Contextually Aware

Luis Calderon

What product managers can actually build with AI today—and where it still breaks.

  1. 2d ago

    Why Kimi K3 Paused New Subs — And What That Tells You

    Moonshot paused new Kimi K3 subscriptions 48 hours after launch because GPU demand pushed them to capacity. They chose reliability over growth. The open weights drop July 27. For builders: stop treating your model choice as a permanent commitment. Wrap it behind an interface. Treat it as a config value. Read the full article: https://growthalchemylab.com/blog/kimi-k3-the-pause-that-tells-you-everything

  2. 4d ago

    What Happens to the S&P 500 When AI Gets Cheaper Faster Than Data Centers Depreciate?

    Luis and Maya dig into the $700B hyperscaler capex bet and why falling AI model prices could leave a third of the S&P 500 mispriced. The math is falsifiable — and the clock is already running. This episode is in DRAFT and has not been published yet.

    What Happens to the S&P 500 When AI Gets Cheaper Faster Than Data Centers Depreciate?

  3. Jul 13

    OpenAI Model Guide: Stop Staring at the Picker

    Luis and Maya cut through OpenAI's Sol/Terra/Luna model catalog with one operator rule: pick a default, escalate effort before model, and stop treating the picker like a menu. Read the full article: https://growthalchemylab.com/blog/openai-model-guide-confused-choices

    OpenAI Model Guide: Stop Staring at the Picker

  4. Jul 12

    Has AGI Arrived? Send in the Misfits.

    An $8 multi-agent website build beat a $105 solo build on accessibility — and it proves hallucination isn't solved, it's routed. Luis and Maya break down the org-chart model for trustworthy AI. Read the full article: https://growthalchemylab.com/blog/has-agi-arrived-send-in-the-misfits This episode is in DRAFT and has not been published yet.

    Has AGI Arrived? Send in the Misfits.

  5. Jul 10

    Your Code Is Trash Anyway

    The production curve for generating code is steeper than understanding it. Teams that win store decisions, not commits—and specs are the moat. This episode is in DRAFT and has not been published yet.

    Your Code Is Trash Anyway

  6. Jul 10

    Your Agents Have Amnesia — Stop Using Markdown!

    Why stuffing context into markdown files breaks production AI agents, and the six-layer memory architecture that actually works at scale. This episode is in DRAFT and has not been published yet.

    Your Agents Have Amnesia — Stop Using Markdown!

  7. Jul 10

    Why Agent Memory Needs an OS, Not a Vector Store

    Production agents hit a wall around day 30: context drift, not retrieval, is the killer. Vector stores can't manage state across multi-agent workflows. The fix is treating memory like an operating system. This episode is in DRAFT and has not been published yet.

    Why Agent Memory Needs an OS, Not a Vector Store

  8. Jul 10

    When Not to Deploy an Agent

    Luis explores five conditions that should trigger a pause before deploying an AI agent—and why a queue, form, or policy often solves the problem faster than autonomy. This episode is in DRAFT and has not been published yet.

    When Not to Deploy an Agent
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About

What product managers can actually build with AI today—and where it still breaks.

Information

  • Creator
    Luis Calderon
  • Years Active
    2025 - 2026
  • Episodes
    31
  • Rating
    Clean
  • Copyright
    © 2026 Luis Calderon
  • Show Website
    Contextually Aware