JUNE 29, 2026
When AI Costs More Than the Engineer
Anthropic spends 2.3x payroll on compute. Top software firms spend 0.4x. Three scenarios for where the rest of the market lands by 2029.
Startup
JUNE 12, 2026
A CEO's Cost of Capital Advantage
Some founders raise $100m on an idea. Others struggle for $2m. The difference is personal cost of capital, & Musk's SpaceX IPO proves its power.
JUNE 7, 2026
The Substitution Wave in AI
Frontier model prices keep rising while open-source crosses the good enough line. Coinbase, Lindy, Harvey & Cursor are substituting — & the savings go straight back into more tokens.
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.
JANUARY 26, 2026
The Model T Comes to Silicon Valley
Ford's assembly line consolidated power : 253 automakers became 44. AI does the opposite, enabling millions of developers to build like behemoths. Expect thousands of new businesses & an explosion in second-order jobs.
NOVEMBER 3, 2025
OpenAI's $1 Trillion Infrastructure Spend
OpenAI has committed to over $1.09T in infrastructure spending from 2025-2035 across Broadcom, Oracle, Microsoft, Nvidia, AMD, Amazon AWS & CoreWeave. Year-by-year breakdown & analysis.
OCTOBER 31, 2025
Small Data Becomes Big Data
How I moved from local DuckDB to cloud with two letters, scaled from 50 to 2,000+ podcasts, & discovered infrastructure that grows without drama.
OCTOBER 23, 2025
Product-Market Fit is No Longer Static
Between 2021 & 2024, classic software companies lost their product-market fit overnight. In the AI era, PMF is like United Miles—you must continuously re-earn it to maintain status.
OCTOBER 21, 2025
Engineering for the AI-Native Era : Office Hours with Calvin French-Owen
Join us for an intimate conversation on building AI-native systems, maintaining velocity at scale, & the future of engineering with Calvin French-Owen, former CTO of Segment & OpenAI Codex leader.
SEPTEMBER 29, 2025
From A to B Without Inventing Letters
John McPhee's four-draft writing method transforms chaotic ideas into compelling narratives. Learn why the best writing happens when you separate creative thinking from critical evaluation.
