Code Was Never the Asset - The Phoenix Architecture

Compaction Is a Financial Strategy - The Phoenix Architecture

Why smaller codebases win in the AI era

AI's Affordability Crisis

A year ago in The Back Of The AI Envelope I pointed out that the AI platforms were running the drug-dealer's algorithm, "the first one's fr...

10 things I learned from burning myself out with AI coding agents

Opinion: As software power tools, AI agents may make people busier than ever before.

The 80% Problem in Agentic Coding

Managing comprehension debt when leaning on AI to code

The AI Buildout and the Material Trap

Why Strategic Necessity, Physical Bottlenecks, and Unsettled Economics Are Forcing Capital into a Constrained System

Code Is Cheap Now, And That Changes Everything | Pere Villega

AI coding agents have made code production nearly free. Drawing on insights from Kent Beck, Paul Ford, and Simon Willison, this post argues that the value has shifted from writing code to defining systems — contracts, invariants, SLAs, and verification.

We're Not Building AI Features for the Money

From the Zed Blog: Why Zed invests in AI, and the future we're building toward.

AI Slopageddon and the OSS Maintainers

AI slop is ripping up the social contract between maintainers and contributors essential to open source development. Practitioners have been repeatedly assured that AI would supercharge their communities, but so far that hasn’t been the case. Just look at what happened last month. Mitchell Hashimoto’s Ghostty implemented a zero-tolerance policy where submitting bad AI-generated code

AI is Creating Peak Software, Media is the Best Analogy

Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Why AI hasn’t replaced software engineers, and won’t

Coding agents as normal technology

"Code was never the hard part" is an insult to all programmers — Senko Rašić

The software development profession is in the midst of upheaval. Nobody knows how the AI revolution will play out in the end, but it is c...

AI is probably not a bubble

AI companies have revenue, demand, and paths to immense value

AI is probably not a bubble

AI companies have revenue, demand, and paths to immense value

Premium: What If...We're In An AI Bubble? (Part 1)

Every day I read some sort of wrongheaded extrapolation about the future of AI — that today’s models are somehow indicative of AGI creating a “permanent underclass” of people that stops people from building software companies, or really doing any kind of job on the computer: Hyperbolic? Perhaps. But even

AI IS CREATIVE BANKRUPTCY