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20 September
Writes The Pragmatic Engineer, the software-engineering newsletter, and wrote The Software Engineer's Guidebook. Formerly an engineering manager at Uber, and at Microsoft/Skype and Skyscanner before that.
This is SO interesting because the OS market share for developers seems to be the inverse, based on devs in my “bubble” (those at startups + Big Tech) #1 MacOS #2 Linux #3 Windows I ran a survey here + on LI with 4,000 responses each - it’s what I mean by “bubble” Quoting @dhh The age of agents belongs to Linux! Linux startups Related
17 September
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
16 September
Co-founder, chairman and chief investment officer of Ritholtz Wealth Management. Hosts the Masters in Business podcast for Bloomberg and wrote How NOT to Invest.
14 September
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
AI Is Already In Dangerous Hands If you liked this piece, you should subscribe to my premium newsletter, and you can subscribe on the following links: $70 a year, $18 a quarter, or $7 a month. In return you get a weekly newsletter that’s usually anywhe…
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Former L8 engineer at Meta, Microsoft and Atlassian, now writing and building solo on agentic engineering. Writes Kun's Field Notes and posts a lot about AI coding agents on X.
this thing was widely reported as “the end of programming” in 1981 https://t.co/j0cok5NZKf right before that, in 1960s, people thought COBOL would allow everyone to build whatever software they wanted and there’s no need for programmers now the same people in the same bubble think agents will finally end it, because they spent a weekend and got impressed by how quickly the agent could produce a toy. now they think that’s how everyone wants to spend their weekends open your eyes - most regular humans don’t even want to talk to an agent Related
11 September
Former L8 engineer at Meta, Microsoft and Atlassian, now writing and building solo on agentic engineering. Writes Kun's Field Notes and posts a lot about AI coding agents on X.
the thinking that "everyone will just vibe code their own software" was born from within a bubble what's happening to software development right now has happened many, many times before to other things. you just need to look web 2.0 allowed everyone to write blogs. did everyone write blogs? instagram allowed everyone to share beautiful photos. did everyone share beautiful photos? tiktok allowed everyone to make short videos. did everyone make short videos? now vibe coding allows everyone to build software, and you think everyone will start building software? this time around, people are just… Related
10 September
American historian of Central and Eastern Europe and the Holocaust; author of Bloodlands, On Tyranny and On Freedom, and writer of the newsletter 'Thinking about...'.
Writes Slow Boring, a near-daily newsletter on American politics and public policy; co-founded Vox in 2014 and left it in 2020.
9 September
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
x.com Almost every technology boom creates a bubble, then a bust, whether it’s railroads, the Industrial Revolution, or the late 1920s. Think about the late '20s: electricity, refrigeration, telephones, radios, airplanes, and cars were all emerging at once. Naturally, people wanted to invest in these miracles. The danger is that people fail to distinguish the miracle from the investment. A technology can be truly transformative, but if the stocks are priced too high or bought on debt, you get a crash. That is the mechanics behind how bubbles form and burst. New technology will be great, there is no… energy Related
YouTube Short RAY DALIO ON THE AI BUBBLE Related
8 September
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
Concentration Risk If you liked this piece, you should subscribe to my premium newsletter, and you can subscribe on the following links: $70 a year, $18 a quarter, or $7 a month. In return you get a weekly newsletter that’s usually anywhe…
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6 September
Co-founder of AQR Capital Management; quantitative investor and writer.
Can you design a portfolio that is behind January through September but in the fourth quarter kicks the hell out of everyone? Quoting @shortsqueeznews BREAKING: Several Knicks players, such as Jalen Brunson, Josh Hart, and Mikal Bridges have reportedly become Goldman Sachs Private Wealth Management clients to reunite with former Villanova teammate Matt Kennedy as their financial advisor. The Villanova-to-New York Knicks pipeline runs deep. Related
3 September
Venture capitalist and founder of Theory Ventures, previously a partner at Redpoint. Writes a near-daily blog on startups, SaaS metrics, data and AI.
How large is Snowflake's AI revenue? Management lowered product gross margin guidance from 76% → 74% due to "fast-growing AI workloads." If GPU inference runs at ~25%–35% gross margins, that 200 bps compression implies ~$60M–$75M/quarter (~$240M–$300M ARR) in direct AI token consumption. Related
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Some questions: Would inflation be even worse if we weren’t in a housing recession? Are private markets the perfect place to hide fraud? Are colleges screwed? Is NVDA the anti-bubble? How important is the wealth effect to the economy? inflation Related
Co-founder and CEO of Linear; previously principal designer at Airbnb, where he led the Design Language System, and founding designer at Coinbase.
Thanks @jasonlk! Lot to do still but: 1) @linear is used by pretty much by all major labs/ai companies out there 2) our MCP traffic grows 50% MoM 3) we have the most agent integrations and active usage than any platform like this (3rd party, in-house agents) 4) our AI revenue (loops, coding sessions) has grown about 500% per quarter 5) we are closing several public companies/enterprises each quarter to help them coordinate their agent work Quoting @HarryStebbings The Bull Case for Linear Being a $100BN Company: "Linear is the clear winner. They have built an agentic product first that allows us to build 100x more software, and that means 100x more features than ever before. Humans cannot keep up with it, and humans still have to work with agents. If every h… MCP Related
2 September
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
1 September
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
Hyperscale Normalization If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, inclu…
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29 August
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
25 August
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
The AI Hater's Manifesto If you liked this piece, you should subscribe to my premium newsletter. It’s $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, inclu…
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18 August
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
What Happens If OpenAI Dies? If you liked this piece, you should subscribe to my premium newsletter. It's $70 a year, $18 a quarter, or $7 a month, and in return you get a weekly newsletter that’s usually anywhere from 10,000 to 18,000 words, inclu…
OpenAI Related
15 August
Writer and developer. He runs the Latent Space newsletter and podcast about AI engineering, and writes essays on software and careers at swyx.io.
in case you’re not living in the tech bubble, as a general rule i’ve been surprised by how infrequently top tier folks actually meet/know each other. as an outsider i might have assumed that everyone is in secret illuminati group chats. those exist, but are very much short lived exceptions rather than the rule. what you see of the major headlines is pretty much what they also see. i guess one way to interpret this is also simply that most effort is still on doing the work rather than working the narrative or the gossip. and that, to me at least, is genuinely quite reassuring, this far in to m… Quoting @TechEmails Anthropic cofounder emails Noam Shazeer November 21, 2021 Related
8 August
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
31 July
Writer and podcaster; co-author of Abundance with Ezra Klein, a staff writer at The Atlantic from 2008 to 2025, and host of the Plain English podcast.
26 July
Creator of Ruby on Rails, CTO of 37signals, and creator of Omarchy.
Founder and CEO of Social Capital, a venture firm; co-host of the All-In podcast and an early Facebook executive. Writes an annual letter and a weekly newsletter on markets and technology.
12 July
Economist specialising in global income inequality; formerly lead economist in the World Bank research department, now at the CUNY Graduate Center and author of the Global Inequality and More newsletter.
2 July
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 capped off a middling month in June 2026, but had a stunning 2nd quarter, up 14.87%. Rising earnings helped, and the equity risk premium for the index stood at 4.17% over the 10-year treasury rate. Related
13 March
Founder and chief analyst of SemiAnalysis; reports on semiconductor supply chains, AI datacentre economics and what the chip export controls actually do.
data centers
Their words
Um, and then you stack on 70 this year, 80 next year, growing to 100 by 2030. You're at like 700 EV tools by the end of the decade. Um, 700 EV tools, three and a half tools per gigawatt. um assuming it's all allocated to AI which it's not but three and a half tools per gigawatt gets you to 200 gigawatts worth of AI chips for the data centers to deploy
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12 February
Managing partner at Ritholtz Wealth Management. Writes the blog The Irrelevant Investor and co-hosts the Animal Spirits podcast with Ben Carlson.
Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last 8 sessions, 115 stocks in the S&P 500 have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. Related
3 February
American writer and long-term traveller. Blogs at tynan.com about travel, owning few possessions, habits and the gear he carries; author of Superhuman by Habit and Make It Big.
Their words
You still have to have to fight against the Apple blue-bubble brainwashing, but once you do you'll never go back.
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Gear Post 2026 tynan.com
1 January
Long-time Debian developer and free-software maintainer (remctl, INN, pam-krb5) who has published book reviews on his personal site since the 1990s.
Their words
I didn't read much non-fiction this year, but the best of what I did read was Zeke Faux's Number Go Up about the cryptocurrency bubble. This book will not change anyone's mind, but it's a readable and entertaining summary of some of the more obvious cryptocurrency scams. I also had enough quibbles with it to write an extended review, which is a compliment of sorts.
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eyrie.org
9 December 2025
Co-founder and co-chairman of Oaktree Capital Management; author of the Oaktree memos.
From one piece
Is It a Bubble?
2 beliefs, in the piece's order there
12 November 2025
Chairman and chief executive of Microsoft since 2014; joined the company in 1992 and ran its cloud business before that.
18 August 2025
Co-founder of the AI agent company Sierra, and previously an eighteen-year Google executive who ran product for Workspace, virtual and augmented reality, and Google Labs.
Their words
And it came back and half of them were great, a quarter of them were total garbage and a quarter needed some work. But like it was, you know, in a way him working the entire weekend with, you know, guidance from him.
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17 July 2025
Programmer on the Dart language at Google and author of Game Programming Patterns and Crafting Interpreters; previously a game developer at EA.
Really wish Hacker News would fork into "LLM news" and "all the other Hacker News". It's worse now than it was with crypto during the crypto bubble. Yes, gen-AI is important and I want to learn about it, but there are diminishing returns in yet another dude's breathless vibe coding blog post. LLMs crypto Related
16 July 2025
Chairman and chief executive of JPMorgan Chase, which he has led since 2005 after turning around Bank One.
Their words
So you if you look at the leverage in some of these securitization books and mortgage books if you have 30 times leverage and you're getting 20% of the profits you'll go to 40 times leverage. It's just going to it's literally will add you know 25% to your bonus.
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21 May 2025
Writes Where's Your Ed At and hosts Better Offline; runs a tech PR firm, and argues at length that the AI business does not add up.
19 January 2025
Growth advisor and operator who has led growth at Miro, Amplitude, Dropbox and SurveyMonkey.
Their words
I try to focus 20% 20 to 25% of growth team's time annually, not every given sprint, not every given quarter, but annually, to introduce a new growth loop.
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13 January 2025
Semiconductor analyst; writes Fabricated Knowledge on the chip industry and the companies in it.
From one piece
Capital Cycles and AI
2 beliefs, in the piece's order there
6 January 2025
Writer of the blog Putanumonit and the newsletter Second Person, on rationality, dating and probability; based in New York.
Their words
I suspect that both Substack and OnlyFans may become a Girardian bubble. Everyone joins after hearing from the few people who succeed; the thousands who slink away after months of effort netted them a mere 17 subscribers usually do so quietly.
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putanumonit.com
20 December 2024
Writes about the biotech industry, drug development and forecasting — “I write to learn, mostly about biotech.”
2 December 2024
Scottish crime writer, author of the Tony Hill and Karen Pirie novels; former journalist and broadcaster.
Royal Literary Fund applications for hardship grants for professional writers rose almost five-fold to 400% in the first financial quarter of 2024. RLF makes grants to authors who have traditionally published at least two books who are experiencing “reduced income” or “a change in circumstances”. Related
7 November 2024
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
9 December 2023
Economic historian writing on the Industrial Revolution, the Great Divergence and the origins of modern growth.
Celebrating the end of a… the quarter. Related
22 September 2020
Engineering leader and writer; wrote The Manager's Path and Platform Engineering, and blogs at Elided Branches.
The Management Flywheel Have you ever worked on a team that felt like it was just stuck in a rut? Somehow things were always just one fix away from improving: the next project, the next quarter, the next hire, this would turn the situation aro…
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