Writing
My Writing
2026 · 5 min read
The Petabytes of Data Issue with AI
AI's next scaling problem isn't generating intelligence — it's understanding it. Why the real bottleneck is making nearly infinite operational telemetry economically searchable.
2026 · 4 min read
The Next Frontier of AI: Machines That Discover Algorithms
From generating content to discovering entirely new ways to solve problems — how autonomous algorithm discovery (AlphaTensor, AlphaDev, FunSearch, AlphaEvolve) is reshaping where value gets created.
2026 · 2 min read
Axis Exit Highlights
A look at The Axis Fund's early exits and IPOs three years in — public listings, strategic acquisitions, and category-defining buyers across a diversified venture portfolio.
2026 · 2 min read
Five Decacorns. One Fund.
AAF Management Ltd.'s The Axis Fund portfolio now includes five decacorns — Base Power Company, ElevenLabs, Thinking Machines Lab, Perplexity, and Deel — reached through LP positions in underlying venture funds.