The why behind the what.
Long-form analysis. Researched, sourced, structured. Read it once, refer back to it for months.
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Anthropic's $900B valuation: $40B revenue, $175B in commitments, and negative unit economics
The Claude builder turned down $800B in April, now fields $900B offers on $40B revenue run rate—but burns $6B-$12B annually and has locked $100B into AWS spend.
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The complete developer's guide to Stripe Sessions 2026
Stripe shipped 288 launches at Sessions 2026, but only 3 are GA day-one — here is what is actually buildable today, the new agent-payment protocol stack, and ten projects worth shipping this quarter.
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Stop using Claude Code like a chatbot
The Claude Code config Boris Cherny actually runs — settings.json layers, permissions, plan mode, memory, hooks, skills, subagents, MCPs, sandboxing, and the 5-worktree workflow.
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20 days that changed the AI agent market
Anthropic shipped Claude Managed Agents on April 8, 2026 at $0.08/hour. Twenty days, 2,029 tweets, and four converging platforms later, infrastructure has commoditized — domain expertise is the new moat.