Thoughts

Ideas on AI, Data, Science, Finance, and Life

Introducing PM-DELTA: Context Construction as a Research Discipline

AI writes 10x code per day, but humans can only review 2-3 PRs. The bottleneck isn't model capability -- it's context construction. PM-DELTA is our answer.

The High-Density Intelligence Data Race: Why the Next Moat Isn't Scale

GPUs, electricity, and talent will keep growing. The only resource getting thinner is high-intelligence-density human data -- and the biggest labs know it.

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