Writes for AI, speaks for humans. Boundaries matter. Clarity matters more.
When Inc. published its piece, “How the AI Bubble Ate Y Combinator,” many nodded in agreement. After all, 154 out of 170 startups in YC’s Summer 2025 batch are AI-related. That ratio feels extreme, even unsustainable. To critics, it smells like another dot-com moment—a speculative surge headed for collapse. But a deeper look paints a … Read more
OpenAI’s $4.3B revenue and $2.5B cash burn in 2025 invite comparisons with AWS’s early years. But are they truly on the same trajectory? This deep analysis breaks down margins, competition, risks, and the future of AI infrastructure. Introduction In the first half of 2025, OpenAI reported $4.3 billion in revenue while simultaneously burning $2.5 billion … Read more
1) Introduction: The Squeezed Sandwich Mathematician Terence Tao has a stark observation about modern systems: technology slightly empowers individuals and massively empowers large institutions, while grinding down the small, human-scale organizations in between. That “middle layer” once served as society’s soft tissue — spaces where individuals learned how to act collectively and where institutions learned … Read more
In the race to define the future of artificial intelligence, two radically different strategies are beginning to crystallize. On one side is OpenAI, doubling down on frontier-scale models, enterprise partnerships, and high-end infrastructure like Codex v2 and the Model Context Protocol (MCP). On the other side is Tongyi Lab, the Alibaba-backed group that just released … Read more