•4 min read
The Money Is Going to the Engine. The Bottleneck Is the Steering Wheel.
Coding agents raised billions this cycle, but the real constraint on complex work is the human-in-the-loop interface. Chat UX breaks on visual...
Posts tagged with #ai
← View all posts•4 min read
The Sovereign Tier: Why Cheap AGI Will Not Save Your Margins
AI is splitting into a commodity tier for routing and a sovereign tier for synthesis. Architect for infinite cheap frontier access and your margins are exposed.
•4 min read
The Coding Agent Boom Still Needs a Steering Wheel
Coding agent companies are attracting huge valuations, but the next constraint may be the interface that lets humans review, compare, coordinate, and steer...
•6 min read
Durov's Inverse: Team Velocity in the AI Era
In AI-native software teams, adding a third engineer rarely solves a delayed project. Removing the net-negative contributor is often the fastest path to velocity.
•3 min read
The Model Is Not the Moat. The Improvement Loop Is.
MiniMax hit GPT-5 performance at 10B active params via 100 autonomous optimization rounds. Xiaomi priced at $1/M via hardware integration. The benchmark race is the wrong race.
•5 min read
The AI Security Threat Is Already Here: It Just Looks Boring
Three supply chain incidents in six weeks expose a pattern: AI deployment velocity is breaking operational security. The risk isn't rogue superintelligence, it's a compromised pip package.
•4 min read
The Foundation Model Moat Is Getting Squeezed from Three Directions
Open weights, world models, and state-level regulation are hitting the model layer simultaneously. The durable value has moved to orchestration.
•4 min read
The Frontier Is Bifurcating
Anthropic leaked a 10T-parameter model above Opus. The AI frontier isn't converging, it's splitting into commodity and ultra-tier intelligence, and most architectures aren't built for that.
•3 min read
The Moat Is Scar Tissue
Meta reportedly delayed Avocado. Apple pushed Siri. Neither has a compute problem. Frontier AI capability is organizational, not computational, and it doesn't transfer from a hiring spree.
•2 min read
How AI is Hijacking Our Screens
Are we just computing by the help of AI?
•2 min read
Are We Heading for an On-Device AI Disaster?
Are we heading for an on-device AI disaster?