Weekly

What I read, watched, and shipped

Append-only running log. Higher cadence than /writing, narrower scope than /about.

2026-W302026-07-20 → 2026-07-26

Sports Happen So Much — the FSPI index, the basis-trade widget factory, and the insider-trading continuum

Matt Levine's July 23 column, diagrammed: FutureSports turning box scores into a continuous 7,500-based index (and why a continuous number is a better ETF wrapper than a binary bet), the Treasury basis trade getting squeezed on all three sides of the widget-factory model, the Truth API sitting on the unmarked line between journalism and insider trading, and Anthropic considering firm-wide 10b5-1 plans because its MNPI is model capability, not quarterly earnings.

8 items

2026-W282026-07-06 → 2026-07-12

Engineering — 310 PRs across 10 product lines

310 pull requests merged (+522k meaningful lines) across 10 active builds — the heaviest week of the month. Compliance & workforce SaaS led with a 183-PR feedback wave, HRIS took a full UI overhaul, loyalty pushed app-store readiness, and the platform shipped an SMS run-step plus a new open-source markdown renderer. Live products: go180.ai, noble-portal.com, cattlelogicapp.com.

13 items

2026-W272026-06-29 → 2026-07-05

Engineering — 190 PRs, an e-sign flow and a platform hardening pass

190 pull requests merged across 9 active builds. HRIS and CRM led with a UI-overhaul wave and an end-to-end e-signature document flow; compliance SaaS promoted to staging; and the platform shipped sync-safety and feature packs. Live products: go180.ai, noble-portal.com.

10 items

2026-W262026-06-22 → 2026-06-28

Engineering — 212 PRs, the busiest merge week of the month

212 pull requests merged across 8 active builds. HRIS, CRM and compliance SaaS each ran 60+ PR integration waves — multi-lane merges, migrations, payroll hardening, and reporting. Live products: go180.ai, noble-portal.com.

7 items

2026-W252026-06-15 → 2026-06-21

Engineering — 190 PRs and a production launch push

190 pull requests merged (+407k lines) across 9 active builds, 13 of 14 engagements on track. The M&A deal-review platform ran a heavy launch push (108 PRs); compliance SaaS hardened audit logging, the gateway and JWT. Live product: go180.ai.

6 items

2026-W222026-05-25 → 2026-05-31

Versioning my Claude Code config as code — shipped v1.0.1

Turned my ~/.claude setup into a version-controlled repo this week: whitelist .gitignore that tracks config but never secrets, a find-skills hook that fires once on the third turn, a context-mode MCP allowlist to cut permission prompts, and a tagged v1.0.1 release.

4 items

2026-W212026-05-18 → 2026-05-24

Tooling pass — Biome, Knip, Zustand, TanStack Query, and three backfilled weekly entries

Cleaned up the dev toolchain (added Biome + Knip alongside ESLint/Prettier), introduced Zustand for cmdk/mobile-nav state, wrapped the admin/weekly form in TanStack Query, purged ~14 dead files + ~1k LOC via Knip, refreshed the architecture map with a new client-state diagram, and backfilled three earlier weekly entries (W11, W12, W17) that never made it to the site.

15 items

2026-W202026-05-11 → 2026-05-17

KKR/FSK at NAV, SpaceXAI, and the EDA Primer — three primers on capital, compute, and silicon

Matt Levine on KKR's $300M FS KKR injection (half preferred-at-NAV, half tender-at-discount), the Virginia redistricting referendum that broke Kalshi's resolution rules, and OpenAI's $30M-per-head employee tender. Ben Thompson on the Anthropic-SpaceXAI deal and AI as a deployment-company business. SemiAnalysis's 13-stage RTL-to-silicon primer.

17 items

2026-W192026-05-04 → 2026-05-10

Kalshi, Spectacles, and Stripe Sessions 2026 — agentic commerce gets its protocols

Tarek Mansour on building Kalshi against the regulators, Evan Spiegel on Spectacles and the post-feed internet, and the Stripe Sessions 2026 keynote with MPP, UCP, Stripe Database, Treasury, and the agentic commerce stack.

19 items

2026-W182026-04-27 → 2026-05-03

Big 4 earnings, spirit, dinosaurs, Taiwan — plus Skills go public

Texas ranch pilot, Foundry v0.4, 71 Claude Code skills published, and a deep podcast week: Stripe economy index, METR time horizons, dinosaurs as an asset class, Taiwan silicon shield, and Pershing Square PSUS IPO.

13 items

2026-W172026-04-20 → 2026-04-26

Website revamp, HSP + Cattle Logic on the App Store, PCS certificate management merged — against a 92K-layoff backdrop

arkashj.com revamped (UROP, changelog, stack icons, Benmore link, sitemaps submitted to Google + Bing), HSP and Cattle Logic both shipped to the App Store, the PCS certificate management system merged, and Titov was given devs on PCS — all while the macro tape read 92K tech layoffs, Anthropic at $1T, OAI at $880B, and Codex 5.5.

49 items

2026-W122026-03-16 → 2026-03-22

Hiring kickoff, Latinovation, Legora culture, and mech-interp via Kalman + PCA

PCS PR queue cleared across five threads (Trevin, Brad & Eddie, Propurti, PCS checks, ongoing dev), Chantal intelligence-tab handed off and Monica research kicked off, Alex Titov starting Monday, hiring conversations opening with Martins via Trueup + Builtin, and a reading week on Legora's lean Stockholm culture, mechanistic interpretability via Kalman filters + PCA, the Karg port endgame, and Nvidia carving 20% of die area for Groq while positioning Vera CPU for agentic + RL workloads.

26 items

2026-W112026-03-09 → 2026-03-15

PCS hardening week, Anthropic's J-curve, ERCOT vs PJM, and the silicon shortage

PCS audit logging + Kong gateway + JWT hardening, CRL/Workforce shipped, four new engineers onboarded (Jacob, Leo, Aditya, Enrin), and a deep reading week on the AI silicon shortage, Anthropic's 12× ARR jump, ERCOT vs PJM capacity markets, and the SEC/CFTC split on tokenized securities.

69 items