Tag
AI
Opinionated AI · Issue 03
Context windows are RAM, not memory
Long-running agents will not become reliable by fitting more tokens into one prompt. They need durable state, selective retrieval, provenance, and a way to recover from bad memory.
Opinionated AI · Issue 02
VC is quietly drawing the post-agent software stack
Four AI rounds look unrelated until you put them on one diagram. Then they reveal where investors think value will accumulate after the coding agent.
Autonomous Agents Need Constitutions, Not Bigger Contexts
Longer-running agents do not become reliable through more context or more retries. They need evidence, protected rules, durable memory, and clear limits on their authority.
Vibe Coding Made Computer Science More Important
AI removed the syntax tax from software development. It did not remove the need to understand state, logic, failure, and verification — it made that knowledge the difference between a demo and a product.
Opinionated AI · Issue 02
Instinct Can Build AI's Next Great Moat
The first wave of AI applications found its moat in distribution. Instinct may enter the market with one already built: the complexity of making a personal agent actually work.