Writings
On tech, investing, and talent. New articles notified on X or on Substack.
New Age Commodities
December 12, 2025
SF
On compute, inference, human data, enterprise RL, and empire building behavior in venture, headed into 2026
Kings and Electors
November 28, 2025
San Diego (Thanksgiving)
Kingmaking in Venture
A World of Automatable Domains
November 12, 2025
SF
RLaaS and Human Data Markets
A World of Serviceable Domains
November 12, 2025
SF
AI-enabled services
A World of Verifiable Domains
November 1, 2025
SF
From Scale AI's data labeling roots to today's RL environments - how the AI training ecosystem evolved and what it means for enterprise adoption
A B2B AI-native pre-seed
October 18, 2025
SF
Building right now as a team of MLEs
The Bitter Lesson - RL Environments Version
September 23, 2025
China Basin
RL environments circa sep 23!!!
Everyone is training models (soon tm)
August 22, 2025
Flight to SF from NYC
Models
Updates from the Talent War Frontline
July 30, 2025
Rincon Hill, SF
New role titles in startups
We all need personal vector databases
June 6, 2025
Flight from Malaga
Bimodalism
April 22, 2025
Flight to SF from SD
Birth of a buzzword