Nicolas Bustamante

The LLM Context Tax: Best Tips for Tax Avoidance

The Context Tax is what you pay when you fill your context window with useless tokens. And in that case, taxation is theft.

Feb 11 • Nicolas Bustamante

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The Crumbling Workflow Moat: Aggregation Theory's Final Chapter

The interface moat is dying. Every vertical software company built on workflow complexity is about to learn this the hard way.

Feb 4 • Nicolas Bustamante

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January 2026

Lessons from Building AI Agents for Financial Services

The hard-won technical lessons from building Fintool, an AI agent for Financial Services

Jan 24 • Nicolas Bustamante

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Model-Market Fit

Product-market fit has a prerequisite that most AI founders ignore. Before the market can pull your product, the model must be capable of doing the job…

Jan 19 • Nicolas Bustamante

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October 2025

Are LLMs Plateauing? No. You Are.

When you test frontier models on yesterday’s benchmarks, you’ll miss today’s breakthroughs. You're weighing an elephant with a bathroom scale.

Oct 22, 2025 • Nicolas Bustamante

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LLMs Eat Scaffolding for Breakfast

The best AI code is the code you delete. Models are eating abstractions faster than teams can adapt. Each model introduces a new paradigm shift. If you…

Oct 8, 2025 • Nicolas Bustamante

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ChatGPT Killed the Web: For the Better?

After 30 years of clicking, scrolling, and optimizing pixels, websites are becoming obsolete. LLM agents will read and act for us, ending search…

Oct 3, 2025 • Nicolas Bustamante

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The RAG Obituary: Killed by Agents, Buried by Context Windows

Why Retrieval-Augmented Generation Won’t Survive the Context Revolution and the End of Chunking, Embeddings, and Rerankers as We Know Them.

Oct 1, 2025 • Nicolas Bustamante

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October 2024

But But, You Were Supposed to Be a GPT Wrapper?!

The technical details behind our AI Financial Agent: Fintool, Warren Buffett as a service.

Oct 30, 2024 • Nicolas Bustamante

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Fintool, Warren Buffett as a Service

Replicating the Oracle of Omaha with AI agents

Oct 22, 2024 • Nicolas Bustamante

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How to build a shitty product

Everyone wants the recipe to build a great product. But if you take Charlie Munger's advice to "always invert," you might ask: How to build a truly…

Oct 17, 2024 • Nicolas Bustamante

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September 2024

San Francisco Life: Insider Tips ♥️

Here’s a guide on where to stay, eat, and what to do in SF. While there are countless other things you could explore, I’ve highlighted what Natalie and…

Sep 14, 2024 • Nicolas Bustamante

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