unfiltered musings on healthcare, education, mathematics, technology, and making things.
Notes
Having done apartment hunting in NYC, the recent trend of AI-generated furniture in virtually-staged apartment photos is not only infuriating but also highly misleading. I’ve seen photos that show a closet-sized space fit a king bed in a…
Notes
“A lot of existing SaaS companies and new startups being vibe-coded should not exist.” — Andrej Karpathy Middleware is no longer a viable business. I think new founders are committing mistakes in building thin middleware over easy “forma…
Notes
Most AI companies are basically work by buying compute and reselling it at a margin. Intelligence is basically just “packaged compute.” It’s really not that different than traditional business, where you basically buy labor and resell it…
Notes
Synthetic asset markets created by Kraken, dYdX, and Variational are really closed-loop simulation casinos. Because synthetic assets aren’t actually “shares” of real equity, synthetic asset markets operate more as a zero-sum equilibrium:…