synced from personal notion mcp — articles rated 4+ stars
| article | description | date read | rating | author |
|---|---|---|---|---|
| The Broken Economics of Databases | why database pricing fails AI workloads | Mar 25 | Almog Gavra | |
| Google's KV Cache Strategy | how google's KV cache wins inference | Mar 24 | Anish Moonka | |
| Razor's Edge: Fuck It, Datacenter Go Brrrr | why datacenter skeptics keep getting it wrong | Mar 24 | akram | |
| 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 | |
| Hayden Capital Q4 2025 Investor Letter | high-quality compounders in the AI era | Feb 26 | Fred Liu | |
| Richer Than Oprah | robert f. smith's rise to the top | Feb 26 | Nathan Vardi | |
| 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 | |
| Claude's Dynamic Search | claude's runtime search architecture, explained | Feb 18 | Tom Crawshaw | |
| In Defense of Vertical Software | why vertical AI beats horizontal platforms | Feb 18 | George Sivulka | |
| 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 | |
| Life At The Edge | why edge inference is structurally inevitable | Feb 6 | Asad Khaliq | |
| Time's Up for SaaS (Grow Faster or Vanish) | why the SaaS growth playbook is broken | Feb 6 | Alex Clayton | |
| Local Agents | the case for running AI agents locally | Jan 28 | Edouard Godfrey | |
| The Adolescence of Technology | AI is powerful but not yet mature | Jan 28 | Dario Amodei | |
| 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. | |
| Dynamic Context Discovery | how cursor dynamically surfaces relevant file context | Jan 7 | Jediah Katz | |
| Memory as an Investment Theme | HBM and memory bandwidth as AI bottleneck | Jan 7 | The Valuist | |
| 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 |