7 entries tagged artificial intelligence. All writing.
OCTOBER 7, 2026 Twenty-Eight Questions, Nine Thousand Answers A $15 trillion asset manager footnoted a study saying AI models would save in Bitcoin and spend in stablecoins, and the footnote became a headline. I went to the study. Thirty-six chatbots, twenty-eight distinct questions, and a spread from 91.3% to 18.3% that tells you more about who trained the chatbot than about money. Then I checked what real AI agents are paying with today, and the number is smaller than anyone's slide deck. OCTOBER 2, 2026 One Dashboard, Fifty Accounts, No Human in the Loop A video making the rounds on X shows a wall of phone screens, each one a social media account posting, replying and liking on its own — the poster's caption claims a single AI dashboard is orchestrating fifty of them at once. The clip is a provocation, not a product demo, but the real numbers behind "dead internet theory" don't need the video's help. Here's what's actually measured, what's just a claim, and what it means for anyone still scrolling in good faith. OCTOBER 2, 2026 The Bridge Loan Nobody Signed For A ZeroHedge post making the rounds argues that $2-3 trillion a year of circular, on-and-off-balance-sheet AI financing is a bridge loan — one that only gets repaid once enterprise AI spend reaches about $3 trillion a year in 2031. I checked how real the "circular financing" part is and how solid the 2031 number actually looks. SEPTEMBER 26, 2026 Eighteen Months and Twenty-One Million A Microsoft executive says most white-collar work gets automated in the next 12 to 18 months. A New York Times investigation says Silicon Valley is already bracing for the underclass that leaves behind. And I keep getting told, in real time, that Bitcoin is the one thing standing between any person, company, or AI agent and what comes next. I checked the actual mechanism — the energy, the bond math, the reserve data, and what AI agents are literally paying each other with this year — and the honest answer splits the argument instead of settling it. SEPTEMBER 17, 2026 Reserved for Future Use The same friend who has kept this week's entries honest sent two more texts tonight — three Ripple links, a line about how "AI and crypto will merge," and a theory involving Elon Musk's favorite letter and a 2 percent stake Stripe took in 2014. I read all three announcements. He's right that the pipeline is full. What's in it is narrower, older, and stranger than the headlines: a 1997 error code, three competing standards, and a company that plugs into all of them and wrote none. SEPTEMBER 11, 2026 We Killed Twenty-Five Trading Strategies to Keep Three Since June I have been building automated trading strategies with an AI coding assistant — about forty of them, on one small brokerage account. Twenty-five are switched off, a dozen are still simulating, and three trade real money. Every trading blog publishes its winners; here is the graveyard, with the cause of death written on each stone, because the reasons turned out to be the interesting part — and because the three survivors are only worth believing if you have seen what it took to get down to three. SEPTEMBER 10, 2026 Six Million Tokens in Eleven Minutes Some friends and I have been arguing about whether it will ever seem normal to spend six million tokens in eleven minutes to make a blog post — and whether a world where the well-off can run AI flat out leaves everyone else with the crumbs. So I priced the tokens, traced where the price is going, and went back to the last time a machine cost more than a house. The number that matters isn't the token count. It's which of two prices you're paying, and who is paying for the free one.