Archive - notes & upside

Infrastructure after AI Scaling

why AI scaling won't last forever (and what comes next)

Jul 16 •

April 2024

Meta's Open Source AI Ambitions

Is Llama the Android of LLMs?

Apr 23 •

March 2024

Developer Tools in 2024

better abstractions and more AI

Mar 7 •

October 2023

The Business of AI Agents

where incumbents will lose

Oct 16, 2023 •

June 2023

Compound Startups

software enters its consolidation era

Jun 16, 2023 •

April 2023

ChatGPT Plugins — Automation for Everyone

OpenAI's Evolution from APIs to Consumer Platform

Apr 11, 2023 •

February 2023

Open Source by Default

outlining the unique advantages of OSS

Feb 7, 2023 •

December 2022

2022 (end of year)

Dec 24, 2022 •

The Evolution of Infrastructure Markets — Foundation Models

AI infrastructure in the era of foundation models

Dec 6, 2022 •

November 2022

The Evolution of Infrastructure Markets — Cloud Computing

unpacking how new markets evolved around AWS

Nov 1, 2022 •

July 2022

The State of NLP & LLMs

An overview of the market today and opportunities ahead in the large language model era of NLP

Jul 28, 2022 •

March 2022

Investing in Data & ML: 2022

As a follow-up to last year's post on the data landscape, I wanted to revisit (1) what’s happening in the market at large and (2) what I think are…

Mar 15, 2022 •

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