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Vibe Coding Made Computer Science More Important
AI removed the syntax tax from software development. It did not remove the need to understand state, logic, failure, and verification — it made that knowledge the difference between a demo and a product.
Opinionated AI · Issue 02
Instinct Can Build AI's Next Great Moat
The first wave of AI applications found its moat in distribution. Instinct may enter the market with one already built: the complexity of making a personal agent actually work.
Opinionated AI · Issue 01
The wrapper era ended on a contract clause
OpenAI cutting Cursor after SpaceX's $60 billion takeover, and Anthropic lining up a trillion-dollar IPO, are not two headlines. They are the same move from different floors — and the application layer is no longer allowed to stay neutral.