Weekly

AI now writes the code; the market is paying for whatever decides it can ship. Governance, review, and reliability are the product category now.

This week the money and the billing both said it aloud: value is moving from the coder to the control plane.

The market has repriced the AI software problem: the bottleneck is no longer generating code. It is verifying, governing, and trusting it.

This week, products, capital, data, and even the tooling substrate converged on the same “verification layer,” and that layer is Quality Engineering by another name.