Tech and startups: 30th September 2025
đŁ Headlines
⢠AI is reshaping software assurance as Greptile raises $25M to take on CodeRabbit and Graphite in code validation and Aikido acquires Allseek and Haicker to deliver sub-hour automated penetration testing.
⢠Google unveiled Gemini Robotics 1.5 and ER 1.5 to boost visionâlanguageâaction capabilities and cross-robot learning, underscoring a broader push toward âPhysical AIâ as the next wave beyond LLMs.
⢠Fundrise is backing publicly registered, evergreen VC funds as venture capital aims to broaden access.
⢠Blue Origin plans to ramp New Shepard flights to near-weekly and assess new spaceports while also winning NASAâs VIPER lunar delivery under a $190M CLPS award.
⢠Space/IoT infrastructure advances as Geespace secures $281M for its Geesatcom IoT constellation and new HQ and Skynopy wins ESA support to test adaptive modulation for Earth observation.
⢠Meta is rolling out a âpay or consentâ ad model in the UK with a ÂŁ2.99/month adâfree option, following EU pushback on the approach.
⢠Google expanded its cheaper AI Plus plan with Gemini 2.5 Pro and creation tools to 40+ countries.
⢠Google and Qualcomm signaled deeper desktop Android and crossâdevice integration for PCs and ChromeOS.
đ§ Company Engineering Blogs
How Palantirâs Strategic Privacy Investments Enable Future Customer Success (blogâ.palantirâ.com). Strategic privacy tools like Checkpoints enable governance, e-signature compliance, and human-in-the-loop AI oversight across Foundry and AIP
How to estimate correlation between metrics from past A/B tests (bookingâ.ai). Combining naive proxyâgoal correlations with a Total Covariance Estimator to correct measurement noise in A/B tests
Beyond Winning: Spotifyâs Experiments with Learning Framework (engineeringâ.atspotifyâ.com). Spotify's Confidence platform powers Experiments with Learning (EwL) to maximize information gain from tests across hundreds of teams
How AI Tools Cut Customer Escalation Time: From Days of Manual Work to Minutes (engineeringâ.salesforceâ.com). AI-powered agents and automation cut manual data collection, enable pattern-based problem solving, and accelerate escalations for Customer Centric Engineering at Salesforce
GitHub Copilot gets smarter at finding your code: Inside our new embedding model (githubâ.blog). Copilot embeds a new code/documentation embedding model to improve code search in VS Code with faster retrieval and smaller memory footprint
đ¤ď¸ Founder and Career Journeys
Floating On (ashfurrowâ.com). Former Float engineer reflects on leadership, startup intensity, personal growth, and lessons learned while launching the mobile app
Making $145k a year from job boards (nocsdegreeâ.com). Self-taught developer builds multiple job boards and a side business, focusing on sustainable jobs and minimal overhead
This Wittgenstein Scholar Built a $16 Billion Startup | Marcus Ryu, Oxford (johnathanbiâ.com). Wittgenstein scholar Marcus Ryu built Guidewire, linking Marx's alienation to startup motivation and leadership styles
Developer Roundtable - Gripes and Empathy (beflagrantâ.com). Explores soft deletion approaches (deleted_at timestamps vs views) and the human side of open source, including empathy for maintainers and the to-build-or-borrow dilemma
Reflections from my first company (ellispinskyâ.com). Entrepreneurial journey in a B2B IT startup: market validation, branding, SEO, analytics, pilots, and lessons on funding and team dynamics
What's next for manager.dev and for me (newsletterâ.managerâ.dev). Anton Zaides shares an 8-month career break, lessons learned, and plans for manager.dev, sponsorships, courses, and a return to full-time EM roles
Machines Room Manifestos: Month One on Mars (seurosâ.com). Two engineers on Mars secretly share advice in the underground, debating shipping, impostor syndrome, and iterative work
đ°ď¸ AI Ecosystem, Sovereignty, and Infra
How to get the most out of your product pass, part 1 (lennysnewsletterâ.com). Tips for premium subscribers: eight tools for PMs, plus workflows with Replit, Warp, Gamma 3.0, Magic Patterns, Descript, Underlord, Wispr Flow, and more
Some AI surprises in late 2025 (rubickâ.com). Slack as a data lake for LLMs, automated status updates, privacy concerns, and automated verification in 2025 tech workflows
Digital Sovereignty as Self-Understanding (innoqâ.com). Digital sovereignty framed as the capability of European teams to solve problems and develop alternatives to Google, AWS, and Microsoft 365 through effective, sovereign teams
AI #135: OpenAI Shows Us The Money (lesswrongâ.com). OpenAI funding scale and product launches; GPT-5, Opus, Claude Sonnet, SWE-Bench Pro, AI economics papers, and policy debates
My DIY Cloud: Grafana, Strapi, LLMs, and Beyond (madanbhintadeâ.substackâ.com). Self-hosted toolkit with Grafana, Strapi, n8n, and LLMs for private, flexible cloud tooling
đ¸ Venture Capital, Diligence, and Founder Signaling
đ§đ Untold Startup Lessons from Dozens of Academic Research Papers with Dan Gray at Equidam (thesplâ.it). Dan Gray of Equidam discusses origination capital, VC patterns, startup catering, AI bubble signals, and mega-fund roles with data from Venture papers
Daybreak: The Two-Year Update (digitalnativeâ.tech). Daybreakâs two-year progress, sourcing craft, founder x-factor, and premium-first VC approach with content-driven network effects
Announcing Two New AC EIRs (alsoblogpostsâ.com). Also Capital announces Nathaniel Krasnoff and Dan Bilen as second Entrepreneurs-in-Residence, highlighting robotics, autonomy, fintech, and hard-tech leadership
Hello, Nodestacker! (forwardthinkingâ.substackâ.com). Arena evolves into Nodestacker, a founder credentialing platform balancing signal, progress, and effort to connect founders with investors
The Art of Spotting Greatness (alsoblogpostsâ.com). CEO-driven recruitment to reach talent density; authentic, actionable insights from recruiters in tech and government-focused teams
The Hidden ROI of Technical Due Diligence in Software Investments (woodruffâ.dev). Technical due diligence uncovers codebase quality, architecture scalability, security posture, and licensing to protect and accelerate growth
đŻ Product Strategy and PMF Lessons
High-growth startups: Uber and CloudKitchens with Charles-Axel Dein (newsletterâ.pragmaticengineerâ.com). Lessons from Uber and CloudKitchens on hyper-growth, productivity, incidents, hiring, and building durable software skills
Users Only Care About 20% of Your Application (idialloâ.com). 20% of features satisfy most users; tools like VS Code, Notion, Figma, FFmpeg, Blender, Slack, Discord illustrate building for a focused slice
Obsidianâs Quiet Climb to the Top of SaaS Security in the Age of AI (greylockâ.com). Obsidian CEO Hasan Imam leads a SaaS security pivot, leveraging AI-era SaaS threats and a product-first growth strategy
The Ownership Paradox: What Do You Really Control in Your Software Business? (thebootstrappedfounderâ.com). Ownership paradox in software: control, dependencies, fallbacks, and data ownership for bootstrapped SaaS businesses
Stop Debugging the Code, Start Debugging the Company (gaiwanâ.co). Shifting focus from code to the socio-technical system that creates and sustains software products
A New Chapter for Mixpanel: My Conversation with CEO Jen Taylor (dataanalysisâ.substackâ.com). Jen Taylor discusses Mixpanel's AI-driven shift from reactive to proactive analytics, customer-centric culture, and global product strategy
đĽ Leading Engineering Teams
Minimum Viable Engineering Management (mikemcquaidâ.com). Explains minimum viable engineering management: regular 1:1s, feedback, unblocking, holidays, notes, and balancing manager vs. individual contribution
How to Lead in a Room Full of Experts (idialloâ.com). Leading in expert rooms: translating across teams, aligning goals, and balancing dialogue, expectations, and timelines
Empowerment, job descriptions, and side projects đĄ (refactoringâ.fm). Empowerment vs direction, standout job descriptions, and four reasons for side projects with insights from Lara Hogan and Vic Vijayakumar
How to boost your management impact with AI tools (leaddevâ.com). AI tools reduce overhead in performance reviews, design decisions, and async communication for engineering managers using Linked data and Claude/GPT workflows
The Missing Spine of the Product Operating Model (differentshelfâ.com). Centre of Excellence acts as the spine coordinating autonomous squads, transferring knowledge through guilds, and balancing performance with sustained disruption
Scaling Engineering Teams: Lessons from Google, Facebook, and Netflix (greenidoâ.wordpressâ.com). Three scaling factors from Google, Facebook, and Netflix â goals, autonomy, and code quality for teams from 10 to 1000+ engineers
đ§ Spec-Driven Dev and Operator Mindset
You Still Need to Think (calvâ.info). Thinking budgets in coding tools differ by UX, from Codex Cloud to Claude Code and Cursor, shaping how users plan and implement
The Rise of the Operator (markmaunderâ.com). AI agents, Codex and Claude Code, Ops role, PLAN.md, AGENTS.md, AI industrial psychology, Operator concept, mission-driven delivery
A Modern Approach to Engineering (differentshelfâ.com). Modern engineering practices, trunk-based monorepos, chaos engineering, inner sourcing, and data as a product drive faster, safer software at scale
Mental Flexibility as a Software Engineering Maturity Metric (alexdongâ.com). Mental flexibility as a key maturity axis; tradeoffs, AGENTS.md, and reflecting on values for engineering decisions
On Specifications, Software and Tools (dsymeâ.net). Mental charts on Intent/Actualisation Toolchains, SpecLang, Codeplain, Copilot Workspace, App Dev Toolchains, SpecKit, and Spec-driven programming ideas
Intent Prototyping: The Allure And Danger Of Pure Vibe Coding In Enterprise UX (Part 1) (smashingmagazineâ.com). Yegor Gilyov critiques mockup-centric UX and examines AI-powered 'vibe coding' versus intent-driven prototyping for enterprise apps
Responsibility and Authority (functionalâ.computer). Explores responsibility and authority in software teams, from legacy âbuild it, run itâ gaps to language choices and team autonomy
đ§ Engineering Philosophy and Contrarian Takes
Further examples of group madness in technology (scottlocklinâ.wordpressâ.com). Smart people chase trends, from battery airplanes to distributed manufacturing and Lisp critiques, with reflections on CORBA, Prolog, Java and DOCs
Code Project Bait (synystronâ.substackâ.com). Critique of GitHub code projects that promise instant, unique tools while potentially exposing code and secrets globally
The Four Pillars of Career Growth for Software Engineers (hamyâ.xyz). Four pillars: Technical Skill, Project Execution, Product Thinking, and People Skills shape career growth for software engineers
Re: My Software Engineering Guiding Principles - Part 1 (rodhiltonâ.com). Rod Hilton outlines guiding software engineering principles: strong opinions, refactoring over rewrites, boring technologies, 3AM understandability, and delivering working software early
Are Software Engineering Teams Necessary (alnewkirkâ.com). Explores decline of strict teams for ownership as AI enables individuals to deliver end-to-end outcomes
Vantage on management: No instructions for engineering (tiendilâ.org). Vantage on management argues that detailed instructions fail for creative, knowledge-work like software engineering; promote guidelines, constraints, and team-based metrics
đ¤ Vibe & Agentic Coding in Practice
Shipping like Claude Code ⥠(refactoringâ.fm). Shipping fast like Claude Code: small AI-assisted, prototype-driven teams, CLI workflows, extensive testing, and perâengineer releases
Vibe Coding, Clarity Supremacy, and Software Engineeringâs Future (blogâ.bencopeâ.land). Vibe coding, Clarity Supremacy, tacit knowledge, normal accidents, residuality theory, and the shift toward systems engineering futures
Are You Vibe Coding? (aakashgâ.com). Vibe coding as a core PM skill, using AI for brainstorming, AI-generated prototype, and refining PRDs before build
The Future of Agentic Coding is Multiplayer (aviatorâ.co). Multiplayer runbooks, spec-driven AI development, and shared prompts to scale agentic coding across teams
Is Vibe Coding Just a Cost Cutting Strategy, like Outsourcing/Offshore Development? (nicksnettravelsâ.builttoroamâ.com). Explores Vibe Coding, AI-assisted tooling, app builders, IDE integrations like Copilot and Codex, costs, and impacts on architecture and productivity
Every programmer will be fullstack (kojoâ.blog). AI-assisted tooling enables a single developer to design and build full web apps, reducing the need for specialist roles
đ How Claude Code is built (kyleolivoâ.githubâ.io). Claude Code development relies on LLMs for coding tasks and a spec-driven, test-led workflow
đ Before you go
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