Essays, articles, dossiers, and memos on AI sovereignty, system architecture, model economics, infrastructure, and technological power.
Article
The customers that created Nvidia's AI boom are becoming large enough to build their own silicon. Hugging Face points to where Nvidia expects the replacement demand to come from.
Article
Go gives you errors as values and, since 1.21, structured logging in the standard library. The two do not meet: context is known deep in the call stack, and the decision to write a log record belongs at the boundary. A small type closes ...
Article
Claude Fable 5 was public for three days before an export-control letter made it unreachable. That week settled four arguments I'd been having since January, and exposed the borrowed floor that holds the price of everything else down.
Article
Thoughts on collaboration, authorship, and the tools that extend our capacity to think and write
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.
Article
A toolchain for testing whether the Exp-Minus-Log representation gives symbolic regression a useful search space.
Article
Alphabet's AI problem is structural, not mainly competitive. If AI systems weaken Google's control over intent capture, they threaten the advertising engine that funds the company while the time left for a serious response keeps shrinking.
Article
As frontier models get stronger, access may become more stratified. The token divide is a market structure in which the best models, highest limits, and most productive agent workflows are divided by price.
Article
Anthropic's Mythos may be too dangerous for public release. Project Glasswing raises the harder question: when defensive access is scarce, who gets protected first, and who waits outside the perimeter?
Article
Google’s Gemma 4 release does more than expand an ecosystem. It changes which AI companies are exposed when model access becomes less scarce.
Memo
A capital-structural synthesis of cost collapse, perceptual convergence, local parity, and sovereignty dynamics in the LLM industry.
Essay
As large language models become strategic infrastructure, sovereignty turns dependency, jurisdiction, and control into forces that shape competition.
Essay
Large language models are splitting into two economic roles: attention capture and intent execution.
Essay
Local models become competitive when the remaining gap falls below what users can notice.
Essay
Skill-forming and fact-forming data produce different kinds of model progress, but release cycles often blur them together.
Essay
Technical improvements stop producing advantage once users can no longer perceive the difference.
Essay
Early infrastructure advantage can turn into a liability when cost curves collapse faster than capital can amortize.
Essay
AI competition is not one race but many layered domains with different constraints and timelines.
Dossier
An introduction to the forces that drive competition, cost, and control in the large language model industry.
