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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 · The AI Displacement Series
What's Actually Happening
This is Chapter 1 of 7 in the AI Displacement Series. Every chapter is free.
More on Announcements
Three essays from the archive on a different angle.
Announcing Ghost Narrator: Self-Hosted AI Narration Stack
We publish about 200 blog posts a month on Founder Reality. Every post gets a narrated audio version — you can listen instead of read. The obvious solution was ElevenLabs. Best-in-class voice cloning, simple API, great output. $330/month for the scale we needed. We almost signed up. Then we tried something else. We ran an open-source model on a laptop. Qwen 3.5 14B for script rewriting, Qwen TTS for voice cloning. The whole pi
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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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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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What you might have missed
Three things from across the site you may not have found yet.
You might not have read this
A couple of older essays we think are worth a second look.
Why I'm Open-Sourcing My Portfolio
What active thesis investing actually looks like — and why I'll publish every bet I make.
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What You Kill > What You Build
OpenAI killed Sora Not sunsetted. Killed. The product they hyped as the next ChatGPT. The one Disney was about to invest a billion dollars around. The one that was supposed to turn OpenAI into the creative engine of the AI era. Gone in an afternoon. The reason is almost boring in how obvious it is. Sora was eating compute - the most expensive resource on earth right now - while Anthropic was running away with the market tha
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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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