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Open source & OpenAI's "big beautiful buildings"
But where, oh where, has the value accretion gone?
Feb 8 • 
Nick Gerard
4

January 2025

The GPT wrappers are coming
In search of moats and long-term defensibility.
Jan 7 • 
Nick Gerard

July 2023

On Barbie's Cellulite
Or, "Everyone else's compromises are morally bankrupt."
Jul 25, 2023 • 
Nick Gerard
1

March 2023

Magic
Where the line between "derivative" and "generative" blurs.
Mar 27, 2023 • 
Nick Gerard
2
1

December 2022

Liar, liar
It's paperclips all the way down.
Dec 6, 2022 • 
Nick Gerard
1
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