Fox Factory Q4: Jettison the Riff Raff

Fox beat low expectations, guided FY26 well below the Street, and quietly confirmed most of the thesis I laid out in December. Let’s unpack what happened, what it means for bike, and the restructuring

Reflections After 12 Months of Vibe Coding

This month marks the one-year anniversary of my journey into “vibe coding.” Looking back, 2025 will undoubtedly be remembered as the year the paradigm shifted with respect to software development, at least for me.

YT is…back?

The German based bike company announced its return yesterday with Markus at the helm. What happened and do they have a path forward?