Damien C. Tanner

@rja907 Really interesting notes. Thanks for sharing. I’m going to make it next year. I’m so please in person is back!

My notes from the $CSU.TO $TOI.V $LMN.V 2026 AGM! It should serve as some good long-weekend reading! Includes stuff that neither the financials nor the meeting recording will tell you! I got a chance to speak with Mr. Jeff Bender, Mr. Bernie Anzarouth, Mr. Jamal Baksh, Mr. Daan Dijkhuizen, Mr. Robin van Poelje and shared what I remember! I think the 4+ hour AGM is well worth your time but the 3-4 minutes of direct quotes get you 90% there! YouTube link (with timestamps): youtube.com/watch?v=m5lRsH… Official link: streamstudio.world-television.com/CCUIv3/framese…

@threepointone Very nice ride. Once upon a time I built this fully electric machine.

It’s pretty good at touching up a regular photo as well before and after

Latest model releases have been a real let down. Haven’t felt any real step change improvements. It feels like the labs are having a hard time wrestling the best of intelligence. Each release is not really better but just ‘different’ in some helpful but also counterproductive ways.

Recently been feeling a need for a ‘Human Reviewed’ badge for infra providers and critical libs. If I’m using your thing for critical infra. I want it to be extremely solid and safe from the temptation to slop.

@whoiskatrin See you there. All agent work pauses next week.

breaking news, there is life outside of agents ciao

@samuelcolvin @zeddotdev Be both know who’s really writing the code here ;)

@dctanner @zeddotdev I totally agree. Please don't nerd-snipe me into building that too. I have a job!

I got board of opening spreadsheets with google sheets. So I've built `spread` a native spreadsheet viewer. Built with @zeddotdev's GPUI. Can open xlsx, csv and parquet. Will open a 30M row parquet file in <100ms. Renders most xlsx formatting. github.com/samuelcolvin/s…

@samuelcolvin @zeddotdev The other thing I would love (but probably is best in Zed itself) is a rendered markdown editor, aka Notion but for files on my computer. The future of docs and sheets is .md and .csv

@samuelcolvin @zeddotdev Sam you legend. Ever time I open a csv I have been thinking ‘why can’t Zed just have a table vie’

@threepointone @jonas @zebassembly @dillon_mulroy @nevikashah @thomas_ankcorn @JeremyMorrell @msmps_ I want all of this too thanks you please

@jonas @zebassembly @dillon_mulroy @nevikashah @thomas_ankcorn @JeremyMorrell @msmps_ yes I would like all of this too please get to work @zebassembly

Little personal update, I'm no longer building Workers Observability at Cloudflare. I'm now building Artifacts at Cloudflare with @dillon_mulroy and co For Cloudflare o11y make sure you follow @nevikashah, @thomas_ankcorn, @JeremyMorrell, and @msmps_! They got bangers planned

@JerryCap CSU data center capex is way too low to justify that kind of valuation

I for one believe $CSU is worth $2 trillion

@badlogicgames It’s the most calm editor around.

ok, maybe it's time to switch to Zed.

@badlogicgames Is there a newsletter/email feed too? That’s how old skoll I am.

Due to popular demand, you can now browse all my recommended reading/viewing suggestions here: mariozechner.at/recommended-re… Sadly, Space Karen's hard core engineered Twitter API is absolutey garbage, and I can only get tweets back to April. Will backfile with an export. Enjoy.

@threepointone @mattzcarey @whoiskatrin Postgres would be great if it also solves the max turn size issue

some things I'm working on this week on agents: - reviewing @mattzcarey's PR for postgres backed sessions (so you can use Think with planetscale etc) - reviewing @whoiskatrin's PR for reusable browser sessions in an agent - hardening subagents prepping for the new starter kit (multi chat/agent tools/etc) - polishing up the "skills" story (should we just let you import/use them freely?) - working on filed bugs, those are usually straightforward - thinking about devx (should we build a nextjs/tstart type framework on top of Think?) should be a chonky release, let's aim for friday.

@mattzcarey Always tastes so good fresh

This has changed my life found out that labneh is just strained yoghurt with salt and lemon. It is super easy to make at home

@TidefallCapital Masterpiece, thanks 👌

Constellation Software 2026 AGM Supercut Condensed original video from over 4 hours to 36 minutes. $CSU.to youtu.be/DJ9QomCOOhI

@atelicinvest I agree. As an engineer, I would pay 10x for a 10x better model and would use it 10x more than I do currently for coding.

Look, I'm a boomer, and every bone in my body is screaming that this is a bubble, ppl are just using it for performative work, etc., but talking to people with real jobs. I'm fairly certain that we're still going to ramp on token demand by a few orders of magnitude from here. We are nowhere near the peak of deployment. The tricky part is that, even at current subsidised rates, this demand is uneconomical to serve. There's still a lot of disruption to happen below the line in how we go about serving this demand

@BradoCapital @CSUnerd Thanks for sharing! Gutted i couldn’t make it in person but will aim to next year.

My $CSU.TO raw notes from this morning's AGM: - Opened with a video showing year-by-year acquisitions across operating groups. Seeing gross/recurring revenue alongside capital deployed was impressive with over 1,300 acquisitions during their 30 year run. - Core message remained consistent: - Decentralization - Decisions pushed to business units - Small teams - Buy-and-hold forever mindset - No PE-style flipping - Scale highlights: - 69K employees - 1,500+ business units - 1,300+ acquisitions - 100+ countries - 150+ vertical markets - Conventional org charts are NOT how CSI operates - HQ exists to coach, not control - Nyland (Lumine) mentioned speaking with their telecom customers about potential acquisition opportunities that improve service to end customers - Concentrating talent within verticals is a major edge. Deep knowledge in transportation with Bill Delaney (CEO of Modaxo, part of Volaris) runs transportation software services for 3,000+ cities and governments - Mark Miller's AI comment: - “It’s about what you actually do, not what you say you’re going to do” - Short-term leaders focus on what they say, not execution - Vertical markets require deep industry expertise, even in the AI era - Founder who spoke on a panel sold to CSI in 2018 is now fully out of that business and running an academic vertical inside completely outside of the operating unit he sold to - Interesting pattern: founders often stay within Constellation in new leadership roles years later - Agentic coding is helping them build more software faster - Some companies are fully rebuilding and modernizing products from scratch — previously inconceivable pre-agentic coding - CSI is hosting many AI hackathons to: - Produce new products - Rebuild outdated systems - Modernize software untouched for decades - Potential upside: - Longer product life cycles - Lower churn - CSI increasingly investing in “PEMS” in other words taking stakes in other public software companies. Miller sees value in public markets and mentioned on the earnings call last week that private valuations haven't moved while publics get smoked. - PEMS = Permanent Engaged Minority Shareholders - Holding long term, not trading the equities - Brief mention of Mark Leonard at the start, then not referenced again... Company remains very private about his health - Mark Miller: - “We really haven’t seen any AI-related attrition of customers” - Software businesses are not just products, they are Companies: - Support matters - Sales matters - Services matter - Customers don’t ask for AI. Customers ask for solutions. If AI improves the solution, great

@ryancarson We need to get you into @usetoyo

Starting to think about moving away from OpenClaw and into Codex for my executive assistant/chief of staff. Is anyone else considering this, or if you've done it, how's it going for you? However, there's one major problem where you can't authenticate multiple Google Workspace accounts, which is often necessary for EA stuff. @thsottiaux

@bookercodes @mattpocockuk Sent you an email @mattpocockuk 👍

@mattpocockuk AIE London with @dctanner definitely

Any London-based AI events looking for a conference speaker, and planning to professionally film their talks? I have a banger of a talk lined up that I need to let loose somewhere

@mattzcarey @dillon_mulroy @threepointone @wesbos @stolinski We currently give candidates cursor tab only. It's a good filter, because the tab can lead you down bad rabbit holes if you don't have a clear idea of what you want the code to actually look like.

@dillon_mulroy @threepointone @wesbos @stolinski @dctanner does this also!!

I’m convinced: you can compensate for a “worse” model with your own human intelligence and abilities. Unfortunately, the corollary… yeah.