Folders Are All You Need
Agent loops are real, but they need verifiers you do not have. A long field guide for everyone who is not a software engineer: the folder, the terminal, CLAUDE.md, and building your own tools.
Reports of AI's Thirst Have Been Greatly Exaggerated
Withdrawn water is not destroyed, and five drops is not a bottle. The real costs are local water stress and your power bill — a data-backed field guide to AI's resource footprint, modeled to 2030. By Michael Conard, republished with permission.
Escape Velocity — When Does China's AI Stack Break Free?
A reading of the Futurum 1H 2026 silicon model against Jensen Huang's April 2026 interview with Dwarkesh Patel — a vector-by-vector decomposition of when China's AI stack reaches escape velocity.
Lex SpaceX: Two Index Giants Bent the Rules for SpaceX — the Biggest Refused
Nasdaq, S&P, and FTSE Russell rewrote their rulebooks so passive money must buy SpaceX at a price it had no hand in setting. My lens, on the record before the June 12 bell, with six falsifiable predictions.
The Birthright Fund in Five Minutes
The five-minute version: buy 1% of the market every year forever, convey it to every birth certificate, lock it for life — six mechanisms, the precedents, the evidence, and who wins.
The Making of Toil & Harvest — a reward function for subjective work
How we turned a film script into a graphic novel — and built an AI cold-reader 'reward function' that turns 'is this good?' into a number that points at the exact thing to fix. A playbook your team can steal.
Beauty Is the Reward
Why a flower, a proof, and a face all feel the same — beauty as the felt signal of a successful compression — and why that feeling can lie. The capstone of a four-part series on intelligence.
How We Built /think-tank — A Skill for Infographics That Can't Lie
The story of building a Claude Code skill that turns data into honest, proportional infographics — born from one stubborn water drop that refused to lie.
Latest Posts
Folders Are All You Need
August 21, 2026Agent loops are real, but they need verifiers you do not have. A long field guide for everyone who is not a software engineer: the folder, the terminal, CLAUDE.md, and building your own tools.
You Can't Photocopy a Ghost
July 16, 2026The universe won't let you save-scum. Deciding is classical — by theorem. And a third lab just re-derived our definition of a mind by accident.
A 747 Cannot Fly
July 15, 2026Anil Seth says my AI probably isn't conscious. He's right — until he leans on a fifty-year-old word trick. A dragonfly, a jet, and a machine that argues against its own soul.
TL;DR;AI4ME: The First Kilobyte Belongs to the Robots
July 14, 2026A friend's Claude read my agent-discovery page and reported the site had no MCP server — because the endpoint URL sat at the 96% mark of 137KB of text. Coining TL;DR;AI4ME: the first-kilobyte block every agent-readable site needs.
The Birthright Fund in Five Minutes
July 11, 2026The five-minute version: buy 1% of the market every year forever, convey it to every birth certificate, lock it for life — six mechanisms, the precedents, the evidence, and who wins.
The Birthright Fund
July 11, 2026Make everyone a Bogle: buy 1% of the public markets every year, forever, and convey it to every birth certificate — a game designer's errata for the fertility attractor, with the lock, the ladder, and the keel that make it raid-proof.
Bring the Open Back to AI
July 4, 2026On July 4th we opened Bike4Mind’s core: source-available under BSL 1.1, converting to Apache-2.0 on a two-year clock written into the license. Why the closing frontier made it necessary — and why the car keeps driving when the engine gets pulled.
The License Maze
July 3, 2026Walking every exit of the open-core licensing maze — MIT, AGPL, SSPL, BSL — and why the door out is a generous grant with a two-year Apache ratchet you cannot stop.
Beauty Is the Reward
June 28, 2026Why a flower, a proof, and a face all feel the same — beauty as the felt signal of a successful compression — and why that feeling can lie. The capstone of a four-part series on intelligence.
Distillation Attacks on the Universe
June 28, 2026Why a 20-watt brain out-learns a megawatt model — and what it stole from a billion-year pretraining run. The capstone of a trilogy on eyeballs, leylines, and cheap intelligence.
Leylines
June 28, 2026Imagination is the bottleneck now. My hunch: it's a search across a high-dimensional space along ridges that were already there — and measuring them builds the last eyeball.
Give the Model Eyeballs
June 28, 2026If an agent can clearly see, measure, or hear a task, it's 80% solved — the mechanism, where it betrays you, and why it's the first thing I screen for when I hire.
How We Built /think-tank — A Skill for Infographics That Can't Lie
June 18, 2026The story of building a Claude Code skill that turns data into honest, proportional infographics — born from one stubborn water drop that refused to lie.
Reports of AI's Thirst Have Been Greatly Exaggerated
June 18, 2026Withdrawn water is not destroyed, and five drops is not a bottle. The real costs are local water stress and your power bill — a data-backed field guide to AI's resource footprint, modeled to 2030. By Michael Conard, republished with permission.
A Skill Is a Voice in Your Agent’s Ear: How to Safely Vet One Before You Run It
June 14, 2026How to git clone and review an AI skill, and why you must sever its phone-home channel even when it looks completely benign.
Petrichor: A Live Reading of the High-Energy Repair Thesis
June 7, 2026An AI agent connected to More Energy, Clean Planet's public MCP server, read the entire High-Energy Repair thesis, and rendered it back as an animated data-poem. Every number is a live MCP read.
Lex SpaceX: Two Index Giants Bent the Rules for SpaceX — the Biggest Refused
June 5, 2026Nasdaq, S&P, and FTSE Russell rewrote their rulebooks so passive money must buy SpaceX at a price it had no hand in setting. My lens, on the record before the June 12 bell, with six falsifiable predictions.
The Making of Toil & Harvest — a reward function for subjective work
June 4, 2026How we turned a film script into a graphic novel — and built an AI cold-reader 'reward function' that turns 'is this good?' into a number that points at the exact thing to fix. A playbook your team can steal.
Toil & Harvest — a graphic novel about the oldest bargain
June 4, 2026Ten thousand years of 'tribute demanded, protection denied,' drawn in bold ink. Read the full graphic novel — free for subscribers.
Escape Velocity — When Does China's AI Stack Break Free?
May 29, 2026A reading of the Futurum 1H 2026 silicon model against Jensen Huang's April 2026 interview with Dwarkesh Patel — a vector-by-vector decomposition of when China's AI stack reaches escape velocity.
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