Voice AI: hook, not hammer
The simplest application of voice agents is information retrieval. Think about calling your insurance provider to check if a prescription is covered or calling your airline to check the status of your missing luggage. Voice is the perfect hammer for these Q&A tasks because it mirrors how we
Internet of Agents
How web infrastructure changes when AI agents proliferate on the internet.
Post-training architecture is differentiated IP
Why similar AI products feel qualitatively different despite using the same models
Investing in Gentrace
Intuitive LLM evals for product developers
Agent Driven Commerce
Your next purchase might be made by an AI agent
Ambient devices; ambient apps
What does ambient computing look like in practice?
Sell aspiration, not efficiency
Why aspiration converts better than efficiency
The AI Revolution is Still Early
Every new technology cycle takes time. The current AI wave is no different.
Zero Cost Inference
Why you should build for a world where inference costs nothing
Language models don't have to reason to be useful
We don't demand reasoning from deterministic computers. Why do we demand reasoning from probabilistic ones?
Unbundling consumer search: query-interface fit
In consumer search, one size does not fit all
Outcomes-based pricing
How outcomes-based pricing aligns incentives between AI startups and customers.
The Augmented Web
Three ways AI is changing our web browsing experience
AI agents as a new distribution channel
AI agents are the next big product distribution channel
Good developer experience is a GTM hack
Developer experience is about unit economics, not aesthetics
Horizontal tools, vertical UIs
How user-defined custom UIs change the design and economics of SaaS businesses
In defense of thin wrapper startups
Platforms are discovered, not built
Towards cheaper, better, faster language models
How language models are getting cheaper, better, and faster
Investing in Objective
Objective is building the simplest way for developers to add multimodal search to their apps
The problem with Github Stars
... and, how to tell a better story about your open source project
System 1 vs. System 2 automation
The biggest bottleneck to the adoption of LLM-based assistants is not model performance but product design
Investing in Ampersand
Ampersand is powering the shift from systems of record to systems of action
The future of programming with large language models
How large language models will improve developer productivity
Reasoning apps: the next frontier for LLMs
Reasoning, not creativity, is where large language models will have their most enduring impact
Beyond prompt engineering
Thinking outside the (text) box to find better interfaces for generative models
Missing abstractions
A brainstorming framework
DuckDB and the next frontier of OLAP databases
How DuckDB is ushering in the next frontier of embedded OLAP databases.
What developer products can learn from language design
Programming languages and developer products have similar adoption drivers
Notes on developer product adoption
A non-brute force guide to thinking about developer product adoption
Streaming infrastructure
An overview of streaming infrastructure and what's next
No one knows the future, some people know the past
Why timing matters when building a startup and how to answer "why now?"
Have your cake and eat it too: the evolution of commercial open source
How to make money in open-source.
Data catalogs
How data catalogs are evolving to become "the front door" of the modern data stack.
Permissions systems
A synthesis of the emerging permissions-as-a-service ecosystem.