Weekly

What I read, watched, and shipped

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

Filtering by:ATS— 1 log

Benmore Anthropic TSMC PCS TBPN Cursor HSP Nvidia Odd Lots All-In Dwarkesh Legora Stripe Cattle Logic OpenAI Ackman Atlassian ATS Audit Logging Brent Crude BYD Bytedance Capacity Markets CRL ERCOT Foundry Honda Iran Juicebox JWT

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