Token Arbitrage
Minting Money in the Foundation Model Gold Rush
VC POV
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The Future of I/O
You can’t build 10x software with 1x interfaces
Inference ≠ Training. Memory ≠ Training.
What AI remembers, what it forgets—and what never makes it into training
The Hidden Costs of Exuberance
Venture capital has bounced back from 2021, but the competition to get into the hottest companies has continued to drive valuations to extreme heights.
How MCP Enables Vertical AI
Why tool use is getting commoditized—and what still counts as a moat in the age of MCP.
VC is a sales job
Venturing in Public 3/26/25