Essays by Will Daney
The Read
Essays
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Inside Fireworks: The Factory for Specialized Intelligence
Fireworks is building the platform companies use to train specialized open models on proprietary data, then serve and improve them at scale.
Anecdotal Evidence for a CPU and Memory Boom
I now run three Codex agents at once. The productivity gain is obvious, and so is what they are doing to my laptop.
The Other Side of the AI Boom
OpenAI and Anthropic dominate the headlines. Palantir, Nebius, and Fireworks are building the open-model ecosystem beside them.
Voice Is The Interface For Agents
Voice will become the front door to AI. ElevenLabs is building the production layer that could turn spoken interaction into a new enterprise platform.
Agents Do SaaS A Favor... For Now
AI agents could make legacy SaaS more valuable before they threaten it. The interface disappears, the data improves, and the fight shifts to who owns the agent.
The Open Source Renaissance
Open-source agents and skills are spreading faster than enterprises can govern them. JFrog could become the trust layer for what companies allow AI to reuse.
About
The Read is a personal notebook for writings on technology, business, investing, and the occasional company-specific thesis. It is written by Will Daney.