Caught up with a buddy deep in the French and Italian software industries and much of the discussion was about software sovereignty. The meta-takeaway, there is a real shift towards countries wanting to own their own software. This is like another version of what is happening with the web that is becoming more closed versus open. I don't think we yet know what the ramifications of each country building their own variation of Office or Google Apps is but it's definitely happening.

Lots of peeps, including self, will consume video content on their phone rather than turn on a TV, even if the remote is in their lap. The JTBD for a TV has evolved. It’s a social viewing device or for ambient background noise. The question is what does it look like in 5 years?

I’ve spoken about this with a few early stage VCs in the past weeks. Many funds are not trying to build a business. They are funding co’s for them to spend on marketing and to chase AI celebs to drive markups and then liquidity via secondaries. It’s a delicate house of cards that could collapse when late-stage capital dries-up. All said, one investor reminded me that money is made in bubbles. Unfortunately, many early stage funds remain disciplined about investing in durable businesses and may miss this entire cycle for better or worse.

There is a gradual agent transformation happening across software. Developer sites being built to be agent first. Browsers being designed to be headless. Software increasingly being MCP-driven. Only naturally, this will continue to move down the stack. Spoke to a buddy today working on a new programming language like Rust but rethinking how you’d design a language if you were building it for agents first. It’s a fascinating and ambitious idea.

I knew GTA 6 had been in development for a while, but I didn’t realize it started 11 years ago. As someone who aspires to release daily, I’m really curious what it’s like to be a PM on a project like this.

Reading about stranded compute, data centers that are half-built but not operational for any number of reasons. Then I'm reading about the debt burden with neoclouds and how some chunk of peeps think that will implode. And now this micro-neocloud, for lack of a better term, it's literally a VC office offering compute and it's not free. We live in interesting times...

Saw this shared in one of my Slack groups. I like this b/c it's a playful take on 2x2s which I absolutely love when I'm thinking about strategy + positioning with products.

This is an incredible read in that it really highlights what is involved to build S-tier hardware: 9to5mac.com/2026/10/26/apple…

They used to say in software that you will rewrite the codebase every 5 years. What is it today?

TIL, there is something called adaptive high beam. You can keep high beam on but turn off pockets of the beam which dynamically adjust to avoid blinding oncoming drivers. I guess this tech has been available in EU cars for some time but only more recently was approved in the US.

I might sign-up for Uber because of this. I need to walk a lot more!

One consequence of weekly token limits is that some chunk of peeps I know who have grown up w a scarcity mindset feel they have to use 100% each week and so they run 100 agents reviewing every GitHub repo on the planet for no other reason then to burn tokens.

What is the current suggested best practice for dealing with AI bot replies. Is it block? This is for both X and Threads, I seem to get a lot more with the latter.

Not surprisingly, many web publishers are increasingly blocking AI crawlers or agents, especially when they have ad dollars to lose or unique content to protect. I'm eager to see if WebMCP gains adoption. If you're not familiar, WebMCP is a new middle ground where a website can define what an AI agent is allowed to do and expose those capabilities as tools. What's really awesome about this is that WebMCP could become a new API layer across the internet and in some ways, this reminds me of when AJAX was released which ushered the Web 2.0 era.

Am reminded of this infographic we published w my 2 startups ago based on millions of connected calendars

Obvious now that I’m hearing it out loud but usage based pricing isn’t novel, telcos and utilities have been doing this for years.

At a dinner and just heard the acronym, BYOM (bring your own model)

What do hosts think of this AirBnB policy change? TBH, my use of AirBnB has declined but it’s still my default when visiting with a larger group of friends.