Startups
Not everything I write is space-specific. This category holds notes on the broader mechanics of building and running a startup: tooling choices, product decisions, and the tradeoffs that come with building fast, drawn from my own experience as a founder and advisor rather than from the deals I look at as an investor.
Atomarine Is Selling Speed to Site, Not a New Way to Make Power
Atomarine has already collected more than $4 billion in customer letters of intent for a facility type it hasn’t built yet: standalone power-delivery ships anchored 10 to 12 nautical miles offshore, feeding floating, off-grid data-center barges that never touch a terrestrial interconnection queue.
Nori Priced a Humanoid Robot Like an Appliance. Buyers Finally Showed Up.
Nori Robotics launched its wheeled, bimanual Nori A3 humanoid at $1,688, undercutting the consumer humanoid category’s usual $20,000-and-up price tag by more than 10x, and in six weeks it has logged more than $440,000 in sales.
Vibe Coding a Revenue-Generating App Got Easier. Keeping It Yours Didn't.
On November 24, 2025, I posted a short tweet pushing back on a specific promise that was going around at the time: that agentic coding tools give “non-developer folks” a lower entry barrier for “building a revenue generating app on their own.” Half an hour later, replying to a comment on it , I added the point that actually mattered more: vibe coding collapses the cost of building features, but it doesn’t collapse anything that lives outside the code: the data, the compliance, the trust, the distribution. Nine months later, that second point is the one I’d stand behind hardest, and the one the evidence has done the most to confirm.