A collection of deep dives on various topics, organized by date.
Research Topics
2026
| Date | Topic | Description |
|---|---|---|
| 2026-03-07 | Claude Code | Anthropic’s agentic CLI coding tool — architecture, features, configuration, workflows, and SDK |
| 2026-03-08 | MLIR for Hardware Design | HLS with MLIR (Calyx, Dynamatic, ScaleHLS), CIRCT dialects, progressive lowering to RTL, ESI, and real-world adoption |
| 2026-03-25 | Transformer VM | Analytically-constructed transformer that simulates a WebAssembly VM — computation graph DSL, MILP scheduling, O(log n) hull cache, and Futamura projection |
| 2026-04-09 | Claw Code Agent | Python reimplementation of Claude Code’s agent architecture — local models, zero dependencies, 60+ tools, plugin system, MCP runtime, and bash security |
| 2026-04-09 | OpenAI Codex CLI | OpenAI’s open-source coding agent — Rust crate architecture, sandbox system (Seatbelt, Bubblewrap, Landlock), execution policy engine, and Ratatui TUI |
| 2026-04-10 | Pi Mono | AI agent toolkit monorepo — unified LLM API with 17 providers, two-loop agent runtime, coding CLI with JSONL session trees, differential-rendering TUI, and context compaction |
| 2026-04-28 | Situational Awareness LP | Reconstruction of Leopold Aschenbrenner’s AI hedge fund from SEC 13F filings — Q4 2025 holdings ($5.5B), thesis buckets (power, data centers, chips, optics), and per-company deep dives |
| 2026-06-10 | Atreides Management | Gavin Baker’s crossover fund, public + private — Q1 2026 13F ($5.0B, 54 lines), six-quarter evolution, thesis themes, and the private book (Cerebras, SiFive, Enfabrica, SpaceX, Valor AI JV) from Form D forensics |
| 2026-07-07 | Datacenter Nuclear | Investor research on Valar Atomics vs. Aalo Atomics vs. Oklo as AI-datacenter nuclear bets — technology, fuel chains, regulatory paths, customer pipelines, valuation math at 9B public marks, and verdict |