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Topic 01 / Technology & AI

Technology Notes

45 articles · 10/13/2026 updated

Two Worlds of Technology: AI for Productivity in America, AI for Attention in China

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The Digital Double and Knowing Yourself: AI as a Cognitive Mirror

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AI: When You Cannot Afford Louis Vuitton, a Bag with Its Label Will Do

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Writing a Constitution for AI: Competing Logics and the Reshaping of Power

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AGI and the End of Human Marginal Productivity?

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AI and Self-Knowledge: Are We Building Our Own Information Cocoon?

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A New Anchor for AI Valuations: The Physical Constraints of Compute Costs

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A New Anchor for AI Valuations: The Physical Constraints of Compute Costs — Illustrated

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Is SaaS Finished? Remember the Advantages of Carbon-Based Life

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From DAU to TPD: Measuring Value through Compute Consumption

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Another Doomsday Forecast: Citrini Gives an Old Story an AI Makeover

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Anthropic versus the Pentagon: Moral Scruples or Playing God?

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The Pentagon Finally Bans Anthropic

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Power Games: The Pentagon, Anthropic, OpenAI, and xAI

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Herding Sheep or Chopping Wood? Your Workflow Is Your Pasture

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DeepSeek V4: DualPath and the Bandwidth Bottleneck

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A Counterintuitive Survey of OpenClaw at Work

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After a Philosopher Leaves, We Finally Ask What Our Products Are Killing

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After the Subsidies Recede: Revisiting My Compute Valuation Model

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What Is an Ontology, and How Is an Ontology-Based Agent Different From a Workflow Agent?

A comparison of workflow and ontology-based agents, covering concepts, relationships, control flow, business scenarios and operational trade-offs. The original article's scores are illustrative author judgments, not measured benchmarks or evidence that either architecture guarantees accuracy.

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Why Anthropic Fable Was Taken Down: The Story Spreading on X

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Why AI Quant Backtests Shine while Live Trading Loses Money

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A Weekend Conversation with a CFO: Why Published Experts Cannot Always Be Trusted

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AI Equality Is a False Promise: Giving Everyone a Sniper Rifle

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When Every AI Shares the Same Memory of You

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The Openness Trap in AI Infrastructure

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Loop: Saving Money by Fooling Yourself, or Paying to Stay Honest

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A Response to Palantir’s CEO: Does Charging per Token Signal a Lack of Confidence?

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Two Meanings of Open Source That Many People Confuse

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The Model Arms Race: Kimi K3 and the Marketing of 2.8 Trillion Parameters

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Red Teams in Practice: One AI Writes a Report, Four AIs Challenge It

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The FDE Trap: Are AI Companies Becoming Staffing Contractors?

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AI Finished the Homework. What Happens to the Apprentice?

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If OpenAI Has No Innovation, Where Is Kimi K3’s?

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Why the LLM API Business Is Such a Poor Business Model

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Model Valuations: A Poor Business Model at an Expensive Price

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Against the Kondratiev Cycle: Perhaps the Last Wave of Highly Paid Human Labor

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After the Cycle Turns: Protecting the Price of Your Work

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After the Cycle Turns: How Should Personal Capital Follow AI?

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Models Treat Statistical Deviations as Noise. We May Need to Be Contrary

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Hidden Knowledge: Notes From Building Enterprise AI Knowledge Bases

An FDE's account of the gap between enterprise documentation and practice. It distinguishes missing records, tacit skill and restricted knowledge; separates theory, illustration and design advice; and explains why expert routing and business actions need real-world validation.

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Holiday Reading I: Finite and Infinite Games

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Holiday Reading II: The Restless Clock

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Holiday Reflections I: Disruptive Innovation

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Holiday Reflections II: The End of the MVP and the Return of Experienced B2B Builders

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