Weekly

What I read, watched, and shipped

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

Filtering by:TBPN— 5 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-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-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