MARCH 20, 2026
The Pricing Power of Agents
Agent pricing reveals whether you're solving scarcity or creating disruption - and the market rewards these very differently.
AI
MARCH 18, 2026
The Robotic Tortoise & the Robotic Hare
Stripe launched Tempo today. I raced Claude against a local model on my laptop - and the simpler model won.
MARCH 17, 2026
The 12x Bet on AI
For every dollar hyperscalers earn from AI today, they're spending twelve dollars to build more capacity. That's the 12x bet embedded in $575 billion of capex this year.
MARCH 13, 2026
Hello, Claude? Are You There?
The AI infrastructure shortage isn't chips anymore — it's power, data centers & memory. What happens when demand exceeds supply through 2028?
MARCH 12, 2026
One Billion Lost Packages
85 million US packages arrived damaged in 2024, a 30% increase. BackOps deploys AI agents that accelerate customer response times by 93% and automatically file 100% of eligible carrier claims.
MARCH 11, 2026
The Marginal Hire
AI's impact on employment won't appear as mass layoffs. Instead, companies will simply stop hiring the marginal employee they planned to bring on.
MARCH 10, 2026
The Org Chart Math Behind AI-Native Speed
Boris Cherny ships 20-30 PRs per day. A traditional engineer ships 3 per week. The difference isn't talent — it's communication overhead. Here's why AI-enabled startups are pulling ahead.
MARCH 8, 2026
Is This Tomasz's Agent?
Emails now begin 'Hi Tomasz or Tomasz's agent.' What does it mean to write to someone when you expect a machine to answer? The polite thing now is to assume the robot.
MARCH 5, 2026
Data Center Intelligence at the Price of a Laptop
Alibaba's Qwen3.5-9B matches December's frontier models & runs locally on 12GB RAM. A $5K laptop pays for itself in weeks at heavy usage.
MARCH 4, 2026
Not Prompts, Blueprints
The more I use AI, the more I return to paper. Strategic planning upstream unlocks autonomous execution downstream.
