The Revenge of K-shaped Engineering
The incomparable Ethan Ding on the disjunction that most of us are feeling right now. Claude speeds up certain things - quite a lot - but it also slows us down. We need to have a more accurate model of what’s happening to software, and this is an accessible primer on one possible scenario.
(I also loved his piece on levered beta, which I think played out essentially as he wrote.)