Token Intelligence

Eric and John riff on Lobe's seed round, then dive deep on why chat is the wrong UI for most AI. They unpack the blank page problem, why context matters, and how embedded AI will replace chat. Summary In Episode 2, Lobe gets a theoretical 3 million dollar seed round, and Eric and John discuss how they are going to deploy the capital, which includes potential acquisitions. Next, they dive into a de...

Eric and John discuss bottlenecks as a mental model, uncovering why constraints are leverage, not blockers. Hands-on Tool Time is with Zo Computer, a stateful, powerful, AI-enabled cloud computer. Summary In the second half of Episode 1, Eric and John tackle “bottlenecks” as a core mental model: why they limit system output, when to keep them on purpose, and how to fix the right ones without creat...

Eric and John invent “Lobe,” a screenless AI for dream capture, then unpack C.S. Lewis’s “Inner Ring” to explore status, AI FOMO, and the long game of craft, character, trust, and defining “enough.” Summary Eric and John kick off the inaugural episode of Token Intelligence with a live AI startup creation challenge. Responding to John’s prompt, Eric imagines “Lobe,” a screenless AI device for passi...