12, 2026
AI Agents Are Not Better Search. They Are the End of Doing Everything Yourself.->There was a time when the internet’s greatest miracle was search. You typed a few words into a rectangular box, pressed Enter, and somewhere in California a machine rummaged through the entire collective mess of human ci
substack / Jun 11, 2026
The AI Bubble Is Not Making Investors Rich First. It Is Making Employees Rich First.->There are many ways to get rich in technology. You can found a company. You can invest early. You can buy something stupid at the bottom of a cycle and sell it to someone even more optimistic near the top. You can accide
substack / Jun 09, 2026
The End of White-Collar Alpha->There was a time, not very long ago, when white-collar professionals had a comforting story to tell themselves. AI would replace routine work. The boring work. The mechanical work. The “please summarize this PDF and make