Writing

Occasional writing on AI infrastructure, deep tech, and systems thinking.

I write when I have something worth saying. That is not often.

July 2024TechCrunch

The Deep Tech Investment Cycle →

An analysis of the structural dynamics driving deep tech investment — why the most consequential technology categories (physical AI, autonomous systems, AI infrastructure) were systematically undervalued by generalist venture capital, and why the correction was inevitable. Syndicated by Yahoo Finance and POCIT.

s16t — Podcast

A podcast on the architecture of the future — conversations at the intersection of AI infrastructure, deep tech, autonomous systems, and the systems-level decisions that determine which technologies compound and which ones stall. Named in the same spirit as a16z: the first letter, the last letter, and the number of characters in between.

s16t.com — launching soon.