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  1. compute capital markets

    lately, there's been a lot of chatter, including from sam altman, around how compute will be metered as utilities. another analogy people like to make is comparing compute to commodities like oil. from some dimensions, the analogies make sense. like utili…

  2. every job is a programming job now

    december 2025 will be remembered as the moment agentic coding had its chatgpt moment. the latest generation of models, such as opus 4.5, gpt 5.2 codex, and gemini 3.5, are a stepwise increase in autonomous programming ability. much like chatgpt's product…

  3. i've been thinking about two important consequences of our current trajectory with artificial intelligence: currently, intelligent, autonomous systems are very bad at knowing what is real and what isn't. they are also very easy to trick and manipulate. the

  4. write, build, sell

    as i've gain experience in my career working in the technology, i've begun to develop my own views on how to continue growing. there is a common trope in silicon valley and the technology industry: the only two things that matter are if you can build and/…

  5. platform shifts

    technology has alway been driven by platform shifts. every decade or so, there is a fundamental breakthrough in science and engineering that leads to exponential change over the next decade. in this post, i will summarize the two platform shifts that are…

  6. for the last four and a half years, i have worked in debt capital markets building data analytics tools for consumer credit issuers and investors (including consumer unsecured loans and mortgages). i have gotten exposure to the largest credit firms in the…

  7. generative experiences

    there is a lot of controversy around how generative ai will impact creative disciplines, especially media. the controversy revolves around whether ai generated "art" is really art, or should be valued to the same degree as art that humans create them. like

  8. emerging ai platform paradigms

    there have been a lot of ai wearables in the news over the last 6-12 months. the two big, expensive, hyped launches were rabbit and humane. both flopped quite rather spectacularly. rabbit introduced something called a "large action model at the operating…