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
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
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.
artificial intelligence
The UBI Math Doesn't Work. The Math Was Always There. Now It's Arriving.
In 2018, I wrote two articles nobody wanted to think about. Eight years later, Elon Musk and OpenAI are proposing solutions. That should worry us more than it reassures us.
ethics
Chatting With The Oracle #3: The Ring Will Be Built
The ring has always been built. It has always been destroyed. What saved us was time. The question is whether we still have any, and whether we would know if we didn't.
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.
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
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.
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
tech
When a Song Confuses AI: What It Reveals About the Mystery of Human Creativity
When statistical models meet subtle human creativity