Archive

Reward Hacking, OpenAI-Hugging Face, Tight Coupling, and Teen Sex

Jul 23, 2026 2 min read paid

Kimi, Model Convergence, and the Post-Training Era

Jul 21, 2026 1 min read paid

Chart of the Day: England and Argentina Revisit Past Grievances

Jul 15, 2026

AI Capex Boom Now Exceeds All Prior Non-War Booms

Jul 14, 2026 1 min read paid

Hyperscaler CapEx Sits on Thin Implied Equity

Jul 14, 2026 1 min read paid

Roundup: South Korea, China, Microsoft, & Memory

Jul 13, 2026 4 min read paid

A Modest AI Proposal

Jul 10, 2026 4 min read

China Models Now More Than a Third of Enterprise Market

Jul 7, 2026 1 min read paid

Technology and the Baby Bust Paradox

Jul 3, 2026 1 min read paid

AI, Immigration, and Collapsing Labor Force Participation

Jul 2, 2026 1 min read paid

Five Things to Think About: Taiwan, Crypto, Hateful Eight, Agentonomics, etc.

Jun 30, 2026 2 min read paid

America's Science No Longer Underlies China's Tech

Jun 26, 2026 1 min read paid