Sitemap - 2023 - On My Mind

Lost Short Essays From Twitter - #1

Open Source AI Business Models & Brand Moats

Luda

The Importance of Founder Pedigree In Emerging Technologies

Full-Stack Deep Tech Startups & AI Value Capture

The Dark Forest of R&D and Capital Deployment in AI

Thin Layers of AI, Thick Layers of Personality

2022 Compound Annual Letter + TechBio Collective

Narrative Cycles & Conviction in Technology

U-Shaped Token Curves + Stablecoins & Dollar Dominance

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