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Frontier AI Labs: The Call Option to AGI (eastwind.substack.com)
1 point by gk1 9 months ago | past
The Wisdom of Bill Gurley (eastwind.substack.com)
1 point by kiyanwang on March 26, 2025 | past
The Future of Programming: Copilots vs. Agents (Part I) (eastwind.substack.com)
25 points by thunderbong on Nov 12, 2024 | past | 1 comment
Reviewing the opportunity for AI "pick and shovel" startups (eastwind.substack.com)
3 points by maged on July 11, 2024 | past
Peak Data (and how to solve model collapse) (eastwind.substack.com)
2 points by timestap on Oct 25, 2023 | past | 1 comment
Mad, China, and the Semiconductor Showdown (Part 2) (eastwind.substack.com)
2 points by timestap on April 19, 2023 | past | 2 comments
Mad, China, and the Semiconductor Showdown (Part 1) (eastwind.substack.com)
3 points by timestap on April 4, 2023 | past | 3 comments
The Anatomy of a Data-Driven VC Sourcing Stack (eastwind.substack.com)
1 point by timestap on Aug 11, 2022 | past | 1 comment

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