Jun 12, 2026
AI Is Not a Utility. It's an Engine.
Why the biggest assumption in the AI economy may be wrong.…
Read on Substack↗/ Insights
Notes from the studio.
Essays and field notes on AI-native venture building, industry transformation, and the Serebrum Venture Creation Model.
/ Investment Thesis · August 2026
The Infrastructure Fallacy.
Why AI returns will not concentrate in infrastructure, models, or compute — and a disciplined framework for identifying the application-layer companies that will define the next decade.
Krishna Polineni · 25 min read
Read the thesis→May 29, 2026
21 Software Engineering Principles for Effective AI Coding
Making Claude adhere to proven best practices…
Read on Substack↗Apr 21, 2026
The venture playbook just broke. Go sideways, not deep.
Why venture investors need to shift from field experts to system replacers — and what SerebrumAI, an AI-native venture studio, is doing about it.…
Read on Substack↗/ Subscribe
New essays, in your inbox.
We write when there’s something worth writing. No filler.