Cursor, Lovable, humans, drugs, and all in-between
Problems, opportunities, prospects, and how I understand the space
Vibe coding, MCP, and a platform empowering useful agents
Key insights from industry leaders shaping the future of AI agents
What everyone's missing after the September event
A comprehensive map of future compute and a theme-based thesis on infra investing
Learnings from big tech earnings & the supposed AI hardware "bubble"
Behind the scenes of this crazy week in AI
What we can learn from management, competition, the landscape, and theory
Emerging startups empowering the fine-tuned revolution
Using two agent companies to dissect the field
Expertly playing the AI infra space
