opinion
10 posts tagged opinion
-
Jamie Dimon's Forty Phone Calls
In July, JPMorgan's CEO personally called the leaders of more than 40 major companies about the risks of the technology his own bank is racing to deploy. He also told a British finance minister his bank might leave her country over a tax bill. Both of those things are true at once, and neither one is the story you'd expect.
August 9, 2026 · 7 min read -
The $32 Billion Blank Cheque
Ilya Sutskever's company has raised roughly $11 billion, employs about twenty researchers, and has never shipped a product or published a paper. Nvidia just added another $5 billion anyway. What that says about how far pedigree can carry a valuation.
August 6, 2026 · 7 min read -
Programming in the Age of AI Is Weirder Than Anyone Admits
On hallucinated function names, the quiet death of Stack Overflow shame, and what's actually still hard about writing software now that the model can write most of the syntax for you.
July 1, 2026 · 4 min read -
The DeepSeek Moment, One Year Later
Looking back at the week a Chinese open-weight reasoning model wiped out hundreds of billions in Nvidia's market cap in a single day, and what actually held up once the panic settled.
June 18, 2026 · 4 min read -
Vibe Coding Is a Starting Point, Not a Strategy
Andrej Karpathy's phrase for AI-assisted, half-supervised programming took over the discourse fast. Here's where I think it's genuinely useful, and where I've watched it quietly wreck production codebases.
May 30, 2026 · 4 min read -
Microsoft's Quantum Chip and the Problem With Believing Press Releases
More than a year on from the Majorana 1 announcement, a look at what topological qubits actually promise, why physicists were skeptical from day one, and why doubt is usually the correct default.
May 2, 2026 · 4 min read -
Is the Claude Mythos Real? Sorting the Research from the Fandom
Between Anthropic's own published research on model behavior and the online communities that have built a mythology around Claude's inner life, there's a real question buried under a lot of noise.
April 14, 2026 · 4 min read -
The Linux Backdoor That Almost Worked, and the Postgres Guy Who Caught It
A look back at the xz/liblzma backdoor, a two-year social engineering campaign that nearly compromised SSH on major Linux distributions, caught by a Microsoft engineer chasing a half-second slowdown.
March 27, 2026 · 4 min read -
What RAG Gets Wrong, and What to Do About It
A practical critique of retrieval-augmented generation as it's commonly implemented - the failure modes that don't show up in benchmarks.
February 5, 2026 · 5 min read -
The AI That Ships vs the AI That Demos
Why the most impressive demo you've ever seen is usually the least deployable system in the room.
January 12, 2026 · 5 min read