Skip to main content

Blog Posts

ai
startups
investing
saas
business-models
revenue
infrastructure
data-centers
real-estate
industry-trends
AI
Productivity
Claude
Development
Open Source
Philosophy
Craftsmanship
Gaming
Conference
Engineering
Architecture
Product
Startup
Reflections

AI Revenue is a critical Signal. But it's not SaaS Revenue.

Investors are obsessing over AI revenue growth using SaaS-era frameworks. That's the wrong comparison. AI revenue is much closer to Web 2.0 engagement metrics than to ARR -- and understanding that distinction actually makes investor behavior start to make a lot more sense.

11 min read
ai
startups
investing
saas
business-models
revenue

You're Not in the AI Business. You're in the Real Estate Business.

In The Founder, Ray Kroc learns that McDonald's real business isn't burgers — it's real estate. The same revelation is playing out in AI right now, and the numbers are staggering.

12 min read
ai
infrastructure
data-centers
real-estate
industry-trends

How Claude Code Turned Me Into a One-Developer Army at Kasava

How I leverage Claude Code to single-handedly manage Kasava - running multiple AI instances, pattern recognition, and rapid bug fixing at scale.

10 min read
AI
Productivity
Claude
Development

The AI Open Source Paradox

Examining the tensions between open source ideals and AI development realities.

7 min read
AI
Open Source

Sculpting Code

How approaching code as an art form can lead to more elegant solutions.

6 min read
Philosophy
Craftsmanship

GDC 2025 Spotlight: Coplay

Highlights from the Game Developers Conference featuring innovative coplay mechanics.

11 min read
Gaming
Conference
Building Monroe

Building Monroe Part II: The Tech Stack

Deep dive into the technical architecture and technology choices behind Monroe.

7 min read
Engineering
Architecture
Building Monroe

Building Monroe Part I: The Start

The journey of building a comprehensive TV show AI platform from scratch.

6 min read
Product
Startup
Building Monroe

Building Monroe Part III: Features and Reflections

Exploring the core features and lessons learned from building Monroe.

7 min read
Product
Reflections