Happy and Afraid
AIW Jul 2026
mtrajan blog
Current obsession - NemoClaw. Head of AI, Kalmnatic.com. Pre-seed investor(Upekkha). Previously Intuit. Computer vision startup. SF and Bangalore.
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Latest posts
Why They Rebuilt the CPU
NVIDIA and Microsoft rebuilt the CPU this month.
Who Will Beat Anthropic
In 1995 the most famous software company on Earth was Netscape.
Anthropic vs NemoClaw
The weird thing about depending on Anthropic is that Anthropic is genuinely good.
Why the Model Labs Became IT Services
Anthropic announced a joint venture Monday with Blackstone, Hellman and Friedman, and Goldman Sachs to deploy Claude inside mid-sized enterprises.
Three Laws of AI Microeconomics
A founder friend runs a coding tools startup.
Not Losing When Tools Use Us
The market is discussing which coding agent is best. What happens to the people who use them.
How to Compete With Anthropic
You don’t.
RL Environments are the new data labelling
The scarce resource in AI has changed four times in six years.
NemoClaw and the Shrinking Firm
Every boardroom is asking the wrong question about AI right now.