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Joined February 2015
3/ Think you are diversified in VOO, SPY, QQQ, or VTI? 37% of the S&P 500 and 48% of the Nasdaq-100 sit in these 8 interconnected AI balance sheets (plus TSMC, ASML, and SK Hynix in VXUS). Full breakdown + Architecture Diagrams: codingcat.dev/post/anthropic…
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2/ In public, Meta, Google, Apple, Microsoft, xAI, and Anthropic are rivals. Under the hood: • Meta trains Llama on 1M+ NVIDIA GPUs while using Google Cloud & Gemini Search grounding. • Apple routes Apple Intelligence to Gemini, OpenAI, and Claude. • All chips -> TSMC.
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1/ Look at how "AI round-tripping" works in the S-1: • Google commits up to $40B -> Anthropic signs $114.5B in Google Cloud TPU commitments through 2033. • Amazon commits up to $33B -> Anthropic signs $110B in AWS Trainium2 commitments. • Plus ~16% marketplace fees!
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Anthropic just filed its Form S-1 for a Nasdaq IPO ($ANT), and the footnotes read like the ultimate Big Tech infinite money glitch. $16.3B H1 2026 revenue. -$80.7B H1 GAAP net loss. $518B in take-or-pay cloud commitments. How 7 CEOs built a circular AI economy: 🧵👇
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How do you keep AI agent context windows lean at runtime? Shape the dataset at build time. Use a narrow GROQ projection to strip UI metadata and compile a compact dataset outline so agents retrieve exact entry paths on demand. Details in the reply 👇
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What happens when someone edits a pricing or policy doc with an unverified claim? In standard RAG, the vector index ingests it immediately. With Sanity Knowledge Bases, the conflict is flagged before it touches agent state. Demo in the reply 👇
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Shipping an MCP knowledge pipeline to production requires three guarantees: low token overhead, source drift protection, and strict read-only auth. Never let unvetted doc edits silently mutate agent answers. Production patterns in the reply 👇
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Podcast S1E12 with Joel Varty (@joelvarty): Agility CMS Joel Varty talks all about Agility CMS. Where DXP fits into the Jamstack.
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CodingCatDev Deep Dive: NPM Tips and Tricks Adding NPM Globally, setting default values for packages, and stopping the dreaded sudo calls.
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Podcast S1E11 with Jason Lengstorf (@jlengstorf): Moving from WordPress to Jamstack Talking with Jason Lengstorf about how to use Wordpress to power the backend to any of your Jamstack sites.
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Podcast S1E10 with Aaron Frost (@aaronfrost), Ali Spittel (@ASpittel), Kelly Vaughn (@kvlly), Tyler McGinnis (@tylermcginnis): Creating a Startup Creating a Startup is hard! Learn from the experts who have created great startup companies. Everything from an LLC to S...
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Stop Wasting Tokens: Give AI Agents a Dataset Outline. Keep AI agents accurate and token-efficient by replacing broad similarity searches with a lightweight dataset outline and direct entry-path retrieval. Start with a clear purpose and a narrow Groq proj
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Podcast S1E9 with Elizabeth Wilson (@TruWil), Brett Fitzgerald: SAFe is SCRUM on Steriods Chatting with Elizabeth Wilson and Brett Fitzgerald about Agile, SCRUM and SAFe practices when building products.
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CodingCatDev Deep Dive: VSCode Extension Peacock Subtly change the color of your Visual Studio Code workspace. Ideal when you have multiple VS Code instances, use VS Live Share, or use VS Code's Remote features, and you want to quickly identify your editor.
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Podcast S1E8 with Christy Ennis-Kloote (@EnnisKloote), Zoë Wilson, Elizabeth Bush: Design for Developers Are you struggling to become a designer for web development? You don''t need formal web development training to be successful. Learn from the design group at OST...
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