My posts
Random thoughts on AI and metadata
7 hours ago
Is Your Startup Failure Your War or Shame?
My co-founder and I had just moved to France and everything fell apart. Our recommendation engine for ecommerce had signed up fast-growing startups across India and Southeast Asia. Most of them were funded by Rocket Internet. We thought moving to Europe would help us land more of their portfolio companies. We even signed POCs with Galeries Lafayette and Veepee.Then GDPR hit. Overnight, handling customer data became too risky, and every European client pulled out. Meanwhile, the ecommerce bubble burst in Asia. Each month brought news of another customer sold to Alibaba, their IT infrastructure
Nov 3, 2025
The Hidden Tax Penalty Killing Bootstrapped Startups
Three years ago, when we started making profit as a bootstrapped startup, I was stunned by how little money I could reinvest in my own company compared to a funded competitor. We paid ourselves 20% of the profit and paid 40% in taxes and reinvested the rest i.e. 40% into our business. Meanwhile, a VC-backed competitor could show losses and invest 100% of the revenue plus the $10 million or $50 million they raised from investors. In this essay, I'll show you how screwed up the incentives are for bootstrapped companies and what we can do to fix this.Real numbers from my startupLet me s
Oct 31, 2025
From Lossy to Lossless Reasoning
In my last post, I argued that code generation is not only used by AI coding tools like Cursor. It is the kingpin behind reasoning and all that is built on top of it (from agentic AI to AGI itself). For example, if you ask AI how to position a 13-foot ladder to reach exactly 12 feet up a wall, a reasoning model like GPT-5 uses the pythagorean theorem to calculate the answer: 5 feet from the wall. There are two ways it can do this:Code generation mode (Tool use): Generate math.sqrt(13*13 - 12*12) and use Python as a tool to run it and return 5.Pure reasoning mode (No tool use): If you ask GPT-5
Oct 23, 2025
Reasoning Is Not Model Improvement
How tool use became a substitute for solving hard problemsWhen OpenAI released o1 in April 2024 and called it a "reasoning model," the industry celebrated a breakthrough. Finally, AI that could think step-by-step, solve complex problems, handle graduate-level mathematics.But look closer at what's actually happening under the hood. When you ask the latest model, ChatGPT-5 to multiply two large numbers, it doesn't calculate. It generates Python code, executes it in a sandbox, and returns the result. Unlike ChatGPT-3, which at least attempted arithmetic internally (and often failed), ChatGPT-5 de
Oct 22, 2025
If you think Eight Sleep's AWS outage is bad...
Wait for AI to fold you like a taco!
Oct 16, 2025
Your startup has to be a surveillance state to automate jobs
Last week, in one of the OpenAI DevDay interviews, Sam Altman said he expects zero-person startups in years to come. Meanwhile, OpenAI's support agent seems to be struggling to answer correctly. I ran into trouble while finetuning its model to invoke MCP calls consistently. So I asked that question on email and the support agent came up with all sorts of wrong answers. I was about to give up when an OpenAI engineer jumped in and fixed it. He spoke to his MCP team and told me that finetuning MCP calls are not supported yet and asked me to use tool calls instead. So why is it that the AI of the