AI.
On the technology rearranging the floor under everyone. What it does, what it cannot, and what it costs to use it well.
Featured · No. 45 · ai
The Smooth Exponential Explains the Whole AI Moment
For years it looks like nothing. Then the curve turns and the whole world feels late. The smooth exponential is the lens that holds the calm and the urgency at once.
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Essays, by post.
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AI.
On the technology rearranging the floor under everyone. What it does, what it cannot, and what it costs to use it well.
20 essays
ai · The lead
The Smooth Exponential Explains the Whole AI Moment
For years it looks like nothing. Then the curve turns and the whole world feels late. The smooth exponential is the lens that holds the calm and the urgency at once.
ai
AI Sample Efficiency Is Why Humans Still Learn Faster
We treat these models as glittering minds. The real engine is invisible: a massive black hole of data at the center, a millionfold more than a person ever sees.
ai
Agentic Engineering: Who Holds the Quality Bar When Agents Write the Code
ai
Physical AI Trains Robots in a Simulated World First
ai
What Should Your Kid Learn When AI Does the Heavy Lifting?
ai
Deep-Tech AI: Why Wrappers Lose When AGI Arrives in Year Five
ai
AlphaFold Did a Billion Years of Work in One. Bottleneck Moved.
From the notebook
"Inside the labs the curve holds. Outside the labs the argument holds. The gap between the two pictures is the real story of 2026."
ai
When Will AGI Arrive? The Four-Word Gap on the Way to 2030
ai
AI Cost Per Token: Why GPU Hour Is the Wrong Bill
ai
AI Chip Performance: Why Blackwell Delivers 50x, Not 2x
ai
AI Productivity: Five Percent of Your Job, Leveraged 20x
ai
Code Is No Longer a Moat. The New AI Moats Are Elsewhere.
ai
How AI Chips Work: The Pause Is Where the Work Lives
ai
AI Orchestration: The Blind Spot Is Not the Model
ai
AI Is Not a Faster Chip. It Is a Reinvention of Computing.
ai
The Roman Legion Is the Wrong Shape for Your Company
ai
What the machine cannot say
ai
The model that knew too much
ai
How i make the images