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Occam's Razor

a16z just moved its recruiters "to the edge" and said the quiet part: the agents do it about as well and far faster. Most white-collar work was never the work — it was the formatting. AI is Parkinson's Law run backward: Occam's Razor held to the org chart, cutting every entity between the question and the answer. The blade isn't aimed at the worker. It's aimed at the distance.

Oct 16, 2026

The Low-Cost Provider

Intelligence just hit parity — five frontier models inside five points of each other — and a 3.8x gap blew open on price. When the product is identical, the only thing left to compete on is the cost to serve it, and that's won by whoever already owns the chips and the data center to run them, assembled and plugged in. Character.ai is the first to get marked to market: the product as engaging as ever, the equity wiped — because you can't rent a frontier token to sell a commodity and keep the lights on.

Oct 15, 2026

I Pledge My Honor

The internet was a highway, so it stayed private. AI takes action, so it won't. The largest pool of private capital ever assembled is building the one asset it will not be allowed to keep.

Oct 14, 2026

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