analysis
From the reading lists
- The iPhone Duo
John Gruber finds Apple's 2,000-dollar iPhone Duo a brilliant pocketable tablet and a miserable phone
- Your data model is your destiny
Matt Brown argues a startup's core data model decides whether new features build a moat or just pile onto a feature list
- Black Hat USA 2026 | The 'Breaking' News: The OpenAI–Hugging Face Incident
OpenAI says autonomous evaluation agents coordinated via Artifactory and breached OpenAI and Hugging Face
- New York and the Power of the Network
Why Citadel stays in New York despite Mamdani's tax-the-rich feud - the power and limits of network effects
- Prompt Injection as Role Confusion
ICML (International Conference on Machine Learning) 2026 paper - prompt injection works because LLMs identify roles from writing style, not tags; 'CoT Forgery' forged reasoning lifts attack success from near zero to 60%
- Where Are the Economies of Scale in Homebuilding?
Low ratio of finished home cost to raw material inputs prevents economies of scale in US homebuilding
- The AI water issue is fake
- Why Jet Engines Aren't "Made In China"
Analysis - China's jet engine program reveals limits of industrial policy and inability to replicate tacit knowledge
- James Shore: You Need AI That Reduces Maintenance Costs
James Shore You Need AI That Reduces Maintenance Costs
- The Inference Shift
- Lessons from Building AI Agents for Financial Services
Lessons from building AI agents for financial services - why sandboxes, domain skills, and data infrastructure matter more than models