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Writings · 17 pieces

On tech, investing, and talent.

New articles notified on X or on Substack.

On the world

13 pieces
  • Good QC for RL Data

    May 7, 2026

    Good QC

    Painted Ladies, SF
  • State of Data (Jan 2026)

    Jan 8, 2026

    Industrial historians should be salivating at what is going on in data markets today

    SF
  • New Age Commodities

    Dec 12, 2025

    On compute, inference, human data, enterprise RL, and empire building behavior in venture, headed into 2026

    SF
  • Kings and Electors

    Nov 28, 2025

    Kingmaking in Venture

    San Diego (Thanksgiving)
  • A World of Automatable Domains

    Nov 12, 2025

    RLaaS and Human Data Markets

    SF
  • A World of Serviceable Domains

    Nov 12, 2025

    AI-enabled services

    SF
  • A World of Verifiable Domains

    Nov 1, 2025

    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

    SF
  • A B2B AI-native pre-seed

    Oct 18, 2025

    Building right now as a team of MLEs

    SF
  • The Bitter Lesson - RL Environments Version

    Sep 23, 2025

    RL environments circa sep 23!!!

    China Basin
  • Everyone is training models (soon tm)

    Aug 22, 2025

    Models

    Flight to SF from NYC
  • Updates from the Talent War Frontline

    Jul 30, 2025

    New role titles in startups

    Rincon Hill, SF
  • We all need personal vector databases

    Jun 6, 2025
    Flight from Malaga
  • Bimodalism

    Apr 22, 2025

    Birth of a buzzword

    Flight to SF from SD