Notebook · page 01

Notes

Things I kept thinking about long enough to write down. Newest first.

• 01

  The Interest Economy: A New Manual for the World We're In

  June 2026What stays scarce once intelligence is cheap: attention, taste, distribution, and the patience to hold a question.AI and value
• 02

  The Wrapper Mirage

  June 2026Why the thin layer between a model and a real workflow is a short-term trade for most companies building there.AI products
• 03

  The Data Robots Were Never Given

  June 2026Language models inherited a free library of text. Robotics has to pay to write its own, and that changes who wins.Robotics
• 04

  The Inward Turn: De-Globalization, Sovereign Supply, and the Indian Crossroads

  May 2026De-globalization, sovereign supply chains, and the specific decision India is standing in front of.Trade