Rami's Readings #140 - Agentic Coding and Claude Code
Sharing my Podcast with Framework Venture Partners. The latest on AI, LLMs, Claude Code, Coding Agents, GGML joins HuggingFace, Cyber Stock Slides, Gen Alpha, and more.
Welcome to Rami’s Readings #140 - a weekly digest of interesting articles, papers, videos, and X threads from my various sources across the Internet. Expect a list of reads covering AI, technology, business, culture, fashion, travel, and more. Learn about what I do at ramisayar.com/about.
👋🏼 Welcome New Subscribers
Hello! A hearty thank you for subscribing to Rami's Readings! There are quite a few new subscribers this week, thanks to recommendations from The AI Ethics Brief, Product Byte, and The VC Corner. I am thrilled to have you on board! In this newsletter, I curate the best papers, tweets, and articles I have read during the week focusing on LLMs, AI, economics, business, and technology news. You can learn more about me on my website.
🎙️ Podcast with Framework Venture Partners
I recently sat down with Mikhail Karmali from Framework Venture Partners for a wide-ranging conversation recorded at my kitchen table. 🙂 We discussed how the LLM era is compressing traditional SaaS models faster than many appreciate. The cost and complexity of building software has fallen dramatically, yet the enterprise buy-vs-build bar has never been higher. Listen to it on Spotify!
I would love to hear your thoughts, reply directly to the newsletter.
🤖 AI Reads
2026 Agentic Coding Trends Report
Notes: Anthropic released a coding agent trend report.
Amp: Coding Agents Engineered For The Frontier
Notes: Did anyone give AMP a try?
standardagents / dmux: A dev agent multiplexer for git worktrees and claude code (or other agents)
Notes: A terminal version of Conductor.
Half the AI Agent Market Is One Category. The Rest Is Wide Open
Notes: So much opportunity.
Think Deep, Not Just Long: Measuring LLM Reasoning Effort via Deep-Thinking Tokens
Notes: Good paper from Google.
The ratio of deep-thinking tokens correlates more reliably with accuracy than token count or confidence metrics across mathematical and scientific benchmarks (AIME 24/25, HMMT 25, GPQA-diamond), tested on DeepSeek-R1, Qwen3, and GPT-OSS.
Hello Entire World
Notes: A massive seed round to solve agent - developer collaboration by the former CEO of GitHub.
GGML and llama.cpp Join HuggingFace
Notes: Huge news for the open source, local AI movement.
💼 Business Reads
Cyber Stocks Slide as Anthropic Unveils Claude Security Tool
Notes: More software stock selling…
Autonomous Market Intelligence: Agentic AI Nowcasting Predicts Stock Returns
Notes: Another excellent paper using Agents to generate alpha.
We find that AI possesses genuine stock selection ability, but only for identifying top winners. Longing the 20 highest-ranked stocks generates a daily Fama-French five-factor plus momentum alpha of 18.5 basis points and an annualised Sharpe ratio of 2.43.
An Investor’s Guide to Gen Alpha
Notes: Fun read from Bloomberg.
Millennials Melted Their Brains With Screens. Their Kids Want None of It
Notes: Gen Alpha is right. There is a great market for the Light Phone.
Signing off from Redmond, WA.