Posts
The Financial Statement Is a Projection
Accounting gave the corporation a compact, conserved image of itself. Computers and AI agents make it possible to preserve the higher-dimensional economic structure and compile reports from the model.
The First Full-Body VR Company Should Start as a Gym
Headsets can now render convincing worlds. What remains scarce is machinery that can safely render force—and the gym is the right first market for building it.
The Factory Before the Factory: Searching the Product Space Before Building the Plant
How existing industrial shops, new financial instruments, and continuous production can let small firms search the physical product space before building a dedicated factory.
Open Compute Licensing: A Market Economy for Public-Goods Software
Open source solved access but never solved value capture. Open Compute Licensing proposes a contract primitive, a measurement unit, and an accounting institution so public software can receive income when commercial cloud services are built on top of it.
Forward Revenue Finance: Turning Supply Chains into Bankable Assets
The supply chain is the balance sheet. Forward Revenue Finance is a contract primitive that turns industrial process learning into a financeable claim, letting suppliers earn deferred margin on the products their work makes manufacturable.
Leveraging Chain-of-Thought Network Effects To Compete With Open Source Models
How Chain-of-Thought reasoning enables proprietary AI providers to build defensible advantages through network effects and inference optimization, challenging the dominance of open-source scalability.