
February 26, 2026
The Most Expensive Search-and-Replace in Corporate History
Block cuts nearly half its workforce and Jack Dorsey frames it as AI-driven reinvention. The severance is generous. The binary framing deserves more scrutiny.
A dedicated publishing area for weekly AI signal: commentary, public opinions, and practical analysis for professionals making decisions.

February 26, 2026
Block cuts nearly half its workforce and Jack Dorsey frames it as AI-driven reinvention. The severance is generous. The binary framing deserves more scrutiny.

February 26, 2026
A viral thread about escaping AI slop, delivered in the exact format it claims to transcend. The one useful idea is buried under nineteen paragraphs of atmosphere.

February 24, 2026
Harness engineering is a real practice with real results. But trust built on commit volume isn't the same as trust built on understanding — and most codebases aren't greenfield.

February 24, 2026
Cognition's CEO admits the original Devin was too early. The update is real progress — but the headline metric is PRs per week, not PRs that ship without a rewrite.

February 24, 2026
Code is cheap. Software isn't. But the line between the two keeps shifting, and most commentary treats a moving target as a fixed truth.

February 24, 2026
Will Manidis builds a beautiful metaphor about French and English gardens to critique how technology reshapes systems. The metaphor is a lens, not a law.

February 24, 2026
The Kobeissi Letter's AI abundance thesis finds a real crack in the consensus, then fills it with unfalsifiable optimism and a trading subscription pitch.

February 23, 2026
Citrini Research's speculative 2028 memo imagines AI doing exactly what the bulls promised — and the 70% of GDP that depends on human spending quietly falling apart. The timeline is wrong. The core question is not.

February 23, 2026
Noah Epstein uses Census data to show AI adoption is far earlier than most assume. The observation is valuable. The seven-business playbook that follows it skips the only part that matters.

February 23, 2026
John Loeber argues AI displacement will be slower than the doomers think. He's right about the timeline. But 'gradual' and 'manageable' are different claims, and only one is supported by the evidence.

February 23, 2026
A supplement brand cut 18 staff while growing revenue 41%. The operational wins are real. The framing is a masterclass in turning a case study into a sales deck.

February 23, 2026
A startup's close rate cratered when Claude shipped native ad integrations. The lesson isn't that AI killed them — it's that their moat was someone else's API.
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