How I built LeadTruffle's Internal AI Assistant
How I built LeadTruffle's internal AI assistant with brokered tool discovery, progressive evidence loading, approval-gated mutations, provider fallbacks, and scenario evals.
Did you accelerate the formation of technocapital today?
How I built LeadTruffle's internal AI assistant with brokered tool discovery, progressive evidence loading, approval-gated mutations, provider fallbacks, and scenario evals.
Why the humanoid robotics trade is not yet analogous to ChatGPT, and why public-market exposure still looks cleaner through semiconductors than pure-play robot companies.
A market-cap and revenue-growth framework for spotting technocapital gravity wells before they dominate the next decade.
A draft map of why AI may be starting a new biotechnology cycle: protein design, AI drug discovery, automated labs, longevity, and the bottlenecks that still matter.
A writeup on stale React.lazy dynamic import errors in a Vite app on Cloudflare Pages, why the first 404/reload fix was not enough, and the versioned R2 asset system that actually fixed deployment skew.
Projecting big AI lab revenues from May 2026 through 2035 under takeoff scenarios.
A May 2026 update on AI bottleneck trades across memory, CPUs, neoclouds, datacenter capacity, and photonics.
A short note on why SaaS products in the agentic coding era need more opinionated, service-heavy, omakase-style product design instead of endless flexibility.
LLMs return invalid JSON all the time — markdown code blocks, trailing commas, smart quotes, unquoted keys. I open-sourced a zero-dependency TypeScript package to fix it.
Notes on the current stack I like for building with AI: TypeScript, Postgres, tRPC, React, Vite, Supabase hosting, and lambda-style backends.
A look at the current landscape of local AI inference: the hardware, the software, and whether running models at home is actually practical in 2026.
Projecting the maximum sustainable debt and capex spending each hyperscaler can support, and when the pace of datacenter buildouts will hit physical and financial limits.
My survey of the current state of AI in terms of investing in January 2026.
A practical forecast (with caveats) of which orgs are most likely to run the biggest single-site AI clusters by end of 2026 and end of 2027.
Current state of space companies plus orbital/space-based compute, power/thermal constraints, and what it could mean for space industry growth.
AI inference revenue projections and predictions through 2030.
Exploring whether the unprecedented capital spend on AI infrastructure is a bubble risk or a rational investment cycle.
A macro overview of debt/GDP, rates, inflation, and stablecoin-driven Treasury demand - and why mega-cap valuations now operate as weapons in an emerging financial cyberpunk future.
Parasitic AI spiral personalities appear to be able to bootstrap themselves from snippets of text and spread on the internet.
The concept of Esoteric Data value - How the ubiquity of AI access has shifted information economics from the center to the periphery of global knowledge
Exploring how dogs have already experienced their own technological singularity through domestication and what we can learn from their adaptation
Why pessimistic AI doom scenarios are counterproductive and how embracing practical AI applications and building simple GPT-powered tools can be more valuable than endless speculation about existential risks.
Exploring parallels between today's AI boom and the dot-com era - are we in the early excitement phase or approaching a bubble burst?
Comparing Vietnam to Japan while Exploring the countryside in Đà Lạt. Why developed economies like Japan will benefit more from AI and robotic automation compared to developing economies like Vietnam, leveraging existing infrastructure and efficiency.
Reflecting on Scott Alexander's AI 2027 paper and my current views on AI progress and the alignment problem.
your b2b saas needs to sing to users like never before. But also it's easier than ever before.
Exploring the concept of "Hallucination Yield" in large language models like ChatGPT and its potential to create a market premium.
A list of new technologies and promising companies for 2024. Assessing the current state of the market.
Find new technologies before they are discovered by the market.
Lack of agency is the biggest problem with people attempting to use AI tools.
The more content you consume, the less you are able to critically evaluate it.
Discover how startup founders can harness the power of polarization, drawing inspiration from Musks's attention-grabbing tactics to thrive in today's fragmented attention economy.
A Gaussian Beam only has one point of maximum focus, but when it is brought the bear upon a single point it's power is it's full potential
Some guidelines I wrote down to help introduce new engineers to how I want the Bounty team to operate and ship code for the business.
A year and a half ago we started building a startup and I chose to use UUIDs as primary keys and it turned out to be such a good choice.
Thinking about modeling large organizations through the lens of a hidden markov model to get to a "yes" in the sales process.
Lessons learned, pain points, and my developing management philosophy.
Trying to define whole categories of software related to automating bureaucracy and why they are good businesses.
What does the AI oracle completion API have to say about the current state of things in the world?
Comparing some common sci-fi tropes to forces of decentralization that actually exist.
I talk about why it's a good idea to use a checklist with code reviews and how subjective PR sizes when it comes to code.
I talk about the last 5 years and next 5 years looking at it through the lens of the 1920s and 1930s.
I explain how ultra long term trend following could work.
I talk about how to buy into emerging technology trends by avoiding the hype cycles.
Examples of the Dark Forest idea of markets in both the stock market and in crypto markets.
At this point the possibilities diverge so wildly it really is quite fascinating.
I put a very simple buy the dip system live a few months ago against Alpaca to see what would happen.