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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 essayMore on Investing
Three essays from the archive on a different angle.
I Am My Hedge Fund
I Am My Hedge Fund February 2026 TL;DR: * I spent $300K and hired 5 full-time people to build a quant trading operation in 2020-2021. * We had researchers, strategists, developers. We still lost. * Today I manage my own money alone, with my own thesis, published openly at founderreality.com/investing. * No fund. No fees. No hiding. Here's why I think one person with conviction beats a team with algorithms — and why the era
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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 essayWhy I Sold My Index Funds in February
Why the index gospel was built for a world that no longer exists.
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A couple of older essays we think are worth a second look.
We Swapped Our TTS Model. The Older, Free One Won.
When we launched Ghost Narrator, we used Fish Speech for voice cloning. It worked. The voice quality was past the threshold of "nobody notices." We were happy with it. Then we had a licensing problem. Fish Speech's license is restrictive for commercial use. We were publishing 200 narrated blog posts a month on a model we couldn't fully commercialize. That needed to change. So we tested alternatives. The obvious move was Mistra
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I Tried to Buy a Mac Studio This Week. Here's What Happened.
I've been running our AI stack on a rented L4 GPU on Google Cloud. $700 a month. Serves a Qwen 14B model. Fine for production. Not fine for what I want to do next. I want to self-host a 70B open-source model on my own hardware. Run it locally. Write about the whole process in public. Eventually help other founders do the same. The plan was simple. Mac Studio. M4 Max. 128GB unified memory. Quiet enough to sit on a desk. Fast en
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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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