Topic
semiconductors
2 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