Why Are We Building the Car Before the Train?
America is racing toward general-purpose AI agents with open-ended agency. China is putting its industrial weight behind AI inside defined systems and workflows. Two centuries of transportation engineering suggest we are handing over the steering wheel before we have laid the track.
Tokens Are the New Clicks
The agentic inference-efficiency paradox, and what it does to the capex thesis.
The Wrong Knob
Qwen3.8-27B landed for local use this week. The first question everyone asks about it is the least interesting one you can ask — and on a graphics card, your VRAM already answered it.
Where the Equation Flips
The local-versus-cloud line moved while this was being written — and total parameters stopped being the axis it moves along.
When Intelligence Stops Going Vertical, And Spreads Horizontally
Why the next frontier of AI is not a bigger model, but a shared grammar for agents to reason, disagree, and learn together.
The Honor System Does Not Scale
Agent coordination is not a trust problem you can solve with better prompts. It is a trust infrastructure problem — here is how we do it.
Legibility Is Not Enough
Being findable by machines was the easy part.
Hybrid Search at 60 Million Documents
When Neither Keywords Nor Vectors Are Enough
Embedding 60 Million Documents
What Nobody Tells You About Vector Search at Scale