SECOND ORDER
Tracing cascading effects, not just first-order outcomes.
Second-order essays trace the move after the move. A scarce chip becomes a scarce substation. Approval becomes oversight. The interesting question is rarely the obvious one.
10 essays in this pillar
Access Is Not Property
The week Claude Fable and Mythos went dark showed that frontier AI has moved from product to permission. The architecture implications will take years to work through.
20,000 Chips
The Cerebras IPO, the architectural shift beneath it, and the milestones I will be watching
The Bill You Didn't Authorize
Usage-based pricing, runaway spend, and the financial control gap nobody priced in
The Software Under Your iPhone Just Got Hacked by an AI
AI-discovered vulnerabilities, autonomous exploits, and the assumption nobody questioned until now
The Switzerland Strategy: How to Profit from AI Without Building AI
The AI Gold Rush: Who's Actually Getting Rich
We're Becoming Smarter and Dumber at the Same Time
My take on what's happening to our brains in the age of AI, and how we can navigate it wisely
The AI Revolution in HR: Transforming Talent Management and Employee Experience
The integration of artificial intelligence in human resources is reshaping how organizations attract, develop, and retain talent. From streamlined onboarding to personalized employee experiences, AI is revolutionizing the workplace of tomorrow.