Macro & Markets
The Adoption–Adaptation Gap: What 12,000 Years of Technological Change Tell Us About AI
ChatGPT reached 100 million users in about two months. Institutions move on a slower clock. What 12,000 years of that gap say about AI.
Tagged
AI
AI & Tech
Everything we trade is an argument about electrons
For two hundred years, every abstraction stacked on top of the economy was a wrapper around the same scarcity. The wrapper is cracking.
AI & Tech
I Built Alexandria for My AI Agents
I got tired of re-teaching the same patterns to every AI agent on every project, so I built Alexandria: a shared memory my agents learn from.
AI & Tech
2026 Predictions: AI Goes Local
Desktop agents, prediction markets in your news feed, and the AI stories that won’t land. My 2026 calls, split into signal and noise.
AI & Tech
The Bottleneck Is the Point
Your brain processes 10 bits per second. AI handles millions of tokens. The human context window is the constraint nobody designs around.
AI & Tech
The Five Levels Between ChatGPT and Infrastructure
A clean five-level framework for agentic AI maturity. Diagnose where your team actually is, find the failure mode, and get the next move.
AI & Tech
Every Wall Between Prompts and AI Teams
I spent six months building AI agent teams and screwed up most of it. The five levels of agent maturity, and why skipping ahead costs more.
AI & Tech
2025 Predictions: Crypto, AI, and Gaming
Predictions for 2025 across work, AI, crypto, gaming and biotech: AGI, meme coins, a Solana ETF, Base, GTA 6 and sovereign Bitcoin reserves.
