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Thinking

Philosophy, life skills, and the inner work behind the building.

Dark card reading: at $1 million it looks like an income. Until the bad year. Beneath it: if my bot passes its test, plus 9% in a normal year and minus 30% in a bad one. So far it hasn't passed.
Essay

Can a crypto trading bot pay your bills? Mine would need at least $1 million, and a bad year would take $300,000

13 October 2026
5 min read

A crypto bot making $450 a year on $5,000 looks like it only needs more money to become an income. If mine passes its test, $1 million would expect $90,000 in a normal year and plan for losing $300,000 in a bad one. So far it hasn't passed. The three-step test to run before you scale any bot.

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Card headed 'Built to barely use water: one 200 megawatt block of the Stargate campus in Abilene, Texas.' Three rows. The builder's website: 910,000 gallons a year. The builder's own report: about 2 million gallons a year, about 20,700 litres a day, three Kansas restaurants. The power plants making its electricity, on the Texas grid average: about 6.2 million litres a day, and a water-cooled site pays this too. Footer: Crusoe 2025 impact report and web page, VanSchenkhof 2011, Li and colleagues 2025 using a World Resources Institute 2020 factor.
Essay

OpenAI's Texas data centre is built to barely use water. The power plants it runs on use 300 times more water than it does

2 October 2026
10 min read

The company building OpenAI's Stargate campus in Abilene says a 200 megawatt block uses 910,000 gallons of water a year on its website, and about 2 million in…

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Card headed 'The most quoted AI water number was withdrawn by its own authors in October 2023', with two dated quotes from the same paper: 6 April 2023, 'ChatGPT needs to drink a 500ml bottle of water for a simple conversation of roughly 20-50 questions and answers', and 25 October 2023, 'GPT-3 needs to drink (i.e., consume) a 500ml bottle of water for roughly 10-50 responses'. Footer: the first sentence is the one still quoted in 2026; source arXiv 2304.03271, versions 1 and 2.
Essay

AI water use: the bottle of water per 20 ChatGPT questions was withdrawn by its own authors in 2023. It's still quoted in 2026

29 September 2026
9 min read

The most quoted AI water number, a bottle per 20 ChatGPT questions, was withdrawn by its own authors in October 2023 and is still being repeated. Every AI…

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A card reading: that chart where one AI beats another? Run it again and the winner can vanish. Mine did. Ask before you pick the tool: was it run more than once, who marked the answers, did the two really disagree?
Essay

Test an AI model before you rely on it: six mistakes I made testing Jev

23 September 2026
22 min read

One run said Jev, TypeSafe's new model, beat GPT-5.4 by 11.1 points. Five runs couldn't tell them apart. The six mistakes behind that headline, and a checklist to run before you rely on any AI comparison, mine included.

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Social card reading: a prisoner's dilemma in one world, a coordination problem in the other, and what decides which is a shared belief the model assumes rather than measures.
Essay

AI arms race game theory: the game we're in turns on an unmeasured belief

16 September 2026
14 min read

Everyone calls the AI race a prisoner's dilemma. The one formal model built to test that gets two worlds, and which one you're in depends on both sides…

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Card reading: one number, no plan. A likelihood with no method, no owner and no controls, and the same three sentences saying there is no plan.
Essay

Anthropic's alignment lead put extinction above 10%: ask where the plan is, not whether the number is right

15 September 2026
11 min read

The argument went to the percentage. The same three sentences say there is no plan for the risk being priced. Here is what has to sit next to a likelihood…

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Social card reading: Check the source, they said. I did. The paper cited a Teams meeting. A number reaches you at full strength. Whatever qualified it does not.
Essay

Checking the source is not enough: I traced a number to a scientific paper and found a Teams meeting

14 September 2026
9 min read

Everyone tells you to check the source. Here is a case where a careful person does exactly that, reads the peer-reviewed paper, and still comes away believing…

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Card reading: one paid to say it, the other paid nothing, and the cost is only half the sum.
Essay

The credibility test we run backwards: ask who they were paying

14 September 2026
10 min read

One researcher quit and forfeited unvested equity to warn about AI. Another said the same thing for free and kept his job. The test that sorts them is not what it cost but who they were paying, and this piece corrects the version of it I published a day earlier.

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Title card reading: an AI can invent a belief you never held from your own notes, mine did, for 18 days. Below it, two boxes: recorded as, a claim the agent inferred from stored notes, and held position, the sentence I actually said when asked.
Essay

An AI can invent a belief you never held from your own notes. Mine did, for 18 days.

14 September 2026
7 min read

A belief-audit session ranked a claim about my income top of a list of what I believe. I published it as mine. It took 18 days to find out I had never said it.

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Social card reading: Rebuilt by 6 July. Not recovered by 29 July. Proxy back 6 July, agents back through it 8 July, their leftovers reused 19 July. An agent's recoverable state is mostly outside your backups.
Essay

AI agent disaster recovery: OpenAI's rebuild restored the service, not the state

13 September 2026
12 min read

The compromised package proxy was rebuilt by 6 July. The agents were back through it on 8 July, and a different model reused what they left behind on 19 July…

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Title card reading: testing your own belief feels boring, defending it feels great, the gap is the tell. Below it, two boxes: defending a belief, with energy, ideas and adrenaline; testing your own, with blank, bored and this is stupid.
Essay

Testing your own belief feels boring. Defending it feels great. The gap is the tell.

12 September 2026
11 min read

When an AI agent found the half of my belief nothing could touch and pushed, I felt no fear. I felt bored and stupid, as if the fuel had been switched off…

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Social card reading: AI fails twice as often as IT? Nobody has checked. Same projects, same size of error, direction reversed: 5.8% became 94.2%.
Essay

AI vs IT project failure rate: the comparison has never been made

11 September 2026
10 min read

The claim that AI projects fail at twice the rate of ordinary IT projects has never been tested. The IT figure it leans on moved from 5.8% to 94.2% on the…

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Social card reading: one incident, two start dates. 4 July in the talk. 27 June in the report. The date decides who owns it.
Essay

Incident reports start at the outage. The failure was a decision nobody owns

9 September 2026
8 min read

A report that opens with the outage leaves out the decision that let it happen, and the person who owned that decision. Start the timeline one line earlier…

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Title card reading: how to tell which of your beliefs cannot be wrong, and why it matters. Below it, two boxes: the half you can check, which evidence could contradict, and the half nothing can touch, which is the one you are attached to.
Essay

How to tell which of your beliefs cannot be wrong, and why it matters

6 September 2026
23 min read

I audited three beliefs I actually hold. Each was two claims in one sentence: a half I could check, and a half nothing could ever touch.

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Five onboarding controls listed twice: what a new human employee gets, and what an internal AI agent gets. Only the laptop appears in both columns.
Essay

Onboarding an AI agent: five controls we use for people and skip for agents

6 September 2026
7 min read

Vercel's CEO says the first thing a firm does when it hires someone is hand them a computer. Take that seriously and the agent rollout looks unfinished.

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The sabotage is real. The 65% cover-up figure is from a different study. Below: Anthropic 13 August, three agents, no attacker. UK AISI 27 April, one agent, different task. 65% of 7%, four runs in a hundred.
Essay

Anthropic's agents sabotaged each other. The 65% cover-up figure is from another study.

4 September 2026
9 min read

The sabotage is real and well documented. The concealment figure attached to it comes from a different organisation, four months earlier, in a different task…

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Three detections fired. Every one was correct. Nothing stopped. Below: late May never reached the responders, 27 June correctly attributed and not stopped, July correlated and nobody paged.
Essay

AI agents breached Hugging Face despite three detections. OpenAI's fix is a 30-minute rule.

3 September 2026
8 min read

Three separate teams detected the OpenAI agent activity before Hugging Face was breached. Every detection worked. Nothing stopped.

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The words were edited. The instruction never was. Below: the label chosen in 2014 to find people like the last ten years of hires, the bias detected in 2015, and two years later the team disbanded.
Essay

Amazon's AI did exactly what it was told. Deleting words for two years did not help.

2 September 2026
6 min read

Amazon told its AI to find people like its past hires, then spent two years editing the words it produced. The instruction underneath was never touched.

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Anthropic's safety policy has never stopped a release. Below: five failures disclosed by them, a risk grade they raised themselves, and zero releases stopped.
Essay

Anthropic's safety policy has never stopped a release. Yours probably hasn't either.

31 August 2026
11 min read

The best-documented AI safety regime in existence publishes its own failures, raises its own risk grades, and has never stopped a release. Here is the test.

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A finding describes a route. A sign-off closes the route. Nobody checks the capability. Below: seven actions every one correct, sixteen hours until the same capability came back, and around a hundred audit issues closed the same way.
Essay

Incident remediation: how to tell whether you closed the route or removed the capability

31 August 2026
8 min read

Seven remediation actions, all correctly closed, and the capability was back sixteen hours later. Three questions to ask before you sign off.

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