The best returns in technology come from owning the infrastructure, not the applications.
I name patterns in AI, infrastructure, and the India tech ecosystem. Then I stress-test them against what I’m actually building.
B. Talvinder · ex-OYO · YC · 500 Startups · 4 companies across 4 technology eras
Anchor Framework
Every compute paradigm produces the same investing mistake. The first wave of money chases applications. The second wave — the one that compounds — goes to infrastructure. This pattern is repeating in AI right now.
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AI in Production
- The Plumbing Premium — Why AI infra outperforms AI apps
- The Evaluation Cost Ratio — When evaluation costs more than the thing being evaluated
India Tech
- The Social Permission Wall — The cultural barrier killing Indian startups
- Why Indian SaaS Wins the Agent Reliability War — Twenty years of reliability engineering, now an advantage
Leadership & Product
- If AI Can Write Your PRD, What’s Left? — The PM job just changed
- Distress Detection Is a Switching Cost — When safety features are retention features
Frameworks — Thinking Tools
AI Infrastructure Will Be Worth More Than AI Applications
Agentic Systems
Infrastructure
Cloud Economics
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Build Logs — Technical Decisions & Architecture
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Field Notes — Side B
Distress Detection Is a Switching Cost, Not a Safety Feature
Agentic Systems
Product Strategy
Consumer AI
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