The Depreciating Asset
Models Are the Depreciating Asset. The Interface Is the Moat. In 2023, the thing you needed a frontier cloud model to do ran in a data center. In…
Duncan Grazier
Founder, Mentor, Writer
Latest posts
I Gave My Agents a Memory That Can’t Leak
I run Claude Code and Pi across everything I build. They re good, but they also forget everything the moment a session ends. Every project decision, every dead end…
The Org Chart Is the Product
For most of my career I believed I was building products but looking back, I was mostly building org charts. Every real scaling problem I hit — Weedmaps…
Radical Uncertainty Is the Job
Most advice about building a company is the answer to a puzzle. The hardest parts were never puzzles. In 1921, the economist Frank Knight drew a line that…
Polymorphic Cultures: One Year In
I ve been saying polymorphic cultures for a year and I ve never actually written down what I mean by it. The term has shown up in podcast interviews, LinkedIn…
The Marginal Return of Intelligence (And the Marginal Return to It)
One week ago I announced Grazier Ventures and Aqen.ai. Since then I ve been asked a version of the same question about a dozen times: how are you actually going…
The Builder’s Bet
I ve spent 15+ years building things inside other people s companies. This week I started building one of my own. It s called Aqen.ai. You bring the idea. Aqen brings everything else
One-Person Companies Are a Forcing Function, Not a Fad
Every few months someone posts a screenshot of a one-person company doing a million dollars a year. The replies split clean in half. One side calls it the…
I Trained a Small Language Model on My City’s Government Documents
A few weeks ago I shipped a phone app that lets residents measure the speed of cars on their street. The thing I learned building it wasn t about…
The Non-Product Surface Area
Every time I’ve watched a company get built from the inside, the same thing happens. The founders pick a product direction, start shipping, and for a few quarters…