
Co-Founder and Chief Strategy Officer at Lightspark. Founder, MIT Cryptoeconomics Lab. Previously: Co-Creator of Libra.
| Platform | Pricing | Only free issues | Publishes | Monthly | |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 10 months ago | Last Issue | a month ago |
| Active | |||||

Is Anthropic the Pennsylvania Railroad? It bought $7.33B of compute to carry $4.59B of revenue, ordered $518B more, and IPOs at peak utilization. In 1893 hundreds of railroads entered receivership. Society kept the tracks. Sears, the app la...
The closer you get to the AI frontier, the more you may start wondering if there are any moats left. The pace and marvel of progress may make you believe that the top AI labs will soon eat software. And after software, AI labs will eat the...
Last week, more than 140 companies, most of which compete fiercely with one another, agreed to back the same stablecoin. The vehicle is Open Standard, a new and deliberately independent company launching Open USD, or OUSD, and positioning i...
We’re at a fork in the road. One path leads to the rapid and irreversible bureaucratization of intelligence. Government approval, absent clear and technically sound guidelines, becomes a way to pick winners, erect barriers to entry, and giv...
Satya Nadella defined a sharp test for whether your company will hold a defensible moat as artificial intelligence accelerates: you should be able to swap out a generalist model without losing the “company veteran” expertise built into your...
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The writers behind this newsletter.
Tech founder with roots in academia. Co-founded Lightspark. Co-created Libra. Founded the MIT Cryptoeconomics Lab. After Lightspark, reset for one last meaningful swing before AGI does the rest. 🤖
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