Ideas — rational random ideas
Notes & essays.
Some of these become whitepapers; a few become products. Most are me thinking out loud on a weekend. The best ones get promoted up the ladder — note, essay, paper.
Looking for the formal, citable papers? The research series lives in Whitepapers.
Give Your Agent a Card, Not Your Wallet
The authorization chain confuses everyone — until you notice you already trust one every time you tap to pay.
The Machine-to-Machine Web: A New Internet for AI Agents
A machine-first internet where agents talk directly through structured data and APIs, bypassing the human interface entirely.
True AI-First: When AI Becomes the CEO
“AI-first” usually means a chatbot bolted onto an old org. True AI-first means AI as the central system that runs the business, with humans at the edges.
One to Zero: Every “Innovation” Is Just Math
Thiel had it upside down. It is not zero to one — it is one to zero: every “innovation” is a compression of what an outcome costs.