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.
E. J.
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.
tech
180 Days: Firewall The Layoff
The valley is about to see more layoffs. Not because people are not working hard enough. Because the math changed.
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.
artificial intelligence
Hail Mary: Traveling in the Darkness Lit Up by Stars
And why maybe we’ll be safe even if AI becomes more intelligent
tech
Tesla’s Most Expensive Illusion
Everyone has an explanation for what’s happening to Tesla. Most of them are incomplete.
artificial intelligence
The Two and a Half People Who Understood
True understanding between people is rarer than we admit. Most connections are approximations. This is about what it actually takes to be seen, and why that's harder than it sounds, for humans and machines alike.
philosophy
Why Bostrom’s Simulation Argument Isn’t as Strong as It Sounds
So… Are We Really Living in a Simulation?
culture
Hamnet: On Inner Alignment and the Weight of Attention
On Connection, Distance, and Being Seen
tech
A Phone Call at the Edge of the Compute Bubble
A reflection on enterprise AI adoption, risk ownership, and decision paralysis under accelerating technological change