OpenAI’s 2019 contract’s AGI clause was defused through amendments, transforming from a doomsday trigger into a verification step amid capital pressures.
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159 posts
The pyramid cracks. What agentic AI does to the consulting leverage model.
Generative AI is disrupting the traditional consulting pyramid, shifting value from analysis to deployment and causing industry reorganization.
The citation. Why generative engine optimization rewards the same brand on the least stable ground.
Analysis of how generative engine optimization favors established brands through citation, impacting content discovery and competition.
The license. Why the AI content market pays the brand-name corpus and strands the long tail.
Large publishers secure licensing deals with AI firms, leaving small publishers at a disadvantage and raising questions about market fairness and future reforms.
The gigawatt gap. Why China is structurally positioned for AI power and the US is engineering around its grid.
China’s centralized infrastructure and renewable buildout position it for AI power deployment, challenging US dominance in AI infrastructure at the physical power layer.
Week Three — Foundation model vs Brownian motion. Kronos on five-minute BTC.
Kronos, a foundation model, was tested against Brownian motion for 5-minute BTC predictions; results show no significant advantage.
Introducing Forezai · TradingAgents — a committee of LLMs decides paper-trades
Forezai introduces a framework where a committee of large language models makes paper-trading decisions, advancing AI research in market simulation.
Technology operations signal monitor: I admire Fabrice Bellard. He is almost certainly a better overall programmer
A new technology operations signal monitor emphasizes Fabrice Bellard’s exceptional programming skills, offering insights for small software company leaders.
AI Trading Bot — Week Two: The candidate edge collapsed
The promising BTC fair-value strategy from week one has now collapsed, leaving the entire fleet in significant loss. The main candidate is wiped out.
Phase 1 synthesis. What the four sectors crystallize.
Empirical analysis confirms four distinct structural displacement patterns across sectors, shaping post-labor transition policies starting July 2026.