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AI is compressing software development timelines by 100x—a quarter of YC startups now have 95% of their code written by AI, and some teams are hitting $10M in revenue with fewer than 10 people. That shift is moving the scarce resource upstream from writing code to knowing what to build, while exposing new bottlenecks: the power grid can't keep up with AI compute demand, and today's AI agents lose all their context the moment a session ends. The race to solve those two constraints—energy infrastructure and persistent AI memory—is where the next wave of startups is forming.

SF Is Winning the AI Race. Politicians Want to Kill It.
Tech Techno-Optimism

SF Is Winning the AI Race. Politicians Want to Kill It.

February 13, 2026 · 4 min read

San Francisco is the only tech hub in America with growing startup formation—and city hall is doing everything it can to drive companies out.

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Startup Exits Double Every Five Years
Tech Techno-Optimism

Startup Exits Double Every Five Years

February 11, 2026 · 2 min read

Hard data proves the abundance machine is accelerating—while pessimists run scarcity scripts from an obsolete world.

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Boil the Ocean
Techno-Optimism Tech

Boil the Ocean

February 07, 2026 · 4 min read

Artificial Superintelligence means it is time to stop playing it safe and raise our ambitions

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California Is Killing the Golden Goose
Budgets & Fiscal Policy State Capacity

California Is Killing the Golden Goose

February 06, 2026 · 5 min read

The Robinhood CEO says he loves this state. That's why his warning should terrify Sacramento.

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Airbnb's Cofounder Is Redesigning America
Tech State Capacity

Airbnb's Cofounder Is Redesigning America

February 06, 2026 · 3 min read

Joe Gebbia went from selling cereal to fund a startup to becoming the nation's first Chief Design Officer. Now he's fixing government.

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Mahan Takes Fire From Both Sides—And Wins
State Politicians Asset Seizure Taxes

Mahan Takes Fire From Both Sides—And Wins

February 04, 2026 · 4 min read

A billionaire spending $27 million attacks a mayor for having tech support. The irony writes itself.

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From Zero to 2,000: Mahan's Housing Miracle
Housing & YIMBY Tech

From Zero to 2,000: Mahan's Housing Miracle

February 04, 2026 · 3 min read

San Jose built ZERO market rate homes in 2024. Then Matt Mahan cut the fees, and everything changed.

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We Used to Build Things. What Happened?
Techno-Optimism Tech

We Used to Build Things. What Happened?

February 04, 2026 · 8 min read

From the Panama Canal to parklet regulations—why it’s time for Americans to reclaim technology, growth, and the abundance that once defined it.

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