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Long-form interviews with builders, investors, and policymakers working at the frontier of AI.

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EP 014
Featured

with Anonymous — EU AI Act drafting team

A long conversation about why every major economy is suddenly racing to build a national AI stack — and the policy levers that will decide who actually pulls it off.

01 Why GPU export controls reshape the alliance map 02 The data-residency clause nobody is reading carefully 03 What a "national champion" model actually looks like 04 How small countries should bet
EP 013

with CFO, Series B AI infra company

A finance-first look at where the gross margin actually comes from when you sell tokens. Spoiler: it isn't where the deck says it is.

01 Cost-per-1k-tokens, audited 02 Why the API mark-up tier is collapsing 03 Reserved capacity vs spot, in practice
EP 012

with Founder, autonomous-agent startup

A practitioner walks through six months of agent failures and the substrate they kept rebuilding. Honest, technical, occasionally bleak.

01 Why retrieval is the actual product 02 The eval harness that finally caught regressions 03 What to deprecate from your 2024 stack
EP 011

with Partner, generalist fund

A counter-case to the open-source-eats-everything thesis. Where the venture math actually points in 2026.

01 Why the application layer is undervalued again 02 Channels that compound 03 The contrarian portfolio cut

I write to think.
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I'm Rijul. I write essays, host a podcast, and build small things on the web — all of it in service of one question: how do we leverage AI in the next decade without giving away what mattered in the last? New work lands here when it's ready. Subscribe and I'll send it once.