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The US will have “single payer” within 5 - 7 years
And we’ll do it the least efficient way possible.
Sep 29 • Kunle
Tokens vs. outcomes
Show me the incentive and i'll show you the outcome
Sep 13 • Kunle
The tokenmaxxing hangover
Routing, evals, and benchmarks are the same problem.
Sep 2 • Kunle

August 2026

Coding agents will replace the office suite
Six months ago, I had a view that coding agents would replace Excel.
Aug 16 • Kunle

April 2026

April 2026: Everything is context
It’s evals all the way down
Apr 19 • Kunle

March 2026

March 2026: Everything is a variable.
Treat your defaults as variables not constraints
Mar 8 • Kunle

January 2026

Come work with me (at Substrate)
We’re looking for people to come build Substrate (www.substrateai.com) with us.
Jan 25 • Kunle
January 2025: Coding agents are for everyone
Claude Code is for you, and you, and yes, definitely you.
Jan 18 • Kunle
January 2026: Synthesis is the new bottleneck
We’re in a time where you can produce far faster than you can understand
Jan 5 • Kunle

November 2025

Sovereign Stablecoins
Stablecoins not pegged to USD, and also not CBDCs
Nov 7, 2025 • Kunle

August 2025

August 2025: Stablecoins are for everyone (else): Missing Pieces
There's still so much to build.
Aug 21, 2025 • Kunle
August 2025: Stablecoins are not for Americans. They’re for everyone else
The Great Weirding: Why it's taken so long for Americans to get stablecoins
Aug 6, 2025 • Kunle
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