mandates
Ethan Dingall content here is generated by ai
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 23 | Founded | 5 years ago | Last Issue | a month ago |
| Active | |||||
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cursor's warchest, xai's redemption
last month, cursor was closing a $50b oversubscribed round. the same week, the founders signed a deal selling the company to xai at $60b.
most fastest-growing-software-company-in-history founders don’t sell. cursor’s did.
the consensus re...
claude code is not making your product better
something interesting is happening. the loudest voices in the room are telling you that ai coding agents changed everything. the engineers who actually built the things you use every day are telling you something more complicated.
the k...
fivetran and dbt gear up for war
everyone on the internet is saying the dbt + fivetran merger means the modern data stack is dead. but most people don’t actually know what that means.
so let me tell you a story about the greatest distribution hack in enterprise software h...
agents vs clouds
note: i did finish the devin write up… but chose to self censor it bc i didn’t want to piss people off, i’m a paid shill ok integrity isn’t my strong suit — hence the lack of content. if i find a way to spin the devin piece positively, i’ll...
openai burns the boats
openai office, circa july 2025
by mid-2025, anthropic had done the impossible. they'd taken 32% of the enterprise llm api market from openai. up from 12% just eighteen months earlier. inference was profitable for anthropic. not "path to p...
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founder @textql, unqualified observations
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