Writing

Essays

• June 29, 2026 Essay The Case Against Building New Roads The technology behind autonomous vehicles is nearly perfected. The real prize is coordination, every car's path planned in concert, several times the throughput of today's roads. What's left is political: standards, a timeline, and the will to set them. Underwrite transport infrastructure against that future, and much of the concrete we're about to pour stops making sense.
• June 17, 2026 Essay The AI Industry: From Molten Tin to the Trillion-Dollar Buildout A walk up the whole AI chain — from the math a GPU does for each token, to why an agent costs ten times what a chatbot does, down to the molten tin and the brittle supply chain behind every chip. What the trillion-dollar buildout is betting on only makes sense once you've seen the math.