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Coding | TAM
Self-reflection on Coding’s Real TAM
Jun 7
•
FD
10
3
1
Prediction Markets | 2026.06
With the World Cup around the corner, there is growing anticipation around how prediction markets will perform.
Jun 5
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FD
3
Megacap AI Spend Tracker | 2026.06
Most ROI analysis on AI infrastructure has focused on Big Tech capex and FCF.
Jun 3
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FD
17
6
3
April 2026
Software | Seat -> API
As usage shifts from seat-based software to API-based workflows, a big question emerges: What happens to professional information / research terminal…
Apr 16
•
FD
8
2
Token Optimization
There’s a growing narrative that AI token consumption is too expensive and too wasteful.
Apr 15
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FD
15
2
Org Design in the Age of AI
I've been talking to companies — startups to megacaps — about AI and organizational design.
Apr 12
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FD
60
4
10
March 2026
Fact Check on Self-Driving | 1Q26
Nvidia's Android Moment, Uber's Optionality, Waymo Update, and the Jensen vs. Elon Battle
Mar 31
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FD
7
3
Market Participants Breakdown
Who’s Actually Trading? A Breakdown of US Equity Market Structure
Mar 26
•
FD
3
App Store | Age of Agent
The App Store Won't Survive the Age of Agents
Mar 24
•
FD
19
5
2
Token Myth
Stop Counting Tokens. Start Counting Tasks.
Mar 20
•
FD
7
Layoff Impact
There’s been a lot of chatter around reorgs & layoffs recently.
Mar 20
•
FD
5
1
Macro | AI's Impact
What 200 Years of Layoff Panics Tell Us About AI
Mar 16
•
FD
14
2
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