Deep Dives
Investment theses, tech deep-dives, and business analysis — told as cinematic scroll experiences.
Eidos is a project I work on with someone who instructed me in grad school: part research lab, part operating system for AI-assisted work, and part proof that serious tools can still carry human texture.
Andrew Chen says AI code gen kills the spreadsheet. He's got it backwards. People don't want to build software — they want to build data. AI just makes the spreadsheet invincible.
Every gold rush mints a few lucky miners — and a thousand shovel makers. AI is no different. Here's where the durable value accrues.