Recent
On Surface Area
·1102 words·6 mins
Why innovation strategies optimise themselves into stagnation, and what circulation between failures could unlock instead.
On The RAM Chokepoint
·860 words·5 mins
How a three-player memory oligopoly, AI’s HBM binge, and capex ‘discipline’ turned RAM into a global chokepoint.
On A New Ecology of Tools
·959 words·5 mins
Why the quest for AGI misses the point: intelligence was always plural, embodied, and distributed.
On AI and Temporal Arbitrage
·1325 words·7 mins
Why prioritising market dominance and delayed profits collides with the brute physics of AI computation.
On Supply Chain Fragility
·1214 words·6 mins
Reflecting on supply chain fragiliy (with examples) && the limits of decentralised manufacturing.
On The Great Reversal
·1241 words·6 mins
In my latest rabbit hole, I explore whether hardware development has actually become cheaper than software development.
On Designifying AI
·449 words·3 mins
OpenAI’s $6.4B acquisition of Jony Ive’s WithLove merges minimalist design with AI surveillance capitalism. A masterclass in enshittification.
On The Paradox of Protectionism
·989 words·5 mins
Could blitzkrieg protectionism somehow offer a (tentative) scaffolding for local growth?
On Overusing Wicked Problems
·1120 words·6 mins
I’ve got an itch to scratch regarding wicked problems and how often they can be an excuse for inaction