On AI-Assisted Writing
Article
Thoughts on collaboration, authorship, and the tools that extend our capacity to think and write
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
An empirical toolchain for evaluating whether the Exp-Minus-Log representation offers a useful search space for symbolic regression.
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.
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 ...
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.
Article
Google’s Gemma 4 release does more than expand an ecosystem. It alters the exposure profile of firms competing to monetize model access.
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 evolving along two economic trajectories: attention capture and intent execution.
Essay
Local models become competitively viable when remaining performance gaps fall below practical perception.
Essay
Skill-forming and fact-forming data drive different kinds of model progress and are often mistaken for one another.
Essay
Technical improvements stop producing advantage once users can no longer perceive the difference.
Essay
Early infrastructure advantage can flip into a liability when cost curves collapse faster than capital amortization.
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.