Articles
Essays and notes on AI, technology, and everything in between. Published on Substack.
Subscribe on Substack
8 Tactical Insights from FDEs at Palantir, Distyl, Modal..
This week, we brought together forward deploy engineers from companies like Palantir, Distyl AI, and Modal, alongside some startup founders, to discuss the forward deploy engineer role and how to make complex AI implemen
Why 95%+ of Startups Get the Forward Deployed Engineer Role Completely Wrong
Startups are rushing to hire Forward Deployed Engineers, driven by the generative AI wave.
Why AI Hasn’t Broken Through in the $145B Accounting Sector
Accounting sits at the core of every business.
AI Index 2.0 – Evolving With the Wave
We launched the AI Index fifteen months ago to help founders and investors understand how markets value, and where they expect value to be created, in the AI Wave, just as the Bessemer index did with the Cloud.
The 4 Big Myths Holding Back MCP Adoption (and How to Fix Them)
Why we are excited about our investment in Arcade
Memex 2.0: Memory The Missing Piece for Real Intelligence
We’ve all been there.
AI Incumbents Bet on M&A — Will It Be Enough?
AI Index: May 2025 update
Under the Hood of the AI Index: What the Numbers Are Saying
AI Index: March 2025 update
The "trough of disillusionment" isn't a failure of technology—it's a failure of expectations.
AI Index: February 2025 update
Inference Wars: Is AMD Ready to Challenge NVIDIA’s AI Dominance or Risk Intel’s Fate?
AI Index February Update: AMD Deep Dive
Behind the Curtain: Open Sourcing our AI-Powered Investment Memo Generator
For many founders, fundraising feels like navigating a maze without a map.
Flybridge AI Index: November 2024 Update
AI Index record breaking month
Flybridge AI Index
October 2024 Update
Generative UI
The future of user interfaces
Flybridge AI Index: September 2024 Update
ServiceNow deep dive
Flybridge AI Index: August 2024 Update
August 2024 Update
Flybridge AI Index: July 2024 Update
We thank Aiera, an AI-powered equity research platform, for accelerating our data and insight extraction process.
Scaling the Vibes
Gen AI systems evaluations
Tailoring Intelligence Part 2: Model merging
Takeaways:
Tailoring Intelligence: Fine-tuning, alignment, model merging
Adapting AI Models for Enhanced Performance (Part 1)