Library

Guides

Pages that stay put. The dated notes are on the blog, and a snapshot of lab moments lives on Lab breakouts.

Agents

• AI agents, in plain words: an agent is a loop with a leash, and who holds the leash is the interesting part
• What a personal agent actually does (post): the loop with tools and a stop rule

AI news

• Ask for the receipts: when AI output is worth trusting: trust output by how cheaply you can check it, not by how sure it sounds
• Real AI breakout or noise? Five questions: a cheap test for telling news that sticks from news that evaporates
• AI news glossary: the terms, in plain words, and why they keep turning up

Markets

• Why AI news moves chip and memory prices: the hardware invoice behind the announcement
• Spot vs contract: what the public prints mean
• How to read a public spot print: a short method
• Why NAND and DRAM diverge inside one buy cycle: same vocabulary, different clocks
• Commodity DRAM vs HBM: why the two should not share a headline

Labs

• How to read an AI lab incident report: who held the pen, what was out of scope, who graded whom
• Lab breakouts: a snapshot of moments when a lab's model, product, leak, or incident jumped into the wider conversation

About this desk, and how to send a correction: About.