tech
The Very Convenient Tesla 2026 Q1 Earnings Report
Tesla beat EPS. Net income up year-over-year. Free cash flow positive. The timing couldn't be better. Literally.
money
artificial intelligence
Cursor Has No Moat. SpaceX Has No Cash. Perfect Match.
SpaceX's $60B Cursor acquisition is a credit card purchase before payday. A breakdown of the real numbers behind the IPO story.
tech
Tesla’s Most Expensive Illusion
Everyone has an explanation for what’s happening to Tesla. Most of them are incomplete.
tech
Breakfast at the Edge of the Compute Bubble
AI's killer app hasn't shown up for breakfast yet. We're building infinite highways for cars that don't exist. The highways are very nice, though.
tech
The End of Silicon Valley (As We Knew It)
Startups are dissolving, Big Tech is absorbing, and engineers are left wondering whether they should stay in the game.
philosophy
Prisoners of Prestige
Columbia panicked. Brown calculated. And the rest were left negotiating from a position that Brown had already weakened. This is a textbook prisoner's dilemma. Nobody made the call.
tech
What Peter Thiel Gets Wrong About Stagnation, Innovation, and Progress
Thiel says we’ve stopped dreaming. I think we’ve started thinking. This is what happens when complexity catches up with ambition.