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Own or Be Owned: The Week a Letter Switched Off Fable 5
On June 12 a government letter reached past Anthropic and switched off the best coding model I'd ever used. The shutdown wasn't the lesson - what it revealed about renting intelligence was.
Read storyFounder Reality is written by George Pu — $10M+ portfolio built by 27, no investors, no co-founders.
Latest Essays
What I'm thinking about right now.
Closed Orchestrators Will Commoditize. Open Ones Will Compound.
Two AI infrastructure announcements landed in the same week. Ours was a model. We released flash-1-mini — a 4-billion-parameter bilingual Canadian legal AI — under Apache 2.0, alongside an open benchmark (CBLRE), an open training corpus, and the methodology behind both. The model runs on a MacBook. It runs on a Raspberry Pi. The weights are downloadable. You own the file. Perplexity's was an orchestrator. At Intel's Computex keynote in Taipei, CEO Aravind Srinivas demonstrated what the com
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What We're Building: An Open-Weight Canadian Model Series
The model is the smallest part of the story. Here's what it is, what it isn't, and what comes next. Today we shipped flash-1-mini. It's a 4-billion-parameter open-weight model, fine-tuned for Canadian context, bilingual in English and French, that runs on a laptop with no cloud dependency. You can download it, run it offline, and own it. The weights are yours. I want to write about what it is, what it isn't, and what comes after — because the model itself is the smallest part of the story.
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While You Were Watching the Chatbots
Over the past two years, Canada quietly rebuilt the question of who controls its artificial intelligence. Not in one announcement. That's the point. There was never a single moment loud enough to make you look up. The decisions arrived in fragments — a Christmas Eve letter, a contribution agreement with a file number, a press release at a university most people don't follow, an MOU with the important parts blacked out. Each fragment was, on its own, small enough to ignore. Together they red
Read essayFrom the series · 90-Day Action Plan to Surviving AI
The Experiment
After I killed SimpleDirect, I didn't immediately start a new business. That would have been stupid.
More on Inside the Machine
Three essays from the archive on a different angle.
Why I Sold My Index Funds in February
Why the index gospel was built for a world that no longer exists.
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How 0% APR Credit Cards Actually Work — From the Other Side of the Desk
A few years ago I was working with a homeowner in Tennessee who needed $35,000 for a renovation project. He had one requirement: 0% APR. Wouldn't consider anything else. We found him a card with a 21-month intro period at 0%. Best terms on the market. He applied, got approved — for $20,000. Not $35,000. Twenty. Now he's got a $15,000 gap and no plan for it. But that wasn't even the real problem. The real problem was that the ca
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The Lie Every $997 Trading Course Sells You
What two years of quant trading taught me before I shut it down.
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You might not have read this
A couple of older essays we think are worth a second look.
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 exists. The response was the part I didn't expect. Dozens of people messaged me with versions of the same question. I read it. I get it. I want out. Where do I actually start? Some were lawyers. Some were founders. Some were accountants and consultant
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What fine-tuning actually costs (it's not what you think)
Training an AI model is assumed to cost millions of dollars. It's the single most common misconception in the space, and it's wrong by roughly two orders of magnitude for the activity most people actually want to do. This post is a short, concrete breakdown of what fine-tuning actually costs in 2026, what it doesn't cost, and where the real spend lives. I'm writing it now because 'how much does this cost' is the first question
Read this essayRun the numbers yourself
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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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