Notes
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Expression · nuance
Underfitting is easier to explain
Learning is compression: you take what you've seen and squeeze it into a model you can act on.
Sep 2026 -
Silicon · perf per joule
Compute natively
If you want an operation done, the most energy-efficient hardware is the hardware that natively performs that operation.
Sep 2026 -
Silicon · predictability
Deterministic about where, probabilistic about what
Predictability and determinism are different axes. An architecture is preferred to be deterministic about where data moves, but the algorithm can be probabilistic about what the data means.
Sep 2026 -
Markets · reflexivity
The price knows it is being predicted
Short-term prices are hard to predict because any pattern in a market is made of people looking for patterns, so using it changes it.
Sep 2026