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Breakfast at the Edge of the Compute Bubble
AI's killer app hasn't shown up for breakfast yet. We're building infinite highways for cars that don't exist. The highways are very nice, though.
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AI Is the Child of Probability, Humans Are Prisoners of Causality
AI operates through probability. Humans demand causality. That gap between statistical patterns and narrative meaning may be the most important difference between us and the machines we're building.
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Five Buckets for The Future And The Greatest Negotiation In Human History
The future collapses into a few stable outcomes, and most of them aren't pretty. A framework for thinking about where AI takes humanity, and why the negotiation happening right now is the most important one in history.
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The End of Silicon Valley (As We Knew It)
Startups are dissolving, Big Tech is absorbing, and engineers are left wondering whether they should stay in the game.
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Forking the Future: America’s Bold New Plan to Win the AI Race… With a Muzzle
Why America’s new AI rulebook could hand the race to our rivals.
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Hey Meta, Calm Down — Part 2: The Glass Trap
Meta’s glasses isn’t just a hardware problem. The real trap isn’t the glasses themselves — — it’s the world they expect us to step into
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Hey Meta, Calm Down — Part 1: Why Zuckerberg’s Smart Glasses Won’t Replace Your Phone (Yet)
Meta says smart glasses are the future. We say: call us when they last longer than dinner.
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The AI Future Has Two Paths. We Can’t Afford to Be Glued to One Vendor
AI is evolving fast. Don’t get stuck with the wrong tools. Lock-in is real — and the future won’t wait for you to switch.
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What Peter Thiel Gets Wrong About Stagnation, Innovation, and Progress
Thiel says we’ve stopped dreaming. I think we’ve started thinking. This is what happens when complexity catches up with ambition.