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Notes & observations.

On data, uncertainty, and the limits of models.
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9 articles · 2023–2026
  1. Harari’s Imagined Imagined Communities

    A critique of Harari’s account of shared stories and large-scale cooperation.

  2. Common Arguments About the AI Bubble

    Five common AI bubble arguments, from valuations to workplace productivity.

  3. Supervised Learning, RLHF, and DeepSeek R1

    A math-class analogy for how three training approaches score an LLM’s answers.

  4. A Simple Stock Market Trick: Use Logarithmic Charts

    Why logarithmic stock charts make percentage changes easier to compare.

  5. Farewell, Yann LeCun

    On Yann LeCun, scientific metrics, and having skin in the game.

  6. Yuval Harari's Dataism: Why is it a Bad Idea?

    Why more connections and more data do not necessarily mean more information.

  7. Estimate Book Review Entropy from Pre-trained Embeddings

    An experiment in measuring the diversity of book reviews with embeddings and entropy.

  8. A Simple Way to Estimate DDP, A Better Alternative to GDP

    Estimating Democratic Domestic Product with the Gini index and a Pareto distribution.

  9. Fat Tails, Survivorship Bias, and the Illusion of Exponential Growth

    How focusing on the winners can turn fat-tailed outcomes into a story of exponential growth.