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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.
Latest Essays
What I'm thinking about right now.
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 · 90-Day Action Plan to Surviving AI
Day 90: Graduation
90 days ago, you started with an article and a question.
More on Decision Log
Three essays from the archive on a different angle.
Things You Can't Install From a Prompt
I killed most of my businesses in December 2025. The SaaS. The acquisitions. The MRR goals. The courses and playbooks. All of it was sitting in the kill zone - information products, tool products, advice products. Everything AI was eating for breakfast. A few years ago, you could build a business around knowing things other people didn't. You could package expertise into consulting engagements and courses. You could be the per
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We're Shutting Down Our Cloud-Hosted Apps
Effective immediately, we're sunsetting the cloud-hosted versions of the following apps: * Founder Simulation Game * SimpleDirect Changelog * SimpleDirect Chat * SimpleDirect Roadmap SimpleDirect Financing, our legacy fintech application, is not affected. Let's be real These apps have no moat. We know that. AI can rebuild any of them in an afternoon. Pretending otherwise - keeping servers running, maintaining hosted vers
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I Almost Paid $4,000 a Year to Rent My Own Voice
I almost paid $4,000 a year to rent my own voice back to me. ElevenLabs. $330/month. The model that powers it? Open weights. The inference? Runs on 3GB of RAM. The voice cloning? A 30-second sample and a model you can download for free. The only thing between you and the exact same output is a setup guide nobody bothered to write. So I wrote one. Then I open-sourced it. The gap The gap between what AI costs to run and wha
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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.
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Announcing 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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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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