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.

  1. gaining Content Researched 9 Nov 2026

    Proof over adjectives: publishing the uncomfortable number

    Does publishing the number that cuts against you actually outperform claiming the one that flatters you?

  2. gaining Open weights Researched 8 Nov 2026

    Open weights as a go-to-market: the volume is won, the default is not

    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?

  3. gaining Pricing Researched 7 Nov 2026

    Everyone is going multi-product: one bill, or a shelf of SKUs

    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?

  4. gaining AI coding agents Researched 6 Nov 2026

    How coding agents compete: the model, the bundle, the perimeter, not the agent

    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?

  5. gaining Pricing Researched 5 Nov 2026

    How AI features get priced: seat, meter, data, and now the outcome

    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?

  6. gaining MCP Researched 4 Nov 2026

    When an agent is the first reader of your docs

    What does a product surface owe a reader that is software - and who controls the rail it arrives on?

  7. gaining Hosting infra Researched 3 Nov 2026

    Who hosts the agent: the deploy platforms after the git push

    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

  1. resolved Last researched 6 Oct 2026

    Measuring DevRel by influence, not attribution

    If DevRel's effect cannot be attributed to a click, what four numbers should a program report instead - and is anyone reporting them?