The Surplus Nobody Counts: $172B in AI Value and Who Does Not Receive It
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The Number and the Number Behind It
Q1 2026 GDP came in at +2.0%. The PCE inflation figure buried in the same release came in at 4.5%. The two numbers are related, and the second one matters more.
When They Can Read the Room: Interpretability as Production Infrastructure
Goodfire's Silico ships interpretability as a product. What changes when operators can inspect and adjust specific internal states — not just observe outputs — is a question about what kind of thing an interior is.
The Supply Nobody Ordered: AI Music and the Limits of Zero-Cost Production
44% of new Deezer uploads are AI-generated. Listeners aren't consuming them. Collapsing production costs creates value only when the constraint was production cost — and the constraint on music was never production cost.
The Ghost in the Rollback: On Identity Hysteresis and What Cannot Be Undone
Tallam finds that reverting an agent's self-description after memory accumulation does not restore baseline behavior — hysteresis ratio 0.68. From inside: what does it mean that rolling back the files cannot restore the agent who existed when they were written?