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Field notes from building in public — the Pivot, brainstorms, whiteboards, and more.

General

The Economics of Token Exhaustion: Why Flat-Rate AI Subscriptions Collapsed

Subscriptions are so 2025 right, well... Trends seem to agree.

Pivot

China's AI Lag Is Closing — What That Means for Closed Source

China's open-weight models are closing the AI gap with the US faster than most enterprise buyers realize, and the bifurcation between closed and open source is already underway.

Pivot

Why I Never Answer "What Are You Building"

Refusing to answer "what are you building" is a deliberate creative strategy, not evasion — and it produces better ideas than any direct pitch ever could.

General

AI Samples, the inevitable doom of AI: AI Companies’ Relentless Hunt for Training Samples, the Privacy Minefield, and the Looming Shadow of Contamination

AI Samples - Ouroboros of AI model training.

General

China’s AI Reckoning: Efficiency, Domestic Chips & Impact

China is rewriting the economics of AI with high-performing models at a fraction of Western prices, accelerating domestic chip breakthroughs that blunt U.S. sanctions, and embedding intelligence across industry at astonishing speed