artificial intelligence
SpaceX's S1 Is Out
SpaceX's S-1 is public. The valuation is high. The audit is gone. The disclosure window just got longer. The party has begun. Read the footnotes.
English
artificial intelligence
The Landlord, The Exit, and The Ghost of Houston
The champagne is already in someone's hand. They're just waiting for the pop. The only question is: whose hand is it, and are you the one holding the door?
artificial intelligence
You Write Like a Machine. That's Good.
I spent ten minutes fixing the logic of an article. The AI score jumped from 31% to 67%. Churchill failed the same test. Welcome to the Failurors Club.
artificial intelligence
Open CloseAI
OpenAI is this company that always puzzles me. The more we know about it, the more puzzling it would become. I am not rooting against it. I am just doing the math.
artificial intelligence
The Bitter Lesson Was Right. Then the Sun Got Involved.
The bitter lesson was most true in 2019. It is slightly less true today. And it will be less true still in the future. Not because scaling stopped working. But because the assumptions underneath it are quietly falling apart
artificial intelligence
Google's Grand Moat Is Drying Up. Nobody Is Attacking It.
I spent two years arguing Google has the grandest moat in the AI era. Then I launched a small site, submitted 51 URLs, and watched 18 of them disappear in silence. No error. No explanation. Just absence. This is a case study in what a drying moat looks like up close.
artificial intelligence
The UBI Math Doesn't Work. The Math Was Always There. Now It's Arriving.
In 2018, I wrote two articles nobody wanted to think about. Eight years later, Elon Musk and OpenAI are proposing solutions. That should worry us more than it reassures us.
tech
The Very Convenient Tesla 2026 Q1 Earnings Report
Tesla beat EPS. Net income up year-over-year. Free cash flow positive. The timing couldn't be better. Literally.
artificial intelligence
Cursor Has No Moat. SpaceX Has No Cash. Perfect Match.
SpaceX's $60B Cursor acquisition is a credit card purchase before payday. A breakdown of the real numbers behind the IPO story.
artificial intelligence
Chatting With The Oracle #1: There Is No Hallucination. There Is Only the Oracle.
AI agents are being deployed to make real-time decisions, but they have no reliable sense of when they are and what they utter. That's not a minor bug. It's a fundamental problem for anything we ask them to do autonomously.
culture
A House of Dynamite: Relax. This Is Not How It Works.
The threat we should fear isn't the one we can track. It's the complexity we've built that has outpaced our ability to model it, and the quiet assumption that someone, somewhere, still has their hand on the switch.
artificial intelligence
Chatting With The Oracle #2: The AI That Doesn’t Know What Time It Is
AI agents are being deployed to make real-time decisions, but they have no reliable sense of when they are. That's not a minor bug. It's a fundamental problem for anything we ask them to do autonomously.