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Holiday Reflections II: The End of the MVP and the Return of Experienced B2B Builders

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Holiday Reflections I: Disruptive Innovation

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Holiday Reading II: The Restless Clock

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Holiday Reading I: Finite and Infinite Games

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Tacit Knowledge: Lessons from Building Enterprise AI Knowledge Bases

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Models Treat Statistical Deviations as Noise. We May Need to Be Contrary

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After the Cycle Turns: How Should Personal Capital Follow AI?

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After the Cycle Turns: Protecting the Price of Your Work

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Against the Kondratiev Cycle: Perhaps the Last Wave of Highly Paid Human Labor

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Model Valuations: A Poor Business Model at an Expensive Price

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Why the LLM API Business Is Such a Poor Business Model

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If OpenAI Has No Innovation, Where Is Kimi K3’s?

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