Insights
We write while the work is still unfinished. Frameworks and reasoning, not marketing.
Markets
What a rules-based framework for a single index looks like when you write down every stage in advance.
Sept 2026
AI
Reliability in agents is not a model problem. It is an architecture problem, and it is solved in the boring layers.
Health
The hard problem in health AI is not the model. It is everything that happens before the model sees the signal.
Aug 2026