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.

9 essays in this pillar

SECOND ORDER11 min

20,000 Chips

The Cerebras IPO, the architectural shift beneath it, and the milestones I will be watching

May 17, 2026

SECOND ORDER6 min

The Bill You Didn't Authorize

Usage-based pricing, runaway spend, and the financial control gap nobody priced in

May 1, 2026

SECOND ORDER5 min

The Software Under Your iPhone Just Got Hacked by an AI

AI-discovered vulnerabilities, autonomous exploits, and the assumption nobody questioned until now

April 15, 2026

SECOND ORDER8 min

The Switzerland Strategy: How to Profit from AI Without Building AI

September 21, 2025

SECOND ORDER7 min

The AI Gold Rush: Who's Actually Getting Rich

September 14, 2025

SECOND ORDER7 min

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

July 14, 2025

SECOND ORDER4 min

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.

February 10, 2025

SECOND ORDER4 min

From Pit Stop to Pole Position: AI's Ferrari Moment

November 19, 2024

SECOND ORDER5 min

Fast Inference in Generative AI: A Game Changer

September 13, 2024