Newsletter Archive

Is the third bot the charm?

Analyzing all 203 million trades on Kalshi. Plus, how prediction markets actually work.

And why is every startup around following the Palantir model?

The times they are a-changin'—but maybe not how you think. Plus a reader survey.

Is your vibe-coded app a Crapject or a Gift?

On ethics, vibes and knowing what you're good at.

What actually goes on inside the buildings propping up the US economy.

Neural networks that mirror the brain, real data on which AI use cases actually make money, and why ChatGPT physically cannot stop using em dashes.

Finally, an explanation for why AI models can't seem to quit them.

Enough surveys and corporate hand-waving. Let's answer the question by looking at usage data from an AI compute provider.

AI models seem to approximate the brain, intentionally or otherwise

Comparing vibe coding tools, making sure your AI workflows don’t hallucinate into oblivion, and why careless AI use might actually get you replaced.

Wonderful items for my wonderful subscribers

Comparing Replit, v0, Lovable and Bolt, in a bakeoff to decide who will be Vandalay Industries go-to vibe coding tool.

A look at the thin line between using AI smartly and writing your own pink slip.