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Forbidden donut
A follow-up to Donut Lab: a study in deception in venture-backed technology, published 25 March 2026. If you haven't read it already, go and have a look (please do, it'll make what's below make a lot more sense) then come back here. There is a German comp
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Sovereignty is a substrate
There is a company in Japan that makes the seasoning in your instant ramen and the insulating film inside almost every advanced AI chip on the planet. It is the same company. Ajinomoto is best known for inventing monosodium glutamate, a little pot of whic
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What shape is a bubble?
Nobody's going to call you shocking or subversive if you point out that we're experiencing an AI bubble. And as with all financial and cultural phenomena, the temptation is to map the shape of the current boom (and its predictable end) against boom and bu
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The computer at the bottom of a canal
Somewhere at the bottom of the Forth and Clyde Canal, buried in the silt, there is a box of custom silicon that was right about almost everything. Back in 1988 a Scottish hi-fi company shipped a processor that checked the type and bounds of every memory a
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A distribution of one
Most of the new software being built right now will never have more than one user. One person, one team, or one company. The industry thinks that is a failure. I think it is the entire point; and that it signals the end of the fifty-year compromise that c
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It wasn't built for this
GitHub's platform uptime over the last 90 days is 86.98%. That is not a typo. Marek Šuppa, who built an independent tracker because GitHub stopped publishing aggregate uptime numbers on its own status page, has reconstructed the figure from GitHub's incid
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Mind the imaginary gap
There's a question I get asked very frequently at investor events: why did we choose to float Raspberry Pi, the company I co-founded, on the London Stock Exchange rather than in New York, where valuations appear to be much higher? Surely we were leaving m
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Three camps alike in dignity
A full catalogue of the field can now be found at agentlanguages.dev. In the last six months, programming languages designed for models rather than humans have started to appear. Work on most began entirely independently, initiated by people who had never
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Documentation-first programming
I find it somewhat ironic that the part of the job that most developers hate is about to become the whole job. Because, at least as far as I can figure out, we are now in the era of documentation-first programming. Act I: The specification is the program
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Language design doing the heavy lifting
A model just wrote perfect code in a programming language it has never seen. Moonshot's Kimi K2.5 scored 100% on a benchmark of 50 coding problems written in Vera, a language with zero examples in any training data. The same model scored just 86% on those
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