Builder & Investor

Harrison Stoneham

Thoughts on building, investing, family, and the San Diego lifestyle.

Writing

Latest Insights

Karpathy coined 'vibe coding' and spent a decade on self-driving. He thinks we're confusing demos with products. I think he's right.

AI is dissolving the edges that made specialized companies valuable. As an investor, I keep arriving at the same answer.

Elon told Dwarkesh the most compelling place for AI compute will be in orbit. The argument is really about electricity.

Whether you're building the next big thing, looking for strategic guidance, or just want to chat about family and entrepreneurship.