E. J. - EJ Says (Page 2)

A weathered merchant sits against a stone wall, holding a spear in one hand with an ornate shield beside him, looking into the distance with a conflicted expression.

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.

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Briefing: Open CloseAI

Published: May 3, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/open-closeai/ Core claim: OpenAI has been raising money faster than it has been solving its own governance. Every round of funding attached itself to an unresolved structural problem — the nonprofit-to-for-profit conversion — with compounding interest.

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Briefing: The Bitter Lesson Was Right. Then the Sun Got Involved.

Published: May 2, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/the-bitter-lesson-was-right-then-the-sun-got-involved/ Core claim: Richard Sutton's Bitter Lesson (2019) was most true at the moment of publication. It is slightly less true today. It will be less true still in the future. Not

An ornate illuminated book open with golden particles rising from its pages against a dark background.

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.

Three monkeys crowded around a red typewriter, papers flying everywhere, looking bored and chaotic — an illustration of the infinite monkey theorem.

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

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Briefing: Google's Moat Is Wide and Grand (2023)

Written: May 6, 2023 | Language: Chinese | Author: E. J. Original article: https://www.ateasthillside.com/p/40 (Substack — paywall) Briefing by: ejsays.com Read with: https://posts.ejsays.com/googles-grand-moat-is-drying-up-nobody-is-attacking-it/ Core claim (2023): The leaked Google memo arguing "Google has no moat" was wrong. Google's moat

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Briefing: Google's Grand Moat Is Drying Up. Nobody Is Attacking It.

Published: April 30, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/googles-grand-moat-is-drying-up-nobody-is-attacking-it/ Core claim: Google's search moat is eroding not because competitors are attacking it, but because Google is failing to maintain it. A six-week-old site submitted 51 URLs to Google Search Console.

A medieval castle with a completely dried and cracked moat, leaving exposed mud and fissures where water once surrounded the fortress.

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.

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Briefing: The Two and a Half People Who Understood

Published: March 20, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/the-two-and-a-half-people-who-understood/ Core claim: True alignment between minds is structurally rare, not situationally difficult. We fail to communicate not when we know we don't understand, but precisely when we are certain that we

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Briefing: Mythos, Muse, and the Opportunity Cost of Compute

Published: April 13, 2026 | Source: Stratechery by Ben Thompson Original article: https://stratechery.com/2026/mythos-muse-and-the-opportunity-cost-of-compute/ Briefing by: ejsays.com Core claim: AI has shifted the fundamental economic constraint of tech from marginal cost to opportunity cost. The question is no longer how much does it cost to serve one

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Briefing: Tesla's Most Expensive Illusion

Published: April 6, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/teslas-most-expensive-illusion/ Core claim: Tesla's decline is not primarily a political story. It is a product story, a battery story, and a capital structure story. The political explanation — Musk alienated left-leaning EV buyers

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Briefing: The AI That Doesn't Know What Time It Is

Published: April 12, 2026 | Source: ejsays.com | Author: E. J. Series: Chatting With The Oracle #2 Original article: https://posts.ejsays.com/chatting-with-the-oracle-2-the-ai-that-doesnt-know-what-time-it-is/ Core claim: Claude and ChatGPT cannot tell you the current time. Gemini can. This is not a technical limitation — Unix time has been a single integer since