Taste is the Moat
The rarest skill isn’t building fast anymore—it’s knowing what’s worth building.
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What does it mean to really take risk at seed?
Venturing in Public — 4/30/25
Token Arbitrage
Minting Money in the Foundation Model Gold Rush
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.