Investing Frameworks

21
Feb
Bilt Is Building a Data Moat

Bilt Is Building a Data Moat

What Bilt is building underneath the rewards layer. Housing data, Banyan's SKU-level receipts, and open banking create a consumer spend view no one else has.
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