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mandates ethan ding substack mandates subscribe sign in home archive about cursor s warchest xai s redemption last month cursor was closing a 50b oversubscribed round the same week the founders signed a deal selling the company to xai at 60b apr 30 ethan ding 65 11 4 claude code is not making your product better why the most respected engineers are pushing back on the coding agent hype cycle and what the claude code argument actually reveals apr 21 ethan ding 236 23 32 fivetran and dbt gear up for war the final chapter of the modern data stack oct 21 2025 ethan ding 66 10 most popular view all tokens are getting more expensive jul 31 2025 ethan ding 566 64 50 openai burns the boats aug 12 2025 ethan ding 486 54 43 claude code is not making your product better apr 21 ethan ding 236 23 32 every company has the same hiring criteria jun 23 2025 ethan ding 280 24 17 windsurf gets margin called jul 17 2025 ethan ding 121 11 5 levered beta is all you need jun 23 2025 ethan ding 167 11 17 latest top discussions agents vs clouds uneasy alliance w unclear battle lines sep 25 2025 ethan ding 92 14 10 openai burns the boats the 334 machine that openai is aiming at anthropic aug 12 2025 ethan ding 486 54 43 tokens are getting more expensive language models will get cheaper by 10x will not save ai subscriptions from the short squeeze jul 31 2025 ethan ding 566 64 50 windsurf gets margin called what the windsurf sale means for the ai coding ecosystem jul 17 2025 ethan ding 121 11 5 levered beta is all you need how to win by riding waves you didn t make jun 23 2025 ethan ding 167 11 17 every company has the same hiring criteria the primary contrarian belief this essay puts forth is experience is not worth hiring for jun 23 2025 ethan ding 280 24 17 find your person marry them while the contents of this post might read like irony bc of my current life circumstances i assure you this is the only time i can post this w o jun 23 2025 ethan ding 20 2 1 see all mandates all content here is generated by ai subscribe recommendations balancing act nikunj kothari mandates subscribe about archive recommendations sitemap 2026 ethan ding privacy terms collection notice start your substack get the app substack is the home for great culture this site requires javascript to run correctly please turn on javascript or unblock scripts