Writing

Notes written here, and Middle Layer, the newsletter I have been writing since March 2025 on compute, distribution, and the boundary between AI platforms and products.

Notes

Middle Layer · 10 essays since March 2025

Token Maxxing ↗

A practical answer to AI anxiety: use the tools more, on real problems, in your own domain.

Mar 2026

Things Aren't Changing That Fast ↗

A counterweight to AI discourse: frontier builders may be moving fast, but most daily workflows still change slowly.

Feb 2026

Where Consumer UX Meets Enterprise Value ↗

A note on B2B SaaS, consumer-grade interfaces, and why enterprise software is being pulled toward better product taste.

Dec 2025

Carving a Niche in the Cloud: The Modal Approach ↗

Why some of the next great AI companies may win by making the hard infrastructure parts disappear.

Oct 2025

I: Claude Is the Drug, Cursor Is the Dealer ↗

Coding tools as one front in AI's supply-chain wars, where wrappers, labs, costs, and distribution collide.

Aug 2025

No Status to Be Had ↗

Why ChatGPT feels unusual in a status-soaked internet: it gives everyone the same blank interface.

Jul 2025

Prompting on Hard Mode: The Prompt-to-Prompt Trick ↗

A simple way to get better outputs by asking the model to write the recipe before generating the answer.

Jun 2025

The Strange Case of Random Rewards: AI's Weird Learning Process ↗

What a random-reward experiment with Qwen says about hidden capabilities, reinforcement learning, and how messy AI research still is.

Jun 2025

Claude 4 Isn't Just Smarter. It's Strategic ↗

Anthropic's Claude 4 release as a signal about compute, distribution, safety, and the strategic layer of the AGI race.

May 2025

CoreWeave: The AI Cloud Bet with Hidden Risks ↗

A breakdown of CoreWeave's GPU-cloud business, the AI compute gold rush, and the risks in being a specialist middle layer.

Mar 2025