
Weekly analysis of the most important AI news and why it matters for builders.
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There was a lot of anticipation ahead of DevDay this week – OpenAI has shipped pretty relentlessly over the last few months, and the annual developer conference (now in its 3rd iteration - time flies!!) is usually a grounding moment for the...
This week’s theme is straightforward: the UI line between “model,” “app,” and “channel” keeps dissolving. Anthropic pushed long-horizon coding into the mainstream IDE flow. OpenAI paired a stronger video model with a social feed (🙄). Googl...
I planned to write about the hardcore infra scale-ups – the gigawatt factories of GPUs racing to ten, the sense that we’re building Factories of Thought. You can taste the sci-fi: endless electricity demand, Dyson-Sphere daydreams. Thesis: ...
This was an infrastructure week. Not much in fancy launches, but we sure got some plumbing moving forward. Pipes - gotta love ‘em!
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The writers behind this newsletter.
Partner at Decibel investing in early stage technical founders. Formerly Forward Deployed Engineer at Palantir. Brazilian born & bred.
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