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Sovereignty Is Not About Ownership
A vice-president at a Canadian university called me last month. Her president had told her the institution needed to be on sovereign AI within the year. The provincial government had announced a funding program. Other universities were already applying. She wanted to know what she should be evaluating. I asked her what sovereign meant in this context. She paused for a long time. Then she said, "I think it means the data stays in Canada." I asked what about it staying in Canada specifically
Read storyFounder Reality is written by George Pu — $10M+ portfolio built by 27, no investors, no co-founders.
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One Rack Is a Cloud
What colocation is, and why most AI founders have never heard of it
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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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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
Read essayFrom the series · The AI Displacement Series
What I Did
This is Chapter 6 of 7 in the AI Displacement Series.
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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
Read this essayThree 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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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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