N°04Writing
Essays from the field.
Long-form notes on AI applications, developer workflows, security, and what fast-moving markets reveal about execution.
Featured
AI · Infrastructure
The AI Stack War: Microsoft Wants the Brain, NVIDIA Wants the Factory
Microsoft and NVIDIA are racing toward enterprise AI control from opposite ends of the stack: intelligence, tuning, inference economics, chips, and AI factories.
June 5, 2026·11 min read
Index
- AI · Infrastructure
The AI Stack War: Microsoft Wants the Brain, NVIDIA Wants the Factory
June 5, 202611 min read - AI · Infrastructure
Microsoft's Real AI Power Move Is the Stack
June 5, 202610 min read - AI · Delivery
AI Agents Need Managers Too
May 20, 202610 min read - AI · Critical thinking
The Hidden Cost of AI: Cognitive Offloading
May 17, 202616 min read - AI · Product
What Cursor's hypergrowth really teaches us
May 11, 202612 min read - Cloud · Resilience
The AWS Outage Is a Reminder That the Cloud Still Has a Physical Layer
May 8, 202610 min read