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Interchange x Interspace

Samir Desai

Over-engineered posts on fintech, stratfin, technology, AI and unit economics nerdery

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
Issues88Founded5 years agoLast Issue16 days ago
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Artwork for Interchange x Interspace

Latest Issues

Runbook: Investing in Waldo's SAFE 2026

Disclosure: I’m an angel investor in Waldo, and the offer below for Interchange subscribers is a promotion I put together with the company, through a link that credits sign-ups to me. This is my own opinion, not investment advice. The promo...

16 days ago

Taste is the last moat

I was talking to a startup founder yesterday and he said AI has made startup development the hardest it’s ever been.

Because now the cost of developing a new feature is zero for startups AND the complexity of developing one even for massiv...

a month ago
1

The Over-Engineered Guide to Building Your Child's Finance Stack

It’s been a while since I’ve published something. In early September, on the same day I published my last post on the cost of compute (eerily prescient of the tokenmaxxing debacle we face now), we found out we were expecting. Life came at m...

a month ago
4

Episode I: Attack of the Code Editor Clones

This deep dive is part of a three part series on the cost of compute and the economics of AI infrastructure that will be released over the next three weeks.

The Price of Intelligence Saga:

  1. Episode I: Attack of the Code Editor Clon...
a year ago

The Over-engineered Hierarchy of PFM Needs

Full disclosure: I use Kubera and love it enough to write this deep-dive. I get $100 in subscription credits through their referral program (and so do you!) if you sign up through links in this post and reply to their welcome email with my...

a year ago
1

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