Notes and essays on AI economics, geopolitics, and the infrastructure behind intelligence.
March 14, 2026
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 exactly one answer. Universal basic income.…
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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 to rapidly redistribute AI's…
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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 knowledge into models exceeding human…
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Current approaches to AGI are fundamentally limited because they separate intelligence from physical consequence. Language models process tokens. Game-playing systems optimize within rule sets. Even advanced robotics typically executes pre-defined tasks with…
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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 digital and physical goods collapses…
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