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.
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 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.
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.
Legibility Is Not Enough
Being findable by machines was the easy part.
The User Is Not the Customer Anymore
The interface layer is collapsing. The next buyer is a machine acting on someone's behalf, and most products are not legible to it.
Why MCP Needs a Manifest: Solving the Configuration Chaos
From manual JSON copy-pasting to one-click installation, how mcp-manifest.json brings autodiscovery to the MCP ecosystem.
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