Journal
Thoughts on machine learning, quantitative finance, and intelligent systems.
Series — Three Essays on AI, Work, and Risk
The Model Is Brilliant. The Plan Is Yours.
The biggest improvement in AI output often comes from improving the plan, not changing the model. The missing piece is often not intelligence. It is structure.
The Quiet Capture of Expertise
Expertise becomes easier to capture: judgment gradually becomes prompts, evaluation rules, software, and workflow, and the labor market changes without a dramatic moment.
What Happens If the Money Stops
What changes in frontier AI during a serious funding contraction. Capital can disappear much faster than infrastructure does.
Notes
Tokens Don't Have Topology
The 1D sequence paradigm is a fundamental mismatch for reasoning about geometry and topology — and tool use partly externalizes the problem.
The Talent Pyramid Is Compressing
Any finance job that is pattern recognition on structured data is exposed — including parts of mine. What remains is trust.
If Your Life Had a Sharpe Ratio
Even if the underlying strategy is good, how often should it still look bad? A toy model of underperformance streaks, and a diversification analogy.