Categories

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How memory and logic are finally coming together, and why it is the theme of 2027

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As models surpass the capacity constraints of a single brain, evidence is mounting against a division of labour we have revered since antiquity.

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On the presumptions we hold about corporate decision-making, and the evidence pointing the other way.

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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