thoughts
Insights on tech and content.
Digest: CoreWeave's debt got cheaper, start a new chat, Lighter's unlock mathHalf your feature backlog is a prompt. Theo's case, and where it stopsDigest: AI debt has its telecom moment, Gartner's $3.5T warning, levels.io chases moatsMarvell raised its AI targets. The stock fell 21% anywayDigest: Google tames quantum's magic bottleneck, Anthropic's IPO haircut, Solana's 150ms betOndo tokenized stocks hit $1.3B. Read the fine print on what you ownDigest: Anthropic's $16.8B quarter, Codex swallows ChatGPT, and BTC holders barely soldThe new Tesla Roadster is the iPhone moment for cars. The real shift is the milesAnthropic replaced git with Scion. Theo explains why agents broke source controlDigest: Someone bugged OpenAI, Seoul's memory panic, and a coin mined by AIGemini 4 Argon aces the hallucination test. On Theo's real code, most of its claims were falseDigest: Meta joins the frontier, Anthropic's worm test, and an alt season that isn'tShkreli lost millions shorting quantum. The stocks fell up to 77%. Both are trueDigest: Nadella's AI brake, Bloom's power split, and a $93M Ledger implantAlexine is right about the engineer-to-OF pipeline. Here is the counter-playbookDigest: SpaceX the neocloud, TSMC's September print, and Haiku 5.5's price cutAI did get 10x cheaper. Your bill went up anyway. Theo explains whyDigest: SpaceX the phone carrier, Nvidia eyes Reflection AI, and why China still has no EUVMicron has $32B in customer commitments. Is memory still a cyclical stock?Theo had agents rewrite TypeScript in Rust for about $24K. Here is what it meansHello World