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Notes from the lab.

Jun 2026·3 min

Artificial and human intelligence

AI is a remarkable engineering feat, but it is not intelligence in the human sense, and that distinction is worth keeping.

May 2026·6 min

The war to own the user

AI interfaces are being fragmented by the defensive business models of big labs and application-layer companies.

Feb 2026·5 min

Eating the application layer

Software implementation difficulty is a dying moat. What remains valuable is taste, distribution, and being right.