BoxCars AI

The Poorly Lit Factory

What a tent in a Tesla parking lot tells us about the future of AI-generated code

Mar 19 • Tabrez Syed

The Dream of the Serpent

AI solved an open math problem and outperformed a world-class engineer. The process looked a lot like genius.

Mar 12 • Tabrez Syed

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When the Walls Come Down

What happens when the cost of replicating software drops to near zero?

Mar 5 • Tabrez Syed

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February 2026

A Website For Two

Your visitors are about to bring their own AI and that changes how companies build websites.

Feb 26 • Tabrez Syed

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Bring Your Own Agent

How WebMCP gives AI a seat at every website

Feb 19 • Tabrez Syed

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The Echo of Demand

What a 1960s supply chain simulation can tell us about the AI infrastructure boom

Feb 12 • Tabrez Syed

When AI Becomes Plumbing

How AI moves from product to infrastructure

Feb 5 • Tabrez Syed

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January 2026

All In on the Cloud, All In on the Device

Why the companies spending $405 billion on cloud infrastructure are simultaneously betting on local AI

Jan 29 • Tabrez Syed

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Good Enough + Everywhere: Google's Bundling Playbook

Google is using Microsoft's 1995 strategy to catch OpenAI. But this time might be different.

Jan 22 • Tabrez Syed

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The Self-Improving Kludge: Can AI Learn to Learn?

How AI models are closing the self-improvement loop awkwardly—and why that might be enough

Jan 15 • Tabrez Syed

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Software That Sees Before It Asks

How software becomes bespoke when interfaces materialize from data

Jan 8 • Tabrez Syed

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December 2025

The Unbreakable Pots

Why building the best AI model doesn’t guarantee capturing the most value

Dec 11, 2025 • Tabrez Syed

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