Technology
FIELD NOTES #00: Vibe-Coded Founders, AI Slop & Other September Debris
Experiments, unfinished theories, useful things, dead ideas, strange obsessions, and other debris from inside my overworked coconut. Welcome to Field Notes.
Investing
Artificial Intelligence
Nobody Is Driving
AI researchers are quitting, labs are talking about slowing down, governments are worried about China, and everyone has an incentive to keep accelerating anyway. Maybe we have been looking at the AI alignment problem one layer too low.
Investing
Tech Doesn’t Understand Why You Don’t Like It
Tech companies say people don’t understand the future. Maybe the bigger problem is that tech no longer understands the people expected to live in it.
Venture Capital
Everyone Is Asking Someone Else for Money
Founders ask VCs. VCs ask LPs. Somewhere above them, someone richer is still saying no. A personal essay about money, status, bad pitches, conditional affection, and the strange humility of asking for capital.
Venture Capital
Confessions of a Compromised Capitalist
From homeless anti-capitalist to venture capitalist, a personal essay on power, hypocrisy, and the unresolved question of whether capital can be used with a conscience.