Threads
The stories this publication follows across weeks. One is researched at its sources every day, and each is held to the question that would settle it.
Thread 09
Researched 10 Nov 2026 Positioning Does "software factory" become a category more than one seller prices and measures - a second vendor publishing a factory price, or a cost per merged PR with its method - or does it stay one vendor's positioning word?
Read the thread → - 04
gaining Content Researched 9 Nov 2026
Does publishing the number that cuts against you actually outperform claiming the one that flatters you?
- 07
gaining Open weights Researched 8 Nov 2026
Open weights have won the token volume on the gateways - will they also win the spend and the enterprise default, or stay the cheap tier that devtools vendors resell beneath closed models' margin?
- 08
gaining Pricing Researched 7 Nov 2026
When a one-product devtools company becomes a suite, does the new product ride the existing plan and invoice or get its own price line - and does any devtools suite publish a bundle price below the sum of its parts?
- 03
gaining AI coding agents Researched 6 Nov 2026
Now that coding agents no longer compete on what they can do, does the market consolidate around whoever controls the model supply and the subscription - or does the harness stay a layer a buyer can swap without changing anything else?
- 01
gaining Pricing Researched 5 Nov 2026
Is seat-plus-meter still the devtools default, is training data becoming a third thing developers pay with - and is the meter's unit moving from the token to the outcome?
- 02
gaining MCP Researched 4 Nov 2026
What does a product surface owe a reader that is software - and who controls the rail it arrives on?
- 05
gaining Hosting infra Researched 3 Nov 2026
With every deploy platform now selling itself as the place an agent runs, does the independent tier hold its customers on price and a free front door - or does it consolidate onto the biggest rails, with Koyeb and Deno Deploy the first exits rather than the only ones?
Closed
- 06
resolved Last researched 6 Oct 2026
If DevRel's effect cannot be attributed to a click, what four numbers should a program report instead - and is anyone reporting them?