The economics of transistor & comp. architecture R&D and engineering into the present day has lessons for how LLM based AI and it's dominant players (OpenAI, etc...) might evolve. Let's explore this further in this post.

There's an element of satisfaction inherent to convincing another person to your side of an argument when you've thought about something deeply. But in every argument, there is always the chance that your opponent makes a deep point...

I view payments on crypto rails as revolutionary, desirable and one with perfect PMF, with a simple caveat that the unit of account be fiat and not pure cryptocurrencies.

As the year draws to a close, I wanted to clarify my thoughts on AI agents and blockchains. This is not a normative post, but