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Open Weights, Closed System
Google shipped local AI on the Mac this week. The weights are Apache 2.0. The experience is a walled garden. That's not a contradiction. That's the playbook.
Read storyFounder Reality is written by George Pu — $10M+ portfolio built by 27, no investors, no co-founders.
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What I'm thinking about right now.
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 company "the only sovereign, cloud-agnostic large language model operating in Canada," and a fund Cohere itself proposed. That designation is settled for a generation. This piece is the opposite kind of writing. The last one was analysis of public records, and I tried to stay out of it. This one carries a point of
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How Cohere Wrote the Fund That's Now Funding Everyone Else
On Christmas Eve 2024, the Government of Canada issued a Letter of Intent to Cohere for a Strategic Innovation Fund contribution of $240 million. The timing is the first thing worth noticing. Christmas Eve is when governments send letters they want done quickly and quietly. The Trudeau government was already wobbling. Chrystia Freeland had resigned on December 16, eight days earlier, in a public letter that called out the Prime Minister's "costly political gimmicks." Less than two weeks lat
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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 had announced a funding program. Other universities were already applying. She wanted to know what she should be evaluating. I asked her what sovereign meant in this context. She paused for a long time. Then she said, "I think it means the data stays in Canada." I asked what about it staying in Canada specifically
Read essayMore on Announcements
Three essays from the archive on a different angle.
Why I'm fine-tuning a small model (and why it runs on your laptop)
I'm training an AI model. It's going to run on a laptop. Three weeks ago I would have told you I was training a 70-billion-parameter model, the kind of thing that needs a data center to breathe. I'm not. I'm training a 4-billion-parameter model that runs on a Mac Mini. If the smaller one works, a larger companion model may follow. But the 4B is the bet. This is the first post in a series where I'll share what I'm building, why,
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I'm Starting to Write About Money
I'm starting to write about money. Not affiliate-stuffed credit card listicles dressed up as advice. Not "the one weird trick your bank doesn't want you to know." I mean how the system actually works from the inside. What I do with my own money. The math nobody shows you because it's boring and doesn't sell a course. This is the personal finance layer of Own or Be Owned — understanding the machinery well enough that it works
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We're Shutting Down Our Cloud-Hosted Apps
Effective immediately, we're sunsetting the cloud-hosted versions of the following apps: * Founder Simulation Game * SimpleDirect Changelog * SimpleDirect Chat * SimpleDirect Roadmap SimpleDirect Financing, our legacy fintech application, is not affected. Let's be real These apps have no moat. We know that. AI can rebuild any of them in an afternoon. Pretending otherwise - keeping servers running, maintaining hosted vers
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One Company Summoned Two Central Banks
I was at my desk Tuesday when the Bloomberg alert came through. Bessent and Powell — the Treasury Secretary and the Fed Chair — had called an emergency meeting with every major bank CEO in America. Not about interest rates. Not about the war. Not about a bank run. About a single AI model. Built by a single company. "Yeah, Sovereignty, Sure" I run a project called Sovereign Cloud. The whole thesis is that governments and bus
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GPU Cloud Shopping in Canada: What's Actually Available
Availability and pricing in this post reflect what I found as of April 6, 2026. Cloud providers update their infrastructure regularly, and I hope some of this changes soon. If you find something different, I'd genuinely love to hear about it. This is a series of me publicly documenting my journey. The next post is me documenting the Three Weeks Later. I chose Canada. That might sound like a strange way to start a post about clo
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Recent threads
The latest from @TheGeorgePu.
Canada's AI hardware reality check — what's actually available vs. what founders think they can buy.
GPU shipping is the tell. If you can't physically own the compute, you don't own your AI stack.
I only write code when it's 10/10 important. Slowing down is the real productivity move in 2026.
Mac Studio supply is crunched. Apple's quietly rationing M3 Ultra — AI builders feel it first.
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