Shafkat Rahman
AI investment research and applied AI development.
I write technical analysis on agent systems, scaling behavior, model architectures, and infrastructure economics. My background spans theoretical physics, private equity research, and shipping AI products.
Latest writing
Software Agents Can Actually Use
How to build agent-native software around shared actions, precise tool contracts, and structural security.
The Compute Curve
What GPU derivatives could reveal about AI progress, and why the signal will remain ambiguous.
When Intelligence Enters the Control Loop
Why inference speed changes what intelligent systems can control.