Spotify Hands the Keys to the Machine
The end of the manual commit is here.Software engineering is undergoing a quiet, automated coup. Spotify has integrated Claude Code…
The end of the manual commit is here.Software engineering is undergoing a quiet, automated coup. Spotify has integrated Claude Code…
The grid is screamingSilicon Valley promised a world of frictionless intelligence. They delivered a demand spike that traditional utilities cannot…
The Ghost of VolatilityMarkets are paralyzed. They wait for the FOMC minutes. The silence from the Eccles Building is deafening.…
The Hunt for Cash Flow in a Plateauing MarketYield is a drug. Retail investors are the addicts. The Seeking Alpha…
The Market is Chasing GhostsThe dollar is a coiled spring. It waits for the PCE print. If the number runs…
The Davos Delusion and the Tritium TrapThe World Economic Forum is back at the pulpit. This morning, they signaled a…
The Myth of Global ScaleScale is a double edged sword. Uber owns the globe but DoorDash owns the neighborhood. The…
The founder is gone. The name is Omani. The money remains.Ron Carson spent three decades constructing a $55 billion fortress…
The Lombardy Mirage and the Cost of Olympic GoldDay ten in Northern Italy. The crowds are thick in the Piazza…
The SaaS Bubble Meets RealityThe software sector is bleeding. No one is buying the dip. Valuations are collapsing under the…