Posts tagged #ai

16 posts

• Don't Sleep on Meta: Capex Actually Makes Sense May 13, 2026

  The market thinks Meta is in the AGI race. Meta is in the cat video race. There is a difference, and PE of 22 is low.

• Distribution is Dead April 4, 2026

  I built a product that solves a real problem. The internet doesn't care. Here are my four options, all of them bad.

• Island of Misfit Startups: Part IV (SkyVida) February 16, 2026

  You can't file a flight plan for a million delivery drones.

• 300 Nopes February 13, 2026

  A Stanford survey cataloging ~300 papers on LLM reasoning failures just confirmed every architectural diagnosis I made.

• Raytheon Ate My Terrier February 12, 2026

  Two months ago I proposed layered cognitive-kill drone defense built around cheap autonomous interceptors. Yesterday, Raytheon demoed exactly that. They also revealed the gap I'm most worried about.

• Say What You Do February 12, 2026

  I wrote that whole departments would vanish. Then I proved it twice in a month. AS9100-grade QMS and a complete Team Operating System, built part-time with LLMs. Nobody got fired. The jobs just never existed.

• The Horse Job Cope February 7, 2026

  Technology has always created more jobs than it destroys. That has been correct for two hundred years. It is about to stop being correct.

• Island of Misfit Startups: Part III (Mini Cricket) January 19, 2026

  $100 helmet-mounted edge AI that buzzes 'INCOMING DRONE' before the human ear even registers the sound.

• Sequoia’s Mission Accomplished January 17, 2026

  Sequoia just declared AGI. Their definition is 'the ability to figure things out.' My Roomba is AGI now. Someone call the LPs.

• Island of Misfit Startups: Part II (KesslerGym) January 15, 2026

  Train your satellite AI for Tuesday in LEO with bad data. A 'messy reality' simulation environment for autonomous space traffic management.

• Axioms of Polity January 11, 2026

  A manifesto for human/machine polity charting civispace. Neither as apex mind. A forest.

• Ludonarrative Puppets, Sandwiches, and AI January 8, 2026

  A TTRPG about self-aware puppets who know they're being controlled, and the only freedom left: laughing at it loudly enough that it hurts.

• Frontier Models Do Not Think January 6, 2026

  Transformers don't reason. They perform reasoning kabuki theater. What's missing isn't capability, it's coordination.

• Corporate Politics: The Cockroach of Capitalism December 26, 2025

  As automation commoditizes execution and cognition, the most durable form of human labor is not leadership or knowledge work, but illegible, risk-bearing, political coordination. An essay on why corporate politics survives every technological wave.

• Vermin, Terriers and Transformers December 13, 2025

  If $500 drones can destroy the power grid (or an aircraft carrier), million-dollar missiles aren't a defense strategy. They're bankruptcy. A look at the 'Vermin' problem and why we need an immune system for critical infrastructure.

• Yes, YOU Can Have Your Very Own Sears Catalog Moment October 28, 2025

  Your website doesn't matter anymore. Your API does. AI agents are killing web traffic the same way Amazon killed Sears catalogs. Here's what happens next.