DeepSeek’s mHC Paper, Explained for the Rest of Us
Of all the AI labs right now, DeepSeek is the one I find most interesting. The big US labs’ dominant lever has been scale (compute, data, and infrastructure)...
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2026
AI for Coding Just Crossed the Threshold. Here’s Why You Should Care.
Note: I originally sent a version of this to several founders in our portfolio who run tech or tech-adjacent companies. A few of them told me I should publis...