May 05, 2023

A Shift in Focus

More AI, more random, less focused
March 03, 2023

Are Foundational Model Companies Overvalued?

Reasoning about the valuation of OpenAI, Anthropic, and other Foundational Model companies.
February 02, 2020

4 Interesting Reads - Feb '20

Growth strategy, fast trains, slack and deep work, the business of AI.