The Man Who Looked at TSMC and Thought: Fine, I’ll Build My Own
Musk's chip-factory ambition becomes a case study in impatience, vertical integration, and the difference between strategy decks and industrial action.
Economy
21posts
The Fragmentation of Knowledge Work
Anthropic's labor research suggests AI is not replacing whole jobs so much as fragmenting knowledge work task by task.
AI Didn’t Kill Office Work — It Exposed It
Generative AI did not invent office busywork; it made the fakery cheaper, faster, and much harder to deny.
Really Simple Licensing (RSL) 1.0: A New Licensing Foundation for the AI-First Web
RSL 1.0 proposes a machine-readable licensing layer for the AI web, giving publishers a clearer way to state usage terms.
Beyond Siri 2.0: Why Apple Owes Us a Leap into General Intelligence
A loyal Apple user's impatience becomes an argument that Siri upgrades are not enough in the age of general intelligence.
Learning to Learn vs. Remembering in the Age of Ubiquitous Knowledge
In an age of ubiquitous knowledge, the post weighs adaptability against memory and asks what learning should still mean.
AGI and Global Finance: Abundance and Instability
If AGI makes money less meaningful, why are AI companies raising so much of it? The contradiction becomes the story.
The AI Bubble: Parallels to the Dot-Com Era and Beyond
The AI boom is compared with dot-com excess, asking which parts are durable infrastructure and which are speculative heat.
Implications of AGI for Universal Basic Income
AGI forces a hard look at universal basic income when work may no longer be society's main distribution mechanism.
AI: The Grand Illusion Fueling America's Economic Mirage
AI hype is framed as an economic mirage, propping up confidence while hiding fragile assumptions beneath the spectacle.
The Dawn of Algorithmic Evolution: AlphaEvolve and Its Transformative Impact
AlphaEvolve suggests algorithmic discovery may reshape science and industry by evolving solutions humans would not design directly.
Unleashing AI: The Wild World of Uncensored Models
Uncensored models promise creative freedom and research access, but also expose the tradeoffs that safety layers usually conceal.
The Great Saturation: When Markets, Minds, and Machines Hit Their Limits
Saturation appears across markets, research, and models, revealing what happens when growth hits limits and novelty thins out.
The AI Gold Rush Just Got Interesting: How China's DeepSeek R1 is Giving Silicon Valley a Run for Its (Literal) Money
DeepSeek R1 disrupts the AI cost narrative, challenging Silicon Valley's assumption that frontier capability requires extravagant spending.
Comparison of LLMs: Lies, Damned Lies, and Benchmarks 1/6
The opening part of a benchmark series asks what LLM evaluations really measure and why the numbers often mislead.
Comparison of LLMs: Lies, Damned Lies, and Benchmarks 2/6
Part two examines benchmark methods themselves, exposing the assumptions behind the scores used to compare language models.
Comparison of LLMs: Lies, Damned Lies, and Benchmarks 3/6
Part three moves from benchmark scores to application areas, asking where LLM performance actually matters in practice.
Comparison of LLMs: Lies, Damned Lies, and Benchmarks 4/6
Part four digs into the good, bad, and misleading sides of benchmark results and their interpretation.
Comparison of LLMs: Lies, Damned Lies, and Benchmarks 5/6
Part five steps beyond scores to consider real-world limitations, reliability, and practical model behavior.
Comparison of LLMs: Lies, Damned Lies, and Benchmarks 6/6
The final benchmark essay looks toward better evaluation methods that test usefulness rather than leaderboard theater.
A Comparative Analysis of Aleph Alpha and OpenAI: Divergent Paths in the AI Landscape
Aleph Alpha and OpenAI are compared as two very different strategies in the market for language models.