Anthropic’s gross margin is said to have improved from roughly -94% last year to about +40% this year.
Brex’s sale price is argued to be a negative valuation comp for Ramp because applying a similar ~7x revenue multiple to Ramp’s ~$1B run-rate implies a far lower value than Ramp’s $32B private valuation.
Net revenue retention of 120–130% is characterized as a past era that may not return regardless of agent quality.
Server-Side Ingestion Capability Via Multipart File Uploads
Datasette's Request object supports multipart/form-data file uploads using await request.form(files=True).
A new ?_extra=render_cell parameter is available on both table and row JSON pages to return results of executing the render_cell() plugin hook.
The recommended development environment for working on Datasette now uses uv.
Product Form Factors And Scale Enablers
Key design dimensions for plug-in batteries include 120V versus 240V compatibility and placement choices such as wall-hanging, appliance integration, or corner placement.
Soft costs are typically 50% or more of a residential DER install, and plug-in models can drive major soft-cost components (permitting, labor, and customer acquisition) toward zero through self-serve purchase-and-plug-in deployment.
Some utility stakeholders argue that even non-exporting plug-in batteries should require permitting or permission because they interconnect to the electrical system.
Ai As Macro Stabilizer For Depopulation And Productivity
Declining population growth combined with potentially lower immigration could make human workers more scarce and valuable over the next 10–30 years in many countries.
AI outcomes will be shaped by interacting unknowns including politics, unions, war, and China’s actions, making it dangerous to prejudge moats and market structures.
AI will raise baseline performance for competent practitioners while allowing top performers to become dramatically more productive, creating “super-empowered” individuals.
Process And Psychology Over Strategy
Guest trader Jack Kellogg describes obsessive overtrading and working through severe illness as causes of multi-year burnout, and claims improvement came from stepping away in poor conditions and prioritizing recovery routines.
Guest trader Lance Breitstein argues that strong traders exploit edge skew by sizing exponentially larger on rare high-conviction opportunities rather than sizing linearly across all setups.
Guest trader Peter Brandt claims the market sets a 'tuition' for learning to trade and that becoming consistently confident typically takes about three to seven years, with rushing often ending badly.