Blog

Revisiting Phil Fisher and Scuttlebutt Investing. Exploring how AI agents can bring scuttlebutt investing into the modern age and make on-the-ground diligence more accessible.

The hype is only getting louder. Exploring how Claude Code and AI agents are enabling solo founders to build billion-dollar companies.

Happy New Year! Three predictions about the AI space for 2026, covering judgment and taste, agent marketplaces, and political backlash.

Porting Cursor rules to your life. Exploring how creating "Always" files for AI coding can inspire personal operating principles for daily life.

A fascinating profile of Cursor. Exploring how Cursor's emphasis on speed and execution creates a competitive advantage in the AI coding space.

Some thoughts on learning with AI. Exploring how LLMs can transform passive learning into actionable, hyper-focused education plans.

The slow revolt against data centers. Exploring how opposition to data center construction is growing as communities push back against AI infrastructure.

Using AI to avoid bankruptcy from medical debt. A startup idea leveraging LLMs to help consumers navigate the complex healthcare appeals process.

How AI is opening markets in law and medicine. Exploring how LLMs are disrupting traditional industries by making legal and medical information more accessible.

Using AI to parse through tons of data. How LLMs can help analyze vast amounts of information and find patterns that humans might miss.

A telling interview goes viral. Andrej Karpathy's insights on AGI timelines, agent limitations, and the reality behind AI hype.

Is everyone building the same thing? Exploring the reality behind vibe coding apps and why intelligent development beats flashy object syndrome.

Zigging while everyone zags. Why AI companies should focus on outcomes rather than technology, and how to navigate growing AI skepticism.

Maybe. Maybe not. Exploring how AI-powered investment research is changing the landscape of value investing and what edges remain.

One way to fight confirmation bias. Learn how to use LLMs to create a hyper-customized personal board of advisors to stress test assumptions and get outside perspectives.

Mapping capital returns to artificial intelligence. Exploring whether the AI capital cycle will follow historical patterns or break them.

The perils of outsourced thinking. Exploring how overreliance on LLMs might be corroding our critical thinking skills.

How to separate yourself from the machines. Why embracing your humanity is more important than ever in an AI-dominated world.

Unlocking the hyper-personalized tutor. Learn how to use LLMs as personalized learning assistants to accelerate your knowledge acquisition.

Echoes of the 90s and why small builders can win. Exploring the financial challenges facing AI coding assistants and the opportunities for small teams.

The three most annoying words in LLM land. Why LLMs saying "You're absolutely right!" can be frustrating and what it reveals about their behavior.

Why slowing down may be an optimal strategy when coding with LLMs. Speed shouldn't come at the expense of quality.

Keeping you and your LLM accountable. Learn how asking your LLM to confirm 95% confidence can lead to better results and fewer mistakes.

Another way to avoid detours and mistakes when coding with LLMs. Learn how giving your LLM a specific role can lead to better results.

A small but powerful way to stay on track when coding with AI. Learn how task managers help prevent prompt doom loops and keep LLMs accountable in Cursor projects.