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?
Latest
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.
briefing
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
briefing
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
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
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
briefing
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
briefing
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
briefing
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