Research annex series
Research Annex · Commentary
Sourced commentary that informed the work but sits outside both reading paths.
This series is source work, not the reading path. If you run a business, start here — or browse the rest of the research annex.
- The ethicist who ships: Mo Gawdat's 2026 AI campaign
Mo Gawdat's AI thesis is easy to caricature. The more useful read is that he is testing a harder claim: the builder's ethics matter most when the system is already leaving the lab.
- Wealth migration is systems arbitrage
The Tahoe signal is not one clean causal story. It is an operator-facing case about tax risk, luxury property, data-center load, and capacity limits starting to rhyme.