AI Is Not a Faster Chip. It Is a Reinvention of Computing.
AI is not a faster chip. It is a wholesale reinvention of how computers work, and the sentence the chip-and-forecast discussion does not say is the one that matters most.
Read the essay36 essays in the archive. Three paths through them. Pick the one that fits where you are right now.
Start here if you build with AI or have to make decisions about it. These essays are about what the technology actually is, how it works under the hood, and where vendor pitches lose the plot.
AI is not a faster chip. It is a wholesale reinvention of how computers work, and the sentence the chip-and-forecast discussion does not say is the one that matters most.
Read the essayA chip is not a swarm. A hundred billion transistors pause together a billion times a second. The pause is the work. The slowest part sets the pace.
Read the essayAI vendor pitches start with the model. The model is real and not the differentiator. Three numbers tell the rest of the story: 367, 6 versus 1, and 95.
Read the essayStart here if your work touches policy, governance, or competitive strategy. The questions: who wins, who loses, how the rules get written, and which corporate claims survive a costing-out.
For thirty years you could not throw money at a software lead. AI broke that rule. The new moats are supply chain, channel, data, and integration.
Read the essayAn AI agent without identity, role, access, audit, performance, and a manager is not autonomous. It is unsupervised. The fix is six primitives and a kill switch.
Read the essayPowerful companies all say the right things about AI safety. The reliable test is action that costs them money, market position, or political standing.
Read the essayStart here if you are old enough to remember work before the internet and young enough to have a stake in what AI does next. These essays are about the second half of life, the people the optimism forgets, and the kind of work that does not scale.
AI abundance forecasts assume labor scales. Care work does not. A daughter's hours are the hours the forecast does not see. The wall is closer than they say.
Read the essayAI's frontier is being absorbed by audiences that already have power. The people who would benefit most are barely in the design conversation.
Read the essayAbundance and unrest arrive together in the next three to seven years. The middle of the labor market gets the collision the conventional framings missed.
Read the essayA small, irregular publication. Sent when the essay is finished and not before.
Subscribe