No router has ever had the whole map of the internet. None of them need one. The AI transformation debate has all the interrogation it could want—and still hasn't moved.

Album · 2026 · 19 Songs

Every case from the watermill to grid-scale storage, scored the same six ways. Find the row that breaks it.

Album · 1988 · 6 Songs

Album · 1990 · 13 Songs

A framework spent a year surviving every case thrown at it. Then it caught its own false positive—hidden in a 1957 liability cap nobody had traced.

Album · 2025 · 20 Songs

A firm's own people say AI is paying off. The numbers disagree. Most of the explanations on offer don't survive being checked.

Album · 2022 · 11 Songs

Album · 2020 · 4 Songs

Curtailment, interconnection queues, grid instability—read separately, they look like renewable energy's growing pains. Read together, they're the same seam: a system built to ignore timing and locati...

Album · 2015 · 11 Songs

Execution trust and intellectual trust used to travel together. Only one of them was ever checkable—and that's the one still standing.

Album · 2026 · 19 Songs

AI is a tool. That much is settled. What isn't is whether it's waiting on a network that hasn't been built yet.

Three questions, in order, for telling a transformative technology from one that only looks like it—before the outcome is known.

The tool can find what's wrong with an argument. It can't tell you what standard to hold it to. That's still your job.

Capable firms, working technology, obvious incentive — and twenty-three years of flat productivity anyway. What has to be true for that to happen?

A guy named Con gets me to the airport for $5 more than an Uber isn't a story about the gig economy. It's about what happens when trust gets cheaper than institutions.

A shockingly inefficient trillion-dollar project

Why hasn’t AI created a global marketplace for every task? Because tasks are not like containers. They are temporary arrangements of expertise, tools and institutions that change when technology chang...

Productivity surges don't come from technologies. They come from binding constraints that dissolve. Why the waves have the shape they do—and why you can only see the rungs below you.

A 19th-century reformer, a Silicon Valley founder, and an AI agent all get called the same word. Only one of them reorganised how democracies vote.

Britain had better electrical science than America in the 1880s. America built the better grid. The difference wasn't capability. It was who paid when things went wrong.

The valley calls it being highly agentic. What it actually selected for was insulation from feedback.

The mill owner of 1750 isn't frustrated that their factory must sit next to a river. The frustration isn't there because the thought isn't there. On the concepts that don't exist yet—and how to recogn...

What to ask before you start. Most LLM mistakes aren't about the model. They're about not knowing which mode you're in before you start.