Investing Frameworks

21
Feb
Bilt Is Building a Data Moat

Bilt Is Building a Data Moat

Bilt closes a structural gap no credit card has solved: housing. Combined with Banyan's SKU-level data, it is building a 360-degree consumer spend layer.
3 min read
28
Jan
LLM-Generated Code Unlocks Superpowers LLMs Don’t Possess

LLM-Generated Code Unlocks Superpowers LLMs Don’t Possess

Code is deterministic. LLMs are probabilistic. The handoff between them, through cheap verification, is what makes code generation categorically different.
4 min read