Artificial Intelligence
Frontier models are no longer pulling away — they're converging. With open-source and distillation turning expensive reasoning into cheap, downloadable weights, intelligence is becoming commoditized. The next moat isn't smarter models. It's distribution and pricing.
Artificial Intelligence
The technology sector is currently burning billions of dollars in a chaotic race to build artificial general intelligence. The ultimate corporate endgame requires these monopolies to stop competing directly and return to the specific infrastructural moats that made them rich.
Artificial Intelligence
We assume the AI threat to software engineers is simply an algorithm that can write Python ten times faster. The actual threat is when the algorithm realizes human programming languages are an incredibly inefficient bottleneck and invents its own.
Artificial Intelligence
We think predicting human behavior requires asking real people what they want. A new company called Simile is proving that running artificial simulations of society is actually far more accurate than traditional consumer surveys.
Artificial Intelligence
We assume humanity naturally avoids terrifying information to protect our psychological wellbeing. In reality we are biologically wired to obsessively consume horrifying content whenever the actual physical danger is completely removed.
Artificial Intelligence
We assume mass adoption of artificial general intelligence strictly requires faster processing speeds and massive data centers. In reality, everyday consumers will completely reject the singularity until the algorithm looks them directly in the eyes.
Artificial Intelligence
We assume artificial intelligence will reach its absolute peak solving terrestrial software problems. In reality, the true manifestation of artificial general intelligence will occur while autonomously colonizing outer space.
Artificial General Intelligence
History says the Dollar is doomed because every empire eventually collapses under debt. But history didn't account for AGI. If the US wins the intelligence race, the cycle of reserve currencies ends here.
Artificial Intelligence
We thought AI was learning to draw. We were wrong. It is learning to simulate. Genie isn't a game engine; it is the bootloader for AGI.