Notes on AI — how it changes economic value, where it falls short today, and adjacent ideas worth thinking about.
- Training Data — what happens to LLMs when Stack Overflow runs dry.
- Arbitrage Decay — the historical pattern of how technology kills the previous era’s earnings advantage.
- Spatial Intelligence as Next Arbitrage — the case for robotics and physical manipulation as the next major frontier.
- Why LLMs Default to Shallow Lists — the four failure modes of language models and how to push past them.
- Semantic Layout AI — turning high-level intent (“draw a triangle and label it”) into low-level layout.
- See also Prompting LLMs for First-Principles Synthesis under Web.