Writing
Thinking about AI infrastructure, compute economics, and what makes companies durable. Published on Middle Layer.
I'm a Cannon (I Think).
The clearest answer I've managed to give to 'what do you want to do.' Still a draft.
On Compute Economics
Why the cost curve of inference is the most important chart in tech.
Durable vs. Disposable
What separates companies that survive model commoditization.
The Platform-Product Blur
When does a platform become a product? When does a product become a platform?