Lessons from Li Lu

Li Lu, founder of Himalaya Capital, adapted value investing to Chinese markets and identified BYD before consensus formed, grounding long-term ownership in deep research, intellectual honesty, and the actual discipline of holding for the long term.

Lessons from Lina Khan

Lina Khan reshaped modern antitrust by arguing that monopoly harm extends beyond consumer prices, using academic work and Federal Trade Commission leadership to examine how structural market power suppresses competition and wages while threatening democratic institutions.

Lessons from Linda Stone

Linda Stone, a former Apple and Microsoft executive, studies technology’s physical costs, naming “continuous partial attention” and “email apnea” to show how digital tools keep nervous systems chronically alert and quietly reshape the body.

Lessons from Jake Stauch

Jake Stauch, an entrepreneur and Serval co-founder, moved from brain-controlled games for ADHD to AI-native IT service management, using “vibe coding” to accelerate workflow automation while emphasizing talent density, dual-agent safety, and full platforms over minimal products.

Lessons from Lynn Conway

Lynn Conway transformed microchip design with scalable rules separating design from manufacturing, making complex silicon systems broadly producible; after IBM fired her for transitioning, she rebuilt her career and exposed the historical erasure of marginalized innovators.

Lessons from Marvin Minsky

Marvin Minsky, co-founder of the MIT Artificial Intelligence Laboratory and author of The Society of Mind, framed intelligence as mindless internal agents interacting to produce thought, while probing computing, learning, and why common sense remains extraordinarily difficult.

Lessons from Mary Meeker

Mary Meeker, a venture capitalist and former Wall Street analyst, used data-dense Internet Trends reports, unit economics, and user behavior to spot technological shifts, tracing markets from desktop to mobile while examining cycles, data’s value, and artificial intelligence.

Why AI Coding Agents Fail When Software Gets Real

Constraint decay explains why AI coding agents struggle when backend work carries real architectural and database rules. The paper traces how requirements fade across long trajectories and proposes stronger constraints, memory, and verification.

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