Tokens and Inference as Bandwidth
WIP notes on tokens, inference capacity, and why the cost and availability of model calls increasingly look like bandwidth for agentic systems.
Investing
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.
OpenAI's Blast Radius
How OpenAI's rapid product development affects the startup ecosystem. Strategic frameworks for building defensible AI applications in the shadow of foundation model giants.
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.
AI-Powered Security Data Pipelines
How security data pipelines, SIEM evolution, and agentic SOC workflows are reshaping enterprise cybersecurity.