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AI Engineer

No Memory, No Harness: Why the Database Is the Last Line of Defense — Kay Malcolm, Oracle

13 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: An enterprise agent is not just an LLM plus workflow: it needs a harness with durable, shared, governed memory, and Malcolm argues that a unified multimodal database i…

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AI Engineer

Every step you take, every call you make: the reliable agent stack — Giselle van Dongen, Restate

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Production agents need a durable execution and stateful coordination layer—not merely an agent framework—so they can recover precisely from failures, manage concurrent…

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20VC with Harry Stebbings

How LPs Allocate to Venture in 2026: What They Want, What They Don’t | Baylor University CIO

53 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Baylor CIO David Moorhead argues that endowments should optimize private-market investing for time-weighted compounding and liquidity—not headline multiples—by fixing …

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My First Million

From blue collar to billionaire: How David Rubenstein built his $500B investment firm

44 min read

## At-a-Glance - Verdict: Skim - Core thesis: David Rubenstein built Carlyle from a $5 million, deal-by-deal startup into a $500 billion alternative-investment platform by specializing roles, recruiting credibility, buil…

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AI Engineer

Build-Time vs. Run-Time: Why Dev Tools Fail in Production — Averi Kitsch & Prerna Kakkar, Google

13 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Developer-facing MCP tools can remain flexible and model-controlled, but production agent tools must constrain actions, bind identity outside the model, and enforce se…

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AI Engineer

It’s Tokens All The Way Down: How RLMs are Different — Kevin Madura, AlixPartners

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Recursive language models (RLMs) replace token-heavy context management with an LLM-controlled computational environment—typically a Python REPL—where models can inspe…

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AI Engineer

500 Skills, Zero Fine-Tuning: LinkedIn's Playbook for AI Agents — Ajay Prakash, LinkedIn

12 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: LinkedIn made coding agents reliable in its proprietary environment not by fine-tuning models, but by giving them discoverable MCP tools plus version-controlled, compo…

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20VC with Harry Stebbings

Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World

63 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: 8 Sleep's CEO argues that AI agents are already allowing a 160-person hardware company to operate at the output level of far larger firms, while forcing companies to r…

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orenmeetsworld

The New Rules of Brand Marketing (w/ Ana Andjelic)

40 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Brand marketing can no longer rely on episodic mass-reach campaigns; durable growth comes from a continually evolving cultural program that aggregates high-trust niche…

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AI Engineer

The Spatial Harness: Bringing Agents to the Canvas — Max Drake, tldraw

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: A shared infinite canvas can become an effective agent harness and control plane when agents are given spatial perception, autonomous navigation and task tools, visibl…

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AI Engineer

Building ambitious software — Jonathan Kelley, Dioxus Labs & Cognition

14 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI coding agents can dramatically accelerate ambitious software work, but they make architecture, intent specification, testing judgment, and code review more—not less…

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20VC with Harry Stebbings

Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town

71 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: The discussion argues that AI has crossed from impressive demos into persistent, economically useful agent partners, but the resulting opportunity is coupled with seve…

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More or Less Podcast

OpenAI's Astra Is Scary Good. Why the AI Labs Can't Slow Down

43 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: The agent market is still pre-breakthrough and rapidly fragmenting, but new frontier capability exemplified by OpenAI's Astra is making both the consumer-agent race an…

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AI Engineer

Training Taste — Thais Castello Branco, Taste Labs

14 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI-generated design quality will not be fixed through stronger base models alone; applications need measurable, inference-time systems for context, brand adherence, cr…

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AI Engineer

Generative UI... in Python? — Jeremiah Lowin, Prefect

16 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Prefab extends FastMCP with a Python-native, component-composition DSL that renders through a JSON intermediate representation into React-based MCP Apps, giving Python…

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AI Engineer

One Designer + AI. Hundreds of Deliverables. — Vincent Wendy, AI Engineer

10 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: A single designer can reliably produce hundreds of conference assets by treating design as a reusable system, using AI agents to generate and update outputs, and reser…

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AI Engineer

The Design-Code Roundtrip That Isn't — Jonathan Gordon, ReWeaver AI

13 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI has not solved a lossless, bidirectional design-code roundtrip; because LLM-generated changes are probabilistic and accumulate drift, teams need deterministic recon…

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AI Engineer

Mousepower: agents that can’t be measured, can’t be managed. — Maximillian Piras, Yutori

18 min read

## At-a-Glance - Verdict: Skim - Core thesis: Agent adoption and sustainable spend depend less on measuring tokens than on defining outcome-based, user-legible verification rubrics for each agent task. - Why it matters: …

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AI Engineer

Design at the Speed of Adjectives — Paul Bakaus, Renaissance Geek, Inc.

11 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Effective AI-assisted design requires a human-controlled middle layer—contextual design commands such as “bolder,” “quieter,” and “harden”—rather than either pixel-lev…

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AI Engineer

ACP: The Universal Remote Control for AI Agents — Alex Hancock, Block

9 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: ACP (Agent Client Protocol) should become the open, transport-independent control plane between AI-agent clients and harnesses, analogous to how MCP standardized agent…

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