01PostsTokenization and the Road to Financial RSISovereign debt, stablecoins, privacy, and the path from tokenized stocks to autonomous on-chain capital.17 Sep 2026 10 min read↗
02PostsThe AI Hail MaryWhy weak real-world productivity makes AI investment more desperate and the spending harder to stop.15 Sep 2026 3 min read↗
03PostsInfo Capital Chaos and the OutsideInfo Capital Chaos, technocapital, simulation, and the Outside.29 Aug 2026 17 min read↗
04PostsSocietal-Level Investment, Societal-Level ReturnsIf you have societal-level investment, you are accountable for societal-level returns.18 Aug 2026 8 min read↗
05PostsJabberwocky BabelUseful Gibberish Writing in the era of AI is difficult; it requires knowing and bowing to your own inadequacy in the face of the machine. Take, for example: I built a simple …16 Aug 2026 11 min read↗
06PostsHyperGoblinizationPutting numbers around goblin preferences in advancing OpenAI models.28 Apr 2026 7 min read↗