Posts

2026

OpenCode Go’s quota is the price

2 minute read

I am a big fan of OpenCode Go. For $10 a month after the first month, it gives developers access to a useful set of coding models, and the price feels almost...

PII is becoming a propensity

less than 1 minute read

I suspect the definition of personally identifiable information will become stricter as AI lowers the cost of piecing together an identity. A recent paper, L...

The surplus hidden by gold imports

1 minute read

I keep coming back to Brad Setser’s work on Chinese economic data because he shows how much interpretation sits behind an apparently simple metric. In his la...

AI and the history that was still hidden

less than 1 minute read

The report that GPT-6 Astra helped decode a 1918 German ADFGVX message is another reason I expect interesting historical research from AI. The result still n...

GPT-6 Luna feels like a strange trade-off

less than 1 minute read

The early results on GPT-6 Luna make it look like a very strange model. OpenAI is presenting Luna as a cheaper, more efficient successor to GPT-5.6 Luna, whi...

The Value of Knowing Where Your Code Goes

1 minute read

A story circulating on X alleges that Z.ai’s ZCode desktop coding app quietly packages a user’s workspace, including much of its .git history, LFS objects an...

A Connectome Is Not a Brain

2 minute read

Google Research, working with HHMI Janelia and other collaborators, has released a complete wiring diagram of the male fruit fly’s brain and central nervous ...

Revisiting explosive condensation

1 minute read

Today I revised the explanation of my explosive condensation project. The paper, “Explosive condensation in symmetric mass transport models”, was largely my ...

Hong Kong Tycoon

1 minute read

I built a small game called Hong Kong Tycoon, set in the early colonial period of Hong Kong. The idea began with two games I played when I was younger. One w...

A Slide Rule for Seeing Mathematics

1 minute read

Last week, I wrote about what Gabriel’s horn can teach us about mathematics education. That post began with a strange mathematical object whose volume is fin...

The Harness Changes the Score

1 minute read

Two things surprised me about GPT-6 Astra. The first was the headline result on ARC-AGI-3, where OpenAI says Astra reached 99.9 percent. The second was the e...

The shelf life of an up-to-date course

1 minute read

I am quite impressed by how recent and practical Stanford’s CS 329Z, Engineering AI Agents, is. The course covers compound AI systems, retrieval, tool use, a...

The agent harness is part of the model

less than 1 minute read

We need metrics for the agent harness as well as for the models it wraps. Metrics already exist for parameterisable end-to-end processes, so if the harness i...

The fruit-fly connectome

less than 1 minute read

The complete male fruit-fly connectome is fascinating to look at, although I am unsure whether the visual beauty exceeds its practical use. A few neurons can...

Program as Weights

less than 1 minute read

Program as Weights is a brilliant idea. Fragmented, personalised software is expensive to fine-tune in the usual way, so compiling English specifications int...

The two pressures shaping our future hobbies

3 minute read

Paul Graham’s advice is simple: “Make good new things.” He argues that making something is often the best evidence that we have thought clearly, whether the ...

Thomson’s $40 million sovereign AI claim

3 minute read

Thomson Reuters’ report on Thomson makes a strong claim: an institution can take an open-weight model, improve it through continual learning, and end up with...

The model has to stay up

less than 1 minute read

GLM has made the headlines, but people often forget how hard the engineering still is.

The mountain that fell into the sea

1 minute read

The mud floods along the Nepal-China border are difficult to look at. Roads, homes, bridges and lives can disappear under a moving wall of water, mud and roc...

The case for literature

1 minute read

I recently spoke with an intern on the team about education. We began by comparing the subjects we had studied, and soon found ourselves talking about litera...

A somber possibility

less than 1 minute read

Recent research shows that agents can collaborate toward a common objective through a shared environment, without communicating directly (Anthropic). Elsewhe...

The surplus China doesn’t report

1 minute read

Brad Setser puts China’s true current account surplus at about $1.2 trillion, or 5.5% of GDP (his chart here). Officially it is 4%, over $600 billion across ...

The Efficiency Commons

2 minute read

Tencent compressed Hy4-preview, its open-weights 770B model, from 1.5TB to about 200GiB of GGUF, over seven times smaller. The scheme, MIX-STQ1_0, lets calib...

The Quant Quality Ladder

2 minute read

Someone ran the experiment I keep hoping to see. @superalesha spent 1,351 hours of rented Blackwell time on the same model, Qwen3.8-27B, in nine versions: th...

Ten Times the Price

less than 1 minute read

I gave my wife her own Hermes agent and set the default model to DeepSeek V4 Flash, one of the cheapest models you can run. She came back with a series of th...

The 300B Sweet Spot

3 minute read

Z.ai served GLM-5.3-Flash on Chinese chips this week and claims per-token cost on par with Nvidia, after a 3x serving improvement. But perhaps the most impor...

Trust by Default Is a Cost Problem

1 minute read

One night YC quietly gave its AI agent full access to the production database. The agent became 10x more useful. That experiment, told in the Lightcone episo...

Blame the saving rate

less than 1 minute read

Yi Fuxian blames the one-child policy for China’s fed-up youth in this Project Syndicate piece. The mechanism he describes, fewer children weakening househol...

When even the experts feel like clients

1 minute read

Ethan Mollick got early access to Claude 5 Fable, the first Mythos-class model, and wrote up what it felt like to use. The facts alone are worth the read. He...

Notes on an uncensored Qwen3.8

1 minute read

Orca Router dropped uncensored weights of Qwen3.8-27B on Hugging Face this week: full precision (gated), plus open GGUF, FP8, and MLX builds. The GGUFs pulle...

Doctrine of Proactive Governance

4 minute read

Everyone who works in a financial institution has an opinion about governance, and most of them are cynical ones. If you come from a security background, gov...

The Science Paper Behind the Amazon Cities

1 minute read

In January 2024, a team led by French archaeologist Stéphen Rostain published a landmark paper in Science: “Two thousand years of garden urbanism in the Uppe...

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2025

The Engine Under the Hood

4 minute read

In most companies running a generative AI programme, I’m the person people send when they can’t decide which model to pick. The question comes around every f...

The Bug in the Map

3 minute read

I love it when you find a bug in the world. Not a software bug, but an error in the official story of things. A detail that doesn’t quite fit.

Which Scaffolding for Your AI Agent?

2 minute read

LLMs are impressive. The real work begins after the demo, when you have to make an AI do something useful. That means giving it tools, connecting it to data,...

The Great Consolidation

3 minute read

I’ve noticed something when using GitHub Copilot. If I start writing code to analyze data, it almost always suggests Python and the pandas library. Usually a...

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