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.




AI/ML/Robotics
Robotics FOMO, Scaling Laws, & Technology Forecasting

AI/ML/Robotics
The Shifting Dynamics & Meta-Moats of AI

AI/ML/Robotics
The Shifting Dynamics & Meta-Moats of AI
https://open.spotify.com/track/27KAWLRYB0djGhfnIvzjQr Read More

AI/ML/Robotics
Collective Intelligence, Multi-Agent Debate, & AGI


AI/ML/Robotics
AI Agents, Product Velocity, & User Interfaces

AI/ML/Robotics
Open Source AI Business Models & Brand Moats


AI/ML/Robotics
Full-Stack Deep Tech Startups & AI Value Capture

AI/ML/Robotics
Dark Forest of R&D and Capital Deployment in AI

AI/ML/Robotics
Thin Layers of AI, Thick Layers of Personality


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

Other Technology
Talent Problems with The Metaverse & Inevitability

AI/ML/Robotics
Apple, AVs, & Final Mover Advantages

Investing
Venture Capital to Innovation Capital




Investing
Where Tech Markets & VC Go From here



Investing
Serendipity in Venture Capital is BS




AI/ML/Robotics
Truth Algorithms aren't helpful for Fake News

Investing
Passing due to founder-VC fit

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