These Strange New Minds
My notes
May 2, 2026 Journal 16 min
Andler on Problem and Situation
Reading notes on chapters 1.4, 6.5, 7.4, and 8.1-8.2 of Daniel Andler's Intelligence artificielle, intelligence humaine. I have been making my way through Daniel Andler's Intelligence artificielle,…
May 2, 2026 Deep Dive 24 min
The Moat That Cannot Be Coded: Nvidia, Frontier Labs, and Defensibility in the 21st Century
Tacit knowledge, CUDA as institutional memory, and who captures AI value when models commoditise.
May 7, 2026 Deep Dive 25 min
Pareto Frontiers and Lock-In: When Mathematical Sub-Optimisation Is the Right Strategy
What the inference market and Nvidia's no-surge-pricing tell us about strategic decisions in multi-dimensional spaces.