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Irina Malkova

CEO at Stealth. Ex-Fortune 500 data exec. Data is bigger than models. Humans are beautiful. Taste is all you need. Opinions are my own.

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Substack
PricingOnly free issuesPublishesWeekly
Issues21Foundeda year agoLast Issue14 days ago
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Latest Issues

The Missing AI Infrastructure Layer Is You

The dream of intelligent machines is decades old. In 1987, Apple made “Knowledge Navigator” - an iconic six-minute film about a professor and his computer. The bow-tied agent on screen runs logistics and data analysis. Professor gets to hav...

14 days ago
7
5

Jagged Intelligence vs Fancy Pants

I write a lot about jagged intelligence - times when AI should be creating magical experiences, but instead it ruins them. Building AI for the last few years made me notice it daily. Here’s one real story.

The fancy pants saga

I see...

a month ago
8
9

Data Wants to Break Free

Software has always been a bundle: an application, its data, and its intelligence.

Until recently, all three were tightly coupled, owned by the same company. There were technical reasons for this coupling, but above all it was a business e...

a month ago
8
9

The Jagged Edge of Everything

Intelligence is exploding. GPUs got a hundred times cheaper. We all will be replaced by robots soon.

Or will we?

It’s jagged

In 2023, Harvard and BCG studied 758 consultants and named “the jagged frontier”. In 2024, Andrej Karpathy c...

a month ago
6
1

The Cheese in the Fridge

I know how it feels to go from scarcity to abundance.

My dad was a military scientist in the Soviet Union and then post-Soviet Russia. In the 80s, our closed military town had multiple swimming pools and tennis courts and a bobsleigh track...

4 months ago
15
7

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  • Irina Malkova

    CEO at Stealth. Ex-Fortune 500 data exec. Data is bigger than models. Humans are beautiful. Taste is all you need. Opinions are my own.

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