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Compound Learning 🌱

sharing my thoughts, experiences and learnings as an entrepreneur turned VC

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The Paradox of Vintage Intelligence

Why $ billions in AI compute hasn’t (yet) moved global GDP

The Anthropomorphic Fallacy

Why Industrial Robotics Has a God Complex

The Survivability Compass

Why Most AI Companies Will Not Survive

The Flattering Mirror

Why AI is Better at Agreeing Than Advising

Will AI Eat Software Alive?

Why the "Per-Seat" Playbook is a Liability and Where the Real Moats are Being Created

The Architecture of Alignment

Alpha isn’t found; it’s forged. A great deal doesn't fall from the tree - it is carefully crafted and negotiated into existence.

ARR is a Distraction

Why Profitability is the Reality that Matters in the AI Era

Scaling Your Vision

The Strategic Art of Fundraising

An app is just a README the AI hasn’t read yet.

A Deep-Dive into OpenClaw’s Architecture

The Ghost in the Machine

When AI Agents Start Talking to Each Other