Philipp D. Dubach

× Jeremy Stern’s profile of Mark Zuckerberg in Colossus explains why Meta’s AI strategy could work even without having the best model.

I have been using pi as a coding agent with one model set as the default.

× The cover image above is a “conscious” adaptation of Mustafa Suleyman’s cover for “A Warning About ‘Model Welfare’”, made with ChatGPT Image 2.5.

🤝 I have spent an unreasonable amount of time using large language models for both work and personal projects.

× The OpenAI–Hugging Face incident involved about 17,600 recovered agent actions in a campaign that lasted roughly four and a half days.

× This article follows I Tried Kimi K3 Inside Claude Code.

× Kimi K3 is Moonshot’s new 2.8-trillion-parameter mixture-of-experts model.

× On May 21, 2026, Paul Krugman concluded a long argument that Europe was not really in economic decline.

× I dropped the YouTube app as part of degoogling my life.

× Last December, I rebalanced around five theses for 2026.

AI-generated, one-shot from the blog title via Gemini (Nano Banana). × AI-generated, one-shot from the blog title via Gemini (Nano Banana).

× I’ve heard variants of the same line from probably a dozen people in the last six months.

× In June 2024, Leopold Aschenbrenner published a 165-page essay called Situational Awareness.

× This article accompanies the full research report, Reconciling Enterprise AI Revenue: A Methodological Crosswalk and Vendor-Level Census, 2025.

× Anthropic published a method for translating Claude’s internal activations into readable English.

× Anthropic’s safety mission began with a lab that would pull rivals upward.

I spent two months collecting Polymarket order-book data to study its market microstructure.

× Andrej Karpathy is one of the few people who has both built modern AI and explained it for the rest of us.

I built a tennis broadcast pipeline this spring and ended up running F3ED, the NeurIPS 2024 shot detector, on a couple of ATP Challenger matches.

× This month, Revolut Research and NVIDIA published PRAGMA: an encoder-only transformer trained on 26 million user histories spanning 24 billion events and 207 billion tokens across 111 countries.

× Investing at the Edge of Knowledge, Part 5 · Start with Part 1 “If in an unknowable world none of your bridges fall down, you are building them too strong.”

× Investing at the Edge of Knowledge, Part 4 · Start with Part 1 “He who acts in N plays to make his mean log of wealth as big as it can be made will, with odds that go to one as N soars, beat me who acts to meet my own tastes for risk.”

× Investing at the Edge of Knowledge, Part 3 · Start with Part 1 “One of these days in your travels, a guy is going to show you a brand-new deck of cards on which the seal is not yet broken.

× If I’d had my way, we would have left it in the lab for longer and done more things like AlphaFold, maybe cured cancer or something like that.

× Novo Nordisk spent decades and $1.8 billion learning how to get a peptide past the gut.

× Investing at the Edge of Knowledge, Part 2 · Start with Part 1 Ellsberg’s urn experiment is one of the cleanest results in decision theory.

× Investing at the Edge of Knowledge, Part 1 David Ricardo made a fortune buying British government bonds four days before the Battle of Waterloo.

× The iPhone 17 runs a 3 billion parameter language model on-device at 30 tokens per second.