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The Transistor Was the Easy Part
The next decade in chips will be won on integration, not invention.
15 hrs ago
•
Anthony Avedissian
2
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
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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
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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
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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
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