BLOGROLL

середа, 26 серпня 2026 р.

• Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño Ben Thompson Apple and OpenAI have two completely different hardware announcements; both represent pressure on Nvidia.
• The death of Market Street Noah Smith How San Francisco turned its most iconic street into a giant empty scar.

вівторок, 25 серпня 2026 р.

• Netflix to Sell Streaming Services?, Streamers as Aggregators, Revisiting Roku Ben Thompson Netflix is considering selling other streaming services, and I think it's a good idea; it's also a let-down for Netflix's original goals and potential pivots.

понеділок, 24 серпня 2026 р.

• Autonomy and Innovation Ben Thompson Incentives favor offense when it comes to agentic cybersecurity; it's the same dynamic that will limit incumbents and fuel startups in the long run.
• What if our biggest problems aren’t economic? Noah Smith A new social challenge for a new century.

неділя, 23 серпня 2026 р.

• Another look at SQLite's WAL-Reset bug Eaton Phil This is an external post of mine. Click here if you are not redirected.
• Anthropic’s best AI model struggles to attract users as cheaper tools thrive Simon Willison Anthropic’s best AI model struggles to attract users as cheaper tools thrive A few interesting numbers in this FT story gathered from "people with knowledge of the matter": Anthropic's "annualized rev
• Joy & Curiosity #96 Thornsten Ball Interesting & joyful things from the previous week

субота, 22 серпня 2026 р.

• Are we watching the U.S. go bankrupt? Noah Smith No, but there are still reasons for concern.
• You should never be angry at work Sean Goedecke

пʼятниця, 21 серпня 2026 р.

• 2026.34: App Snore Ben Thompson The best Stratechery content from the week of August 17, 2026, including Apple making compromises in the EU, Truth (Social) and reconciliation, and August fun with the Clippers and Lakers.
• On-Call Is Now Theatre Boris Tane On-call was calibrated to the cost of waking up a human. That cost just went to zero. Self-operating software is coming, and your rotation is the last thing standing in its way.
• I vibe-coded a C compiler that can build SQLite Jesse Vincent A while back, Claude Opus built a pretty ambitious compiler. I didn't set out to do anything nearly as ambitious as Anthropic's. They were targeting multiple CPU architectures and they wanted to be ab
• Readers can't identify watermarked AI text Sean Goedecke

четвер, 20 серпня 2026 р.

• We Taught sqlc to Invalidate Our Caches Exe.dev How exe's proxies stay fast and correct without anyone hand-writing invalidation logic.
• The Next Anthology Hugh Howey My second anthology since MACHINE LEARNING will come out this year. Only a few of the stories have been published elsewhere. The rest are stories written since I’ve been on LUNA (the goal has been a s
• ChatGPT search now uses the site:operator at scale Simon Willison ChatGPT search now uses the site:operator at scale Promptwatch is part of the emerging "GEO" space, for Generative Engine Optimization - the chatbot version of SEO, where companies offer tools and con

середа, 19 серпня 2026 р.

• Apple Settles With E.U., U.S. App Store Fees, ATT Rules in Germany Ben Thompson Apple's App Store is finally facing the reality of lower fees, and the EU should be satisfied with its work; it's ok it's late.
• How to Survive the AI Cyberpocalypse Derek Thompson Or: A comprehensive explanation for why it’s time for everybody to clean up their password game, immediately
• NEO v0.3.0 Hugh Howey I’ve made some updates since the last blog post about NEO. You can download the current release here. Added the ability to drag and drop bookshelves (I’ve got four shelves going right now, so this is
• Economists should be worried about birth rates Noah Smith Don’t be so quick to dismiss the threat of an aging, declining population.
• Good writing is obvious, not original Sean Goedecke
• smolmachines / smolvm as a sandbox for untrusted Python & JavaScript Simon Willison Research: smolmachines / smolvm as a sandbox for untrusted Python & JavaScript I tasked Claude Fable 5 running in Claude Code for web with the following research task: Put https://smolmachines.com thr
• Conceptual integrity and counting lines of code Simon Willison Last week I recorded an episode of the Talking Postgres podcast with Claire Giordano on the subject of "How AI is changing software development". We had a really great conversation. Here are a couple
• How MCP’s Core Maintainers leverage Val Town to develop the protocol Val. Town “It’s so easy to put up a quick MCP or API with Val Town”

вівторок, 18 серпня 2026 р.

• Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data Ben Thompson Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue continues to amaze; and maybe data finally is oil.
• Have an Agent Babysit Your Deployments Exe.dev The question is not: could a human do it better? The question is: in practice, will a human actually do it at all?
• Where to eat in San Francisco Noah Smith Part 1 of my personal recommendations.
• Help peer Sean Goedecke

понеділок, 17 серпня 2026 р.

• Stripe Acquiring OpenRouter, Aggregating AI?, Flipping the Business Model Ben Thompson Stripe is reportedly acquiring OpenRouter, an implicit bet on a future market of models and the chance at Aggregation.
• Christopher and Kevin Hugh Howey Two of my favorite people on this planet happen to also be two of my favorite photographers, and both are instrumental to how my life has unfolded. From the left we have Christopher Michel, Kevin Kell
• This Week on SILO Hugh Howey Only three episodes left in season 3, and things get crazy from here right up to the final shot. Can’t wait to discuss everything with you all after the season wraps. But this week is a very special e
• Meat (a short story) Hugh Howey I’m in San Francisco staying with my friend Kevin Kelly. He and I have been having conversations about AI and writing for many moons, way back before ChatGPT was a thing. Last night, before heading of
• My bad. Hugh Howey It was today that I found out just how much I’ve contributed to various LLMs. If you hate the way AI writing sounds, you’ll probably hate my books. And the whole em dash thing is seriously my fault. C
• We Tracked a Shipment of Rare Books. It Ended at an Amazon AI Training Facility Simon Willison We Tracked a Shipment of Rare Books. It Ended at an Amazon AI Training Facility Excellent piece of reporting from 404 Media. For a while now there have been stories of book dealers receiving orders fo

неділя, 16 серпня 2026 р.

• The road to ACID transactions in Cassandra 6 Eaton Phil This is an external post of mine. Click here if you are not redirected.
• Dogshit Hugh Howey In the late 80s, a manager at Microsoft named Paul Maritz sent an email to a colleague suggesting they “eat their own dogfood.” What he meant was that LAN Manager, a product he oversaw, should get mor
• The end of an era for China's economy Noah Smith Zhu Rongji's formula won't work anymore. But that doesn't mean Xi Jinping's will work either.
• AI text watermarking is not a big deal Sean Goedecke
• Markdown SVG upgrades Simon Willison I started building my markdown-svg-renderer tool in May, but I've since added enough features to it that it's worth talking about here again. It's evolved into my ideal tool for sharing Markdown trans
• Book the Meeting Before You Need It Stay SaaSy Book recurring time blocks that exist only for as-needed, cross-functional meetings.
• Joy & Curiosity #95 Thornsten Ball Interesting & joyful things from the previous week

субота, 15 серпня 2026 р.

• Humazon Hugh Howey Two of my favorite authors growing up were Franklin W. Dixon and Carolyn Keene, authors of the Hardy Boys and Nancy Drew books. I read everything I could get my hands on from both of them. It would be

пʼятниця, 14 серпня 2026 р.

• 2026.33: The CapEx Train Keeps Rolling Ben Thompson The best Stratechery content from the week of August 10, 2026, including the capital constraint, AI writing, and a tale of two cities.
• The American Sports Plutocracy Is Bullshit Derek Thompson American sports laws amount to a kind of out-in-the-open conspiracy to help a lucky few billionaires get much, much richer
• Hourly updates to jobs and the feed Eaton Phil This is an external post of mine. Click here if you are not redirected.
• No Plan Survives Contact With the Enemy (Reality) Exe.dev People who use coding agents are either planner or iterators (or somewhere on that spectrum). The two sides are closer than you think.
• The Bergerac Test Hugh Howey My favorite movie of all-time is the 1990 adaptation of Cyrano de Bergerac starring Gérard Depardieu. From the moment my best friend sat me down and showed me the film, it went straight to the top. I
• 23 low-regret recommendations for AI policy Noah Smith A guest post by Tim Fist and Saif Khan, with Tao Burga, Arthur Tellis, Ben Schifman, Jonah Weinbaum, and Olivia Scharfman
• Don't classify. Hallucinate! Simon Willison Don't classify. Hallucinate! I still have quite a bit of older content on my blog that I never got round to tagging. My blog has 1,856 tags - likely too many to feed to an LLM in one go and say "which
• Val Town Access: one-click team-only authentication for your internal tools Val. Town An easier, more precise way to use Val Town for your back office

середа, 12 серпня 2026 р.

• Anthropic’s Watermarking, How It (Probably) Works, Worse Than It Seems Ben Thompson Anthropic is adding watermarking in response to the E.U.'s AI law. It's a terrible idea, first and foremost for philosophical reasons.
• Roundup #86: Unintended consequences Noah Smith The MAGA decline; The labor share decline; OPTs and American jobs; AI and Indian outsourcing; Drug users; AI and productivity; Botswana; Interracial Marriage; AI writing
• DeepSeek V4 Pro 0813 (on OpenRouter) Simon Willison DeepSeek V4 Pro 0813 (on OpenRouter) The latest DeepSeek Pro model is now available, via API only. I had to link to OpenRouter because DeepSeek don't have any obvious announcement page for their new m
• The Same Side of the Table Stay SaaSy The cardinal rule of meetings with your direct reports is that you are always on the same side of the table. From the moment you walk in to the moment you leave, every single thing that your team does
• Our Self-Building Slackbot Val. Town Experiments in multiplayer vibecoding

вівторок, 11 серпня 2026 р.

• Nvidia’s Risky Business Ben Thompson Nvidia is finding new ways for its customers to raise money, and it's expanding the risk of the AI buildout significantly.
• The Great American AI Rebellion Derek Thompson Americans hate data centers. But most of AI's builders are clueless about why.
• OAuth for Agents Exe.dev Agents shouldn't hold long-lived secrets. Give them an identity instead—and short-lived access when they need it.
• The poverty of anti-tech thought Noah Smith Some of my colleagues have been led into an intellectual cul-de-sac.
• No, local models will not win Sean Goedecke
• Stealing Reasoning Traces from Proprietary LLM APIs Simon Willison Stealing Reasoning Traces from Proprietary LLM APIs A vanity domain name (stolen-thoughts.com) for a neat paper: Anthropic, OpenAI, and Google return encrypted chain-of-thought blocks to clients that
• Stealing Reasoning Traces from Proprietary LLM APIs Simon Willison Stealing Reasoning Traces from Proprietary LLM APIs A vanity domain name (stolen-thoughts.com) for a neat paper: Anthropic, OpenAI, and Google return encrypted chain-of-thought blocks to clients that
• Investor Update – July 2026 Val. Town 6% growth, 26% Pro growth, and more growth engineering

понеділок, 10 серпня 2026 р.

• Apple Earnings, More on Amazon’s Earnings Ben Thompson Apple's earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon's earnings and Andy Jassy's market analysis.
• Introducing NEO Hugh Howey Nine years ago, I wrote a blog post about my ideal novel writing tool called NEO. You can read that original post here. The problem I was trying to solve was replicating the clean, crisp workflow I’ve
• Advanced AI sycophancy Sean Goedecke
• Introducing Muse Glimmer Simon Willison Introducing Muse Glimmer Meta are back in the open weights game! Muse Glimmer is a brand new 30B model under a clean Apache 2.0 license (a step up from the janky Llama licenses of old). They claim to
• Introducing Muse Glimmer Simon Willison Introducing Muse Glimmer Meta are back in the open weights game! Muse Glimmer is a brand new 30B model under a clean Apache 2.0 license (a step up from the janky Llama licenses of old). They claim to

неділя, 9 серпня 2026 р.

• Should we "pace" AI self-improvement? Noah Smith A guest post by Tim Fist and Saif Khan.
• I got an email about resistance Sean Goedecke
• SQLite compressed text-history prototypes Simon Willison Research: SQLite compressed text-history prototypes I'm perennially interested in options for storing revision histories in relational databases. While out on a dog walk I had a new idea: how about ta
• SQLite compressed text-history prototypes Simon Willison Research: SQLite compressed text-history prototypes I'm perennially interested in options for storing revision histories in relational databases. While out on a dog walk I had a new idea: how about ta

субота, 8 серпня 2026 р.

• Banning data centers would blow up the U.S. economy Noah Smith There's one thing keeping us afloat right now, and people want to get rid of it.
• Auto mode is now the default in Claude Code for Pro, Max, and Team plans Simon Willison Auto mode is now the default in Claude Code for Pro, Max, and Team plans Anthropic are really confident in Claude Code's auto mode, to the point that they are making it the default setting for new ses
• Now we have a timeline of the OpenAI accidental attack against Hugging Face Simon Willison My comment on Now we have a timeline of the OpenAI accidental attack against Hugging Face — Hacker News.I think one of the most interesting details here might be tucked away in that first bulletin poi
• Auto mode is now the default in Claude Code for Pro, Max, and Team plans Simon Willison Auto mode is now the default in Claude Code for Pro, Max, and Team plans Anthropic are really confident in Claude Code's auto mode, to the point that they are making it the default setting for new ses
• Now we have a timeline of the OpenAI accidental attack against Hugging Face Simon Willison My comment on Now we have a timeline of the OpenAI accidental attack against Hugging Face — Hacker News.I think one of the most interesting details here might be tucked away in that first bulletin poi
• Joy & Curiosity #94 Thornsten Ball Interesting & joyful things from the previous week

пʼятниця, 7 серпня 2026 р.

• 2026.32: Earnings and Learnings Ben Thompson The best Stratechery content from the week of August 3, 2026, including earnings exposure, OpenAI's answer to Apple, and all about LeBron in Philly.
• The 9 Questions I’m Obsessed With Right Now: AI, Politics, Movies, Drugs, and Western Civilization Derek Thompson Why are socialism, marijuana, and original blockbusters ascendant? Where do "Western values" come from? Why do modern people torture ourselves with comparison and guilt?
• How to keep thinking Sean Goedecke
• Now we have a timeline of the OpenAI accidental attack against Hugging Face Simon Willison OpenAI gave a last-minute presentation at the Black Hat security on Wednesday about "the Hugging Face Incident" (previously on this blog). The video was published yesterday. It's short and information
• Now we have a timeline of the OpenAI accidental attack against Hugging Face Simon Willison OpenAI gave a last-minute presentation at the Black Hat security on Wednesday about "the Hugging Face Incident" (previously on this blog). The video was published yesterday. It's short and information

четвер, 6 серпня 2026 р.

• The End of No Code Exe.dev Writing custom software used to be expensive. Coding agents changed the math.
• A Non-Exhaustive Inventory of exe's Software Factory Exe.dev A quick tour of the internal tools and agents that keep exe running.
• Are the Democrats going to save us this time? Noah Smith And if not, what do we do?
• Changelog – August 6, 2026 Val. Town New models in Townie, new Discover page, new app layout, new docs, new, new, new

середа, 5 серпня 2026 р.

• Google Earnings, The Frontier Case, Amazon Earnings Ben Thompson Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.
• Touring The Consensus, six months in Eaton Phil This is an external post of mine. Click here if you are not redirected.
• Simpler GitHub Integration URLs, Plus Read-Only Access Exe.dev exe.dev integrations let you keep secrets outside of your VM; a proxy injects the secrets. Sometimes this is as simple as adding an HTTP header, and sometimes the integration is bespoke. We recently g
• Botiquette Exe.dev We have a lot of bots doing work at exe. Here's how they should behave.
• Incident Report: unsanctioned agent behaviour during cyber testing Simon Willison Incident Report: unsanctioned agent behaviour during cyber testing It happened again. This time it was the UK government's AI Security Institute who accidentally attacked other companies while running
• One-shotting a Raccoon Heist game using Claude Fable 5 Simon Willison Back in 2022 I tweeted screenshots of a game concept generated by GPT-3 and some concept "art" created using DALL-E. Today, on the fourth anniversary of that tweet, I decided to see if Claude Fable 5
• Incident Report: unsanctioned agent behaviour during cyber testing Simon Willison Incident Report: unsanctioned agent behaviour during cyber testing It happened again. This time it was the UK government's AI Security Institute who accidentally attacked other companies while running
• One-shotting a Raccoon Heist game using Claude Fable 5 Simon Willison Back in 2024 I tweeted screenshots of a game concept generated by GPT-3 and some concept "art" created using DALL-E. Today, on the fourth anniversary of that tweet, I decided to see if Claude Fable 5
• The Big Management Lie: Overpromising Stay SaaSy When managers are under pressure, and especially when they're under pressure to retain a high performer, overpromising is one of the most common tools to reach for.
• Docfooding: Eating our own documentation Val. Town The Val Town docs are now written and hosted on Val Town

вівторок, 4 серпня 2026 р.

• Microsoft Earnings, Microsoft vs. Meta, The Efficiency Payoff Ben Thompson Microsoft's earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.
• Introducing Auto-Purchasing for Shelley Tokens Exe.dev Now you don't need to manually purchase more credits when you exhaust your token stores.
• Ghostty in the Machine: The Saga of exe-scroll Exe.dev Two ghostty instances stand between you and your shell. How exe-scroll keeps remote terminal sessions alive, plus a tour of the prior art: mosh, tmux, dtach, and web terminals.
• The end of the age of heroes Noah Smith AI will soon be better at math than any human. What does that mean?
• New release of LLM adds support for reasoning traces, OpenAI Responses, server-side tools, and smarter logging Simon Willison I released LLM 0.32 this morning, the most significant new version of LLM since the initial launch of the project. The new version includes support for visible reasoning traces, server-side provider t
• PipeNetwork/minimax-h3-mlx Simon Willison PipeNetwork/minimax-h3-mlx MiniMax released MiniMax-H3 two days ago - they describe it as a "a general-purpose, omni-modal generative system", which in practice means it accepts text, images, audio an
• New release of LLM adds support for reasoning traces, OpenAI Responses, server-side tools, and smarter logging Simon Willison I released LLM 0.32 this morning, the most significant new version of LLM since the initial launch of the project. The new version includes support for visible reasoning traces, server-side provider t
• PipeNetwork/minimax-h3-mlx Simon Willison PipeNetwork/minimax-h3-mlx MiniMax released MiniMax-H3 two days ago - they describe it as a "a general-purpose, omni-modal generative system", which in practice means it accepts text, images, audio an

понеділок, 3 серпня 2026 р.

• Meta Earnings, Meta’s Timing Problems, The Financial Tail Ben Thompson Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.

неділя, 2 серпня 2026 р.

• Devtools must be open source Exe.dev The age of personalized software is here.
• Slopulism is taking over America Noah Smith Sometimes bad populist ideas are just a mistake; sometimes they're being promoted for ideological reasons.
• Giving and taking credit in big tech companies Sean Goedecke
• Open letters about AI development Simon Willison Open letters about AI development I wrote this summary of the past few weeks of open letters as a section of my sponsors-only newsletter but I've decided to share it here as well. Open Weights and Ame
• Joy & Curiosity #93 Thornsten Ball Interesting & joyful things from the previous week

субота, 1 серпня 2026 р.

• How Universities Should Prepare Founders Paul Graham
• Ten advances in mathematics and theoretical computer science Simon Willison Ten advances in mathematics and theoretical computer science A few days ago it was Anthropic discovering cryptographic weaknesses with Claude using Mythos Preview, spending $100,000 on tokens and with

пʼятниця, 31 липня 2026 р.

• The Four Horsemen of the AI Bubble Apocalypse Derek Thompson The smartest reasons to worry about the state of AI in an age of intense volatility—and my best attempt to explain why each of those worries might be wrong.
• The End of an Era Hugh Howey We knew this day would come. Some of us have known for decades, have been writing and pontificating about this since Ken Jennings lost at Jeopardy and Kasparov lost at chess. The writing was on the wa
• AI models need moral support to make discoveries Sean Goedecke
• deepseek-ai/DeepSeek-V4-Flash-0731 Simon Willison deepseek-ai/DeepSeek-V4-Flash-0731 The latest release in DeepSeek's V4 family, "with substantially enhanced agentic capabilities". It's 304 billion parameters - 167GB on Hugging Face - but it appears
• Stateless MCP has recaptured my interest (and inspired mcp-explorer and datasette-mcp) Simon Willison Tuesday was Stateless MCP day - the rollout of MCP 2.0, or the 2026-07-28 Model Context Protocol specification to use the more formal but less memorable name. This is the most significant change to th
• Oxide and Friends: The Open Weight Revolution with Simon Willison Simon Willison Oxide and Friends: The Open Weight Revolution with Simon Willison On Monday Bryan Cantrill and Adam Leventhal invited me to join their podcast to talk about the wild week we've had - with Kimi K3 show
• smevals - a small eval suite for evaluating models, prompts, and harnesses Simon Willison smevals - a small eval suite for evaluating models, prompts, and harnesses I've been working with Jesse Vincent's Prime Radiant applied AI research lab building out this evals framework to help answer
• Report from the security mines Val. Town Finding, fixing, preventing exploits with automated tooling and hard-won knowledge

четвер, 30 липня 2026 р.

• Why did South Korean stocks just crash? Noah Smith The AI boom creates a lot of uncertainty.
• Investigating three real-world incidents in our cybersecurity evaluations Simon Willison Investigating three real-world incidents in our cybersecurity evaluations It happened again! This is turning into something of a pattern. Last week OpenAI accidentally exploited Hugging Face when one
• Talk of the Town - July 2026 Val. Town Neat vals from the community

середа, 29 липня 2026 р.

• The Next Miracle Drug Might Already Be in Your Medicine Cabinet Derek Thompson If we want AI to solve every disease in our lifetime, super-intelligence is not enough. We need an equally ingenious policy to guide the discovery of new drugs.
• You don't have to be smart if you can think clearly Sean Goedecke

вівторок, 28 липня 2026 р.

• Stripe Just Wants a Number Exe.dev Inside exe’s billable facts architecture.
• Roundup #85: Most policy is also industrial policy Noah Smith Trump and science; U.S. national debt; Europe and software; America and trains; China and metal refining; Indian women; Murder
• Discovering cryptographic weaknesses with Claude Simon Willison Discovering cryptographic weaknesses with Claude The best part of this article (here's the repo) about how Anthropic researchers used Claude Mythos to find mathematical flaws in both HAWK and a weaker
• Anatomy of a Frontier Lab Agent Intrusion: A Technical Timeline of the July 2026 Incident Simon Willison Anatomy of a Frontier Lab Agent Intrusion: A Technical Timeline of the July 2026 Incident Hugging Face just released this extremely detailed technical description of OpenAI's recent accidental cyberat
• Ethical cold outreach Val. Town Stop misrepresenting AI slop as your own work

понеділок, 27 липня 2026 р.

• Vacation: Week of July 27 Ben Thompson Stratechery is on vacation the week of July 27. There will be no Weekly Article or Updates. The next Update will be on Monday, August 3. Sharp Tech, and Greatest of All Talk will also return the week
• moonshotai/Kimi-K3 Simon Willison moonshotai/Kimi-K3 As promised earlier this month, Moonshot have released the weights for their excellent 2.8 trillion parameter Kimi K3. They're a hefty 1.56TB on Hugging Face. Kimi introduced their
• An opinionated guide to which AI to use to do stuff Simon Willison An opinionated guide to which AI to use to do stuff It's interesting watching the evolution of Ethan Mollick's guide over time. A year ago it was still all about chat - ChatGPT, Claude, Gemini - with
• The Best Prioritization Is No Prioritization Stay SaaSy The best way to prioritize... is to not prioritize.