- After the Apple Playbook
The Apple playbook is too heavy for the AI hardware era. The supply chain has caught up, and speed beats perfection now. Notes for the AI hardware founder.
- The Embedded Shift Already Happened. Silicon Valley Needs to Know.
Android-based hardware made sense when memory was cheap. Memory isn't cheap anymore. The embedded era is back.
- The Answer to the AI Era Is Dumb Devices
The future isn't about smarter baked-in logic — it's about building the best unopinionated physical shell for AI to inhabit.
- Spring Festival Gala Robots Went Viral. But The Takes Are Wrong.
China's robots aren't advancing because of some grand government masterplan. It's the same reason the U.S. leads in AI: infrastructure.
- Six Things I Learned Watching a Robotics Startup Die from the Inside
I spent a year as COO of a YC-backed robotics startup. The company didn't make it. Here's what I actually learned.
- AI Native Hardware: The Physical Layer of AI Agents
Stop building features. Start building physical primitives.
- The Last Tiger: Doomsday for Product Managers
This isn't a rebirth. It's a death rattle.
- Silicon Valley's Superstition and Shenzhen's Dead End
The bubble and truth of AI hardware.
- My Time at K-Scale
Where a group of twenty-somethings (and one forty-year-old dad) tried to make a robot walk.