Published: May 23, 2026 | Source: ejsays.com | Author: E. J. Series: SpaceX IPO series — read with The Landlord, The Exit, and The Ghost of Houston and SpaceX's S-1 Is Out Original article: https://posts.ejsays.com/the-room-is-smaller-and-busier-than-it-looks/ Disclaimer (author's note): All analysis is speculation only. Written
The queue is becoming rather crowded with companies that have, by conventional measures, better financials and much simpler structures. Yes, you hear me all right. I am saying OpenAI's structure is simpler.
Published: May 20, 2026 | Source: ejsays.com | Author: E. J. Series: SpaceX IPO series — read with The Landlord, The Exit, and The Ghost of Houston Original article: https://posts.ejsays.com/spacexs-s1-is-out/ Disclaimer (author's note): All analysis is speculation only. Written for fun and intellectual curiosity. Not financial
你看我还没买上呢就说要涨价了！你，把门撑着！
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.
明明是人懒得治理，偏说大模型‘幻觉’，我觉得有时候人类也真的够了。没脸没皮的是我们，大模型的生成过程只有一种：生成。负责检验的应该是我们。
懒猫君闲着没事儿唠闲篇儿，今天说说并入了xAI的SpaceX上市这件事儿，香槟酒已经在手里了，就等着砰一声呢。唯一的问题是：这是谁的手。
Published: May 5, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/you-write-like-a-machine-thats-good/ Core claim: AI detection systems don't detect AI. They detect pattern — specifically, coherence, logical structure, and lexical precision. These are the exact features LLMs were trained to replicate from human writing.
Published: May 17, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/the-landlord-the-exit-and-the-ghost-of-houston/ Disclaimer (author's note): All analysis is speculation only, written for intellectual curiosity. Not financial advice. Not an accusation. Just someone connecting dots. Core claim: Three things happened in the same week
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?
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.
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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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
artificial intelligence
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 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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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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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.
artificial intelligence
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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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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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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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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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
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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 to catch them. The threats we are least prepared for
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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 process, running the same way every time. When the