synced from personal notion mcp — articles rated 4+ stars
| article | description | date read | rating | author |
|---|---|---|---|---|
| Base Power Company | distributed batteries as modern utility model | Apr 15 | Packy McCormick | |
| RL Environments | why rl environments matter for agents | Apr 11 | Daniel Han et al. | |
| PlanetScale for Postgres | planetscale launches postgres support | Apr 11 | PlanetScale | |
| World Models | world models as ai's next frontier | Apr 9 | Natasha Malpani | |
| Trade Desk Overview | deep analysis of trade desk business | Apr 8 | Tech Fund | |
| Project Glasswing | claude finds software security vulnerabilities | Apr 8 | Anthropic | |
| Sam Altman May Control Our Future | new yorker investigates altman's trustworthiness | Apr 6 | Ronan Farrow & Andrew Marantz | |
| Continual Learning for AI Agents | agents learn across weights, harness, context | Apr 6 | Harrison Chase | |
| Anthropic Cuts Off Third-Party Harnesses | anthropic restricts third-party agent harnesses | Apr 6 | Luo Fuli | |
| Invest Like the Best: William Hockey | plaid cofounder on fintech infrastructure | Apr 5 | Patrick O'Shaughnessy | |
| The State of Consumer AI: Time | ai ad revenue may surpass subscriptions | Apr 1 | Apoorv Agrawal | |
| Claude Code Source Code Leak | npm map file exposed claude source | Apr 1 | VentureBeat | |
| Out of the Fire(store): Traba's Journey to Postgres | incremental migration from firestore to postgres | Mar 31 | Traba Engineering | |
| Delve: Fake Compliance as a Service | yc compliance startup stole open-source code | Mar 31 | DeepDelver | |
| Natural-Language Agent Harnesses | externalizing agent control as portable nlp artifacts | Mar 30 | Pan et al. | |
| The Broken Economics of Databases | why database pricing fails AI workloads | Mar 25 | Almog Gavra | |
| Razor's Edge: Fuck It, Datacenter Go Brrrr | why datacenter skeptics keep getting it wrong | Mar 24 | akram | |
| Google's KV Cache Strategy | how google's KV cache wins inference | Mar 24 | Anish Moonka | |
| On World Models | world models are the next AI frontier | Mar 17 | moonlake | |
| On Leisure | how AI reshapes the economics of leisure | Mar 10 | Chris Paik | |
| Richer Than Oprah | robert f. smith's rise to the top | Feb 26 | Nathan Vardi | |
| Hayden Capital Q4 2025 Investor Letter | high-quality compounders in the AI era | Feb 26 | Fred Liu | |
| The Nvidia Bull Case | why nvidia's GPU monopoly has more runway | Feb 25 | Gavin Baker | |
| Citadel's Response to the AI Bear Case | citadel dismantles the AI infrastructure bear case | Feb 25 | Joe Weisenthal | |
| In Defense of Vertical Software | why vertical AI beats horizontal platforms | Feb 18 | George Sivulka | |
| Claude's Dynamic Search | claude's runtime search architecture, explained | Feb 18 | Tom Crawshaw | |
| The AI Tsunami Is Here | AI capability growth is outpacing adaptation | Feb 12 | Will Manidis | |
| Something Big Is Happening | a step-change moment in AI capability | Feb 10 | Matt Shumer | |
| Third Point Q4 2025 Investor Letter | macro positioning and highest-conviction long ideas | Feb 8 | Dan Loeb | |
| Spotify and the DSP Landscape | how spotify became the dominant streaming force | Feb 8 | borrowed_ideas | |
| Time's Up for SaaS (Grow Faster or Vanish) | why the SaaS growth playbook is broken | Feb 6 | Alex Clayton | |
| Life At The Edge | why edge inference is structurally inevitable | Feb 6 | Asad Khaliq | |
| Silicon Valley Legend Kleiner Perkins Was Written Off. Then an Unlikely VC Showed Up | mamoon hamid's unlikely turnaround of kleiner perkins | Feb 3 | Allie Garfinkle | |
| The Adolescence of Technology | AI is powerful but not yet mature | Jan 28 | Dario Amodei | |
| Local Agents | the case for running AI agents locally | Jan 28 | Edouard Godfrey | |
| Many Small Steps for Robots | standard bots and the robotics opportunity | Jan 20 | Packy McCormick | |
| Frontier of Firmware Development | firmware is the hidden hardware bottleneck | Jan 15 | Yuxuan | |
| Greenlight Capital Q3 2025 Investor Letter | einhorn skeptical on growth-at-any-price tech | Jan 14 | David Einhorn | |
| Diameter Capital Q4 2025 Investor Letter | long/short positioning heading into 2026 | Jan 13 | Diameter Capital | |
| Lakehouse: A New Generation | the seminal paper on data lakehouses | Jan 12 | Michael Armbrust et al. | |
| Memory as an Investment Theme | HBM and memory bandwidth as AI bottleneck | Jan 7 | The Valuist | |
| Dynamic Context Discovery | how cursor dynamically surfaces relevant file context | Jan 7 | Jediah Katz | |
| Memory Constraints in AI Datacenters | memory bandwidth is the binding AI constraint | Jan 6 | bubbleboi | |
| Distribution v Innovation | distribution beats product innovation in software | Jan 4 | Alex Rampell | |
| Context Graphs: A Deeper Dive | how context graphs improve enterprise AI reasoning | Jan 4 | Foundational Capital | |
| Agent Skills Overview | how claude's agent skills work | Jan 3 | Anthropic |