Thoughts

July 31, 2026

The Hardware Supercycle

Software moats are collapsing, AI gives physical products new abilities, and the same AI compresses hardware development. If 2011–2021 was the software decade, 2026–2036 will be the hardware decade.

February 16, 2026

The One-Person Company Is a Compute Story

When one person can access frontier-scale intelligence and deploy it globally, productive capacity detaches from organizational size. That is a structural shift.

February 15, 2026

AI Solving Theoretical Physics Is Not a Demo. It's a Paradigm Shift.

AI helping solve theoretical physics questions is a paradigm shift: we might be on the cusp of a tidal wave of new technological unlocks.