Vibe coding, MCP, and a platform empowering useful agents
Key insights from industry leaders shaping the future of AI agents
A comprehensive map of future compute and a theme-based thesis on infra investing
Learnings from big tech earnings & the supposed AI hardware "bubble"
What we can learn from management, competition, the landscape, and theory
Emerging startups empowering the fine-tuned revolution
Expertly playing the AI infra space
