Token Arbitrage
Minting Money in the Foundation Model Gold Rush
Minting Money in the Foundation Model Gold Rush
You can’t build 10x software with 1x interfaces
What AI remembers, what it forgets—and what never makes it into training
Why tool use is getting commoditized—and what still counts as a moat in the age of MCP.
Think of each funding round as part of an ongoing strategy—a multi-stage game, where every decision has ripple effects on the long-term trajectory.
After a decade of building and scaling startups, I’m excited to embark on my next chapter as a Principal at Founder Collective in their NYC office.