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TLDR 2026-05-28

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Big Tech & Startups

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Science & Futuristic Technology

The SpaceX IPO and Data Centers in Space (22 minute read)

SpaceX's arguments for its $2 trillion valuation make sense assuming a huge number of engineering challenges are solved. Starship will need to work, SpaceX will need to be able to get a sufficient supply of the right kinds of chips, compute demand needs to grow massively larger, and agentic inference needs to unbundle current architectures. The risk attached to any of these assumptions should be discounted from any valuation put on the business. Elon Musk has already pushed humanity forward on multiple vectors and SpaceX has already invented a lot, so it's not totally implausible that the company may reach its goals, but there's still real risk.

US Space Force confirms SpaceX will build sensor-to-shooter targeting network (6 minute read)

SpaceX has won a contract to provide the US military with a means of distributing space-based sensing and targeting data. The $2.29 billion firm-fixed-price agreement will result in the creation of a network based on technology originally developed for SpaceX's Starlink global Internet constellation. It will act as the core communications layer for US Space Force war-fighting systems, ensuring sensors and shooters are connected continuously, globally, and securely. SpaceX is required to deliver a full operational prototype by the end of 2027.

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Programming, Design & Data Science

Beyond the Prompt: Claude Code (23 minute read)

Many people treat Claude Code as a chatbot or fancier autocomplete. It should be treated instead as an autonomous agent that needs guardrails. Claude Code needs to be trained, configured, and operated properly. Tuning the directory structure, skills, agents, plugins, and MCPs turns Claude Code into a teammate rather than just a tool.

The Best Engineers Write Less Code (3 minute read)

Coding is expensive and time-consuming. Every feature carries ongoing costs, so it's a good skill to know what not to build. Code needs to solve the right problem, otherwise it becomes a liability. Great engineers are measured by how much value they create relative to the complexity they leave behind, not by how much code they produce.

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Miscellaneous

Avoiding Death on the Yellow Brick Road (23 minute read)

It is possible that the big AI labs will eventually automate software away in every industry. However, the reality is that the world is full of complex, often vertical problems that can't simply be solved with a horizontal tool with access to standard tools and computer use. The value will come from the scaffolding around models that makes their output trustworthy, compliant, and operational inside a specific industry. There are plenty of opportunities in AI outside of the core research lab niche.

What Apple and Google are doing to your push notifications (48 minute read)

Google and Apple have started parsing, ranking, summarizing, and answering notifications on users' behalf. Over the last few years, on-device models have started to summarize, reorder, and rewrite notifications before users see them. Notifications are also evolving into triggers consumed by agents. This post discusses the implications for developers and how to adjust notifications accordingly.

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