2025 Annual Letter
Tensions, tensions everywhere and not a datum to believe
Compute Architecture (Part I)
An inference wedge
Compute Architecture (Part II)
The compute barbell
Physical Autonomy (Part I)
Missing Pieces in the Push for Generalist Robotics
Biotech (Part I)
Who Owns Drug Discovery?
Cybersecurity (Part I)
Security at Machine Speed
Cybersecurity (Part II)
Identity Explosion, Stack Fragmentation