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Rami's Readings #140 - Agentic Coding and Claude Code

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

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.