a metric i drafted twenty years ago as an indicator of "peak information"...

"Assume the declining cost of information (COI) has driven economic activity for fifty years. Then the stagnation or increase of COI could be disasterous for the economy. The preceding graph shows an inflection point in Internet user growth, implying that Internet growth is slowing and will soon stagnate.

We could build a COI monitor by creating a weighted market basket of information-related costs and prices. Cost of microchip inputs versus their price. Cost of telecom inputs versus their price, etc. Monitor changes over time to throw a warning flag when the Information Revolution has peaked"

https://www.scry.llc/2025/09/1...

Sarah Connor heaves a sigh of relief as Skynet decides to terminate Bernie instead.

a simplistic view. Tragedy of the Commons. Network systems are not libertarian.

https://www.scry.llc/2024/12/2...

I worked for Infosys and HCL. ChatGPT already exceeds native Indian ability and trustworthiness. Few Americans realize that Indians who come to US are heavily filtered and culturally indoctrinated. They represent the top 5% of Indian society. India will have huge problems soon.

Tragedy of the Commons. Purely selfish endeavor leads to a systemic failure for everyone

this comment will rival Gates' clueless comment that "The Internet Is A Fad".

Bezos apparently has no grasp of history -

https://www.scry.llc/2024/12/2...

"Keynesian theory is right. The real cause of economic depressions is the mismatch between production time and consumption time which occurs gradually as productivity rises. Governments then create make-work jobs in a haphazard attempt to maintain consumption (equilibrium). Eventually, the impedance mismatch leads to collapse and a new system. We are probably on the verge of that change."

https://www.scry.llc/2014/05/1...

"Saturated industries often consolidate for vertical integration. Large companies buy smaller competitors, and they also purchase their vertical supply chain to reduce costs and manage dependencies. A classic example is the American car industry, which went from 1500 companies to today's Big Three (and the occasional glitch like Tesla)."

I wrote The Vertical Web 13 years ago in expectation of this era.
It's just history repeating.

ChatGPT never sandbags me with deception like offshore resources and never slanders me to management behind my back like onshore resources. That alone makes it a superior coworker.

"Learn to farm" is the new "learn to code"

I wrote this almost a year ago and was a bit surprised to see it pick up a couple of hits today... probably because I made a good prediction last July. ;)

https://www.scry.llc/2025/07/2...

Essentially. the Ai companies have overshot the commercial sweetspot for AI. You don't hire a PhD to deliver mail or repair a leak. Existing open source, locally hosted models can do quite a bit of digital work right now, as is, at a predictable, fixed cost. Sovereign systems...

https://www.scry.llc/2026/04/0...

ChatGPT says there are students that learn and students that coast. AI is just another tool that spans the difference.

the only reason bitcoin still works was because Blackrock propped up bankrupt miners in 2023 so they could ETF the hell out of it. Miners losing money since the coin halving in April 20w4 and the next coin halving will accelerate losses exponentially. the math is pretty simple...

annual income = # of coins x price per coin
annual energy cost = terawatts used x cost per terawatt.

Annual Coin Income: $77k x 165k coins = $12.7 billion
Annual Energy Cost: 169 terawatts @ $0.105 per kwatt = $17.7 billion
Annual Net Loss: $5.0 billion

50% of miners went bankrupt in 2023 and bitcoin came close to systemic failure. Same thing is happening again, miners have collectively lost around $4 billion since April 2024 and are losing around $500 million per month right now.

https://www.scry.llc/2026/02/0...

.

98% of investors don't realize that the bitcoin miners have been losing money for 20 of the past 25 months since the last coin halving. they're spending around $18 billion in energy to mine 165k coins at $70k. Do the math

the miners have been redirected assets away from Bitcoin to AI, the Bitcoin network has been oversaturated since August and doubled saturation rate in May.

https://www.scry.llc/2026/05/2...

ie. bitcoin is probably dropping 10% of its transactions now.

AI makes software a much cheaper commodity and Law of Demeter is superceding the aging framework of fiat currency.

https://www.scry.llc/2025/05/0...

"Monetary reality shapes resource use and efficiency. The Age Of Fiat created enormous dysfunctionality and dislocation of resources which will likely reverse soon"

https://www.scry.llc/2025/12/0...

"Globalism is an artifact of a transitional condition: widespread acceptance of fiat currency. As its masking power weakens, organizations like the BRICS countries are turning to localized, commodity-based sytems."

Sovereign IT systems are trending up.