What I've Written
I write in a lot of different places on the internet with moderate discernible structure. I post too much on my Twitter. I send a newsletter with things on my mind. I write more long-form essays on my blog. This is the full archive.
Investing
The Evolution of Perception Markets
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Healthcare/Bio
Boredom, Chaos, & the Experimental Curve
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AI/ML/Robotics
The Bitter Religion: AI’s Holy War Over Scaling Laws
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AI/ML/Robotics
Robotics FOMO, Scaling Laws, & Technology Forecasting
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AI/ML/Robotics
The Shifting Dynamics & Meta-Moats of AI
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AI/ML/Robotics
The Shifting Dynamics & Meta-Moats of AI
https://open.spotify.com/track/27KAWLRYB0djGhfnIvzjQr Read More
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AI/ML/Robotics
Collective Intelligence, Multi-Agent Debate, & AGI
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AI/ML/Robotics
AI Agents, Product Velocity, & User Interfaces
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AI/ML/Robotics
Open Source AI Business Models & Brand Moats
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AI/ML/Robotics
Full-Stack Deep Tech Startups & AI Value Capture
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AI/ML/Robotics
Dark Forest of R&D and Capital Deployment in AI
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AI/ML/Robotics
Thin Layers of AI, Thick Layers of Personality
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Other Tech
The End of Narrative-Only Companies
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AI/ML/Robotics
The Most Dangerous Thing About The Moment
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AI/ML/Robotics
Company Building in the Curiosity Phase of AI
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Other Technology
Talent Problems with The Metaverse & Inevitability
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AI/ML/Robotics
Apple, AVs, & Final Mover Advantages
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Investing
Venture Capital to Innovation Capital
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Investing
Where Tech Markets & VC Go From here
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Investing
Serendipity in Venture Capital is BS
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AI/ML/Robotics
Truth Algorithms aren't helpful for Fake News
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Investing
Passing due to founder-VC fit
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Investing
Passing due to founder-VC fit
I wrote this for my first newsletter as I thought through some of the more difficult emails to send as a VC and how to balance being polite and authentic in our passes.
Read MoreAI/ML/Robotics
How to win with robots in restaurants
AI/ML/Robotics
The autonomous vehicle engineering landscape and what's next
AI/ML/Robotics
How to drive 10 billion miles in an autonomous vehicle
Investing
If you're not too early, you're too late
AI/ML/Robotics
The autonomous vehicle founder conundrum
AI/ML/Robotics
(H)edge cases in autonomous vehicles