This Is Not Another Tech Newsletter
A Manifesto for Clarity in an Age of Spectacle
Silicon Valley is drunk on its own narrative. Founders pitch the infinite. VCs sermonize about AGI. Journalists transcribe hallucinations as if they’re news. Everything is “inevitable,” “exponential,” or “disruptive.”
Meanwhile, the real world runs on constraints: power grids, latency ceilings, capital bottlenecks, regulatory drag, and human inertia. Most people ignore this. I don’t.
This Substack exists for one reason:
To think clearly in a world that runs on delusion.
AI Is Real. That’s the Problem.
This is not a “debunking” project. I do not deny the power of AI.
In fact, I believe it may become far more powerful than it is now—transformative, dangerous, maybe even civilizational. But believing that doesn't require us to speak in prophecy.
We don’t need to imagine gods to recognize power.
We don’t need mysticism to take the future seriously.
And we don’t need metaphysical incantations to reason about real systems.
If your vision of AI ignores physical capital, organizational adoption, or thermodynamic limits, then it’s not insight. It’s theatre.
What This Is
Trenchant critiques of techno-mysticism
Structural breakdowns of AI, infrastructure, and capital flows
Post-hype analysis of startups, systems, and incentives
Writing that assumes intelligence, not attention deficits
I don’t chase trends. I interrogate them.
I don’t “explain” things. I cut them open.
The Doctrine
This newsletter is grounded in four principles:
Constraint > Speculation
Reality has a latency floor, a power ceiling, and a budget. If your story doesn’t, it’s fiction.Incentives > Intentions
People don’t act on ideals. They act on payouts. Always follow the leverage.Architecture > Application
Most innovation is plumbing, not prophecy. I trace the stack beneath the pitch.Disillusionment > Explanation
I write for those who already know something is wrong, but need the tools to see how deep the delusion runs.
Who This Is For
This is for the outliers. The skeptics. The engineers who smell bullshit. The operators who see the friction. The thinkers who want rigor, not reassurance.
If you’re done being lied to with optimism, welcome.
If you crave structure beneath the slogans, you’re home.
Subscribe not to feel good, but to see clearly.
Think from the ground up. The sky will take care of itself.
