Essays & ideas
I really like to write. I'm a big believer in writing as a way to distill thought and to make sure you actually understand something — and in the idea of writing as a conversation. Here are my most recent pieces — you can find everything on Substack.
Recent from Substack
Autonomous product loops↗
June 16, 2026
There are now a number of high-profile startups like Resolve and Firetiger that aim to create some type of autonomous observability loop.
How Agents Use Systems Differently↗
May 14, 2026
Why databases, distributed systems, & more will need to be re-architected for a new type of user
The two software development stacks↗
April 16, 2026
As a developer tools startup, do you build for the agent-only stack, the AI + humans stack, or both?
Engines & kernels, not applications↗
January 28, 2026
Why LLMs will turn most engineering & design software into infrastructure
All agents will become coding agents↗
January 13, 2026
Code generation will be the most ubiquitous tool for AI Agents
Keep reading
davistreybig.substack.com
All-time favorites
S3 as the Universal Infrastructure Backend↗The Experimentation Gap↗Software Systems in a World of LLMs↗WebGPU: What is it and why does it matter?↗The Biggest Bottleneck for Large Language Model Startups is UX↗The Context Window Dillema↗