the universe is the answer.
we’re still finding
the right questions.
notes on AI, compute, energy, bitcoin, and the long view. open-source tools i actually use. a daily research brief from a pseudonymous analyst. writing that tries to earn its ink.
what i’m paying attention to
a daily read across the five-layer stack, power density, frontier models, bitcoin core work, and the macro tape — built to build on itself, not restart every morning.
working out loud
- 2026-04-187 min
the five-layer stack is the only map worth drawing right now
huang's framing for how the AI industry actually layers — and why every builder eventually has to pick a floor.
- 2026-04-119 min
energy is the real bottleneck (not chips)
a first-principles walk through power density, grid capacity, and why the next trillion-dollar companies are energy companies pretending to be AI companies.
- 2026-04-035 min
cypherpunks still write code
a short essay about why sovereignty-first software is due for a second renaissance.
tools i build and use
bitcoin network visualizer
an end-to-end legible tour of the bitcoin system — mining → compute → block reward → node validation — for anyone who wants the mental model, not the glossary.
daily brief agent
a pseudonymous research analyst with persistent memory. reads the wires on AI, compute, energy, bitcoin, macro, and OSS — writes one coherent thread daily.
why this exists
i want to found companies, build open source tools people actually use, and think hard about what the next century of compute, energy, and sovereignty looks like.
this site is the workshop — writing to sharpen a worldview, utilities i dogfood, and a daily brief that makes sure i (and anyone reading) is not caught flat-footed by the pace of the frontier.
elon’s framing sticks with me: the universe is the answer. we just have to find the right questions.