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It's Time to Talk About Private Credit
Understanding the mechanisms behind the private credit headlines and if/when to panic
Apr 7
•
Matthew Jensen
12
2
1
When Intelligence Becomes Free [Repost]
What comes after the compute bottleneck?
Mar 31
•
Matthew Jensen
3
1
Go Deep
Why the AI era rewards specialists, not generalists
Mar 24
•
Matthew Jensen
7
2
Human(oid) in the Loop
Thoughts on our Robotic Future
Mar 17
•
Matthew Jensen
3
1
Adapt or Die
Every workflow still running on human labor is a gap your competitors might not have
Mar 10
•
Matthew Jensen
4
2
Productizing the Payload
How Starlink built SpaceX
Jan 27
•
Matthew Jensen
5
1
SMRs in ~1k Words
Bringing nukes from monumental project to iterable product
Jan 20
•
Matthew Jensen
29
5
I don't take enough risks (and neither do you)
A non-New Year's, New Year's post
Jan 6
•
Matthew Jensen
6
1
WTF Are Stablecoins?
A primer on how stablecoins work and what they promise for the economy
Dec 30, 2025
•
Matthew Jensen
6
1
Mission as an API
Building the protocol for a company's destiny
Dec 16, 2025
•
Matthew Jensen
5
5
Kalshi: Building a Truth Machine
The story behind the company building the internet's missing truth layer
Dec 9, 2025
•
Matthew Jensen
5
3
When Intelligence Becomes Free
What comes after the compute bottleneck?
Nov 25, 2025
•
Matthew Jensen
4
2
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