Blog
I write about AI, software, and whatever I'm thinking about that week.
The Great AI Migration — 700K Cancellations and What Comes Next
I use Claude every day. It's woven into how I write, how I build, and how I think through problems — to the point where my wife calls it "the other relationship". So when Claude went...
Farewell to the Green Box: A Full Circle Microsoft Trajectory
I saw the news this morning about Xbox being "sunsetted" under the new CEO, and it hit a lot harder than a standard tech layoff headline. It’s not just a platform dying; it’s the end of a ve...
NVIDIA reports tomorrow and three things changed since last week
NVIDIA drops Q4 earnings on February 25. Wall Street expects $65.5 billion in revenue, $1.52 EPS, and roughly 75% gross margins. Polymarket puts the odds of beating consensus at 94.5%. None of that is...
The Hardware Cold War Dictating Our Software Future
I've been staring at the market charts all morning, and I genuinely don't know how to feel about this one. We're all obsessed with the software layer—arguing over which model writes better...
The Pentagon wants Claude. Anthropic said no. Here's why that matters.
The US military used Claude to help capture Venezuelan President Nicolas Maduro. Operation Absolute Resolve ran through Palantir's AIP platform, which integrates Claude for intelligence analysis, ...
The $700 billion AI paradox: why 90% of companies see zero impact
An NBER study dropped last week that should make everyone stop and think. Researchers surveyed nearly 6,000 executives across the US, UK, Germany, and Australia. The finding: 90% of firms reported AI ...
Cursor and the Netflix effect: why every AI company will come crawling back
Remember when Netflix was it? One subscription, one app, everything in one place. Then HBO pulled their content. Disney yanked their catalog. Paramount launched Paramount+. Peacock... happened. Within...
AI Agents Write Your Code, But Who's Watching the Supply Chain?
Spotify's best engineers haven't written a single line of code since December. Anthropic says 70-90% of its own codebase is AI-generated. Claude Code just crossed $2.5 billion in annualized re...
The AI Safety Exodus: When the People Who Build Guardrails Walk Away
Last week, senior AI safety researchers at OpenAI, Anthropic, and xAI resigned — some with public warnings, one declaring "the world is in peril." If you build on these platforms, this isn&#...
Apple Just Handed MCP the Keys to the Walled Garden — And the Protocol War Is Over
Two weeks ago, I wrote about how the AI platform war isn't about models anymore — it's about protocols. This week, Apple proved it. Xcode 26.3 shipped with native support for the Model Context...
How to Build a Personal AI Companion That Actually Remembers You
Every AI conversation starts from zero. You explain who you are, what you need, what you already tried. Then the session ends and it all evaporates. You do it again tomorrow....
The AI Coding Productivity Paradox: Why Your Copilot Might Be Your Copiloff
You're paying $20/month for Cursor Pro. You've got Claude in one tab, Copilot autocompleting in another, and your IDE is basically an AI orchestra conductor at this point. You feel faster. The...
The AI Platform War Isn't About Models Anymore — It's About Business Models
On Super Bowl Sunday, Anthropic ran a darkly comic ad showing a chatbot pausing mid-conversation to serve a mattress promotion. The tagline: ads are coming to AI, but they won't come to Claude. Th...
The SaaSpocalypse Got the Target Wrong
Mustafa Suleyman told Fortune today that most white-collar work will be automated within 18 months. Ten days ago, Anthropic launched Claude Cowork and wiped $285 billion off software stocks in a singl...
When AI Models Find 500 Zero-Days in a Week, Who's Really Winning the Cybersecurity Arms Race?
Four frontier AI models launched in the same week. OpenAI shipped GPT-5.3-Codex. Google upgraded Gemini 3 Deep Think. Anthropic released Claude Opus 4.6. Zhipu open-sourced GLM-5 at 744 billion parame...