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Distilled AI analysis weekly. Contrarian style

**why your ai leverage is worth the least in software, and why most devs will spend it there anyway**

Jul 2, 2026

**why the best ai tools are the ones locking you in, and why that won't last**

Mar 27, 2026

**Why bison survive and cows just suffer**

Mar 22, 2026

*From $20K to Company-in-a-Click, and How Anthropic Wins*

Mar 9, 2026

*When events coincide*

Mar 4, 2026