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Coding | TAM
Self-reflection on Coding’s Real TAM
Jun 7
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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
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
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FD
8
2
App Store | Age of Agent
The App Store Won't Survive the Age of Agents
Mar 24
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FD
19
5
2
Agentic Commerce | 2026.03
Recap - 3 most interesting developments in agentic commerce over the past few months…
Mar 12
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FD
22
2
3
Token Tracker & Implications
If third-party tracking is even roughly right, China may now be the world’s largest token economy. China’s daily AI token consumption has reportedly…
Feb 26
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FD
14
2
2
China LLM | Deep Dive (2026.02)
State of the Market
Feb 5
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FD
22
1
3
GOOGL | Ads TAM
With OpenAI moving into ads - and platforms like TikTok becoming more aggressive on monetization - I’ve been thinking about what this means for the…
Jan 21
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FD
21
4
1
LLM | Connectors & Enterprise Adoption
It surprises me how underused connectors are.
Jan 16
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FD
5
Coding and Excel | AI’s Two Super-Verticals
Coding surprised everyone on the upside by becoming one of the strongest AI application verticals to date.
Jan 12
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FD
18
2
1
Micro-drama | Impact
Micro-dramas (short-form dramas) have created massive disruption in China, reshaping both long-form streaming and short-form video.
Dec 19, 2025
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FD
11
3
1
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