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.
The Selection Is the Sentence
Every interaction should do more than one job without asking the user to do more than one thing. The Egyptian canon worked because the second reading was a rule, not a guess.
Tokens Are the New Clicks
The agentic inference-efficiency paradox, and what it does to the capex thesis.
The Travel Time Collapsed
A 1976 foraging model explains why the rational threshold for abandoning a software project just moved — and why that edge expires.
The Room Scales
What the threatened coworker was always going to teach us about agents — and the one auditing test that does not degrade as they get smarter.
Cognition Is Not Free
The trilogy ended at trust. This is what comes next... the layer that decides what thinking is worth, and who pays for it.
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.
The User Is Not the Customer Anymore
The interface layer is collapsing. The next buyer is a machine acting on someone's behalf, and most products are not legible to it.