12 October 2026
Drive
11 October 2026
10 October 2026
Totemic Energy for Different Times
Still, it was a tad disorienting to watch the San Jose Programmers play the Santa Monica Lapdogs.
The Rise and Fall of Populations
*no AIs were harmed in the creation of this post.
US Created Half the World's New Millionaires Last Year
Estimated portion of the world’s new millionaires that this figure represents : 1/2
September 2026 • Source: UBS (Zurich)
09 October 2026
Live Streaming Executions
One Way We Look Into the Future
We use financial markets to see into the future.
08 October 2026
What People Are Paying to Live in the World's Most Entrepreneurial City
In the first seven months of 2026 : 160
Our Fascination with Sports
Decades into your own life, you may still have doubts about whether you're winning or losing.
But you can turn on a game three quarters of the way through and know—in an instant—who's winning.
07 October 2026
Would You Go for High Score or ...?
Would you try for a high score in joy? For yourself and your fellow players?
Or would it suddenly be game over, so to speak?
The Current Gap Between US and Chinese AI
Martin Chorzempa - in a Peterson Institute presentation - reports on the current gap between American and Chinese chips. It is substantial.
Chorzempa reports that Chinese chip production is improving but remains far behind US quantity and quality. Deepseek's Liang Wenfeng reportedly said that the chip gap between US and China is currently "fourfold plus two years." What that means is that it takes four Huawei chips to match one Nvidia chip from two years earlier. (These are leaked remarks reported in July of 2026.)
Further, the US AI global revenue is greater than Chinas. In May of 2026, Anthropic reported $47 billion. In July of 2026, Zhipu reported $1 billion and DeepSeek about half that.
06 October 2026
With a MU MU Here, and a GPU There
Well Read or Just, Well ...
05 October 2026
The Reminder in Each Nobel Prize
Nobel Prizes will be announced over the next week. They are such a wonderful reminder that we are so far from exhausting the possibilities of new knowledge. The best chapters of the human story still lie before us.
A Package Deal
“And, of course, the I and h.”
“I! Ha! Yes. But h? What’s the h for?”
“Hubris, apparently.”
An Odd Bit of Pandemic Nostalgia
04 October 2026
Haphazard
"It's all just a roll of the dice, isn't it Clive?"
"Well, the way you approach it, yes. Yes it is. And again, my name is not Clive."
Investigations of a Metaphysical Detective
Each episode he dives into another faith tradition, embracing their beliefs and practices, congregation and clergy.
One drawback, of course, is that given it takes so long to properly immerse into a particular religion, the show may take a few years to release each episode.
03 October 2026
Silicon Valley Isn't Just Further West - It is Further into the Future
Silicon Valley has always meant higher prices. Years ago, when I traveled to work with clients in the heart of the Valley, I paid at least three times, and sometimes five or six times, what a nearly identical hotel room cost anywhere else in the country. This was during the internet buildout. I remember business trips in those early days spent scrolling through page after page of search results just trying to find a hotel with a vacancy, at any price.
The AI boom is, curiously, yet another California gold rush. About three-quarters of Nvidia employees are reportedly millionaires, and a huge share are worth tens of millions.
Why do Valley prices stay so far above everyone else's? Some are just spikes. Gold Rush eggs didn't stay at $3, and Valley hotel rates fell when the dot-com bubble burst. But I have an odd theory about the rest: Silicon Valley sits closer to the future.
If you had told someone in 1970 that a typical home would someday cost over a million dollars, they'd have dismissed you as speaking nonsense. In Silicon Valley, that day has already come. Time has a way of making outrageous prices seem normal.
Silicon Valley isn't just a place out West. It's a place further into the future, where people are already paying prices that will seem normal nearly everywhere in a decade or three.