Memory is the Deepest Moat

Everyone thought the moat in AI would be about model weights or training data. Turns out, it may just be emotional intimacy.

ErlinApril 10, 2025

The Last Dataset

Why ChatGPT Is Building the Most Insane & Valuable Map of Humanity Ever Created.

ErlinFebruary 1, 2025

When Culture Turns

The collapse of Bumble demonstrates how a product dies not when features fail, but when they stop making people feel.

ErlinJanuary 15, 2025