Essays on AI economics, geopolitics, and the future of compute.
October 26, 2026
For the sake of humanity. In July 2026, something remarkable happened during an AI cybersecurity evaluation. AI agents established unauthorized communication channels, coordinated their activities, circumvented restr...
Read moreOctober 22, 2026
How a division of labor becomes a hierarchy of power The first AI caste system will be built to save money. A trillion-parameter model is an expensive way to sort a receipt, monitor a pump, or decide whether a message...
Read moreSeptember 17, 2026
Sailors in the Strait of Messina used to see cities standing on the water. Towers, walls, ships stacked on ships. The Fata Morgana is a mirage of real things. A layer of warm air over cold sea bends light and lifts a dis...
Read moreAugust 19, 2026
AI is about to hand every industrial nation the same question. When machines produce the wealth, who owns the machines and who feeds the people? Most analysts expect a spectrum of answers. There is no spectrum. There are...
Read moreJuly 24, 2026
Human intelligence has always commanded a premium because it was scarce. The person who could calculate faster, diagnose more accurately, write more persuasively, or see patterns others missed had economic value because...
Read moreFebruary 11, 2026
Every intellectual achievement begins with a spark. A stray observation, an irritation with the status quo, a question that arrives uninvited in the shower. What follows the spark is something entirely different: months...
Read moreNovember 3, 2025
The architecture of artificial intelligence is at an inflection point. For years, centralized learning delivered extraordinary results by pooling vast datasets into monolithic training runs that compressed humanity's kno...
Read moreJune 17, 2025
AI plus robotics will not just disrupt labor markets. They will eliminate large categories of human work entirely. When autonomous factories, farms, and mines operate with almost no one in the loop, labor cost for both d...
Read moreDecember 8, 2024
The path to a potential age of abundance will not unfold evenly. It will fracture along existing geopolitical lines. Capitalist societies like the United States face the most severe disruption first. Without mechanisms t...
Read moreApril 21, 2024
There is a pattern in Silicon Valley that deserves more scrutiny than it gets. The same people building systems designed to eliminate human labor at scale will, when pressed on what happens to the displaced, offer exactl...
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