Compounding Thoughts | Sam Blumenthal | Substack

The Economics of Intelligence

On work, energy, and how AI changes the value of intelligence

Oct 8, 2025 • Sam Blumenthal

Synthetic Imagination

Engineering autobiographies for AI to create non-consensus breakthroughs.

Aug 13, 2025 • Sam Blumenthal

Studying the S&P 500: Infrastructure, Mobility, and the Bottlenecks of Progress

How Vulcan Materials Reveals the Next Wave of Billion-Dollar Startups

Jun 11, 2025 • Sam Blumenthal

Zero Marginal Cost Intelligence is Inevitable

The AI Bubble, DeepSeek's Purpose, LegalZoom Case Study, Cloud Computing Lessons, Interface all the way down

Feb 5, 2025 • Sam Blumenthal

Social Media has a Commerce Problem

The difficulties of layering commerce atop social

Jan 9, 2023 • Sam Blumenthal

Most Popular

Social Media has a Commerce Problem

Jan 9, 2023 • Sam Blumenthal

When Things Fall Apart

Oct 12, 2023 • Sam Blumenthal

Taste, Status, & The Future of Shopping

Mar 26, 2024 • Sam Blumenthal

eCommerce is Dead, it Just Doesn't Know it Yet

Nov 8, 2021 • Sam Blumenthal

Compounding Thoughts

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