Walk reports, counts and the occasional argument, newest first.
Apr 22, 2026
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2 min read
Today's operating signal: the compute layer is becoming a lock-in tier of its own. Plus four shorter reads on Apple, Chrome, NSA, and a new Anthropic Labs product.
Apr 21, 2026
9 min read
The case for one vendor, and when to break your own rule.
Apr 14, 2026
8 min read
Why the same model can vary by 16 points, and how harness design determines agent performance in production
Apr 9, 2026
What Claude Mythos found in the world's most critical software and why it changed everything
Apr 7, 2026
$30 billion in run-rate revenue, 1,000 enterprise customers spending $1M+ each, and a 3.5 gigawatt compute deal.
