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#93: Trust in AI Depends on the Physical Narrative
A free cleaning startup hints at AI’s next monetization layer
Jun 2
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May 2026
#92: Hot Takes in AI (Part VIII)
AI labs index inclusion and Salesforce
May 26
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#91: Why You Should Not Want the AI Labs to IPO
Three words: public market scrutiny
May 19
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#90: The Problem With a 1-Person, $1B Company
How do you exit?
May 12
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#89: How to Vibe (Claude) Code Part III
Models, token usage, and MCPs
May 5
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April 2026
#88: How to Vibe (Claude) Code Part II
Markdown files, skills, Git, and the importance of engineers
Apr 28
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#87: How to Vibe (Claude) Code Part I
Tips for getting started in Claude Code
Apr 21
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#86: Hot Takes in AI (Part VII)
TBPN, Project Glasswing, and Perplexity Computer
Apr 14
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#85: Revisiting Relentlessly Curious Predictions
Grading My AI Predictions: Hits, Misses, Lessons
Apr 7
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March 2026
#84: The Symbiotic Relationship Between Credit Cards and Airports
A deep dive into how credit card companies make money
Mar 31
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#83: The Physical AI Narrative is Gaining Steam
Robotics companies need specialized, real-world datasets
Mar 24
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#82: Google Maps Gets an AI Upgrade
Google Maps is central to Google’s offline data collection strategy
Mar 17
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