WYI
Would You Invest #1
Shield AI at 8B
Anthropic at 350B
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When Taste Matters
Taste is not just prescient. It's also a lagging indicator. It shows up when engineering alone is not enough. Conventional wisdom is that taste enables you to see into the future. Tastemakers are meant to see ahead. Yet, they often don’t have the opportunity to influence tastes
Data Exhaust
What happens when you give Claude skills
Die With Zero
A book club discussion with Brown Papas Unite
Paying People To Get Out Of The Way
Last week at dinner, the conversation shifted to Universal Basic Income (UBI): Are we building systems to help people keep up, or to pay them to get out of the way? Someone referred to it as the permanent underclass. The conversation got quiet because this outcome is plausible, and many