avgo
The Infrastructure Bet Behind the Intern’s Two Million
Yesterday an 18-year-old Anthropic intern made $2.2 million with one prompt. Today the same company is said to be exploring a $2 trillion IPO. The distance between those two numbers is not a coincidence. It is the market’s precise measurement of the bet that AI has become infrastructure, not product. The model layer is racing…
The Question That Outlasts the Product
Most of what we call building is actually imagining. Before a line of code is written, before a prototype ships, before a pitch deck is polished, someone has to sit with a question long enough to let it change them. The product is just the residue of that inquiry. A framework for new product development…
The Work Nobody Notices
A self-published author recently reviewed his last two quarters and could not understand the numbers. He had shipped every book on schedule, finished some ahead of plan, and his launch team was ready. Profits still fell. Output had gone up. Attention had gone somewhere else. This is the output trap. We are taught that consistency…
The Second Draft
The Kafka post that made the rounds claimed its version didn’t need Zookeeper, didn’t hog disk, didn’t wake anyone at 2AM. That last one is the real tell. Infrastructure doesn’t make the cover story; operational debt does. Every system eventually reaches a version where it stops fighting the environment and starts working with it. The…
The Build Layer Is Cheap. The Hard Part Is the Layer Nobody Wants.
Andrew Ng put 100+ production AI agents into a public repository last week. The message is clear: the build layer is now a commodity. Anyone can assemble an agent, hook it to an API, and call it a stack. This is the moment the industry has been working toward; it is also the moment the…
The Inside Is Where the Work Happens
To the outside world, all milk is basically the same. You grab a jug from the refrigerated section, pour it into your coffee, and move on. But step inside the industry for even a moment and you see a dozen splits: fat content standardized, homogenized, pasteurized at different temperatures, sourced from herds with different feed…