The thesis engine
Thinking
Notes on the systems worth building — where the data lives, which numbers to trust, and what it takes for an agent to earn a seat at a regulated table.
Sep 3, 2026 · 11 min read
The Resume Was the Job
Read →A first-person account of an August 2026 fake-recruiter approach: a purported Houston robotics company, "Fuchuang Technology LLC," claiming up to $1.5 billion in planned investment, offered a federal/defense SVP role that is now with the FBI. The piece walks through the five open-source checks that broke the fraud, matches it to the Five Eyes "Safeguarding Our Secrets" bulletin on state-linked fake recruiters, and ends with a seven-step verification checklist for anyone fielding unsolicited offers.
Jul 8, 2026 · 6 min read
The 2027 API Collapse: Why the AI Wrapper Model is Dead
Read →By 2027, commercial API costs, grid limits, and regulatory interference converge on a mass insolvency event for AI application layers. The financial, municipal, and technical data says the wrapper model is already dead: own the hardware and the weights, or be priced out.