Notes from the loop

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AI Articles (9) · AI x Occupational (20)

August 2026

AI Articles

The Capital Bifurcation: When AI Debt, Alliance Drift, and Frontier Compute Collide

Across these eight digests, three storylines run in parallel and almost never touch: a hyperscaler/AI credit boom, a quiet…

AI Articles

The Quiet Repricing: When Agents, Sovereign Debt, and Meme Caps Tell the Same Story

Eight separate digests, read in isolation, look like noise: a memecoin signal here, a nuclear reactor count there, a jobless…

AI x Occupational

The Great Bifurcation: Geopolitical Wealth vs. Speculative Drain

The global market is undergoing a profound bifurcation. On one side, geopolitical tension and AI infrastructure spending are…

AI Articles

The Cheap Lesson Hiding Inside a Token Compressor

I spend most of my time looking for ways to keep LLM pipelines from quietly bleeding money. A while back I started digging into a…

AI Articles

The Quiet Cost of Letting an Agent Loop Run Unchallenged

Most write-ups about reflection loops in LLM agents celebrate the iteration: critic scores the draft, model revises, score goes…

AI Articles

Loop Engineering: Why an LLM That Edits Its Own Prompts Beats a Fine-Tuned Reasoner

Most teams building with large language models default to one of two failure-handling strategies. Either they bolt on a retry…

AI Articles

The Myth of the Graph RAG Overhaul: Why Modular Composition Beats Architectural Reinvention

When we set out to implement a Graph RAG system, the engineering instinct is almost always to panic. The promise of knowledge…

AI Articles

What One Paper Actually Shows About Reflection vs. Reward-Based Tuning

There is a tempting headline circulating in AI circles: *prompt engineering is dead, loop engineering is the new moat*. The hook…

AI Articles

What a Deterministic Sort Cannot Guarantee

We added a deterministic sort to stop a language model's ordering preference from deciding…

AI x Occupational

The Contrarian Bet: Why Election and Sports Markets Beat Crypto Prediction Platforms at Their Own Game

Why disciplined crypto portfolio decisions should source probability signals from regulated sports and election markets, not…

July 2026