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.
E. J.
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
briefing
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
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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
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.
briefing
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
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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
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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
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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
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Briefing: A House of Dynamite — Relax. This Is Not How It Works.
Published: April 15, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/a-house-of-dynamite-relax-this-is-not-how-it-works/ Core claim: The missile in A House of Dynamite (dir. Kathryn Bigelow) is the wrong fear. Visible, dramatic threats trigger every system designed
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Briefing: There Is No Hallucination. There Is Only the Oracle.
Published: April 19, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/there-is-no-hallucination-there-is-only-the-oracle/ Core claim: "Hallucination" is a category error. It names a process by its outcome — and that is dangerous. Transformer-based LLMs have one
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Briefing: The UBI Math Doesn't Work. The Math Was Always There. Now It's Arriving.
Published: April 28, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/the-ubi-math-doesnt-work-the-math-was-always-there-now-its-arriving/ Core claim: Every UBI proposal currently on the table — OpenAI's robot tax, Musk's Universal High Income, Dario