BUYER BEWARE This extremely meticulous article will now be used to start Phase2 of “shut down open source” because “if we can’t control our closed models, imagine what happens to everyday life when anyone can just allow their open source models to proliferate”. Some will use t…↗

Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers g…↗

What Is a Software Factory? Earlier this year, our team at 8090 took apart the billing engine of a large entity. It was 18 million lines of COBOL and Assembly that had been accumulating since before some of our engineers were even born. Nobody fully understood it anymore but by…↗

Deep Dive: Prediction Markets Before the 2024 election, prediction markets were primarily a niche curiosity with weekly trading volumes hovering around $50 million. Today, prediction markets have over $6 billion in weekly trading volume: more than 100x in just over 24 months.…↗

Taken Sep 1, 2016 when @JonathanRoss321 convinced me we could take on the giants, build new silicon and that AI was coming. In typical SV fashion, we didn’t even have a company yet - just a term sheet from me to invest and the three of us. I spent the next month recruiting as man…↗

Why is it that the companies with the highest gross margins and zero marginal costs are also, as a group, consistently unprofitable? It just seems odd to me. Over the past few years, one hypothesis I have can be summarized as follows: "Your marginal advantage is inversely corr…↗

What's an interesting cash flowing public company that could be supercharged if I could get a hold of it and help revamp its technology and go to market?↗

This pandemic will hopefully mark the end of the perversion of higher education. Since the 1980s, kids and parents have been forced to play a series of stupid finite games - grades, extra curriculars, influence peddling, donations for infinite assets: skills and knowledge.↗