All of my long-form thoughts on programming, business, and more
Samsung’s Q2 2026 guidance, a new PCIe 6.0 enterprise SSD, and Micron’s results point to a widening AI infrastructure bottleneck. Here is the operating playbook for small teams.
A practical read on Oracle FY2026: RPO, capex, customer-funded GPUs, negative free cash flow and what AI cloud economics mean for builders.
The Fed and FinCEN proposed customer identification requirements for payment stablecoin issuers on June 18, 2026. What founders, SaaS teams, payment operators, and investors should watch after the GENIUS Act.
A practical read of Census e-commerce and retail sales data, CPI, PCE, and the Fed calendar for small teams, digital operators, and investors.
A practical read of Broadcom Q2 FY2026 results and the June 9 10-Q for founders, builders, and investors watching custom AI accelerators, networking, VMware cash flow, and AI unit economics.
A practical read on NVIDIA Q1 FY2027: AI infrastructure costs, cloud pricing, startup margins, customer concentration and second-order market effects.
According to Microsoft's 2026 AI trends, AI agents will function as team members within organizations. Here's how solo developers and startups can leverage AI.
Sharing structural differences between one-person and large development agencies, and their pros and cons, from four years of experience.
Sharing communication know-how learned from four years of freelance development, including requirements documentation and interim sharing.
Sharing the estimating methods I've established over four years of freelance development and why transparent quotes matter.