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One Rack Is a Cloud
What colocation is, and why most AI founders have never heard of it
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.
Why I chose Unsloth (before training a single token)
Honest note up front: I have not yet fine-tuned anything with Unsloth. I have not run a single training job. What I did is spend three weeks researching fine-tuning frameworks before writing a line of training code — and at the end of that research, I picked Unsloth and committed to it. This post is about why. I'm writing it now, before I start, for two reasons. First, so that if this decision ages badly I have to own it public
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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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Why I'm Open-Sourcing My Portfolio
What active thesis investing actually looks like — and why I'll publish every bet I make.
Read essayFrom the series · 90-Day Action Plan to Surviving AI
The Wake-Up
The article that did it for me wasn't even about home improvement or fintech. It was about how AI was automating customer onboarding and financing workflows faster and cheaper than any SaaS platform.
More on Policy & Economy
Three essays from the archive on a different angle.
Hardware Sovereignty Is the New Data Sovereignty
After I wrote about trying to buy a Mac Studio and failing, the replies kept circling the same question. "If I can't buy the hardware and I don't trust the cloud, what am I supposed to do?" That question led me somewhere I didn't expect. I Checked What GPUs You Can Actually Get in Canada Not the marketing pages. Not the pricing calculators either. The actual hardware you can spin up today in a Canadian data center. I went t
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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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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. They couldn't define it for a buyer. They couldn't tell me what a partner would actually use it for that they couldn't already do on AWS in Montreal. That's not the university's failure. The industry calls three different things "cloud" and lets two
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You might not have read this
A couple of older essays we think are worth a second look.
I Almost Paid $4,000 a Year to Rent My Own Voice
I almost paid $4,000 a year to rent my own voice back to me. ElevenLabs. $330/month. The model that powers it? Open weights. The inference? Runs on 3GB of RAM. The voice cloning? A 30-second sample and a model you can download for free. The only thing between you and the exact same output is a setup guide nobody bothered to write. So I wrote one. Then I open-sourced it. The gap The gap between what AI costs to run and wha
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Open Source AI Is Smaller Than You Think. I Did the Math.
The Week That Changed My Mind I spent last week inside open source AI. Reading repos. Testing bundles. Following the usual suspects - Open WebUI, Ollama, LM Studio, Jan, Goose. By Friday I was convinced every serious founder was self-hosting something. GitHub stars everywhere. New releases every week. The timeline on my feed was wall-to-wall "ditch ChatGPT, run it local, own your stack." Then I did the math. Here's what I a
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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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