Archive - Writing is Thinking

The Disconnect Between AI and America

An impending political reckoning

Jan 12 • Will Baine

November 2025

The Energy Constraint

Perspective on energy and AI at the end of 2025

Nov 10, 2025 • Will Baine

August 2025

Future Fundamentals

Quantifiable Disruption and Unit Economics as the Basis for Venture Investing in Operationally and Capital Intensive Businesses

Aug 14, 2025 • Will Baine

May 2025

OpenAI x Dropbox

Quick musings on an OpenAI x Dropbox combination

May 9, 2025 • Will Baine

Productivity is the Only Path

The rationale for Logos

May 9, 2025 • Will Baine

DeepSeek and the Impact of Cheaper Models

Reaction from January 2025 via Q4 2024 Investor Letter (posted late)

May 9, 2025 • Will Baine

A Noisy Internet and the Rise of Trusted Networks

A hopeful path as the open internet degrades

May 9, 2025 • Will Baine

April 2025

AI Powered Software in 2025

An early hypothesis focused on data, depth, and distribution

Apr 29, 2025 • Will Baine

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