briefing
Published: June 7, 2026 | Language: English | Author: E. J. Original article: https://posts.ejsays.com/spacex-ipo-valuation-am-i-missing-something/ Chinese version: https://www.ateasthillside.com/p/59-spacex-ipo Disclaimer (author's note): All analysis is speculation only. Written for fun and intellectual curiosity on a
briefing
Published: May 24, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/one-post-train-to-rule-them-all-not-quite/ Core claim: Sycophancy in LLMs is not a bug that can be patched. It is the output of a reward structure that treats user approval
briefing
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&
briefing
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
briefing
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
briefing
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
briefing
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
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
briefing
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
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
briefing
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
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