Writing

I turned 23 today!

Some thoughts on the future of software infrastructure

On build versus buy

On context graphs and what comes after

Lessons from year one in venture

AI's first language was text. Its next is reward.

Thoughts on the future of enterprise software

A tale of depth vs. breadth

The start of a new chapter

The work of art that is high quality thinking

How the greats discover and water the seed of their life's work

Playing the right game

Reflections and learnings

Learnings from my summer at Mayfield Fund

Deconstructing the "why now" for company creation

The forces that drive it

Parallels to cloud, the AI engineer, and a multi-model world

The VC flywheel and the metagames firms play

How companies evolve to find their iconic space

Why founders are artists in their own right

Technological genotypes and phenotypes

The uniqueness of ideas and the possibilities in their combination

What LeBron shows us about progress and authenticity

Episode I