Thoughts on AI, the tech stack, and the indie hacker journey.
Cerebras priced its IPO at $115-$125 per share, raising up to $3.5B at a $26.6B market cap, and the book is reportedly 3x oversubscribed. The first real public test of the post-NVIDIA AI chip market matters for indie operators on an 18-month lag — here's the mechanism.
The $1.5B Anthropic services JV with Goldman and Blackstone isn't an abstract threat to indie consultants. It has named customers, named dollars, and a named timeline. I mapped 8 indie consultants from my network to the threat — three are safe, three are at high risk, two are in the worst position. Here's the actual 12-month repositioning plan.
Microsoft shipped a $15/user/month control plane for AI agents and bundled it into a $99 enterprise SKU. Every B2B sales call you take in the next year will reference it. Here's the indie read.
Cloudflare acquired Astro in January. The framework I run this blog on is now stewarded by a deployment platform. Here's the 90-day check-in: what changed, what didn't, and the one watch-item that decides whether the framework stays good for solo devs.
The YC Request for Startups now lists 'AI-powered agencies' as a category. The thesis is that one operator plus ten agents builds a software-margin business inside a service wrapper. If you're already running a solo service operation, this is the memo to read.
Claude's million-token context at standard pricing quietly killed half the RAG plumbing I was about to build. Here's what I deleted, what I kept, and where chunking still wins.
Live content collections, a unified runtime, and an experimental Rust compiler. I run this blog on Astro — here's what I'm upgrading and what I'm leaving alone.
Microsoft turned Copilot into an autonomous task agent — assign it a bug, it spins up a workspace and proposes a fix. That's the exact pitch Cursor and Windsurf have been selling for 18 months. Here's the honest read on the IDE wars.
AI killed the speed advantage. The new moat is design — which is awkward, because most of us got into this because we hated design. Here's a non-designer's checklist for shipping something that looks like it cost money.