Canonical
Subscribe
Sign in
Home
Notes
Archive
About
Latest
Top
Discussions
Why We Read Papers
Why our sourcing runs through the lab, not just the accelerator
Jul 4
•
Canonical
3
The Custom Silicon Wave: Why AI Hardware Just Changed Forever
The era of generalist GPUs is giving way to hyper-specialized custom silicon. Here is what the sudden hardware wave means for tech moats, venture…
Jul 2
•
Canonical
2
June 2026
Power In, Heat Out: An AI Data Center Primer
Why power, not chips, is the real bottleneck. And why AI is both the strain on the buildout and the tool finishing it.
Jun 23
•
Canonical
2
One Model Won't Win
Open models are near-frontier and nearly free. The advantage just moved off the model.
Jun 19
•
Anthony Avedissian
2
AI Wants to Be Open
In 2023, decentralized AI was more concept than product.
Jun 16
•
Canonical
5
Memory Is Not Reasoning
The next frontier is architectural, not bigger
Jun 12
•
Canonical
2
Sand to Superintelligence: A Beginner’s Guide to the Silicon Stack
How a chip actually gets made, why two companies can stop the entire AI industry, and why AI is both the cause of the bottleneck and the best hope of…
Jun 8
•
Canonical
1
The Simulator Is the Substrate
Real-world data is no longer the bottleneck.
Jun 5
•
Anthony Avedissian
2
May 2026
Eyes Are a Tax
The browser lost. The terminal won. Here's what that means for software.
May 29
•
Anthony Avedissian
3
Agents Can't Transact
The infrastructure gap keeping autonomous agents out of the real economy
May 22
•
Anthony Avedissian
3
1
Power Law Lab - Venture Fund Simulator
What 10,000 simulated versions of our fund taught me about venture math — and the questions every GP should be able to answer.
May 20
•
Canonical
2
The Gap Is Hands: Why We Invested in Robo and the Future of Physical AI
AI can manage a business, but it can’t stock a shelf. Inside the unpretentious startup building the $2,500 hardware layer for the global labor market.
May 18
•
Canonical
3
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
