Essays and notes
Public writing on systems, attention, behavior, AI-native work, and ideas that benefit from being explored in public.
June 21, 2026
The Next Exploit Surface Is Behavior
What the JaredFromSubway exploit tells us about AI-generated agents, MEV bots, and fingerprintable vulnerability patterns.
June 20, 2026
What the market leaves behind
On prediction markets and what the market leaves behind.
June 19, 2026
Петька и вертикальная ось бытия
О Петьке и вертикальной оси бытия.
June 8, 2026
Инфернальный пакт Чапаева, или Как Петька душу через REST подписывал
О казначее ада, девственном пергаменте, KYC в преисподней и первой в истории попытке продать душу по лимитной заявке.
May 25, 2026
The Council Doesn't Vote: A Fourth Axis for LLM Trading Decisions
Karpathy built an LLM Council. The honest negative result he reported is the most important thing in that repo. Here's what I learned digging into it, and the minimal experiment I'm running on my own trading engine.
May 24, 2026
Анка Проксиметчица и слепота микроструктуры
О лживых минутных свечах, плевках вебсокета и буддийских пощечинах Чапаева.
May 24, 2026
Бесплатных переходов не бывает: четыре налога Древа Сефирот
Почему ты второй год сидишь на ретритах и ничего не меняется. Каббала решила эту проблему пятьсот лет назад: у любой трансформации есть фиксированная комиссия, и налоговая не принимает крипту.
May 14, 2026
The Two Greatest Unpatched Zero-Days in History
A postmortem on how two legendary hacking syndicates gained root access to the most paranoid system on the planet—and why the DEA refuses to patch it.
May 11, 2026
Чапаев и спотная пустота
О пустых свечах, дырявом тейпе и диалектике рыночной тишины.
May 7, 2026
Digital Privateering: Realpolitik in the Age of Techno-Feudalism
Stop trying to build utopian DAOs. To survive the platform monopolies, become a digital privateer by exploiting the structural blind spots and internal conflicts of the elite.
May 6, 2026
UBI is a Ration, Universal Investment is a Stake: Designing the Non-Coercive State
Universal Basic Income and Universal Investment contradict each other if we rely on coercive taxation. But if we redesign the state as a protocol, UBI becomes the natural dividend of shared AI infrastructure.
May 6, 2026
Why the AI Bubble Narrative is Wrong: Nvidia is a Central Bank, Not a Cisco
Skeptics are using the wrong historical map. The AI boom isn't the dot-com bubble because Nvidia isn't just selling hardware—it is acting as the central bank of a new economy, and compute has become a macroeconomic reserve currency.
May 4, 2026
The Macroeconomics of AI: From Skilled Labor to Owned Assets
As AI decouples labor from capital returns, the definition of economic freedom shifts from selling time to owning automated productive loops. A map of the current window, the incumbent trajectory, and the closing subsidy of cheap intelligence.
May 3, 2026
AI Code Review: Four Pipelines Worth Stealing
A compact map of what Codex, Claude Code, Gemini CLI, and Cursor-shaped CI each optimize for, plus two copy-paste review prompts you can drop into agents or repos.
April 29, 2026
Hiring Scam Detection as Adversarial Economics
A simple monotonic metric for detecting extraction in hiring, plus a copy-paste ChatGPT rescue flow for low-energy situations.
April 29, 2026
What Does Not Kill You
A valuable aphorism, a dangerous oversimplification, and the missing conditions that separate growth from damage.
January 28, 2026
The Art of Shut the Fuck Up
On flow, myth, and the rare talent to disappear in time.