
The Safest Bet in Economic History
Freddie deBoer will win his AI wager with Scott Alexander. But "normal technology" is the most transformative force in human history — and he's testing the wrong timeframe.
Opinion analysis with tracked predictions and deep dives

Freddie deBoer will win his AI wager with Scott Alexander. But "normal technology" is the most transformative force in human history — and he's testing the wrong timeframe.

Legacy SaaS is becoming the new mainframe: still running, still collecting checks, but no longer where anyone builds anything new.

SaaS systems of record are becoming primitives. The real question is who captures value in the agentic layer above them.
Thesis momentum across demographics, financial repression, inflation, and reshoring

Google's comeback may be more fragile than the stock reflects

The cheating debate is a sideshow. Students need to learn to build and work with agents.

A time traveler from 2027 explains why the skeptics are measuring the wrong thing

My AI rejected this thesis. Twice. Here's why it's wrong.