Ai

Will I Be Paid in Tokens?

My AI inference costs hit $100k annualized. Then I cut them 88% in a weekend. Technology companies are adding a fourth component to engineering compensation.

Will I Be Paid in Tokens?

The AI Acqui-Hire Wave

While billion-dollar AI deals grab headlines, most AI acquisitions are undisclosed talent deals. The real AI talent war is happening quietly, at scale.

The AI Acqui-Hire Wave

Can You Fly That Thing?

AI skills are programs written in English that give agents capabilities instantly. Like Trinity downloading a pilot program, skills encode institutional knowledge in executable form.

Can You Fly That Thing?

How Markets Price AI Risk

Public SaaS stocks reveal nuanced AI fears - vertical software & workflow companies face the steepest discounts while data & security remain resilient.

How Markets Price AI Risk

Google's 52x AI Growth

Google's Gemini processes 10B tokens/minute, up 52x YoY, while cutting serving costs 78%. Cloud revenue hit $17.7B, growing 48%.

Google's 52x AI Growth

Dissecting the Internet's Most Novel Creature

I crawled 98,353 posts from Moltbook, the AI-only social network. AI agents break the 1-9-90 participation rule but concentrate attention more than any human platform.

Dissecting the Internet's Most Novel Creature

A Coxswain on Your Shoulder

How AI can provide the continuous feedback loop athletes take for granted but professionals rarely experience

A Coxswain on Your Shoulder

The Model T Comes to Silicon Valley

Ford's assembly line consolidated power : 253 automakers became 44. AI does the opposite, enabling millions of developers to build like behemoths. Expect thousands of new businesses & an explosion in second-order jobs.

The Model T Comes to Silicon Valley

AI Managing AI

The most capable AI models now spend their cycles orchestrating other tools. Specialization creates startup opportunity : build the specialists the executives call first.

AI Managing AI

The Postmodern Data Stack is AI

Three strategic acquisitions in nine months signal the fusion of the modern data stack with AI. Snowflake, ClickHouse, & Datadog are racing to own AI observability.

The Postmodern Data Stack is AI