AI Infrastructure

Infrastructure, retrieval, search, and agent-facing systems that make AI applications more capable and reliable.

Security Data Pipelines

Enterprise security solutions, data infrastructure, and AI-powered security operations centers.

Consumer Products

Consumer products, brands, and everyday experiences shaped by repeat behavior, distribution, and cultural taste.

Consumer Packaged Goods

Consumer packaged goods, repeat-purchase brands, and everyday products where distribution, taste, and habit shape durable demand.

Enterprise SaaS Product

Enterprise software products, workflow systems, and SaaS companies where product design, distribution, and retention compound.

AI Infrastructure

Infrastructure, retrieval, search, and agent-facing systems that make AI applications more capable and reliable.

Tokens and Inference as Bandwidth WIP

WIP notes on tokens, inference capacity, and why the cost and availability of model calls increasingly look like bandwidth for agentic systems.
June 20, 2026 • 📖 1 min read • Terry Chen

The 10x Infrastructure Layer for Agentic Search

Analyzing the market opportunity for AI-native search infrastructure as web consumption shifts from human-centric browsing to agent-mediated retrieval.
November 18, 2025 • 📖 17 min read • Terry Chen
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Security Data Pipelines

Enterprise security solutions, data infrastructure, and AI-powered security operations centers.

AI-Powered Security Data Pipelines

How security data pipelines, SIEM evolution, and agentic SOC workflows are reshaping enterprise cybersecurity.
July 13, 2025 • 📖 4 min read • Terry Chen
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Consumer Products

Consumer products, brands, and everyday experiences shaped by repeat behavior, distribution, and cultural taste.

Read full note

Consumer Packaged Goods

Consumer packaged goods, repeat-purchase brands, and everyday products where distribution, taste, and habit shape durable demand.

Read full note

Enterprise SaaS Product

Enterprise software products, workflow systems, and SaaS companies where product design, distribution, and retention compound.

Is Figma a System of Record?

How Figma's platform advantages position it to dominate AI-native design workflows, despite emerging competition from AI-first tools like Lovable.
October 6, 2025 • 📖 4 min read • Terry Chen
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