substack / May 15, 2026
YC’s Summer 2026 RFS Is Not About AI Tools Anymore->Y Combinator has published its Summer 2026 Request for Startups, and the signal is fairly clear: the “AI as a feature” phase is over. YC says this directly enough. AI has stopped being a feature and started becoming the
substack / May 14, 2026
Art Basel Has Finally Found the Digital Art Door->There are moments in the art world when something quietly moves from “interesting niche” to “everyone in a black jacket is suddenly pretending they always cared.” Digital art appears to be having one of those moments. Ar
substack / May 13, 2026
Music Is a Prediction Machine With Better Lighting->I spent some time torturing a scientific-paper search agent, then handed the gathered context to GPT-5.5 Pro with a simple question: Why does music work on us? The answer , after stripping away the neuroscience upholster
substack / May 12, 2026
AI Productivity Can Become a Golden Cage->For a while, I thought moving more of my work into Cursor, ChatGPT, and other AI tools was pure progress. The logic seemed obvious. If a tool makes me ten times faster, then surely I am growing. A charming thought. Also
substack / May 11, 2026
Semantic Failure, or What Happens When the Machine Understands Everything Except Meaning->There is a particular modern fantasy that if we simply collect enough data, correlate it hard enough, and feed it into enough machinery, meaning will eventually emerge, wearing a clean shirt and carrying a dashboard. Thi
substack / May 10, 2026
SubQ: The New AI Lab Trying to Kill the Quadratic Tax->There is a new player in AI, and it has arrived with the usual Silicon Valley manners: by loudly implying that everyone else has been doing the expensive thing. The company is Subquadratic . The model is SubQ . The pitch
substack / May 09, 2026
AI Has Reached Research Mathematics. Not as a Genius. As a Very Strange Junior Collaborator.->For a long time, the safe thing to say about AI in mathematics was that it was useful for toy problems, olympiad tricks, and producing confident nonsense in LaTeX. A pleasingly comfortable view. Also increasingly obsolet
substack / May 08, 2026
Physics Simulations Are What Vibe Coding Should Have Been All Along->There is a particularly noble kind of software project that does not try to raise a seed round, reinvent productivity, or explain why your calendar needs a blockchain. It simply shows you something. A magnetic field. A p
substack / May 07, 2026
The Six Stages of Becoming AI-Native->Every company now wants to be AI-native. This is understandable. Nobody wants to be the last firm in the industry still forwarding PDFs around while a competitor has 400 agents doing market research, customer support ana
substack / May 07, 2026
Bet on the Founder, Not the Pitch Deck->The more I invest, the less I believe in investing in ideas. This sounds rude, because the startup world is largely built around people saying things like “massive market,” “unique insight,” “category-defining product,”
substack / May 04, 2026
Your AI-Written Resume May Not Be the Problem. Your Human One Might Be.->Remember when people worried that an AI-written resume might get them rejected? That was a charmingly innocent time. The fear went like this: you ask ChatGPT to polish your CV, the company’s applicant tracking system det
substack / May 04, 2026
The Emergency Room Is About to Get an AI Second Opinion->I like medical dramas. Not because they are realistic, obviously. They are mostly soap operas with stethoscopes. Someone runs down a corridor. Someone shouts “we’re losing him.” Someone else has a complicated personal li
substack / May 03, 2026
The Hidden Token Tax on Not Speaking English to AI->There is a hidden tax inside AI. Not the glamorous kind involving governments, lobbyists, and a 900-page PDF nobody reads. This one is quieter, stranger, and built directly into the machinery. It is the tax you pay for n