Insights
Notes from the build
Field reports, evals, and opinionated takes from the team.
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SpaceX bought Cursor. What a $60bn coding tool means for everyone else.
SpaceX is acquiring Cursor for $60bn, the largest VC-backed startup acquisition ever. The AI coding tool your engineers depend on now answers to a rocket-and-AI conglomerate. Why the…
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The question changed from ‘are agents real’ to ‘what gets agentized first’
NVIDIA, Microsoft, and Google all shipped enterprise agent platforms this quarter. The market settled the 'are they real' question — but the obvious way to answer 'which part…
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The model layer commoditised. Your advantage moved to the wiring.
SAP is paying a billion to own a model; everyone else is learning the model matters least. Why the durable advantage moved to integration — and how to…
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AI regulation stopped being theoretical this month
The Colorado AI Act commences 30 June 2026 and the EU AI Act is now in enforcement. Why the AI strategy document and the compliance posture are now…
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AI just found 10,000 vulnerabilities. Some of them are in your code.
Anthropic's Project Glasswing used a frontier model to find thousands of zero-days across the world's most important software. What it means for the code you shipped fast —…
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Agent sprawl is the new shadow IT
Microsoft put Agent 365 into general availability this month because most large organisations have lost count of the agents running inside them. Why a control plane is necessary…
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What’s new in the AI world — five shifts to watch in mid-2026
A quarterly digest from inside the build: foundation-model vendors as consulting firms, coding agents as infrastructure, the maturing interop layer, cost no longer the bottleneck, and regulation finally…
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OpenAI bought tomoro.ai. What that means for AI buyers.
OpenAI's acquisition of tomoro.ai signals that AI enablement is now a recognised discipline — and the independent pool of senior delivery partners just got smaller. Field commentary for…
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Coding agents went from novelty to default in eighteen months
Field report on what changed for engineering teams since AI coding assistants stopped being experimental — throughput, code review, junior development, and the failure modes worth naming.
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Where AI agents are actually going next
From assistants to operators, single models to routed fleets, point automation to system-of-record participation — the trajectory we see from inside the build.