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What I've Written

I write in a lot of different places on the internet. I post half-baked thoughts and shorter content on my Notes. I send a newsletter with a few things on my mind. I write more long-form things on my blog. This is the full archive.

Filters:
AI/ML/Robotics
Dark Forest of R&D and Capital Deployment in AI
AI/ML/Robotics
Thin Layers of AI, Thick Layers of Personality
Investing
Dark Forest of R&D and Capital Deployment in AI
Other Tech
The End of Narrative-Only Companies
AI/ML/Robotics
The Most Dangerous Thing About The Moment
AI/ML/Robotics
Company Building in the Curiosity Phase of AI
Investing
What Goes Down Must Go Up?
Investing
Get Rich or Die Tryin'
Other Technology
Talent Problems with The Metaverse & Inevitability
AI/ML/Robotics
Apple, AVs, & Final Mover Advantages
Investing
Venture Capital to Innovation Capital
Crypto
On Crypto Utility Debates
Crypto
Power Laws & Normal Distributions in Crypto's Future
Crypto
Talent, Value Distribution, & Liquidity in Crypto Protocols
Investing
Speculative Bubbles in the 21st Century & Asymmetric Upside
Investing
Dots, Not Lines
Investing
Closing Out The Fund
Crypto
Adjacent Governance
Investing
Where Tech Markets & VC Go From here
AI/ML/Robotics
The Deep Tech Deficit
Other Tech
What Kills Cloud Computing?
Life
Being Known is Being Loved
Other
Persistence & Gaming
Investing
Deep Tech & SPACs
AI/ML/Robotics
Amazon & Zoox
Investing
On Inflection Points
Investing
Collection of letters on public markets during COVID-19 US outbreak
Investing
VC Markets Aren't Clearing Due to COVID-19
Other
Narratives & Pseudosecerts
Investing
Serendipity in Venture Capital is BS
Other
Novelty Decay in digital celebrities and synthetic media
Other
Animation is Eating The World
Investing
Moral Obligations & the Vulnerable World Hypothesis
Other
Technology is making us crave the similar, and the unique
AI/ML/Robotics
Truth Algorithms aren't helpful for Fake News
Investing
Passing due to founder-VC fit
Healthcare
Updated views on investing in family planning
Other
Avatar-first products and platforms
Other
Everything to know about digital celebrities
AI/ML/Robotics
Scaling AVs with ML - Wayve.ai
AI/ML/Robotics
AI Reverie
AI/ML/Robotics
We're ready for AI Friends
AI/ML/Robotics
On generative models and characters
Life
Icebergs and Rime
AI/ML/Robotics
Moving from a default trust to default skeptic society
AI/ML/Robotics
How to win with robots in restaurants
Other
Thinking about space in 2017
Healthcare
Tia
AI/ML/Robotics
The autonomous vehicle engineering landscape and what's next
AI/ML/Robotics
2007 DARPA Grand Challenge Roster
AI/ML/Robotics
Manipulation of digital assets
AI/ML/Robotics
How to drive 10 billion miles in an autonomous vehicle
Investing
Why your startup idea isn't big enough for some VCs
Healthcare
What's next for egg freezing?
Investing
If you're not too early, you're too late
AI/ML/Robotics
The next seat belt
AI/ML/Robotics
The autonomous vehicle founder conundrum
Life
How to grow (up) in 5 years
Life
Independent Conviction
AI/ML/Robotics
What everyone is and will be talking about in autonomous vehicles
Other Tech
Satellite launchers: The most overcrowded pickaxe in space?
Other Tech
Breaking down the drone stack
AI/ML/Robotics
(H)edge cases in autonomous vehicles
Investing
Will my stock options make me rich?