Archive - marvin's notes

Don’t bet against a Stripe × Paradigm build

Stripe is reportedly building a stealth Layer‑1 blockchain called Tempo with Paradigm.

Aug 12 •

July 2025

The Dividends of the AI Arms Race

The battle for superintelligence is forging a new utility layer for the global economy.

Jul 28 •

AI's Great Filter

The enduring advantage is being forged in the unassailable moats of capital, talent density, and control over distribution.

Jul 27 •

OpenAI on achieving IMO Gold with an LLM

Researchers believe AI is now close to being able to contribute to original mathematical research and scientific discovery.

Jul 20 •

Calvin French-Owen, former OpenAI technical staff, shares his post-departure reflections

There is a significant engineering talent pipeline from Meta, and the infrastructure feels reminiscent of early Meta.

Jul 16 •

John Luttig on hypercapitalism and the AI talent wars

Hypercapitalism is rewriting Silicon Valley's employment contracts, investment norms, and trust culture.

Jul 15 •

Ramp & Figma on How to Build World-Class Products

"Feature Factory" isn't always bad; sometimes you must simply build what the customer needs with agility.

Jul 15 •

June 2025

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