Quick Essays
30 years of business advice in 13 minutes...
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Feb 20, 2026
After the team and I published our Deep Dive on the Media Landscape, I spoke to Jason about journalism and the evolution of media.
Apr 18, 2025
+3
How is Groq positioning itself in response to NVIDIA's dominance? What companies are running profitable AI inference workloads today? How are geopolitics shaping the AI compute infrastructure?
Mar 6, 2025
+1
I talked to Sina Sojoodi (X/LinkedIn), one of my co-founders at 8090, after we published our Deep Dive on AI last week.
Feb 8, 2025
How to build great AI hardware, large language models, and implications for the key players in AI
Feb 5, 2024
How do LLMs work? How are they trained? How will new entrants like xAI compete?
Jan 30, 2024
Understanding the corporate structure that led to Sam Altman's removal
Nov 19, 2023
+2
A short history
Nov 15, 2023
+4
Federal oversight is necessary—not just to keep people safe, but also to scale technology in a sustainable way.
May 9, 2023
The potential perils of following the crowd in venture capital during a down market
Mar 24, 2023
Lessons learned from the past 60 years of technology investing may show what’s ahead as we enter a turbulent macroeconomic backdrop
Jan 25, 2023
Winding down IPOD and IPOF
Sep 20, 2022
