Theories

Stay up-to-date on our team's latest theses and research

The Problem with Prediction Markets

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January 13, 2026

Is a Coding Agent All You Need?

January 13, 2026

Is a Coding Agent All You Need?

December 18, 2025

It’s Not Too Late to Roll Back MCP

December 18, 2025

It’s Not Too Late to Roll Back MCP

December 12, 2025

The Gordian Knot of Inventory Management

December 12, 2025

The Gordian Knot of Inventory Management

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November 21, 2024

Theory Two

November 21, 2024

Theory Two

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November 20, 2024

My Little Library

November 20, 2024

My Little Library

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November 18, 2024

75 Cents per Month

November 18, 2024

75 Cents per Month

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November 15, 2024

Small but Mighty AI

November 15, 2024

Small but Mighty AI

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November 11, 2024

The Post Election Surge is Unevenly Distributed

November 11, 2024

The Post Election Surge is Unevenly Distributed

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November 8, 2024

I Talk to Robots While Driving

November 8, 2024

I Talk to Robots While Driving

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November 6, 2024

The White Collar Revolution

November 6, 2024

The White Collar Revolution

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November 5, 2024

Profit Dollars per GPU Dollar

November 5, 2024

Profit Dollars per GPU Dollar

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October 29, 2024

Trends in the Post-Modern Data Stack

October 29, 2024

Trends in the Post-Modern Data Stack

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October 29, 2024

My AI Rube Goldberg Machine

October 29, 2024

My AI Rube Goldberg Machine