Generative AI: Next Big Thing or Another Shipping Container?

2025-09-14
Generative AI: Next Big Thing or Another Shipping Container?

This article analyzes the investment landscape of generative AI, comparing it to the microprocessor and containerization revolutions. The author argues that unlike the microprocessor, generative AI hasn't created widespread wealth, instead being largely controlled by established tech giants. Similar to containerization, the value of generative AI is captured more by consumers than its creators. The article suggests investors focus on industries leveraging AI for efficiency gains, such as professional services, healthcare, and education, rather than directly investing in AI model companies due to intense competition and consolidation. Ultimately, consumers will be the biggest beneficiaries of AI, gaining access to a wider variety of affordable knowledge-intensive products and services.

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Anduril: How a 20-Person Startup Disrupted Defense Tech

2025-08-31
Anduril: How a 20-Person Startup Disrupted Defense Tech

This article recounts Anduril's explosive growth from a 20-person startup to a $28 billion company with 4,000 employees. The author, Anduril's former SVP of Engineering, details the company's rapid success through a combination of speed, first-principles thinking, ownership, simplicity, and deployment focus. Anduril's rapid iteration and bold experimentation led to disruptive defense products like the low-cost Anvil counter-drone system and the high-performance Bolt loitering munition, securing multi-billion dollar contracts. The article also highlights Anduril's unique culture, emphasizing technical excellence, product-centric thinking, and a highly efficient organizational structure that transformed ambitious ideas into deployable products.

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Kevin Kelly: Rejecting Unicorns, Embracing a Multifaceted Life

2025-07-04
Kevin Kelly: Rejecting Unicorns, Embracing a Multifaceted Life

This article recounts the author's meeting with tech visionary Kevin Kelly, prompting reflection on their own career path. Kelly, known for his diverse career—from Whole Earth Catalog editor to Wired co-founder and insightful futurist—has never pursued a single goal, instead continuously exploring various interests. The conversation with Kelly sparked a re-evaluation of the definition of 'success,' questioning the tech industry's obsession with singular focus and relentless pursuit, ultimately seeking a work style that combines ambition with joy.

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