Icon’s fundraising, employment in China’s solar industry, grid-scale battery reliability, Tesla’s flying roadster, and more.
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a quiet day lets us pilot a new show
We think "did a human read the code?" is an imprecise proxy for "what could go wrong with this change, and which check—automated or human—is the right one to catch it?" Asking that question also changed when review happens. Before, review was a gate at the end of the road: write the code, open a PR, wait for your colleague. Now, review runs continuously, more like spellcheck while you write. Most...
With ia.i, a conversational interface, and the IARA governance platform, Itaú is applying its AI First strategy to customers and employees — in one of Brazil’s most regulated sectors.
The best Stratechery content from the week of October 12, 2026, including what Apple is doing, SpaceX's appetite, and the title, takes, and the Washington Wizards.
Federal Reserve Board announces termination of enforcement actions with Gardner Bancshares, Inc. and Small Business Bank
Super-Pareto TikTok Shop; Cure to High Prices is High Prices; Zoomers Living Large?
Cammarata Saves Humanity, “Flying” Roadster, Arrowhead Cuts Tau, Robots, EPIC, Ben Wilson + Extra Doses
Nick Cammarata out of nowhere with some major claims!
Research: sparqlite: SPARQL 1.1 inside SQLite, written in Rust This research task is really an experiment in running Claude Code for web in "Ultracode" mode, as described in Orchestrate subagents at scale with dynamic workflows in the Claude Code documentation. With Ultracode turned on, Claude Code makes aggressive use of dynamic workflows - it generates JavaScript that defines and coordinates a...
Tool: Chirp Pong Another game experiment - I wanted to see if it was feasible to have a two player game on two separate phones running in static HTML where the networking code uses chirps sent via the microphone. It seems to work! Build a two player competitive pong like game where two players use their phones close to each other and the game state is sent via audio noises which the web microphone...
ASML is building a hybrid bonding tool! The company has not announced anything yet, but its patent filings, a news report and its own roadmap all suggest so.
