Archive - Optimism of the will

Is investing an individual or a team sport?

and why Bitcoin is a religion

May 11 •

January 2025

Are longer context windows all you need?

Thoughts on AI Codegen

Jan 14 •

Software == Services

Jan 6 •

October 2024

SaaS is dead, long live SaaS

Software arbitrages subscription costs vs engineering costs. What happens when AI changes the equation?

Oct 16, 2024 •

September 2024

Post-hyperscale II

What happens to knowledge workers when our raison d'etre is commoditized?

Sep 30, 2024 •

July 2024

What won't change with AGI?

Code will be the first domain of LLM’s to be ‘solved’ at a truly AGI-like level. What after?

Jul 25, 2024 •

July 2023

Gettier problems

Or, can language models actually know things?

Jul 14, 2023 •

June 2023

OpenAI is a hyperscaler

Compute value-add is the name of the game

Jun 21, 2023 •

April 2023

on 'going cyborg mode'

Apr 26, 2023 •

Big and small knives

Too slow, the wagon of years

Apr 14, 2023 •

February 2023

Generative AI lightning round

human-made hallucinations

Feb 4, 2023 •

August 2022

Competition Like Rivers

This was originally titled ‘a short digression’ in a more personal piece I’ve been writing.

Aug 10, 2022 •

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