Recently, I’ve been thinking about where I want to focus my angel investing in 2024, and decided to document my thinking about value accumulation in artificial intelligence because it explains the shape of my interest–or lack thereof–in investing in artificial intelligence tooling. I’ll describe my understanding of the current state, how I think it’ll evolve over the next 1-3 years, and then end with how that shapes what I’m investing in.
AI Agents Will Be The Key To Achieving ROI From AI
AI agents are emerging as a crucial type of application for enterprises looking to derive more value from their AI investments in the near term.
State of AI 2026 | The Industry-Defining Report
Explore how AI is shaping the digital economy in 2026, with 80+ pages of data on ad spend, app downloads, web behavior, user demographics, and so much more.
When will average people feel AI’s impact?
We’re <5 years into a compounding revolution which could take a century, and how the AI industry should manage this.
AI is Creating Peak Software, Media is the Best Analogy
Let's learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.
Andrej Karpathy on Twitter / X
Sharing an interesting recent conversation on AI's impact on the economy.AI has been compared to various historical precedents: electricity, industrial revolution, etc., I think the strongest analogy is that of AI as a new computing paradigm (Software 2.0) because both are…— Andrej Karpathy (@karpathy) November 16, 2025
The Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people and companies making it happen.
AI Benefits - But at What Cost?
In 2026 we can all agree that AI and agentic development are certainly exciting topics which many see yielding great productivity gains. But as the investor-subsidized pricing of these services gives way to realistic and profitable business models, where will the real costs land?
Money Bubble
I think I’m probably going to lose quite a lot of money in the next year or two. It’s partly AI’s fault, but not mostly. Nonetheless I’m mostly going to write about AI, because it intersects the technosphere, where I’ve lived for decades.
Import AI 452: Scaling laws for cyberwar; rising tides of AI automation; and a puzzle over gDP forecasting
How much could AI revolutionize the economy?
Artificial Intelligence for Economic Development Conference: Roundup of 27 presentations
Is artificial intelligence the future for economic development? Earlier this month, a group of World Bank staff, academic researchers, and technology company representatives convened at a conference in San Francisco to discuss new advances in artificial intelligence. One of the takeaways for Bank staff was how AI technologies might be ...
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
AI is probably not a bubble
AI companies have revenue, demand, and paths to immense value
The Scaling Era: An Oral History of AI, 2019–2025
An inside view of the AI revolution, from the people an…
Built on Shared Knowledge: What the World Wants from AI Wealth
AI labs and policymakers are focusing on AI dividends to address economic insecurity. We asked 1,041 people across 64 countries what they actually want from AI wealth.
