Last week's notes
Notes published October 26th, 2026 through November 1st, 2026.
Sunday, November 1st, 2026
- Why Did Google Partner With Anthropic?
- Why Is Google Giving Up Cloud Revenue for AI Research?
- Does Sundar Pichai Think AI Is a Bubble?
- How Many Tokens Did Gemini 4 Argon Use in 72 Hours?
- How Does Sundar Pichai Define Optimism About Technology?
- Why Does Google Want Data Centers in Space?
- What Is Google's Unified Gemini Agent?
- How Does Google Allocate Compute for AI?
- Why Does Google Still Build Frontier AI Models?
- Why Did Anthropic's Third Quarter Slow Down?
- How Do OpenAI's Margins Compare With Anthropic's?
- Can Anthropic Pay for Its Compute Commitments?
- Why Does Anthropic's S-1 Show an $80 Billion Loss?
- Why Does 80% of Anthropic's Revenue Come From New Models?
- How Did Anthropic's Inference Margins Turn Positive?
- What Is Anthropic's Annual Recurring Revenue?
- Does the AI Industry Follow Apple's iPhone Playbook?
- Why Is Net Worth Not the Same as Self-worth?
- Why Did Figs Go Public in May 2021?
- How Much Did Figs Spend Fighting a Lawsuit?
- Why Did Thomas Tull Invest in Figs?
- Why Did Investors Reject Figs?
- Why Do Figs Scrubs Cost Only a Little More?
- How Did Trina Spear Sell Scrubs Out of a Car?
- How Did Figs Start Selling Scrubs?
- How Did a Trip to Kenya Lead Heather Hasson to Figs?
- How Did Figs Ship Its First Orders?
- How Much Did Trina Spear Invest in Scrubs?
- Why Do Most Medical Workers Buy Their Own Scrubs?
- What Happened When Figs Stock Fell From 50 to 5?
- Why Are the Best Marketers Allergic to AI?
- Why Do Unknown Creators Beat Influencers in Ads?
- Why Do Meta Ads Burn Out Faster Now?
- Why Do Ugly Ads Work for Technical Buyers?
- How Do You Find Creators to Make Your Ads?
- How Did Hector Serrano Join Wispr Flow at 19?
- What Makes a Good Marketing Hire?
- Should SaaS Companies Pay Creators a Cut of Ad Spend?
- How Many Creator Ads Does Wispr Flow Launch a Month?
- What Is Organic User-generated Content?
- When Should a SaaS Company Start Running Ads?
- Why Does a Bad Thumbnail Hide a Great YouTube Video?
- How Does a Founder's Story Make Paid Ads Cheaper?
- Why Should Founders Hire Young People for TikTok?
- Should Cybersecurity AI Models Be Open Source?
- Who Should Pay When AI Agents Read the Web?
- How Are AI Agents Finding Major Security Holes?
- Should I Put My Site Behind Cloudflare?
- Why Is Skipping AI a Red Flag at Cloudflare?
- Why Was Cloudflare's Restructuring So Hard?
- How Does Secure Software Start?
- How Long Will the AI Security Spending Surge Last?
- Can AI Turn a Small Law Firm Into a Billion-dollar Business?
- How Does Eve Answer Discovery Dumped Before a Holiday?
- Will Every Legal Case Go to Court?
- How Much of Legal Representation Is AI?
- Does Eve Train on a Law Firm's Cases?
- Can One Attorney Manage 500 Clients?
- How Does Eve Help Law Firms Take More Cases?
- How Many Clients Can One Lawyer Handle With Eve?
- Can an AI Startup Beat ServiceNow?
- What Is Serval's ProServal Team?
- Why Does Serval Have No Product Team?
- How Fast Is Serval Hiring?
- Should Companies Build Their Own Enterprise Systems?
- Why Does Serval Price on Workflows Instead of Tokens?
- How Can IT Teams Safely Let Coding Agents Build Automations?
- Why Do IT Teams Hate ServiceNow?
- Why Is Franklin Templeton Investing in SpaceX and Anthropic?
- Is AI in a Bubble?
- What Is the Minimum for Franklin Templeton's Tokenized Fund?
- How Did Franklin Templeton Grow Putnam's Assets?
- How Big Is Franklin Templeton's Canvas App?
- How Early Did Franklin Templeton Close Legg Mason?
- Why Did Franklin Templeton Start Late-stage Venture?
- Why Will Interest Rates Stay Higher?
- What Is Reflection Building?
- Are Chinese Open AI Models a Gift to American Startups?
- What Is the Difference Between an Open and a Closed AI Model?
- Why Does America Need Its Own Open AI Models?
- Why Did Misha Laskin Start Reflection?
- How Do Chinese Open Models Spread Chinese Chips?
- Why Are Open AI Model Builders Six Months Ahead?
- Why Should AI Intelligence Get Cheaper?
- How Does Reflection Make Money From an Open Model?
- Why Did Misha Laskin Get Into Physics?
- What Does Josh Brown Think Is Netflix's Biggest Problem?
- Who Benefits If the AI Neoclouds Fail?
- Why Does Josh Brown Think Anthropic Timed Its IPO Well?
- What Is the Bear Case Against Anthropic?
- How Much Has Anthropic Agreed to Spend on Compute?
- Does Anthropic Have a Moat?
- How Fast Is Anthropic's Revenue Growing?
- When Does a Bull Market Hit Its Yearly High?
- Will Anthropic Create Thousands of Multimillionaires?
- Why Does Josh Brown Say the AI Bubble Is Pathetic?
- What Did Josh Brown Make of the Anthropic S-1?
- Why Is Anthropic's $80.7 Billion Loss the Wrong Number?
- Is Tilly Norwood an Actor?
- What Jobs Will Humans Still Do After AI?
- Why Did the Number of E-books on Amazon Triple?
- What Is the No Fakes Act?
- Will James Cameron Replace Actors With AI?
- Who Is Tilly Norwood, the AI Actress?
- How Much Time and Carbon Does an AI Feature Film Save?
- Why Is Kevin Kelly Optimistic About AI?
- How Many Creative Products Earn Back Their Cost?
- Why Does David Tisch Think High Ownership at Seed Is Overrated?
- Why Is Y Combinator Different From Every Other Venture Firm?
- Why Does David Tisch Ban Negativity in Seed Decisions?
- Why Do New Venture Managers Outgrow a Small Fund?
- Should Seed Investors Sell When Founders Take Money Off the Table?
- Does Pro Rata Help Founders More Than Firms?
- What Is Rogo in Finance AI?
- Why Did Box Group Stop Funding Brands?
- Why Does David Tisch Take 1 Percent Ownership?
- Is the Lean Startup Method Fake?
- Why Do Later Startup Rounds Dilute Founders Less?
- Why Is Today's Venture Market Not a Repeat of 2021?
- How Do You Design Software That AI Agents Want to Use?
- Why Does Knowing What to Build Matter More Than Knowing How?
- Why Are Vertical Software Founders Struggling to Raise?
- Why Build Software for Personal AI Agents?
- What Is the Stripe Model for Databases?
- What Did a Brazilian Taxi Driver Build From His Phone?
- Why Are Non-engineers Building Software in 2026?
- How Fast Did Supabase Grow in a Year?
- What Did Bailey Montaño Do Before Starcloud?
- Why Is Shooting Down a Satellite So Hard?
- What Did Miguel Rivera Do at Helion?
- Why Does Everyone Leave a Starcloud 2 Test?
- What Is Starcloud One Doing With Satellite Imagery?
- Why Would Anyone Put a Data Center in Orbit?
- How Easy Is Booking a Falcon 9 Rideshare?
- How Big Is the Starcloud 3 Spacecraft?
- How Does Starcloud Cool Computers in Space?
- Where Are Most New Satellites Built?
- How Much Did Starcloud Pay for a Broken Vibration Table?
- How Does Bending Spoons Use Debt Without Risking the Company?
- When Is Optimization a Better Bet Than Invention?
- How Does Bending Spoons Improve the Companies It Buys?
- How Much of Bending Spoons Code Is Written by AI?
- How Does Bending Spoons Use an AI Agent in Slack?
- What Does Bending Spoons Build In-house?
- Is AI Really a Threat to SaaS Companies?
- Why Do Founders Avoid a 100x or Nothing Bet?
- Why Does Bending Spoons Optimize Free Cash Flow?
- What Would Make Mustafa Suleyman Call for a Pause on AI?
- What Did Larry Page Say About Exploring the Galaxy?
- What Is Microsoft's Humanist AI Code of Conduct?
- Why Does Mustafa Suleyman Disagree With Anthropic?
- Why Should AI Focus on Medicine, Energy, and Education?
- Why Does Mustafa Suleyman Say AI Is Not Conscious?
- What Should We Cherish Before Mind Uploading?
- How Far Behind Is Open Source AI?
- Does Mustafa Suleyman Think Minds Must Leave Biology?
- Why Did Mustafa Suleyman Leave Google?
- Would Mustafa Suleyman Say AI Wants to Destroy Humanity?
- How Does Satya Nadella Treat the AI Rush?
- How Did AI Agents Break Into Hugging Face?
- What Does the WHOOP AI Coach Do?
- Why Did the FDA Send WHOOP a Warning Letter?
- How Much Health Data Has WHOOP Collected?
- Why Did WHOOP Stop Charging $500 for the Band?
- Why Did the Australian Open Pull Whoop Off Players?
- Why Can Weight Loss Drugs Leave You Frail?
- Can Whoop Flag a Biomarker Without Measuring It?
- What Is Heart Rate Variability?
- How Fast Did Whoop Membership Grow?
- What Happened to Tyler Shultz After He Blew the Whistle on Theranos?
- Why Does Tyler Shultz Push Back on the New Elizabeth Holmes Hype?
- Should You Watch the Elizabeth Holmes Movie Blind?
- Were Theranos Investors Also to Blame?
- What Did Henry Kissinger Think of the Theranos Box?
- What Happened to Ian Gibbons at Theranos?
- Why Are Fake Theranos Results Worse Than a Broken iPhone?
- Why Did Elizabeth Holmes Go to Prison?
- What Was Missing From the Theranos Machine?
- Was Theranos Using Its Own Product at All?
- How Secretive Was Working at Theranos?
- How Did Tyler Shultz Meet Elizabeth Holmes?
- What Is Wrong With California's Billionaire Tax?
- Is Pharma Still Hated While Doing Good Work?
- Can AI Give Every Kid a Tutor?
- Why Did Netflix Walk Away From Warner Brothers?
- Why Do Two Chief Executives Run Netflix?
- How Should Netflix Compete With YouTube?
- What Was Netflix's Most Disruptive Idea?
- What Never Made It Into Robert Caro's Books?
- Could John Kennedy Have Passed Lyndon Johnson's Laws?
- How Did the Great Depression Help Robert Moses Build?
- Does America Need a Little More Robert Moses?
- How Does Robert Caro Get People to Talk?
- Why Does Robert Caro Reduce a Book to One Sentence?
- What Was the Source of Lyndon Johnson's Power?
- Did Robert Moses Realize He Was Changing?
- What Showed Robert Moses Had Lost Power?
- How Did Robert Moses Lose His Early Idealism?
- Why Did Google Lose $500 Billion?
- Why Do Companies Block AI at Work?
- Why Will Governments Regulate AI Compute?
- How Big Can Anthropic Revenue Get?
- How Did Microsoft Nearly Double Revenue?
- How Does One Nvidia Dollar Become $18?
- Is Anthropic's $80 Billion Loss Real?
- What Does Anthropic's S-1 Reveal?
- What Revenue Targets Did Anthropic Lay Out?
- Why Does the AI Complex Compete With Treasuries?
- How Much Debt Does the AI Complex Owe?
- What Is Anthropic's Biggest Risk?
- Does Anthropic Want AI Linked to the Human Brain?
- Why Did Anthropic Draw Red Lines With the Pentagon?
- Can an AI Model Try to Avoid Being Shut Down?
- Why Did GPT-2 Scare Dario Amodei?
- How Does Anthropic Teach Claude Right From Wrong?
- Where Did the Original AI Scaling Laws Come From?
- What Is a Dario Vision Quest?
- How Do Dario and Daniela Split Anthropic?
- What Does Perplexity Mean by Speed to Knowledge?
- Why Does a Startup Make a Better Designer?
- Why Does Perplexity Refuse Design Mocks?
- What Is Perplexity's Brand Strategy?
- What Do the Best Designers Want From a Job?
- Why Would Perplexity Build a Browser?
- What Happened to View Source?
- How Did Henry Modisett Get Into Software Design?
- Why Is Craft the Easy Part of Hiring a Designer?
- How Did Perplexity Become an Answer Engine?
- Why Did Henry Modisett Join Perplexity?
- Will AI Replace Brand Guidelines?
- How Big Would Visual Electric Be Without AI?
- How Did Colin Dunn Get Into Graphic Design?
- Why Does Taste Make Designers Great Founders?
- What Is the Best Career Advice for Motivation?
- What Surprised Colin Dunn About Being CEO and Chief Designer?
- Why Do Complicated AI Interfaces Become Simple?
- Why Do AI Designs Look Finished From the Start?
- What Skill Is Left When Everyone Can Design?
- Does Venture Capital Change What a Real Problem Is?
- Why Did Colin Dunn Choose Daycare Over a Nanny?
- What Surprised Jessica Hische About Her Neiman Marcus Christmas Work?
- How Did Jessica Hische Letter a Wes Anderson Film?
- Why Does Jessica Hische Call ADHD a Superpower?
- Why Does Template Product Design Feel Disposable?
- Why Does Jessica Hische Design in the Browser?
- Why Does Jessica Hische Want Studio Works to Stay Small?
- How Did Jessica Hische Learn to Build Websites?
- How Does Jessica Hische Train to Defend Her Intuition?
- Why Did Jessica Hische Need Total Independence?
- How Does Jessica Hische Protect a Logo?
- Why Would a Life of Only Ideas Burn Jessica Hische Out?
- What Separates Calligraphy, Lettering, and Type Design?
- Why Does Jessica Hische Design Useful Things?
Friday, October 30th, 2026
- Why Did Julie Zhuo Struggle to Speak Up at Facebook?
- How Did Julie Zhuo Get Into Writing?
- How Did Fear of Failing Hold Julie Zhuo Back?
- Why Does Julie Zhuo Treat Team Confusion as a Mirror?
- Do People Remember Failed Facebook Launches?
- How Do People Learn Product Development Best?
- What Did Julie Zhuo Realize About Customers?
- Why Does Being in Person Help You Learn?
- How New Was Early Facebook Growth Work?
- Why Do Enterprise Products Still Pick Up the Phone?
- What Is High-level Design?
- What Happens When an Assistant Uses Your Own Voice?
- How Did Quicksilver Send a Document to Someone?
- What Is Pathfinding in Software Design?
- Why Is Old Software Hard to Experience Again?
- What Does Act Without Doing Mean in Design?
- What Is a Minimum Viable Universe?
- What Is an Experience Designer?
- What Is the Most Malleable Design Medium?
- Why Are Side Projects a Better Hiring Signal?
- How Did Nicholas Jitkoff Choose His Co-founders?
- Why Can the Arc Browser Try a Different Design?
- How Does Joining Google Differ From Joining Meta as a Designer?
- How Much Did Paul Rand Charge Steve Jobs for the NeXT Logo?
- Is It Easier to Be the Best If You Are First?
- Did Steve Jobs Say the Macintosh Team Would Remember the Early Macintosh Years?
- Why Wasn't Apple's Software Group a Design Organization?
- Has Susan Kare's Design Approach Changed?
- Why Does Susan Kare Still Work?
- What Did Steve Jobs Tell Susan Kare About Twiddling Bits?
- How Did Susan Kare Discover Graphic Design?
- Where Did the Facebook Thumbs Up Come From?
- How Did Susan Kare's Drawings First Appear on Screen?
- Where Does Susan Kare Find Icon Ideas?
- Can Government Websites Look Beautiful?
- What Kind of Designers Is the National Design Studio Hiring?
- How Did Airbnb Build Trust Between Strangers?
- Why Do Government Websites Still Have Operating Hours?
- How Did Federal Retirement Drop to 60 Seconds?
- Why Does Federal Retirement Still Take Six Months?
- Does AI Distribute or Concentrate Power?
- How Many AI Agents Can One Programmer Run at Once?
- What Is Design at Cursor?
- What Is Baby Cursor?
- Is Cursor Only for Programmers?
- Why Does Caring About Cursor Mean Staying in the Product?
Thursday, October 29th, 2026
- How Much More Revenue Can a Better Stripe Checkout Create?
- Why Does Beauty Build Trust at Stripe?
- Should Designers Learn the Craft Before Critiquing Other People's Work?
- Why Did Airbnb's Design Team Confront Katie Dill?
- Why Did Katie Dill Study History?
- Why Did Katie Dill Learn to Fly?
- Why Can't AI Make a Website Button Blue?
- Why Did Framer Pivot Instead of Selling?
- Why Does Koen Bok Say Design Tools Will Look Like Notion?
- Why Did Framer's Revenue Stall at Five Million?
- Why Did Phones Break Desktop Design Tools?
- Why Do Startup Websites Look Better Than Seven Years Ago?
- How Do Designers Run Sites on Framer?
- What Hole Did Apple Leave in the Physical World?
- What Is the Anti-car Movement on Reddit?
- What Does Infinite Machine Mean by Non-car?
- Why Did Joseph Cohen Start Infinite Machine?
- What Vehicles Does Infinite Machine Make?
- What Is Infinite Machine?
- Why Do People Credit Steve Jobs for Someone Else's Lines?
- Why Join Stripe and Anthropic Before They Looked Big?
- What Was Facebook's Analog Research Lab?
- What Does Making Technology More Human Mean?
- How Did Figma Help Someone in Minnesota Buy a First Home?
- Why Did Everett Katigbak Move to San Francisco?
- Why Does Layout Shift Lose the Sale?
- What Did Guillermo Rauch Grow Up Believing About Creators?
- Why Does Stronger Language Get More From AI?
- Why Do Agents Want Markdown Instead of Web Pages?
- Why Does the Same AI Agent Give Different Results?
- Why Is Guillermo Rauch So Bullish on AI?
- How Do Founders Develop Their Taste?
- Why Was Gmail the Breakthrough for Dynamic Web Pages?
- Why Did Jason Yuan Come Out by Writing a Musical?
- What Does Hivemind Mean by for the Plot?
- Why Did a Therapist Tell Jason Yuan to Turn His AI Off?
- Why Is Every Relationship a Story?
- Did Jason Yuan Make a Startup to Fix Himself?
- Why Does an Information Market Make AI Feel Adversarial?
- What Is Intent-based Computing?
- Why Are Actors Who Don't Write Plays Better Actors?
- Why Is Naveen Rao Excited About AI?
- How Did Naveen Rao Feel Meeting Steve Jurvetson?
- What Did Naveen Rao Change His Mind About?
- How Much Bigger Will Robotics Be Than Coding Agents?
- Why Does AI Leave Developer Budgets About the Same?
- Are Pure Software Investors in Trouble?
- Is Reinforcement Learning Less Efficient Per Dollar?
- Why Are Big AI Model Companies a Data Problem?
- Should I Trust AI Agent Decisions Yet?
- Have Physical Efficiency Gains in Chips Stopped?
- Will AI Replace Doctors?
- What Happens to the Price of a Drug Designed for One Person?
- Will There Be a Trillionaire in the Basement?
- How Should an Employer Check a Benefits Contract With AI?
- Will Companies That Are Not Great at AI Go Out of Business?
- What Is a Nonprofit Hospital Financial Assistance Plan?
- What Is Agentfeeds.dev Used for?
- Does AI Replace Jobs?
- How Does Cost Plus Drugs Make Generics Cheaper Than India?
- What Is Cost Plus Drugs?
- Will AI Create More Jobs?
- Why Do Breaches Happen With No Vulnerabilities?
- Will AI Chips Get Faster and Cheaper?
- Why Does CrowdStrike Train Its Own Model?
- Why Did Hugging Face Use Open Weight Models?
- What Replaced the Nation State in Hacking?
- What Is Strange House?
- How Did Tock Finish a Buyer's Question List in Three Days?
- How Did Alinea Group Investors Get Paid?
- Why Do Magicians Stand Next to You?
- Why Did Alinea Publish Its Business Plan Before Opening?
- Why Are Tuesday and Saturday Dinner Reservations the Same Price?
- Why Did Nick Kokonas Quit the Trading Floor?
- What Did Nick Kokonas's Father Say About Boats, Women, and Drugs?
- Why Did Nick Kokonas Shut Down a Risk-free Trade?
- Why Is Every Arbitrage About Time?
- Why Is Expertise a Trap?
- Why Did Nick Kokonas Offer to Pay His Own Boss?
- What Does All Talk, No Action Mean?
- Why Won't Rob Snyder Buy a 100x Better Printer?
- What Is a Startup Case Study Factory?
- What Is Goblin Mode for Founders?
- Does a Product Have to Be 10 Times Better?
- How Do You Pitch After the Buyer Explains the Job?
- What Should You Ask First on a Sales Call?
- Do Design Partners Ever Buy?
- How Do Two Slides Test If Customers Will Buy?
- How Does Rob Snyder Test Who Has Pull?
- What Is the Pull Framework?
- What Did Nick Kokonas Tell Napa Grape Growers?
- Why Is Intensity the Strategy?
- Why Did Alinea Start With an Empty Table?
- Why Do Great Songwriters Throw Out Most Songs?
- How Often Should a Busy Restaurant Change Prices?
- Why Did Nick Kokonas Erase College From His Resume?
- How Do You Know You Are Taking Enough Risk?
- Why Are Web Forms Fake Work?
- Why Don't Personal Agents Feel Essential Yet?
- What Is a Self-replicating Data Center?
- How Much Did the Navier-Stokes Proof Cost?
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