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For a decade, gradient-boosted trees owned tabular machine learning. In the last twelve months tabular foundation models finally — and decisively — beat them on TabArena. But the lesson practitioners are drawing ("stop using trees") is almost the opposite of what the evidence supports, because...
A response to "Software Ate the World, Now Hardware Is Eating Software." The diagnosis is right — value is migrating and point software is being crushed. The prognosis is wrong. When the bottom of the stack commoditizes, value doesn't stay there. It climbs back up to the layer the thesis forgot:...
The third post in the MCP series. The first two argued when MCP wins and loses. This one looks at the terrain MCP is supposed to win on — OAuth-bound integrations — and shows why even there, the ground is more fragile than it looks.