Tech Ramblings

Software Isn't the Moat Anymore

AI code writing is reducing the friction/cost to build software products.

Aug 15 • Julien

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The Token Pricing Trap

AI application pricing will shift from token pricing to value pricing.

Aug 3 • Julien

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China has the right playbook

In the current AI race, China decided to build local, open-source/open-weight models and let companies innovate and build on top of them.

Aug 2 • Julien

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July 2026

June 2026

Local, open-source models are the future

Anthropic and OpenAI are the Netscape of this era

Jun 15 • Julien

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April 2026

SaaS is not dead

The last few months, we noticed a massive change in agentic coding: the release of Anthropic 4.6 models, along with the availability of more…

Apr 25 • Julien

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August 2025

Nothing Lasts

Love, companies or friendships: everything eventually comes to an end.

Aug 30, 2025 • Julien

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Do we need an AI-native GitHub fork?

In a world where software is being more abstracted and shifting into the Software 2.0 paradigm, do we still need to share code as much as we used to?

Aug 23, 2025 • Julien

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Made In America and Sam Walton

Made in America, along with The Everything Store are two books that captivated me.

Aug 17, 2025 • Julien

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Siri, Are We Falling Behind?

Culture is everything

Aug 9, 2025 • Julien

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The AI Developer Workflow

We past the middle of 2025 and we are still inside an AI bubble.

Aug 2, 2025 • Julien

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July 2025

Built to last

The Boeing 747 that flies you to Hawaii still uses floppy disks to update its onboard flight system software.

Jul 26, 2025 • Julien

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