The Most Expensive Assumption in AI
Sara Hooker's research challenges the trillion-dollar scaling thesis. Compact models now outperform massive ones as diminishing returns hit AI.
Latest Posts
Against All Odds: The Mathematics of 'Provably Fair' Casino Games PROJECT
Statistical analysis of 20,000 crash game rounds verifies the 97% RTP claim. But 179 rounds per hour means expected losses exceed 500% of wagers hourly.
Enterprise AI Strategy is Backwards
85% of AI projects fail. Only 26% translate pilots to production. The winners automate the coordination layer where employees spend 57% of their workday.
Big in Japan
Japan holds $5 trillion in foreign assets. With 30-year JGB yields now above 3%, the carry trade that defined Japanese investing faces new friction.
Ozempic is Reshaping the Fast Food Industry
Cornell research: GLP-1 users cut grocery spending 5.3%, fast food 8%. With 16% household adoption and savory snacks down 10%, food stocks face headwinds.
Does AI mean the demand on labor goes up?
AI was supposed to free us. The Jevons paradox plays out in real time: efficiency expands workload, not leisure. 77% of workers say AI added to their work.
Repo might be even bigger than we thought
New OFR data reveals $12.6 trillion in daily repo exposures—$700 billion larger than previous estimates. The plumbing of modern money remains poorly understood.
The Market Can Stay Irrational Longer Than You Can Stay Solvent
Steve Eisman explains how U.S. equity markets have structurally decoupled from everyday economic reality through concentration and passive investing.
Social Media Success Prediction: BERT Models for Post Titles PROJECT
Training RoBERTa to predict Hacker News success revealed temporal leakage inflating metrics. How temporal splits, calibration, and regularization fix it.
Beyond Vector Search: Why LLMs Need Episodic Memory
Context windows aren't memory. Explore EM-LLM's episodic architecture, knowledge graph tools like Mem0 and Letta, and why vectors fail for sequential data.