This blog is an attempt to meet like-minded people, and I hope it creates enough digital gravity to attract them. Three core values of my life: ==1/ En...
I have been thinking about moat in building an AI company, and three independent insights from three different people make a lot of sense when put together: 1/ Friend 1: It is very difficult to unlock value and sustain it for long if the tech underneath is very volatile and the ground is constantly shifting. 2/ Friend 2: Ask yourself, are you happy or sad when the model underneath gets better? The…
I’ve read many books, watched countless movies, listened to a bunch of podcasts, gone through endless X threads, and still I couldn’t quite understand what storytelling really meant. Everyone talks about it. Musicians use storytelling to connect with their audience. “Storyteller” is suddenly a hot role in tech. Every VC tells founders: learn storytelling. And of course, as a founder, I would want…
Internet users will drown in AI-generated content. The brands who survive won't be the ones who generate the most. They'll be the ones who generate the most narratively coherent content. If you're a brand leader today, this is your design systems moment. As generation of single AI video and image becomes easy and simple - companies investing in narrative-driven, brand-compliant content systems…
If you're someone complaining about AI generated slop, almost to a degree where you take pride in doing so. You will most likely end up on the losing side of history. We are all humans and I understand why you feel this way. It can be insecurity about the technological shift, the curse of expertise, or the want to maintain tribal identity with the rest of your criticizing peers. But here is what…
People think building AI films is simple. You prompt, you get a video, you're good to go. But that is not the reality. If you want a good output, you have to constantly retry. Different models. Different compositions. Different camera angles. And when you finally land on something that feels right, now you have to pray that the video model adheres to your vision. If it doesn't, you go back and…
I have a thesis : Founders who have worked in big tech for a long time (10+ years) end up struggling to build breakout companies despite their glorious careers. The meta-reason is that they start internalizing the value systems of these places and get surrounded by an intellectual monoculture that reinforces these beliefs from every direction. Take the example of a founder who worked at Google for…
It is the machine, not the man Everyone watching the US-Israel-Iran conflict is pinning it on Trump. Half the population says he's a patriot; the other half says he's a total lunatic. Both sides are missing the same thing: the machine driving this war. Energy, Petrodollar, Nuclear Deterrence To understand the machine, let's first understand the three fundamental variables that govern the machine:…
My father was preparing for a promotion interview. He has spent 35 years in banking, 18 of which in leadership, and is by most measures one of the best executives at his institution. Every time he prepped for a new role like this, he would find someone at his level or one or two above, have them ask questions and collect feedback. The problem is that the person giving the feedback also doesn't…
In a world where humans and AI are collaborating, you're not hiring a person anymore. You're hiring a human + AI agent system. Most interviews aren't designed for this. If you only evaluate the human half, you're reading the conclusion without checking the working. You can't assess the quality of what you're working with. This matters most in roles where the signal-to-noise ratio is low — product,…
An average product person talks to customers to gather pain points and behaviours, then builds from that. The good ones treat pain and behaviour as raw materials to uncover the belief driving them. The chain works like this: belief → behaviour → pain . Customers will tell you the pain and describe the behaviour. They won't tell you the belief. That's yours to reason and reconstruct. Once you have…