Categories

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A summer letter on AI's cognitive dissonance: confident forecasts from data walls to datacenter busts, and the evidence standing in front of each

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The real change around the TurboQuant brouhaha is financial community attention, not unexpected tech development

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AI’s impact won’t be announced by a gradual S-curve. Using five indisputable priors, we arrive at five near-certain realities staring at us

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Our favorite "(some part of tech) is Dead" mantra has gone mainstream as a virality-generating title. Debates are shifting; opinions are not. History-gazing is back, and for all the wrong reasons

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The world of AI likely changed this weekend

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AI token demand has gone parabolic; supply stayed linear. Cascading impacts could be similar to the 1970s oil shock.

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From linguistic structures to mathematical proofs, the "impossibility walls" of AI are falling. A look at the divergence between expert prediction and empirical reality

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The age of Gemini is not about new tools it is about an old empire learning to think as one machine for the first time.

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At the heart of LLMs, every subdomain is a tug-of-war. No wonder, each new model gets a standing ovation followed by a quiet burial

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GenAI is not a product but a layer. Monetization requires bundling with products and ecosystems, with differentiation through integration