Notes
Thinking out loud.
Short written pieces, most of them pointing at something longer — a video, a talk, an article — made elsewhere. Markets, technology, and the question underneath both: what kind of world we are actually building.
How fund blowups actually happen, why forced sellers dump their best positions first, and which categories of stock gain and lose afterwards.
TECHNOLOGY The world is heading post-UI Read →When agents talk to agents, the interface stops being a screen — and the value moves to whoever sits on the wire. Which is why I am watching Cloudflare.
SOCIETY Past LLMs, into world models Read →Two routes to feeling connected to each other: become cyborgs, or simulate the world well enough to see how much we already depend on one another. I would prefer the second.
More as they are written. The videos and articles these point to are published in other places, and not always under my own copyright — so what lives here is the thinking, with a link to the thing itself.