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Purpose is a verb
The case for living your purpose, not just pondering it.
Aug 29
10
1
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Reasoning + RL: A new recipe for AI apps
I explore why forward-looking AI builders have moved from RAG to reasoning + RL and share the roadmap they’re charting for others.
Jul 26
14
1
Meta’s bet on Scale & the new AI data paradigm
I explore how the data needed to advance AI has changed, and what it will take to push AI to the next frontier.
Jun 28
7
AI's next frontier is the agentic web
What the latest moves by Google, Microsoft, and OpenAI tell us about AI’s future.
May 30
7
Three months after DeepSeek, what’s changed for AI founders?
Scale still matters - but product, ecosystems, and value capture now matter just as much.
Apr 26
10
1
NVIDIA’s "AI Factory" Bet
I break down NVIDIA’s push to own the full AI stack - from silicon to software - and explore what it means for startups building in the era of agentic…
Mar 29
4
Thirty years of betting on day zero
I reflect on Foundation's three decades of conviction-based investing, and why our Fund 11 marks our deepest commitment yet to early-stage founders.
Mar 7
6
1
DeepSeek shows that AI’s future turns on ingenuity, not just scale
The shift from brute-force AI spending to smart, systems-level design is here.
Feb 1
9
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B2BaCEO by Ashu Garg
Exploring the B2B founder's journey and all things enterprise software
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