Start here
Guided paths through the corpus.
Three ways in, depending on whether you want the argument, the market record, or the systems work.
Read the argument
The most recent long-form writing.
- The AI Most People Haven't Met YetChatbots continue and coordinate symbolic information. A different class of model represents how a bounded environment may change, often conditioned on action. Both are useful. Treating them as the same thing is why enterprise AI conversations keep talking past each other.
- When a Model Can Rehearse the FutureRehearsal is where world models earn their keep — exploring possible futures inside a bounded scene before acting. But visual plausibility, controllability, physical executability, and downstream task utility are separate properties, and current systems succeed at some and struggle at others.
- A Different Model Often Requires a Different SubstrateChatbots ride on documents. Making a world model useful in a specific enterprise setting tends to require a different substrate — a linked operational record of observations, conditions, actions, and outcomes, with rights and provenance to match. Document RAG is insufficient for that, not irrelevant.
- I Put DeepSeek V4 Flash on Two Lunchbox-Sized Computers. Then I Tried to Break It.A preregistered local deployment study of DeepSeek-V4-Flash-0731 on a dual-DGX-Spark cluster found a practical tie with Qwen, severe effective-context limits, and blocked frontier comparisons.
- Useful AI Is Now Cheap: What One Consumer GPU ProvedUseful intelligence now runs on one consumer GPU. Advantage shifts to workload selection, evaluation, and operations because cheap AI is not automatically reliable.
Track the market
Five publications tracking the market on weekly and biweekly cadence.
- Cross-stack flywheelAI Stack WeeklySoftware, hardware, networking, capital, and power signals translated into a weekly decision read.
- Value-chain intelligencePower, Models, and MoatsBiweekly read on power, land, construction, workloads, networking, chips, models, distribution, data, policy, and capital.
- Model layerThe Model PulseModel lineage, architecture, benchmarks, vendor signals, and tree deltas in one software-layer read.
- Operating layerAgent Techniques WeeklyTechniques, harnesses, skills, connectors, proof of value, and enterprise controls for agentic work.
- Procurement surfaceThe Application LayerVertical packages, incumbent SaaS responses, startup signals, pricing shifts, and application-layer patterns.
See the systems
Systems, experiments, and tools.