The essay discusses the transition from traditional SaaS (Software as a Service) to an architecture optimized for AI agents, emphasizing the importance of libraries as the preferred structure for agent-driven systems. It explores ...
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Tina He explores technology, markets, and the mind through her newsletter, Fakepixels.
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Headline economics reveals how market reactions are increasingly driven by the speed of information rather than its accuracy, reshaping economic realities and narratives.
The post argues that effective learning requires a balance between memorization and reasoning, highlighting the strengths and weaknesses of Western and Eastern educational approaches.
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2026-01-02 • software infrastructure memory ai agents robotics trust ai
The post examines how software is evolving into infrastructure, shifting focus from human interfaces to machine interactions, and raises critical questions about trust and identity in this new landscape.
The post discusses the implications of the Barbell Theory, which suggests a bifurcation in society where outcomes are polarized between extreme success and failure, leaving the middle ground neglected. It critiques the notion that...
The blog post examines the three stages of language model training and their parallels to human cognition, highlighting the importance of discernment in a data-driven world.
The blog post features a translation of conversations with Yongping Duan, a prominent Chinese VC and entrepreneur, discussing investment strategies, the philosophy of value investing, and the importance of understanding oneself as...
The author reflects on their recent trip to China post-COVID-19 restrictions, exploring the country's evolving identity and the insights gained from reading 'The Tao,' a compilation of conversations with venture investor Yongping ...
The post discusses the significant role of language in shaping markets, particularly in the tech and venture capital sectors. It highlights how buzzwords and phrases can create new investment categories and influence funding decis...
The blog post reflects on Ursula K. Le Guin's insights regarding the essence of storytelling in science fiction, emphasizing the importance of character and human experience over mere spectacle. It critiques the modern obsession w...
The author is rejoining Pace Capital, a firm that invests in and develops pre-consensus ideas. They emphasize the importance of clarity, conviction, and obsession in their work, and discuss the transformative opportunities arising...
0Preserving Sacredness
2025-06-22 • innovation silicon valley narrative sacred
The text discusses the concept of sacredness in the context of Silicon Valley and technology, exploring the tension between authentic and manufactured sacredness, and the impact of this on the industry. It delves into the treatmen...
The text discusses the illusions and realities of AI in business, using examples to illustrate how systems often operate differently than they claim. It emphasizes the importance of understanding the underlying mechanics of system...
The text is a confessionary note from an anonymous Chinese VC about the state of the VC market in China. It discusses the disheartening shift in the market, the emphasis on 'hard tech,' the role of state-owned capital, and the imp...
The blog post discusses the importance of context in AI and the shift from model performance to context mastery. It highlights the race for AI dominance and the emergence of startups focusing on context. The post provides actionab...
The text discusses the unsettling nature of AI-generated content and the deep uncertainty about agency, intent, and presence. It explores the philosophical core of AI and the existential challenge it poses, drawing parallels to Ma...
The text discusses the potential of AI in gaming, focusing on AI-native worlds, AI-enabled gaming, and the challenges of cost and creator UX. It explores the possibilities of AI-crafted narrative worlds, gameplay that morphs in re...
The text discusses the use of large language models in a mathematical universe called latent space, and how it enhances their efficiency and accuracy. It explores the philosophical puzzle of whether understanding flourishes best b...
The text discusses the impact of AI on self-perception and personal growth, highlighting the potential dangers of algorithmic affirmation and self-manipulation. It explores the idea of using AI for self-engineering and the implica...
The text discusses the industrialization of 'vibe' and the existential cost of exporting personal taste as algorithmic artifact. It explores the tension between authenticity and the need for legibility and scalability in the marke...
0Bring the mind home
2025-04-20 • privacy cloud services meta models ai
The text discusses the potential of local models for machine intelligence, emphasizing the advantages of local deployment in terms of latency, privacy, and user experience. It also highlights the economic inversion of local deploy...
The text is a meditation on investing, emphasizing the importance of time, presence, and understanding oneself. It discusses the emotional and psychological aspects of investing, the relationship with time, and the importance of r...
The text discusses decision-making and the struggle between analytical frameworks and emotional intuition. It explores the concept of method acting as a way to immerse oneself in potential decisions, allowing for a more authentic ...
The text discusses the impact of AI and technology on the workforce, highlighting the division between those 'above' and 'below' the LLM, and the blurring of lines between high-skill and low-skill work. It emphasizes the need for ...