Things I’m thinking about. Patterns in markets, technology, and the world.
Making Compute Malleable
July 24, 2026
The Diminishing Returns of Intelligence
July 4, 2026
Compute's Next Geography
June 24, 2026
The Internet Wasn't Built for AI
June 15, 2026
How COTS Changed the Space Economy
June 8, 2026
Robots Are Winning Marathons
May 27, 2026
Billion Dollar Breakups
May 25, 2026
