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About>Thoughts|ReadingListeningInvestmentsPodcastAboutThoughtsReadingListening

Thoughts

a mix of shorter and longer rants

SubstackMar 13, 2026

You can't fork a robot (yet)

Reproducibility is all you need and a Git for robots

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SubstackMar 4, 2026

Powering trades and services with robots

Use robots, hide the tech and create the best customer experience

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SubstackFeb 24, 2026

NVIDIA's Three Computer Strategy

A short rant about the robotics toll booth. Train, simulate, deploy, collect, retrain.

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Thesis DrivenFeb 17, 2026

Beyond the Hype: An Owner's Guide to Construction Robotics

A practical framework for real estate owners and operators to evaluate robotic adoption in construction — assessing technical capabilities, economics, and workflow fit.

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Where are we with robotics foundation models?

Feb 11, 2026

Ape-like intuition and the limitations of thinking in words

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99.5% of hardware companies don't know what VC is

Feb 7, 2026

99.5% of hardware gets built by companies that never raise a 10M pre-seed round

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SubstackDec 15, 2025

Robots That Work

Rodney Brooks, wheeled humanoids, and how to build for the future of robotics

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SubstackMay 26, 2025

Everyone wants to invest in robotics

From tooling to robots. How to build companies around robots that exert physical actions.

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2026