Jane Street and Rivals Are Now Fighting for AI Power as Well as Pace (17 minute read)
High-frequency traders are now racing for compute. They are investing in the sector as it secures them access to greater processing capacity and faster chips. These firms primarily profit from tiny price differences as they move rapidly in and out of positions. As they increasingly rely on machine learning, their success is directly tied to their computing power. While the risks are significant, most high-speed traders see few options if they want to avoid becoming obsolete.
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Science & Futuristic Technology
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US military gives Elon Musk's SpaceX access to sensitive tracking data (7 minute read)
SpaceX has been granted access to restricted space tracking data by the US military. The access raises new national security questions as well as questions about whether the Trump administration is attempting to hand over traffic control in Earth's orbit to a donor. Elon Musk's Doge program fired many of the federal government's space traffic control staff in 2025, and the administration has twice attempted to financially gut the Traffic Coordination System for Space department. The moves have been widely viewed in the industry as an attempt by Musk to privatize space traffic control.
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Neural chip decodes interactions between brain regions (7 minute read)
Researchers have developed an implantable neural chip that tracks communication across brain regions. It can record brain activity and extract biomarkers that describe the strength of brain waves and synchrony between signals from different brain regions. These signals can be decoded using a machine-learning algorithm to distinguish between cognitive and emotional states. The capability to extract brain-network biomarkers to trigger precisely timed stimulation has many applications across next-generation neurotechnology.
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Programming, Design & Data Science
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The State of Context Engineering (21 minute read)
Context engineering is hard in unique ways because AI models aren't people. It helps to understand how models are built, optimized, and trained. Their unique attributes and construction create a unique set of failure modes to be reckoned with. This means context engineering will forever be a challenge with AI, no matter how good it gets.
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We should be more ambitious with the software we build (37 minute read)
AI can now one-shot many projects, allowing almost anyone to create software. However, it still struggles with many harder tasks. People who say that everything just works or that software is solved aren't working on the hard problems. They need to be more ambitious about the software they're building as AI models become more capable.
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The Factory in Phoenix That Could Save American Manufacturing (28 minute read)
TSMC Arizona's first plant has been producing chips for two years. Its rate of output in Phoenix is comparable to that in Taiwan. TSMC sends engineers to Arizona on contracts of up to three years, with families moving from Taiwan to the site. Some of the families that moved in the first wave now want to build lives in the US, as they want to give their children a chance to integrate, for their kids' education, or because they prefer the American lifestyle, and there are legal pathways for doing so. This article looks at the impact the factory had on Phoenix, the employees who moved to America to work there, and the chip manufacturing industry in the US.
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Salesforce – Part Two (11 minute read)
This post tells the story of what it was like at Salesforce after it acquired Slack. The cultural gaps between the two companies were evident. Slack had a tight-knit culture where humans would help each other, whereas Salesforce was a much larger company with systems and processes for things to get done. Slack's cognitive overhead was nothing compared to the overbearing weight of the Salesforce monolith.
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