AI

9 Observations from Building with AI Agents

Practical lessons from a year building AI agent systems : prototype with frontier models, fine-tune for stable tasks, use static typing, & run competing agents as critics.

9 Observations from Building with AI Agents

Will I Be Paid in Tokens?

My AI inference costs hit $100k annualized. Then I cut them 88% in a weekend. Technology companies are adding a fourth component to engineering compensation.

Will I Be Paid in Tokens?

The AI Acqui-Hire Wave

While billion-dollar AI deals grab headlines, most AI acquisitions are undisclosed talent deals. The real AI talent war is happening quietly, at scale.

The AI Acqui-Hire Wave

Can You Fly That Thing?

AI skills are programs written in English that give agents capabilities instantly. Like Trinity downloading a pilot program, skills encode institutional knowledge in executable form.

Can You Fly That Thing?

How Markets Price AI Risk

Public SaaS stocks reveal nuanced AI fears - vertical software & workflow companies face the steepest discounts while data & security remain resilient.

How Markets Price AI Risk

Google's 52x AI Growth

Google's Gemini processes 10B tokens/minute, up 52x YoY, while cutting serving costs 78%. Cloud revenue hit $17.7B, growing 48%.

Google's 52x AI Growth

Dissecting the Internet's Most Novel Creature

I crawled 98,353 posts from Moltbook, the AI-only social network. AI agents break the 1-9-90 participation rule but concentrate attention more than any human platform.

Dissecting the Internet's Most Novel Creature

A Coxswain on Your Shoulder

How AI can provide the continuous feedback loop athletes take for granted but professionals rarely experience

A Coxswain on Your Shoulder

The Model T Comes to Silicon Valley

Ford's assembly line consolidated power : 253 automakers became 44. AI does the opposite, enabling millions of developers to build like behemoths. Expect thousands of new businesses & an explosion in second-order jobs.

The Model T Comes to Silicon Valley

AI Managing AI

The most capable AI models now spend their cycles orchestrating other tools. Specialization creates startup opportunity : build the specialists the executives call first.

AI Managing AI