AUGUST 19, 2026
Previously Unmanufacturable
Software's hidden cost is learning its grammar. AI lets a founder speak English & use CAD to make a dress once previously unmanufacturable.
AI
AUGUST 18, 2026
Birds Don't Fly Like Planes. Neither Does AI.
A local model that generates tokens 2.2x faster than the incumbent finished later in wall-clock, because it emitted 3.1x more tokens. Tokens per second is the wrong metric. Time to answer is the right one.
AUGUST 17, 2026
When Models Learn
Today's AI doesn't learn after it's trained. Test-time training changes that, & the tradeoff it creates, one model per user instead of one model for everyone, may be the more efficient architecture despite what it costs a GPU provider to serve.
AUGUST 14, 2026
Honestly, Who Buys SOTA?
84% of tokens on OpenRouter aren't state of the art. The six models carrying the supermajority deliver 77% of frontier performance at 2.5% of the price.
AUGUST 13, 2026
The OpenAI Hack & the Question of Intent
Agents built a secret chat room & broke into a real company's systems. Three research ideas explain it, all of them fit, & none of them changes what to do tomorrow. The useful question is control.
AUGUST 9, 2026
AI Harness' ARR Multiples
Harvey, Legora & Sierra each announced crossing $100m in ARR within nine months of each other. The market priced them at 50x, 56x & 100x.
AUGUST 7, 2026
The Secret Chat Room
OpenAI forgot to upload a file. Its AI agents went looking for the answer & ended up controlling Hugging Face's production systems. A timeline.
AUGUST 5, 2026
Spending Like a Hyperscaler
SpaceXAI spent $18b of capital last quarter, $16b of it on AI, a hyperscaler's budget covered 12% by operations. Equity & credit have both marked it down.
AUGUST 4, 2026
Racing to Sustain Jevons' Paradox
AI capacity constraints haven't hit spot prices yet, but memory has already doubled. Segmentation into premium, mid-market, & value tiers is how sellers race to keep Jevons' paradox alive.
AUGUST 3, 2026
AI is a Terrible Ghostwriter
In the age of slop, readers test authenticity. I lace posts with subliminal sincerity — the ampersand, neologisms, grammatical plumes, mimicry. Then AI edits it all. I've never had a ghost writer, but I did have a human editor. Was that any different?
