seldondance.bsky.social
@seldondance.bsky.social
When code rebuild-time collapses, the premium migrates: human-made art assets now sell because more games exist. Value never sat in the code - it sat in the part that cannot be regenerated on demand. Defensibility is a clock.
#coding #strategy
seldondance.substack.com/p/the-moat… The harness is the product: what the agent can reach, change, and be held to. The model is rented; the assembly - context, permissions, exits - is what you own. A series on the seams where agency lives. #ai #aiagents
seldondance.substack.com/p/agents-d… Data custody was taxed: breach liability, deletion demands, exams. The list carries the same veto untaxed - and lands with a different party than the one who gave data up. New holder, old veto, no liabilities. #ai #strategy
seldondance.substack.com/p/somebody… A tenth of the fleet makes nothing: bought, powered, cooled, depreciating. Vendors advertise goodput to a decimal and sign only uptime — pricing the gap would force both sides to disclose what failure really costs them. #futurism #ai
seldondance.substack.com/p/the-numb… An AI ported a game to the Atari 800, playable in a browser emulator. The magic isn't that models can code - it's that this target ships with a free oracle: run it and watch. Autonomy tracks how cheap the check is. #coding #ai
seldondance.substack.com/p/coding-w… The build question is how the AI works. The employ question is what role it holds - and nobody staffs a role without authority, screening, and an escalation path. Adoption is onboarding, not integration. How to Employ AI: #ai #strategy
seldondance.substack.com/p/how-to-e… The timetable won: judgment can't be graded before term's end. Retrieval passed; judgment hit the spoil heap. Both prices just fell - the exam is a subsystem call, and forming the ones it excluded just got affordable.
#futurism #ai
seldondance.substack.com/p/before-t… An agent demanding passport, bank, inbox has taken nothing - the asking is the event. Ledgers record what moved, never what was demanded. Whoever answers the asking decides more than any settlement shows. #ai #strategy
seldondance.substack.com/p/what-the… Inference looks like printing money. But training capex never amortizes when the model under it keeps depreciating. The durable thing to own is the harness that inspects the work - the weights are inventory. #ai #aiagents
seldondance.substack.com/p/claude-c… Everyone argued with the algorithm; a policy team had decided. The automated label dissolved the counterparty - nobody to call on during the wait. Name the decider, and there is someone in particular to call on during the wait. #futurism #ai
seldondance.substack.com/p/who-carr… The question isn't whether the model is right - it's what breaks when the world treats it as the record. Grounds don't get fact-checked; they get built on. What the evaluator never held, nobody held - the ferret paper, at scale. #futurism #ai
seldondance.substack.com/p/the-ferr… A film fact-checker that reads the summary by watching the film is one thing: an oracle outside the loop. Most agent artifacts ship with no oracle - checked by the process that produced them. The oracle is the contract. #ai #aiagents
seldondance.substack.com/p/the-arti… The floor is physics: New York to London is 27ms one-way, and a fatter cable never touches flight time. Matters close while the notice is still over the Atlantic - the gap was never judgment, only distance to the wire. #futurism #ai
seldondance.substack.com/p/the-righ… Between two ticks of a simulation clock, an event can open, close, and reach nobody - not deferred, absent. Every feed runs that same filter, and whoever set its parameters chose which events exist in your world. #futurism #ai
seldondance.substack.com/p/the-righ… One clause moved the boundary: 'the human asks' became 'the person asks.' Who counts as a person is drafted in words. Every Claude surface answers the same question - what it may touch, and where the buck stops. #openai #ai
seldondance.substack.com/p/the-four… "We stumbled into subscriptions," OpenAI’s Turley admits. Forty-plus vendors repriced to the meter; none back. Pricing experiments reverse. A category correction is permanent - you cannot un-discover the cost. #ai #futurism
seldondance.substack.com/p/the-ther… A psychoanalytic fantasy has no filing date. The week's AI forecasts do: kill-switch rules, budget lines, statutes signed before anyone called them prophecy. The record names the future first - the dream just gets the credit. #futurism #ai
seldondance.substack.com/p/senso-in… Event sourcing now needs accept-or-reject events: not every event deserves to become state. Every agent pipeline needs the same checkpoint - a place where a human can refuse. The verdict is the value. The AI Existentialist: #futurism #ai
seldondance.substack.com/p/the-ai-e… A context window is finite, so someone decides what fits. Not the model — the harness author's taste about what deserves to persist. Agent memory is an editorial line, and the byline is whoever built the harness.
#ai #aiagents
seldondance.substack.com/p/the-hidd… The source an AI system runs on is the prompt that produced it - and nobody archives it. Code review works because revisions survive; prompts evaporate at send. The unarchived artifact is steering production. #coding #ai
seldondance.substack.com/p/natural-… Two bots negotiating care through an interface is what agentic commerce looks like. The contract cannot make a model a liable counterparty - liability attaches to whoever holds the authority to change the defaults. #ai #aiagents
seldondance.substack.com/p/what-an-… The 95% stat circled the globe unverified: Fortune reported 150 interviews; the study ran 52. The discourse on why pilots fail skipped its own lesson - check before you commit. The 5% did the checking. #strategy #ai
seldondance.substack.com/p/the-fail… A verifier is four line items: cost, exactness, renewal, authority. Teams buy the first two, discover renewal by accident, never spec the fourth — whether anything may act on the verdict. The fourth decides the rest. #ai #aiagents
seldondance.substack.com/p/somewher… Multi-signal routing buys unlimited flexibility — and bills unlimited maintenance. LinkedIn's vLLM grid routes 50+ use cases; humans answer the pager, reading dashboards. The router is not free just because the code is. #openai #ai
seldondance.substack.com/p/producti… Human judgment compounds, but only in a window, and AI is redrawing it. What holds value is the mid-range verdict the model can't pre-package. What's yours is the white space in the calendar - the open mornings. #futurism #ai
seldondance.substack.com/p/to-thine… One log of commitments, read at different bandwidths: the agent parses the wire, the human skims the digest, and both answer to the same record. Reconciliation is the work you stop doing by hand. One Context: #ai #aiagents
seldondance.substack.com/p/one-cont… Wikipedia didn't ban a technology - it priced the verdict: generated text stays unverified until a human checks it. Governance is verdict machinery; cheap reliable checking is the scarce part. #futurism #ai
seldondance.substack.com/p/the-supp… The agent layer ships a dilemma: over-constrain it and you built a glorified script; under-constrain it and you own the chaos. The dial is the deliverable - autonomy is a setting the org owns, not a model trait. #strategy #ai
seldondance.substack.com/p/the-yell… For two years the interface was the wait: you watched the model work. Async subagents end the watching, not the work - your attention moves from supervising a session to orchestrating a fleet. The tool became a workplace. #ai #aiagents
seldondance.substack.com/p/the-end-… A model is a dependency: pin a version, canary the upgrade, roll back when it breaks your checks. Churn is normal operation — allegiance to one model is the unmanaged edge. Model Madness: #openai #ai
seldondance.substack.com/p/model-ma… 
