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.
July 1, 2026
Your model is a vendor, not infrastructure
Founders treat the frontier model like electricity — a utility that will always be in the wall. It isn't. It's a vendor with a shrinking lifecycle and a kill switch you don't control, and in 2026 we watched a top model get pulled worldwide days after launch for reasons that had nothing to do with anyone building on it. Model portability isn't over-engineering. It's the minimum posture for a business that runs on an API it doesn't own.
- business
- architecture
June 23, 2026
The best model didn't win. The default did.
ChatGPT just fell below 50% of the AI assistant market for the first time — down from 65% a year and a half ago. Gemini is surging, and the biggest reason isn't that it's smarter. It's that Gemini is the default, built into Android and Google Workspace. For anyone building AI products, that's the lesson: distribution beats the model, almost every time.
- ai-native
- business
June 23, 2026
The scarce resource is the people who design the architecture
Noam Shazeer — co-author of 'Attention Is All You Need,' the paper behind basically every modern AI model — just left Google for OpenAI, less than two years after Google paid $2.7 billion to bring him back. Google lost two AI heavyweights in three days. Strip away the drama and there's a clear signal: the bottleneck in AI isn't compute or data. It's the handful of people who design the architecture.
- architecture
- business
June 23, 2026
The tool you build on just got bought
SpaceX is buying Cursor — the AI coding tool a lot of teams now live in — for $60 billion in stock, days after the largest IPO in history. It's the biggest-ever acquisition of a venture-backed startup. The lesson for builders isn't the price tag. It's that the tool under your whole workflow can change owners overnight, and you should be ready for that.
- business
- ai-native
June 19, 2026
How you ship an agent that drives in traffic
Uber, WeRide, and AVOMO just announced Spain's first commercial robotaxi service in Madrid. The interesting part isn't the car — it's the rollout: trained safety operators first, hundreds of robotaxis added only as performance milestones are met, the human removed when the numbers earn it. That's the deployment curve every serious agent should follow, software ones included.
- business
- architecture
June 19, 2026
Search stopped sending you traffic
Google's AI Mode now answers in the page on Gemini 3.5 Flash, and the clicks are vanishing: one study found people click a link on only about 8% of visits where there's an AI answer, versus roughly 15% without. Ranking number one means little if nobody clicks through. The game is shifting from ranking on the page to being the source the answer is built from.
- ai-native
- business