Writing on AI and System Architecture

On AI-Assisted Writing

date: by Tedla Brandsema

Article

Thoughts on collaboration, authorship, and the tools that extend our capacity to think and write

The Cybersecurity Fire Hose

date: by Tedla Brandsema

Article

Vulnerability discovery is becoming a function of targeted AI compute, turning software security into a fire hose problem of spend, access, and remediation capacity.

Enemy at the Gates

date: by Tedla Brandsema

Article

Alphabet’s AI challenge is not primarily competitive, it is structural. The erosion of intent capture threatens the advertising engine at the core of the company, even as the window for decisive response narrows.

The Token Divide

date: by Tedla Brandsema

Article

As frontier models get stronger, access to them may become more stratified. The token divide is the emerging market structure in which the best intelligence, highest limits, and most productive agentic workflows are increasingly divided ...

Mythos

date: by Tedla Brandsema

Article

Anthropic’s Mythos is not just a dangerous model. Its selective release through Project Glasswing turns model access into a strategic perimeter, raising harder questions about who gets defensive advantage first and why.

The Strategic Significance of Gemma 4

date: by Tedla Brandsema

Article

Google’s Gemma 4 release does more than expand an ecosystem. It alters the exposure profile of firms competing to monetize model access.

From Scale to Sovereignty

date: by Tedla Brandsema

Memo

A capital-structural synthesis of cost collapse, perceptual convergence, local parity, and sovereignty dynamics in the LLM industry.

Sovereignty as a Structural Force

date: by Tedla Brandsema

Essay

As large language models become strategic infrastructure, sovereignty turns dependency, jurisdiction, and control into forces that shape competition.

The Control Plane Split

date: by Tedla Brandsema

Essay

Large language models are evolving along two economic trajectories: attention capture and intent execution.

Local Parity

date: by Tedla Brandsema

Essay

Local models become competitively viable when remaining performance gaps fall below practical perception.

Data Duality

date: by Tedla Brandsema

Essay

Skill-forming and fact-forming data drive different kinds of model progress and are often mistaken for one another.

The Perception Threshold

date: by Tedla Brandsema

Essay

Technical improvements stop producing advantage once users can no longer perceive the difference.

The Inhibiting Lead

date: by Tedla Brandsema

Essay

Early infrastructure advantage can flip into a liability when cost curves collapse faster than capital amortization.

The AI Race Is a Category Error

date: by Tedla Brandsema

Essay

AI competition is not one race but many layered domains with different constraints and timelines.