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 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 23, 2026
Your MCP servers are a supply chain now
MCP — the protocol that lets agents use tools — took off so fast that security never caught up. Researchers poisoned 9 of 11 public MCP registries with a proof-of-concept package, and an audit of 1,899 MCP servers found about 5% already carrying hidden malicious instructions. If your agent connects to third-party MCP servers, you've added a supply chain — and you need to treat it like one.
- security
- agents
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
Apple made the model a setting
At WWDC this month Apple rebuilt Siri on Google's Gemini — and then let you swap in Claude or ChatGPT instead. The most vertically integrated company on earth just turned the AI model into a dropdown menu. That's the clearest signal yet that the model is a replaceable part, not a moat — and it's exactly how you should be building too.
- architecture
- ai-native
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
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