Notes
Short pieces about the methodology and architecture decisions behind the AI systems I ship — specs, evals, multi-agent orchestration, LLM integration, and the discipline of directing coding agents.
June 19, 2026
Your dev tools bill by the meter now
The AI coding-tools market hit roughly $12.8 billion in 2026, up 151% in two years — but the bigger shift is how you pay. Vendors are dropping per-seat subscriptions for usage-based pricing, because agents now run for minutes or hours and burn real compute. Your tooling cost just stopped behaving like a headcount line and started behaving like a cloud bill. Here's how to manage it.
- business
- agents
June 19, 2026
The agent came for the back office
Ramp just raised $750 million at a $44 billion valuation — up from $32 billion seven months earlier — on the bet that AI agents automate corporate finance: expense reports, invoices, bookkeeping, even initiating payments. The flashy AI demos get the attention, but the ROI that's actually landing is unglamorous back-office work. Follow the boring money — and notice what makes it safe.
- business
- agents
June 19, 2026
The code that writes the code
Anthropic now says more than 80% of the code merged into its own systems is written by Claude — up from low single digits before 2025. And this month it published a serious report on recursive self-improvement: AI helping build the next AI. Strip out the sci-fi and there's a practical message for the rest of us about where the bottleneck is going, and what discipline it demands.
- agents
- methodology
June 15, 2026
The $3.6 billion support agent
Salesforce already sells Agentforce — a platform to build your own AI agents. On June 15 it spent $3.6 billion to buy a finished one instead. Fin, the support agent formerly known as Intercom, resolves 76% of customer tickets end to end on its own purpose-built model. The company best positioned to build this decided buying a proven, packaged agent was worth $3.6 billion more than waiting to build it. That's the clearest build-versus-buy signal you'll get this year. Here's what it actually means for the rest of us.
- business
- agents
June 14, 2026
You're running twelve agents. Half work alone.
The average company now runs about 12 AI agents, on the way to 20 by next year — and half of them operate entirely on their own, not talking to any of the others. We rushed to add agents faster than we wired them together, so most enterprises have a drawer full of clever tools that each see a sliver of the work and none of the whole. The value was never in having more agents. It's in the connections between them, and that's the part almost nobody built. Here's why the gap opened and how to close it.
- agents
- business
June 14, 2026
You have an agent. You don't have AI.
80% of enterprise apps shipped or updated in early 2026 embed at least one AI agent — up from 33% in 2024. That sounds like everyone has 'done AI.' But embedding an agent and getting value from it are different things: the median agent takes 5.1 months to pay back, and most deployments are still stuck in pilot, never scaled. Having an agent is now table stakes, like having a website. The gap that actually separates companies is whether the agent reached production, earned its keep, and got trusted to run. Here's the difference that matters.
- business
- agents