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New reader guide

Where to begin.

36 essays in the archive. Three paths through them. Pick the one that fits where you are right now.

Path 01

On AI.

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

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.

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AI

How AI Chips Work: The Pause Is Where the Work Lives

A 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.

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AI

AI Orchestration: The Blind Spot Is Not the Model

AI 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.

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Path 02

On AI in the world.

Start 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.

AI

Code Is No Longer a Moat. The New AI Moats Are Elsewhere.

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.

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Policy

AI Agent Governance: Treat the Agent Like an Employee

An 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.

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Policy

AI Safety Is Not What They Say. It Is What They Gave Up.

Powerful companies all say the right things about AI safety. The reliable test is action that costs them money, market position, or political standing.

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Path 03

On the second half.

Start 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.

Aging

The Work AI Cannot Replace: My Mother and Higher-Value Care

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.

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Aging

AI's Real Test: Reaching the People Who Need It Most

AI's frontier is being absorbed by audiences that already have power. The people who would benefit most are barely in the design conversation.

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Aging

Abundance and Unrest Hit the Middle of the Labor Market

Abundance and unrest arrive together in the next three to seven years. The middle of the labor market gets the collision the conventional framings missed.

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Essays, by post

Essays, by post.

A small, irregular publication. Sent when the essay is finished and not before.

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