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Optimism of the will

Data, business, philosophy - and speaking truth to power.

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Scaling agents

You might imagine modern farming is like peasants, but with tractors.

The NFL QB crisis and the future of work

This weekend, the Indianapolis Colts will start a high school coach and grandfather at quarterback.

Is investing an individual or a team sport?

and why Bitcoin is a religion

Are longer context windows all you need?

Thoughts on AI Codegen

Software == Services

eventually™

SaaS is dead, long live SaaS

Software arbitrages subscription costs vs engineering costs. What happens when AI changes the equation?

Post-hyperscale II

What happens to knowledge workers when our raison d'etre is commoditized?

What won't change with AGI?

Code will be the first domain of LLM’s to be ‘solved’ at a truly AGI-like level. What after?

Gettier problems

Or, can language models actually know things?

OpenAI is a hyperscaler

Compute value-add is the name of the game