Memo to the Governors
The AI buildout is the Interstate Highway System of our time, and power is the on-ramp. Labor moves; power doesn't; the voter needs both. So this one's for the governors who'd rather fight a data center than use it to hand their own people cheaper, steadier power
Harry DeMott · Aug 9, 2026 · 13 min read
Future-Proof
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Know Thyself
A winning founder left Google to build unshackled. The same week, Sequoia made the biggest bet in its 54-year history — and pointedly not on a model. Two winners who knew exactly what they were, and refused to keep playing a game that no longer fit.
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A year ago, Meta paid roughly $14.3 billion to acquihire Scale AI and put its 28-year-old founder, Alexandr...
Code Red
Everyone's getting AI agents. Nobody's getting the training to manage them, the meter to price them, or a straight answer about when to trust them. The one job the agents didn't eliminate is babysitting the agents.
Google Just Lost Four of Its Best People in One Day. That’s Not Bad Luck.
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Everyone Went Looking for the AI Bear Case. Nobody Found One.
Gavin Baker runs Atreides Management, has been in Nvidia for the better part of 25 years, and just...
Not For Credit
One of the sharpest credit minds alive looked at the AI economy and said it's almost impossible to lend into safely. Four days later an $11 billion company sold for $1.28 billion. Same lesson from opposite ends of the spectrum: know the shape of the bet before you make it.
