Archive - luttig's learnings

The future of foundation models is closed-source

if the centralizing forces of data and compute hold, open and closed-source AI cannot both dominate long-term

May 21 •

November 2023

Nvidia Envy: understanding the GPU gold rush

In 2023, thousands of companies and countries begged Nvidia to purchase more GPUs. Can the exponential demand endure?

Nov 10, 2023 •

June 2023

Hallucinations in AI

In the tech-pocalypse desert of 2023, only the AI oasis can save us.

Jun 30, 2023 •

January 2023

Is AI the new crypto?

The nuclear winter techpocalypse arrived, sparing only artificial intelligence. Peak AI indicators are everywhere. Can it maintain the faith that crypto…

Jan 20, 2023 •

May 2022

Reversion to the mean: the real long COVID

The pandemic may be over, but so is tech exuberance.

May 15, 2022 •

April 2022

Rippling and the return of ambition

Most software companies today are fundamentally unambitious, but Rippling is hiding in plain sight.

Apr 5, 2022 •

January 2022

Don’t forget Microsoft

Understanding the behemoth in Redmond teaches us valuable lessons in cloud infrastructure, startup strategy, and the future of software.

Jan 30, 2022 •

September 2021

The index mindset

Index funds have come to dominate public markets. But the shift towards indexing is spreading across tech and culture too – I call it the index mindset.

Sep 15, 2021 •

March 2021

Finance as culture

financialization is no longer purely institutional. it has seeped into our culture.

Mar 1, 2021 •

February 2021

how timeless is timeless advice?

some advice is timeful: relevant for a specific era, but anachronistic thereafter

Feb 14, 2021 •

July 2020

SPAC Attack: everything a founder or investor should know

Choosing the wrong path can cost your company millions in cash and equity.

Jul 17, 2020 •

April 2020

When Tailwinds Vanish

The Internet in the 2020s

Apr 23, 2020 •

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