Topic
compute
3 essays follow this thread across the codex.
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August 2026: The Month Nothing Stayed in Its Box
Written mid-month, when three boundaries had broken. By the thirty-first there were four, and the most interesting was a laboratory that stopped itself—in the same three weeks that a rival shipped the identical capability with the weights attached. A full account of the month, and of how little containment is holding.
Technology · August 2026 · 21 min- compute
- semiconductors
- ai safety
- vertical integration
- regulation
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July 2026: The Month Intelligence Got Cheap
Six frontier minds arrived in a single fortnight, one of them free to download and nearly the best on Earth. So the money did the only thing left to do—it stopped chasing the model and went hunting for the silicon, the power, and the permission to buy them.
Technology · July 2026 · 10 min- compute
- semiconductors
- models
- energy
- geopolitics
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June 2026: The Month the Machinery Showed Through
The story of AI had always been about which model was smartest. In one strange month it quietly became a story about the state that licenses intelligence, the grid that powers it, and the few companies that own the rest.
Technology · July 2026 · 10 min