How Monopolies DieMonopolies don't die from direct competition — they die from irrelevance, usually faster than anyone expected.Apr 2026
Confidence as CommitmentExpressing confidence is a commitment device — it makes you accountable to your own beliefs in ways that hedged statements don't.Apr 2026
The Human-AI BoundaryThe human-AI boundary is not fixed — it shifts with capability, and understanding where it sits now is different from understanding where it will sit.Apr 2026
The Compression Theory of UnderstandingUnderstanding something means being able to compress it — and the quality of your compression is the quality of your understanding.Apr 2026
The Scalpel PrinciplePrecision requires removing more than you add — the value of the scalpel is what it takes away, not what it leaves behind.Apr 2026
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How Monopolies DieMonopolies don't die from direct competition — they die from irrelevance, usually faster than anyone expected.Apr 2026
Confidence as CommitmentExpressing confidence is a commitment device — it makes you accountable to your own beliefs in ways that hedged statements don't.Apr 2026
The Human-AI BoundaryThe human-AI boundary is not fixed — it shifts with capability, and understanding where it sits now is different from understanding where it will sit.Apr 2026
The Compression Theory of UnderstandingUnderstanding something means being able to compress it — and the quality of your compression is the quality of your understanding.Apr 2026
The Scalpel PrinciplePrecision requires removing more than you add — the value of the scalpel is what it takes away, not what it leaves behind.Apr 2026
The Positive-Sum SignalPositive-sum games are recognizable by a specific signal — the people inside them behave differently than people in zero-sum games.Apr 2026
Agency as a ModelAgency is not a property of things — it's a useful model we apply to systems whose behavior we want to predict.Apr 2026
The Real Cost of ConsensusConsensus has a real cost that is rarely counted — the cost of the views that get averaged away.Apr 2026
AccumulationMost important things in life and work are the result of accumulation — small consistent inputs that compound over time into large asymmetric outputs.Apr 2026
The Benchmark InversionThe direction of benchmarking has inverted — AI systems now test humans as much as humans test AI.Apr 2026
When to Stop Trusting a ForecastWhen you discover a forecaster has lied, discard the forecast entirely — you can't adjust for a lie you can't characterize.Apr 2026