Travis Raymond
Travis Raymond
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How technology, markets, and modern software actually work. Visual breakdowns and practical explanations from Travis Raymond covering AI, developer tools, infrastructure, prediction markets, and emerging technology.

Graphic showing AfterQuery's reported valuation rising from $300 million in April 2026 to $3.2 billion in September 2026.
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AfterQuery: Why Expert Work Is Becoming AI Training Data

AfterQuery turns expert workflows into training and evaluation data for AI models. Its reported rise from a $300 million valuation to $3.2 billion shows how valuable human judgment has become in the race to improve reasoning models.

Sep 2026Full breakdown
Diagram showing Claude Code moving from a prompt through actions and results, with connected app icons.
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How Claude Code Actually Works

Claude Code can read a codebase, edit files, run commands, work through an agentic loop, connect to outside tools with MCP, and continue across local, cloud, and mobile workflows. Here is how the pieces fit together.

Sep 2026Full breakdown
Chart showing Kalshi prices for AGI announcement contracts with deadlines in April, July, and October 2027.
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What Kalshi's AGI Market Actually Measures

Kalshi's AGI prediction market does not simply ask whether AGI exists. It resolves on a qualifying company announcement under specific contract rules. Here is how to read the market correctly.

Sep 2026Full breakdown
Graphic showing a16z announcing a $1.75 billion addition to Growth V and a separate $1.1 billion Machine Age Fund between August 28 and August 31, 2026.
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Why a16z Just Raised $2.85B Across AI Infrastructure and Growth

Andreessen Horowitz announced $2.85 billion across two funds in four days: $1.1 billion for the Machine Age Fund and $1.75 billion added to Growth V. The split shows how capital is moving toward both AI infrastructure and later-stage company scale.

Sep 2026Full breakdown
How Prediction Markets Actually Work
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How Prediction Markets Actually Work

A practical guide to how prediction markets like Kalshi and Polymarket work, how prices translate into probabilities, how contracts settle, and where traders can misread the market.

Sep 2026Full breakdown
How AI Is Really Being Paid For
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How AI Is Really Being Paid For

AI infrastructure is being funded through hyperscaler cash flow, corporate debt, leases, private credit, joint ventures, and long-term customer commitments. Here is how the financing behind the AI buildout actually works.

Sep 2026Full breakdown

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Decks are published first on Instagram and deconstructed in video format on YouTube.