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The Self-Digesting AI Machine. Why the Economics of AI Don't Stack Up, and Where Real Value Lies.

2026-05-15

AI is creating a deflationary feedback loop that threatens the very industry built around it. As models become cheaper to replicate and capable enough to rebuild their own scaffolding, value is migrating away from software and towards whoever controls the physical infrastructure beneath it. This is what that means for Microsoft, NVIDIA, and the investors betting on the status quo.

General

Anthropic vs The Pentagon: Should AI Be Allowed to Kill?

2026-03-21

Is ‘probably’ ever acceptable for autonomous weapons? Here...

General

AI Is A Magic Trick: To Use It Productively, You Need To Stop Being Fooled!

2026-03-14

AI is not magic, it is probability. Once you stop treating it like a s...

General

Building an AI Army... With Mac Minis?

2026-03-07

Everyone keeps asking the same question: why are people suddenly stacking Mac Minis to run AI? In this edition of the newsletter, I look at what is actually going on behind the hype. First, I explain what Mac Minis were originally used for. For years they were a practical option for creative work such as high resolution video editing, especially for people who wanted strong performance while staying in the Apple ecosystem.

Why is bitcoin crashing right now?

2026-02-26

A Bit of Backstory: What Money Actually Is Before we get into Bitcoin, it’s worth doing a quick recap of the concept of money. After all, to some, this is what Bitcoin proposes to replace....

Why Foundation Models Are Becoming Utilities

2026-02-24

The Foundation Model AI Race Is Still Wide OpenWe’re still so early in the foundation model AI rat race. Anthropic’s Claude Code is getting all the buzz right now. New releases, flashy fea...