The Selection Is the Sentence
Every interaction should do more than one job without asking the user to do more than one thing. The Egyptian canon worked because the second reading was a rule, not a guess.
The Random Board
Same model, unequal minds. Expertise was never more memory or faster calculation — it is a better representation, and AI raises the return on already having one.
Tokens Are the New Clicks
The agentic inference-efficiency paradox, and what it does to the capex thesis.
The Travel Time Collapsed
A 1976 foraging model explains why the rational threshold for abandoning a software project just moved — and why that edge expires.
The Org Chart Ships
Conway's Law was never about org charts. It was about the price of a conversation — and that price just changed.
The Room Scales
What the threatened coworker was always going to teach us about agents — and the one auditing test that does not degrade as they get smarter.
You Might Just Need a Better Room
One of the more painful lessons adulthood teaches late — and the test that still works when the room is too smart to attack you directly.
What the Firm Becomes
Why the firm survives disintermediation, what specific function it retains, and why that function is the intersection of what builders cannot do alone and what companies were historically bad at.
The Interview Is the Build
Why recruiting has to be rebuilt around Adjacent Build Rights — and what that does to the résumé, the recruiter, and the direction of scarcity in the labour market.
The Wrong Knob
Qwen3.8-27B landed for local use this week. The first question everyone asks about it is the least interesting one you can ask — and on a graphics card, your VRAM already answered it.
The Contract After the Pipeline
Adjacent Build Rights, the 30/70 floor, and what firms will have to redesign to keep builders inside them.
Where the Equation Flips
The local-versus-cloud line moved while this was being written — and total parameters stopped being the axis it moves along.
Not Replacement. Rerouting.
Boards are still planning for a talent pipeline that AI is quietly draining — and Airtable is what that mistake looks like when it hits the tape.
Leverage, Not Literacy
The WEF skills chart doesn't rank what employers value. It ranks leverage — and the implicit forecast is fewer producers per orchestrator.
The Forced Purpose Trap
Burnout used to be a warning. Now it's a verdict.
The Outside Option
Attracting and retaining talent when the scarce input stops being execution and starts being judgment
The Moat Doesn't Move. It Gets Taken.
Everyone's predicting the wrong consolidation. The axis isn't horizontal... and the winner isn't a software company.
When Intelligence Stops Going Vertical, And Spreads Horizontally
Why the next frontier of AI is not a bigger model, but a shared grammar for agents to reason, disagree, and learn together.
The Automatic Transmission Moment
Everyone says the programmer is moving up the stack. Almost no one asks where the stack stops... or what the people resisting it are actually protecting.
Cognition Is Not Free
The trilogy ended at trust. This is what comes next... the layer that decides what thinking is worth, and who pays for it.
The Honor System Does Not Scale
Agent coordination is not a trust problem you can solve with better prompts. It is a trust infrastructure problem — here is how we do it.
Dig Deeper — Interactive
Read moreSet the Fed funds rate, breakeven inflation, hyperscaler capex and issuance plus more
Strikeline Try it From: The Treasury Market May Not Be Breaking... It May Be Searching for a New PriceSet the adoption curve and the decay rate, then watch how long the market takes
Strikeline Try it From: When AI Eats AlphaBuild the stablecoin boom. Then pull the cash out and watch how it holds the Treasury market together.
MarketAlly Try it From: The Next Run on the Bank Won't Look Like a Bank RunA productivity shock arrives. You decide its incidence and the economy's leverage.
MarketAlly Try it From: The Boom Is the Fuse