THE BLOG, BY THESIS
Topics
Four clusters, one argument each. Start with the thesis you're actually working on — every hub links the essays that build it and the canonical concept behind it.
AI Economics
Capability is commoditizing; the cost curve is the frontier. These essays trace the shift from competing on model capability to competing on useful intelligence per joule — and what that does to margins, infrastructure and strategy.
OPEN HUB →AI Agents
Agents write; humans verify. These essays are about the part nobody demos: what it costs to prove agent output is correct, who owns the orchestration layer, and how to measure autonomy you can actually accept.
OPEN HUB →AI Policy & Geopolitics
Once capability is abundant, permission becomes the scarce resource. These essays follow the gates: government clearance, export controls, procurement trust and the liability stack that decides where AI actually gets deployed.
OPEN HUB →AI Security
Adaptive intrusion used to require a skilled human inside the network. It now runs on rentable compute. Essays from someone who spent 2004–2012 on the other side of that equation.
OPEN HUB →