JUNE 4, 2026
AI
JUNE 3, 2026
Intelligence Per Dollar
Microsoft's MAI-Code-1-Flash matches Claude Haiku 4.5 on SWE-Bench Verified using a third of the tokens. The right metric for AI in production is intelligence per dollar, value per token spent.
JUNE 2, 2026
The Thriving Ecosystem of Open Models
OpenRouter token data shows open-weight models overtaking closed models as provider leadership fragments across Anthropic, DeepSeek, Google, OpenAI, & a long tail.
JUNE 1, 2026
The AI Skepticism Map
Short interest in public AI stocks has risen modestly overall, but the pressure is concentrated in AI cloud and smaller software names.
MAY 29, 2026
Skill Distillation
How a personal AI agent built on markdown skills lets a frontier model teach smaller, local models to do real work, without retraining.
MAY 27, 2026
Software After AI
Software is no longer about UX & data. It is about the harness, the layer that turns an LLM into a reliable agent. Seven components define the new stack.
MAY 26, 2026
Agent Gravity : Who's Running Your Agents
If data gravity defined the last decade, agent gravity will define this one. As AI agents become the primary interface to enterprise data, the platforms that run them will capture an outsized share of value — & they're already locking the doors.
MAY 22, 2026
Plastic User Interfaces
Salesforce and others are going headless. AI is making the user interface plastic — malleable to whatever the user needs, when they need it. The head isn't disappearing, it's becoming formless.
MAY 20, 2026
The Unsustainable Subsidy
Three years of LLM pricing data: flagship prices dropped, then flipped upward, while budget models bounced back. Tokenizer efficiency softened the headline, but real costs are rising.
MAY 18, 2026
Observations on Writing with AI
Why AI editorial councils fail & what makes writing authentic in an age of machine-generated prose.
