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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 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.
Fine-tuning your own AI doesn't cost $35,000. It cost us about $50.
Two A100 graphics cards. Spinning quietly in a Google datacenter. Five hours of training. About $50 in compute. That's what it cost us to fine-tune our own 4-billion-parameter AI model this week. The base model went from 30% accuracy on the tasks we care about to 98%. Read any article on fine-tuning costs and you'll see numbers between $5,000 and $35,000. One blog called it a 'CFO conversation.' Another listed 'hidden expenses' that could double your initial estimate. A third quoted team
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Your ChatGPT and Claude Conversations Are Court Evidence
Greg Brockman's journal became Exhibit 161 this week. The next chapter writes itself. Someone's ChatGPT history becomes Exhibit 162. That sentence sounds like speculation. It isn't. The infrastructure is already in place. The court orders are already in place. The only thing missing is a famous enough defendant for the headline to break the way Brockman's did. The court order most people haven't read In May 2025, Magistr
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The Journal That Exposed the President
Greg Brockman keeps a diary. Not a metaphor. A literal, decades-long, type-into-his-laptop journal that he started in college when he was deciding what to study. He kept it through Stripe. He kept it through founding OpenAI with Musk and Altman. He kept it through the brawl for control of the company in 2017 - the fight that's now being relitigated in a San Francisco courtroom. This week, his journal became Exhibit 161. Hun
Read essayFrom the series · 90-Day Action Plan to Surviving AI
The Layers
After I inventoried what I had, I needed a way to think about what was actually safe.
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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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 essayCanada 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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You might not have read this
A couple of older essays we think are worth a second look.
What I Learned After Developing & Deploying Ghost Narrator
Ghost Narrator was the first open-source project I've ever published. It wasn't supposed to be public. I built it for Founder Reality. We have hundreds of blog posts, and I wanted a listen experience for people who'd rather hear an article than read it. So we built a self-hosted narration pipeline — a local LLM rewrites articles into natural scripts, a voice model reads them in my cloned voice. No API keys. No monthly bill. Al
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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 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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