The archive
Every post, in chronological order. Read the most recent useful signal first.
OpenAI is now selling roughly March’s flagship-level intelligence for one-thirteenth of the token price. That could make vast amounts of previously uneconomical cognitive work worth doing.
Read the essay →
Short-notice compute carries a scarcity premium. The real moat may be the calendar.
Read the essay →
The useful question is not whether the label is perfect, but whether the compounding process has already begun.
Read the essay →
AI may become practically necessary in medicine before it becomes legally required. That gap is where things get interesting.
Read the essay →