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Kojo Osei

Matrix Partners' Kojo Osei explores AI infrastructure, developer tools, and the evolution of large language models and autonomous agents. This page collects 50 posts published between August 2021 and September 2026. Recent coverage focuses on AI (Horizontal) and AI Infrastructure. Kojo Osei publishes roughly 1 post a month; the best of them appear in the SandHill weekly digest.

50 posts indexed1 in the last 30 daysAI (Horizontal) · AI InfrastructureVisit site ↗

Tuesday, 29 September 2026

1 piece
Not all inference is text generation↗
AI (Horizontal) · AI Infrastructure

Sunday, 30 August 2026

1 piece
A bottom-up model of AI demand↗
AI (Horizontal) · AI Infrastructure

Friday, 24 July 2026

1 piece
There are at least three inference markets

Monday, 15 June 2026

1 piece
Intelligence Saturation

Wednesday, 27 May 2026

1 piece
Build your own benchmark

Wednesday, 29 April 2026

1 piece
Tinkering Machines

Friday, 27 March 2026

1 piece
Semantic git

Saturday, 28 February 2026

1 piece
How to transfer craft to agents

Wednesday, 28 January 2026

1 piece
Investing in BoldVoice

Thursday, 23 October 2025

1 piece
Your agent needs an inbox

Tuesday, 23 September 2025

1 piece
Every programmer will be fullstack

Thursday, 11 September 2025

1 piece
LLMs as Interface Compilers

Monday, 25 August 2025

1 piece
Context Gravity

Thursday, 31 July 2025

1 piece
Fantastic MCPs and where to find them

Thursday, 29 May 2025

1 piece
Codex, Jules, and the Dawn of Async Agents

Monday, 5 May 2025

1 piece
There should be no AI button

Friday, 11 April 2025

1 piece
Don't begrudge vibe coding

Friday, 14 March 2025

1 piece
Voice AI: hook, not hammer

Tuesday, 4 February 2025

1 piece
Internet of Agents

Monday, 6 January 2025

1 piece
Post-training architecture is differentiated IP

Tuesday, 10 December 2024

1 piece
Investing in Gentrace

Friday, 29 November 2024

1 piece
Agent Driven Commerce

Thursday, 31 October 2024

1 piece
Ambient devices; ambient apps

Saturday, 14 September 2024

1 piece
Sell aspiration, not efficiency

Thursday, 25 July 2024

1 piece
The AI Revolution is Still Early

Wednesday, 19 June 2024

1 piece
Zero Cost Inference

Thursday, 9 May 2024

1 piece
Language models don't have to reason to be useful

Wednesday, 17 April 2024

1 piece
Unbundling consumer search: query-interface fit

Wednesday, 27 March 2024

1 piece
Outcomes-based pricing

Wednesday, 21 February 2024

1 piece
The Augmented Web

Wednesday, 7 February 2024

1 piece
AI agents as a new distribution channel

Thursday, 18 January 2024

1 piece
Good developer experience is a GTM hack

Wednesday, 3 January 2024

1 piece
Horizontal tools, vertical UIs

Friday, 1 December 2023

1 piece
In defense of thin wrapper startups

Thursday, 9 November 2023

1 piece
Towards cheaper, better, faster language models

Thursday, 26 October 2023

1 piece
Investing in Objective

Wednesday, 13 September 2023

1 piece
The problem with Github Stars

Wednesday, 24 May 2023

1 piece
System 1 vs. System 2 automation

Thursday, 30 March 2023

1 piece
The future of programming with large language models

Thursday, 12 January 2023

1 piece
Reasoning apps: the next frontier for LLMs
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