Insights
I think through writing. I write to connect dots that don't usually belong together.
Thoughts on investment, technology, travel, and the occasional creative obsession that refuse to leave me alone.
A Skeptic's Optimism on AI and Creativity
Thoughts on Google's $75 Million Partnership with A24
When A24 partnered with Google DeepMind, the internet erupted. I laughed at the memes, reshared one, then couldn't stop thinking about it. This is my attempt to think more carefully about what we're actually arguing over — and why creatives need to be at the table, not on the sidelines.
The AI Market Is Starting to Price Inference
A Qualcomm Case Study on the Shift from Training Scarcity to Deployment Economics
For two years, the AI trade seemed obvious: more GPUs, more HBM, more data centers. But 2026 is the year public markets began pricing something different. This essay examines why inference economics are now commanding a broader valuation set than training ever did—and what Qualcomm's recent re-rating reveals about where value will accrue across the deployment stack.
The Day Hollywood Started Training Robots
How a Technology Stack Built for Movies Became the Foundation of Embodied AI
Most people think the future of robotics is being built in labs and factories. I think part of it was built in Hollywood. This essay traces how motion capture, digital humans, simulation, and world models evolved into core infrastructure for embodied AI—and why I believe the greatest value may accrue not to robot makers, but to the platforms that own the simulation and action-learning loop.
