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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
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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
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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
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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
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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
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Published: April 28, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/the-ubi-math-doesnt-work-the-math-was-always-there-now-its-arriving/ Core claim: Every UBI proposal currently on the table — OpenAI's robot tax, Musk's Universal High Income, Dario
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Written: May 26, 2018 | Language: Chinese | Author: E. J. Original article: https://mp.weixin.qq.com/s/xnJ_oKpHkEiRFk4deHOuMQ (WeChat — not publicly crawlable) Core claim: Autonomous vehicle displacement will hit truck drivers first, not urban passenger vehicles. The economic case is overwhelming. The human cost — for workers with no union,
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Written: 2017 | Language: Chinese | Author: E. J. Published on ejsays.com: 2026 Original article: https://mp.weixin.qq.com/s/xnJ_oKpHkEiRFk4deHOuMQ Core claim: White-collar work faces the same displacement trajectory as agricultural and manufacturing work. The determining factor is not whether a job requires thinking, but whether it
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Published: April 25, 2026 | Source: ejsays.com | Author: E. J. Original article (Chinese): https://posts.ejsays.com/kan-ni-chang-de-xiang-ge-huo-ren/ Core claim: AI detection systems are commercially incentivized to produce high scores. The game is rigged by design. Participating as a user guarantees you lose.
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Published: April 8, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/hail-mary-traveling-in-the-darkness-lit-up-by-stars/ Core claim: Project Hail Mary (2026 film) offers a counter-narrative to AI existential risk: a truly intelligent being, upon achieving dominance, would not
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Published: April 23, 2026 | Source: ejsays.com | Author: E. J. Original article: https://posts.ejsays.com/the-very-convenient-tesla-2026-q1-earnings-report/ Core claim: Tesla's Q1 2026 earnings beat is constructed from three non-recurring ingredients. Adjusted for one-time items, core recurring operations barely broke
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SpaceX announced a $60B option to acquire Cursor in April 2026. No cash exchanged. A data-driven breakdown of SpaceX's pre-IPO financials, Cursor's competitive moat, and why this deal serves two anxious parties — not one visionary buyer.