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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 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.
Open Source AI Is Smaller Than You Think. I Did the Math.
The Week That Changed My Mind I spent last week inside open source AI. Reading repos. Testing bundles. Following the usual suspects - Open WebUI, Ollama, LM Studio, Jan, Goose. By Friday I was convinced every serious founder was self-hosting something. GitHub stars everywhere. New releases every week. The timeline on my feed was wall-to-wall "ditch ChatGPT, run it local, own your stack." Then I did the math. Here's what I actually found. Stars Lie. Forks Tell the Truth. GitHub stars are
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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 through every major cloud provider with Canadian infrastructure and
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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 enough to run Llama 3 70B or Qwen 72B. Cheap enough to expense, not
Read essayFrom the series · 90-Day Action Plan to Surviving AI
Day 90: Graduation
90 days ago, you started with an article and a question.
More on Investing
Three essays from the archive on a different angle.
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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I Sold Everything in One Hour
Tuesday. 11am. I opened my brokerage, looked at a portfolio I'd held for years, and started selling. VOO. QQQ. SCHD. UNH. All of it. By noon I'd rebuilt the entire portfolio from scratch. The portfolio I woke up with looked nothing like the portfolio I went to bed with. It took one hour. It took me six months to get here. I'm publishing this with a date on it because I want a record. Not of the trades — of the thinking. So th
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A couple of older essays we think are worth a second look.
What Happens When the Jobs Don't Come Back
Two days ago, the President of the United States stood in the House chamber and said: "More Americans are working today than at any time in the history of our country. The economy is roaring like never before." The next day, Jack Dorsey cut 4,000 people from Block (formerly Square) — 40% of the company — because AI made their jobs unnecessary. The stock went up 22%. Dorsey said he was late. Weeks before that, the Premier of Onta
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The Umbrella Closed on a Monday
The Umbrella Closed on a Monday I tweeted something Monday morning about France and nuclear weapons. Felt strange typing it. I help founders figure out where to build their lives. I'm not a foreign policy guy. I don't have a PhD in international relations. I'm a 27-year-old in Toronto who runs a small business and posts on the internet. But I've been saying for two years that the world is about to test who actually owns their
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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