Engineering Growth

Letter from our Partner

Technology Is The Leverage

Market Commentary - July 2026

Thank You To Our Partners

Framework for a Single-Minded Market

Letter from our Partner

Tokenmaxxing Is As Ridiculous As It Sounds

Strategy Memo

Dispersions Don’t Last

Research Memo

Investors Overestimate Their Ability To Time Cyclical Trades

Research Memo

SpaceXAI IPO Supply Overhang

Research Memo

AI Amplifies Good and Bad Engineering

Strategy Memo

OpenClaw, NemoClaw, and the Path to Institutional AI

Strategy Memo

The Software Obituary Is Wrong

Research Memo

The Gloves Have Come Off

The legendary F1 driver Ayrton Senna once said “You cannot overtake fifteen cars when it’s sunny weather, but you can when it is raining.”

FuturProof #240: Differing Economic Realities of AI

Most AI organizations cannot be foundations focused on improving the world.

FuturProof #239: Distribution Is King

In our first post, Data As The Moat, we discussed how proprietary data gives companies a competitive edge in the age of intelligent technologies.

FuturProof #238: Data As The Moat

When Richard and I began investing in Web3 technologies, we spent years refining a universal framework for evaluating opportunities.

FuturProof #237: Stop Waiting for AGI

Many are waiting for the moment when someone announces the creation of AGI (Artificial General Intelligence), assuming two critical things:

FuturProof #236: AI Technical Review (Part 8) - Pre-Training

Customizing Language Models: The Cornerstone of Pre-training

FuturProof #235: AI Technical Review (Part 7) - Fine Tuning

Customizing Language Models: Harnessing the Power of Fine-Tuning

FuturProof #234: AI Technical Review (Part 6) - Prompt Engineering

Prompt engineering focuses on one of the greatest limitations of AI models: the quality of instructions from humans.

FuturProof #233: AI Technical Review (Part 5) - Retrieval Augmented Generation

Customizing Language Models: The Power of Retrieval Augmented Generation (RAG)

FuturProof #232: AI Technical Review (Part 4) - Cloud AI

The Evolution of Cloud AI: A Centralized Approach to Intelligence

FuturProof #231: AI Technical Review (Part 3) - Edge AI

Understanding Edge AI: A Shift Towards Localized Intelligence

FuturProof #230: AI Technical Review (Part 2) - Large Language Models

Large Language Models (LLMs) vs.

FuturProof #229: AI Technical Review (Part 1) - Small Language Models

In the future, your personal SLM will be tailored to your communication style, preferences, and information needs, offering a highly individualized interaction experience.

FuturProof #228: AI Investment Themes - Applied AI (4/4)

Series Format