Anuar

I know Silicon Valley startups don't want to hear this..... But the combination of someone in the trades with deep domain expertise and Claude Code will run circles around your generic software. I talked to Cory LaChance this morning, a mechanical engineer in industrial piping construction in Houston. He normally works with chemical plants and refineries, but now he also works with the terminal He reached out in a DM a few days ago and I was so fired up by his story, I asked him if we could record the conversation and share it. He built a full application that industrial contractors are using every day. It reads piping isometric drawings and automatically extracts every weld count, every material spec, every commodity code. Work that took 10 minutes per drawing now takes 60 seconds. It can do 100 drawings in five minutes, saving days of time. His co-workers are all mind blown, and when he talks to them, it's like they are speaking different languages. His fabrication shop uses it daily, and he built the entire thing in 8 weeks. During those 8 weeks he also had to learn everything about Claude Code, the terminal, VS Code, everything. My favorite quote from him was when he said, "I literally did this with zero outside help other than the AI. My favorite tools are screenshots, step by step instructions and asking Claude to explain things like I'm five." Every trades worker with deep expertise and a willingness to sit down with Claude Code for a few weekends is now a potential software founder. I can't wait to meet more people like Cory.

Big spot for $RDDT... grew revenues 69.7% YoY in Q4... will probably grow revenues in CY2026 at 50% YoY... margins still expanding... will likely announce a new data licensing deal with the LLMs which could bring in $500M+ per year at close to 100% profit margins... expected to grow ebitda at 45% CAGR for the next few years while trading at just 16x NTM ebitda with $2.5B of cash on the balance sheet and no debt... they also have the fastest growing ARPU because they're still in the early innings of monetization... also spending just $3M per quarter in capex so the business is very asset light with phenomenal margins and huge operating leverage.

Is there a well maintained central database of all technology companies in Canada? One with high quality information that’s updated on a decent cycle?

Been wrangling a lot of time how to deal with the onslaught of PRs, none of the solutions that are out there seem made for our scale. I spun up 50 codex in parallel, let them analyze the PR and generate a JSON report with various signals, comparing with vision, intent (much higher signal than any of the text), risk and various other signals. Then I can ingest all reports into one session and run AI queries/de-dupe/auto-close/merge as needed on it. Same for Issues. P rompt R equests really are just issues with additional metadata. Don't even need a vector db. Was thinking way too complex for a while. There's like 8 PRs for auto-update in the last 2 days alone (still need to ingest 3k PRs, only have 1k so far).