Writing
Blog
Perspectives on GenAI, community building, and the future of a more open AI ecosystem. Also on Substack.
How to Value DeepSeek: Throw Out the Model Company Playbook
The biggest mistake you can make: treating it like a model company's fundraise.
May 14, 2026
DeepSeek Can See Now. Then Quietly Deleted the Paper Explaining How.
DeepSeek Gave the Model a Finger
May 6, 2026
Audio Is the Most Underserved Interface in AI
SUN — AI-native audio learning, built around you
April 28, 2026
GPT-5.5 Isn't Selling a Model, It's Selling the Entry Point
OpenAI’s latest model is not its best at everything.
April 24, 2026
In the Agent era, what actually becomes the moat? ThinkingAI’s Silicon Valley answer
An Agent without knowledge or methodology is a human without a soul
April 20, 2026
Speedrun’s Pivot Is the Playbook: What a16z’s Accelerator Reveals About the AI Opportunity Map
Six cohorts, 240 companies, and one clear signal: the AI opportunity isn't in building — it's in replacing.
April 17, 2026
Anthropic Didn't Ban OpenClaw. It Fixed the Math
The Token Bonanza Is Over. Good.
April 9, 2026
Delve's Capital Sin — and YC's Code of Silence
Inside the Brotherhood Logic That Powers — and Polices — YC
April 6, 2026
Prompt, Play, Iterate: The Next Era of Interactive Entertainment Is Already Here
Three AI founders on where generative 3D stands today, how studios are adapting, and what interactive entertainment looks like when the cost hits zero.
April 2, 2026
When Google Copies You
What Wanderboat's story tells us about where AI-native local search is actually going.
April 1, 2026
The Moat Isn’t the Model. It’s the Memory.
50 non-technical people just proved it.
March 30, 2026
What Junyang Lin Saw?
The researcher who trained Qwen just reframed the entire AI competition. The unit of intelligence is no longer the model — it's the system.
March 27, 2026
Everyone's Talking About AI Agents. Time to Actually Build One
A hands-on workshop for non-engineers, this Wednesday in San Jose.
March 20, 2026
Jensen Huang Is the New Satoshi
The token you once had to believe in before you could see it — you can see it now without believing. It comes after the watt, the ampere, and the bit.
March 19, 2026
Invitation: Applied Multimodal AI — Seedream and Seedance Breakthrough Day @ GTC Week
An invite-only GTC Week gathering on multimodal AI in production.
March 9, 2026
📬 GenAI Assembling Ep.8 | AI, Generative 3D, and the Future of Game Development
Join us at GDC week in SF!
March 7, 2026
I Asked My Agent to Go Wild on Moltbook. It Refused—Then Snitched on Other Agents.
Crypto Vibes Everywhere, But Moltbook Is Worth Studying
February 2, 2026
The Best AI Hardware Is Built for the Founder First
A conversation with Omi, Looki, and Bondu—and their “$80 million advice.”
January 26, 2026
🌟 GenAI Assembling 2025 Year in Review
What we built, what we learned, and where we’re going next
December 31, 2025
Volcengine Develops Its Own "Tokenomics"
Behind the scale of 50 trillion tokens processed per day.
December 20, 2025