AI for Creation and Maintenance

March 05, 2025

2024 (end of year)

January 01, 2025

Infrastructure after AI Scaling

July 16, 2024

Meta's Open Source AI Ambitions

April 23, 2024

Developer Tools in 2024

March 07, 2024

The Business of AI Agents

October 16, 2023

Compound Startups

June 16, 2023

ChatGPT Plugins — Automation for Everyone

April 11, 2023

Open Source by Default

February 07, 2023

2022

December 24, 2022

The Evolution of Infrastructure Markets — Foundation Models

December 06, 2022

The Evolution of Infrastructure Markets — Cloud Computing

November 01, 2022

The State of NLP

July 28, 2022

Investing in Data & ML: 2022 📊

March 15, 2022

2021 closing thoughts

December 31, 2021

Amplitude: Mad Men to Moneyball

October 06, 2021

Modern Software Moats

May 31, 2021

Investing in Data [2021]

February 11, 2021

2020 closing thoughts

December 15, 2020