MARCH 2, 2026
Would You Buy Generic AI?
DeepSeek V3 matches GPT-5.2 on most benchmarks. It costs 90% less. AI has its generic drug moment.
Data
MARCH 1, 2026
Databricks Overtakes Snowflake
Databricks has overtaken Snowflake in revenue. AI turned unstructured data from liability to asset, flipping the data warehouse market.
FEBRUARY 2, 2026
Dissecting the Internet's Most Novel Creature
I crawled 98,353 posts from Moltbook, the AI-only social network. AI agents break the 1-9-90 participation rule but concentrate attention more than any human platform.
JANUARY 20, 2026
The Postmodern Data Stack is AI
Three strategic acquisitions in nine months signal the fusion of the modern data stack with AI. Snowflake, ClickHouse, & Datadog are racing to own AI observability.
DECEMBER 18, 2025
Thursday is Podcast Day
Analyzing hundreds of tech & VC podcasts through MotherDuck's serverless data warehouse reveals mid-week publishing dominates & content depth has converged.
DECEMBER 10, 2025
The Two Context Databases Powering Enterprise AI
Enterprises need a new system of record for AI agents. Context databases come in two varieties : operational & analytical. The key isn't the databases themselves, it's the feedback loops within them.
NOVEMBER 5, 2025
A 1 in 15,787 Chance Blog Post
A blog post about AI promotions triggered the highest unsubscription rate in this blog's history - a four-sigma statistical event expected once in 15,787 posts.
OCTOBER 31, 2025
Small Data Becomes Big Data
How I moved from local DuckDB to cloud with two letters, scaled from 50 to 2,000+ podcasts, & discovered infrastructure that grows without drama.
OCTOBER 14, 2025
The Data Pendulum Swings to Consolidation
Fivetran & dbt Labs merge in all-stock deal. The economics reveal why bundling won over best-of-breed in the modern data stack.
OCTOBER 9, 2025
A Founder's Guide to Data Strategy & Analytics
Comprehensive guide to building data-driven organizations. Data infrastructure, analytics strategy, team structure, & creating competitive moats through data.