Explore my Essays & Memos
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Capital, Too Early
Notes From Someone Who Touched Money Too Early Most founders encounter capital late. They graduate.They build something.Then eventually they raise money. My experience with capital started much earlier, and in a much stranger way. I was in class 10. No startup.No product.Just an Instagram page, curiosity, and a habit of talking to people on the internet.…
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This Is the Mathematical Formula to Win Any Game
There is a very simple equation in probability theory: It looks like textbook math. It is actually a model of how progress works. Let’s unpack it. Define two variables. p = probability of success in a single attemptn = number of attempts The expression – computes the probability that you succeed at least once after n attempts. The term ((1-p)^n) is…
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AI is No Longer a Moat
First principles – Value lies in outcomes, not in methods. When user are buying a product, they are buying the results – not the technology. Users don’t buy AI, they buy saved time, reduced friction, higher revenue, lower costs, fewer headaches, etc. Methods matters only to us, builders. Outcomes, matters to the real users. If…
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The Modern Developer’s Dilemma: Speed Without Shared Context
AI Summary : Agent-assisted coding dramatically increases individual developer velocity, but it optimizes for local task completion rather than global system coherence. As more code is generated by agents, shared human context erodes: architectural intent becomes implicit, debugging shifts from causal reasoning to probabilistic trial-and-error, and teams lose durable mental models of their systems. This…