tinkering with things and ideas
Recent Posts
Mar 17, 2026
Why is Anduril Missing in Iran and Ukraine
It is March 2026, and the headlines are dominated by the escalating conflict in Iran. The reality on the ground, however, is far less futuristic than many tech
Mar 17, 2026
The Open-Weight AI Paradox: Why Commoditization is Delayed, Not Dead
A couple of years ago, the consensus in the AI space was crystal clear. We all thought foundational models were destined to become pure commodities. The logic w
Mar 15, 2026
The K-Shaped Economy
The Visceral Divide: AI, the K-Shaped Economy, and the View from Silicon Valley