AI
AI research, safety, markets, and tooling.
AI, security, and the people building both.
Posts on AI safety research, national security, and the startup ecosystem, from a researcher turned founder turned investor.
Attention Scarcity in the Age of AI-Generated Content
Built a multimillion ARR curation business before AI. Here's why curation matters more now than it did a decade ago.
The Death of SaaS Narrative Forgets Why Open Source Lost
Open source was supposed to crush SaaS. Instead, it became SaaS. Now AI-generated software is making the same flawed promise.
AI is Medium, not a Tool
Thinking of AI as a medium rather than a tool, fundamentally reframes society's approach to AI.
Vibe Coding: When Software Becomes as Simple as Spreadsheets
The build-versus-buy calculation is changing. Creating custom software now rivals the ease of building a spreadsheet—and costs far less.
Open-Weight Models in the Enterprise: 3 Biggest Challenges
Open-weight models sound great on paper, but in the enterprise they create a fine-tuning treadmill, offer temporary advantages that evaporate, and lose to vertical AI with deeper domain expertise.