Davis Treybig
Thinking in public about topics I find interesting in computing infrastructure.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 26 | Founded | 4 years ago | Last Issue | a month ago |
| Active | |||||
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davistreybig.substack.comLatest Issues
How Agents Use Systems Differently
Increasingly, coding agents are the ones provisioning and interacting with systems such as databases, distributed systems, computing runtimes, APIs, and similar types of cloud services. This is driving a need to redesign such systems to acc...
The two software development stacks
Today, virtually all developer tool startups are spending their time trying to rethink their product to serve software engineer with fleets of AI coding agents at their disposal. AI coding agents are changing most, if not all, workflows in...
Engines & kernels, not applications
A large cohort of the most valuable software companies in the world can be thought of as a very sophisticated engine or kernel, with a UI on top. Examples of this include:
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Solidworks - CAD Geometry Kernel + UI
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Ansys - Simulation...
All agents will become coding agents
Yesterday, Anthropic launched Claude Cowork, a new consumer product experience that helps you get work done by putting a rich UI on top of Claude Code. Anthropic themselves admits that this came as a result of seeing countless Claude Code p...
Documentation as tool for agents
I was recently vibe coding a wedding website with Replit, and noticed that Replit Agent now includes a documentation step as part of its workflow. After it finishes a task and thinks it is at a checkpoint, it will autonomously decide to upd...
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Authors
The writers behind this newsletter.
Early stage venture investor at Innovation Endeavors, where I primarily focus on software & computing infrastructure, machine intelligence, and tools for builders (e.g. developers, designers, engineers). Former PM at Google.
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