Essays & Notes
Essays & Notes
An archive of slow writing about software, product, and life between two languages.
- May 6, 2026 · Essay · 1 min
Markets and Stanford MS&E 435 Course
Today, the markets are raging, and NVIDIA is not in first place for growth. We discuss this in the Stanford MS&E 435 course.
- May 6, 2026 · Essay · 1 min
Online Streaming of Claude with Code in San Francisco
If you couldn't make it to Claude with Code in San Francisco, watch it online.
- May 6, 2026 · Essay · 1 min
Untitled
- May 6, 2026 · Essay · 1 min
OpenAI Launched Advertising Infrastructure for ChatGPT
OpenAI launched advertising infrastructure for ChatGPT, which will change performance marketing.
- May 5, 2026 · Essay · 2 min
First Lecture Club Call on Stanford MS&E 435
The first Lecture Club call on Stanford MS&E 435 gathered about 80 people and sparked a lively discussion.
- May 4, 2026 · Essay · 1 min
Let's Get Started — Join Us
Let's get started — join the lecture for the Stanford MS&E 435 course.
- May 1, 2026 · Essay · 1 min
Rvachev's Thoughts
Today, I want to share some thoughts that have been on my mind lately.
- Apr 30, 2026 · Essay · 2 min
Nvidia Falls After Hyperscaler Reports
Nvidia fell after reports from Meta, Amazon, Microsoft, and Google, even though capex increased by $15 billion.
- Apr 27, 2026 · Essay · 1 min
Watching Stanford Lectures: Economics of the AI Supercycle Together
This week we are watching the first Stanford lecture on the economics of the AI Supercycle.
- Apr 24, 2026 · Essay · 1 min
Stanford Lecture Series: Economics of the AI Supercycle
I found the Stanford lecture series on the economics of the AI supercycle — the best thing I've watched in recent months.