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Overview
Most analysts usually talk about the business side of things when discussing tech companies and hardly glance at the tech. They indeed have fascinating insights about the tech companies, and I always genuinely enjoyed knowing them. I use them in my models when thinking about technology.
News
Path to self-driving software
I came back from holiday and every engineer I follow on Twitter was using coding agents. Claude Code, Codex, Gemini, all of them getting better. I'd been using AI in code editors, but not in an agentic way. This time I gave it a proper go. We had a bunch
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AI is at the PageRank moment
History doesn't repeat itself, but it often rhymes I was a year-old kid when the internet was happening, so most of my context here is from reading and intuition. But the patterns feel familiar enough to be worth calling out. When Google won search, it wa
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What I'm working on (2025)
It feels like the right moment to write this. Atlas marked another anniversary of the moment things became real: processing our first order. It feels like a good time to pause, reflect on what we believed, see how the world has shifted, and how our assump
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Cloud Run; Learnings, hacks and tips
Over the past few weeks, I have been working on enhancing the efficiency of our computing resources which are hosted on Cloud Run. The aim was to improve the cold start and reduce cloud spending. In this blog post, I would like to share some of the learni
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Brunello Cucinelli
Some notes from Brunello Cucinelli's interview with Om Malik in 2015 . . . On personal growth and authenticity Man needs dignity even more than he needs bread. In order to be credible, you must be authentic and true. To be credible, you must be consistent
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