The Engineer's Alpha
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The Engineer's Alpha

An Engineering Lead's journey to $10k/mo passive income. Deep dives into Tech Stocks, Side Projects, and Engineering Systems.

Latest posts

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  • People for Data Centers
    Microsoft offered buyouts to 60,000 people the same day Anthropic's S-1 disclosed hundreds of billions in multi-year compute commitments. A look at the duration gap between usage-based revenue and non-cancellable compute, and who ends up absorbing the risk.
  • Apple Welcome Home Event - Control of the Living Room Entry Point
    Now that Siri and Gemini have moved into the living room, TV platforms are competing over more than search and recommendation. From hardware to content to home devices, whoever can connect existing services and authorization has a shot at the living-room entry point.
  • Intelligence Is Not Authority: Designing the Trust Boundary for Agentic AI
    Starting from Satya Nadella's insider risk argument: why the agent execution plane and the authority control plane have to be separate, why identity is not authority, and which layer enforcement belongs in.
  • AI Doesn't Define Seniority. Engineering Judgment Does.
    Knowing Claude Code, or knowing how context windows and tokenization work, does not by itself make an engineer senior. AI made producing code cheap. Engineering judgment, knowing what to verify, and knowing what is worth doing are still what senior engineers are for.
  • Agent Identity Introduction
    Why an agent needs an identity of its own, why identity is really four separate questions, what the ideal state looks like, and what a single tool call should actually be checked against.

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