Weekly

What I read, watched, and shipped

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

Filtering by:Cattle Logic— 3 logs

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-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-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