Writing
All → Sep 12, 2026 InP was already in the data center Markets & hardware The laser material behind AI optics is fifty years old. The distances changed. Sep 04, 2026 Who's still private in the AI buildout Markets & hardware The biggest names in the buildout haven't listed yet. Where they'll land. Sep 04, 2026 Where the credit cracks first Markets & hardware Neocloud debt reprices before earnings do. Whose debt to watch, and why. Sep 04, 2026 The AI supply chain chokepoints are mostly foreign Markets & hardware Most of the AI supply chain can't be bought from a US account. Aug 31, 2026 An armed tripwire is still a signal Markets & hardware China's mineral controls are suspended, not repealed. Tracking that as a state. Aug 17, 2026 Instructions Are Not Controls AI systems A reformatting job invented every number in the tables. Aug 17, 2026 Grounded and Still Wrong AI systems A pipeline published false statements nightly. Nothing reported a failure. Aug 17, 2026 The Numbers Mostly Hold AI systems An agent re-ran published papers. What broke was rarely the statistics. Aug 07, 2026 The Thermal Bottleneck Markets & hardware Who gets paid when AI data centers run out of ways to stay cool. Aug 01, 2026 Situational Awareness, Two Years In AI systems A follow-up paper revisiting the predictions two years on.
Projects
All → Jan 2026 Atlas Nightly Claude analysis across ~270 tickers, a signals engine, and a weekly pick. Jun 2026 Night Shift A volunteer network where people point their own Claude at real research backlogs. May 2026 Studio 266 components, installable into any project with one command. Apr 2026 Yard Listener Working out whether you can tell what a bird is doing, not just which bird it is.