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From the lab

Writing on AI ownership

Published on Founder Reality. We don't host the essays here — we link to them. One blog, one source, no duplicate canonicals.

Canada Is Renting Its Sovereignty

Canada Is Renting Its Sovereignty

In the last piece I wrote about the anchor: Canada designated Cohere as its national champion at the foundation model layer — $240 million, a 24-year term, an MOU that called the...

May 23, 20268 minRead on Founder Reality
Sovereignty Is Not About Ownership

Sovereignty Is Not About Ownership

A vice-president at a Canadian university called me last month. Her president had told her the institution needed to be on sovereign AI within the year. The provincial government...

May 14, 20266 minRead on Founder Reality
I Almost Told a Lawyer to Build His Own AI

I Almost Told a Lawyer to Build His Own AI

A lawyer friend — call him Mark — called me this week. He and another friend had spent the weekend trying to run an 8 billion parameter language model on a 16 gigabyte laptop. Ma...

May 14, 20266 minRead on Founder Reality
Fine-tuning your own AI doesn't cost $35,000. It cost us about $50.

Fine-tuning your own AI doesn't cost $35,000. It cost us about $50.

Two A100 graphics cards. Spinning quietly in a Google datacenter. Five hours of training. About $50 in compute. That's what it cost us to fine-tune our own 4-billion-parameter A...

May 12, 20265 minRead on Founder Reality
Your ChatGPT and Claude Conversations Are Court Evidence

Your ChatGPT and Claude Conversations Are Court Evidence

Greg Brockman's journal became Exhibit 161 this week. The next chapter writes itself. Someone's ChatGPT history becomes Exhibit 162. That sentence sounds like speculation. It i...

May 9, 20266 minRead on Founder Reality
One Rack Is a Cloud

One Rack Is a Cloud

What colocation is, and why most AI founders have never heard of it

Apr 28, 202610 minRead on Founder Reality
You Want Out of OpenAI. Here's Where to Actually Start.

You Want Out of OpenAI. Here's Where to Actually Start.

A week ago, I published AI Real Estate. The framing was simple: the AI you use today is rented — like an apartment. There's a ladder above it. Most people don't know the ladder ex...

Apr 27, 202616 minRead on Founder Reality
Three Kinds of Cloud (and Why Two of Them Keep Getting Confused)

Three Kinds of Cloud (and Why Two of Them Keep Getting Confused)

I sat down with a Canadian university last week. They were trying to articulate to industry partners what their compute offering would be. They knew "sovereign" was the right word...

Apr 27, 20266 minRead on Founder Reality