Blog

This is where we blog our thoughts on intelligence, markets, and technology.

Our thinking

Your AI has amnesia

The firms pulling ahead with AI aren't using better models. They're building better institutional memory.

The AI rung gap

AI is repricing knowledge work on the same pattern as the power loom - but with a twist. The work being automated is the same work that trains the next generation of experts.

5 min read

China Shock 2.0

AI is producing the same asymmetry as the China Shock. But the commodity being redistributed isn't manufacturing labour. It's intelligence itself.

4 min read

Free is not a price

Free isn't a price. It's a regime change. When a credible free alternative arrives, premium pricing doesn't erode gradually. It shatters.

4 min read

Beyond intelligence

When machine reasoning is abundant, four things become scarce: judgment, trust, context, and orchestration. That's where the value lives.