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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 Gets Displaced
This is Chapter 3 of 7 in the AI Displacement Series.
More on Announcements
Three essays from the archive on a different angle.
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,
Read essayAnnouncing 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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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
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You might not have read this
A couple of older essays we think are worth a second look.
How I'm Building Multi-Cloud (Before Spending a Dollar)
This is a follow-up to my last post about cloud lock-in. That piece was about the philosophy — why we don't go deep on any single provider's managed services. This one is about what happens next. You've decided you don't want to be locked in. Great. Now what? I'll be honest — I expected this part to be straightforward. Pick a few providers, compare prices, split the workload. Done. It wasn't like that at all. Some Context I
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Survival, Relevance, Legacy
Saturday morning, the United States and Israel bombed Iran. By Sunday, every airport in the Middle East was closed. By Monday, the US told Americans to leave 15 countries. Through airports that hadn't had a flight in three days. I watched all of this from my apartment in Toronto. Coffee in hand. Heat on. Cold outside. Completely safe. Meanwhile, people on Tik Tok are complaining they are completely stuck at Dubai airport, can'
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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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