Writings

I publish on Substack — physics, free will, AI, markets, and whatever else I can't stop thinking about. Below is a live feed; click any title to read it on Substack.

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• The Emperor Has No Identification Jul 6, 2026

  Why asset demand elasticities don’t mean what you think

• ARGH! Jun 29, 2026

  America Remains Great, Halfwits!

• Disincentivize! Jun 22, 2026

  On the most boring, responsible thing ninety-six million Indians are quietly doing — and the strange national reflex that mistakes it for a problem.

• Musk’s Space Data Centers Are a Bet That Moore’s Law Stays Slow Jun 15, 2026

  It's not a cooling bet, and barely a launch bet. It's a bet on how slowly Moore's Law moves.

• I Won’t Show You Mine Jun 8, 2026

  Twenty years ago, a famous pod shop sent me their standard IP form. I walked away. The contract that landed on my desk in 2005 is about to land on yours.

• Bitcoin doesn’t bounce back. It slouches back Jun 1, 2026

  What the math of telephone exchanges and queues tells you about Bitcoin.

• Capital May 25, 2026

  Or, How the Smart Money Got China Spectacularly Wrong While Calling India a Bad Bet

• You Can't Quietly Park at 0.1c May 18, 2026

  What the Physics Actually Says About the Alien Probe Hypothesis

• Accession (The Kashmir dispute) May 11, 2026

  How a Maharaja's Sex Scandal, Seven Days of British Ownership, One Panicked Signature, and Seventy-Eight Years of Spectacular Mutual Stubbornness Created the World's Most Ironic Territorial Dispute

• So You Want to Be a Quant May 4, 2026

  What is the sound of one hand clapping?

• The Conservation Law of Tax Alpha Apr 27, 2026

  A simple minded trader and theoretical physicist deconstructs Wall Street's current hottest product.

• The Mystery That Launched a Thousand Papers — Solved? Apr 20, 2026

  How a 40-Year-Old Puzzle Led Me to a Universal Law of Particle Masses

• The Tetrad Tour, Part II Apr 13, 2026

  Politics, Beauty, and Why We Don’t Get Nice Things

• The Tetrad Tour, Part I Apr 6, 2026

  What Falls Out When You Apply Four Lenses to Everything

• The Tetrad Mar 30, 2026

  Four Lenses That Explain Everything (Including God)

• The Simplicity Tax Mar 23, 2026

  Why Retail Investors Pay More for Worse Products (And What It Reveals About the Limits of Behavioral Finance)

• A Reader's Guide to Quantum Theory Meets Gravity Mar 16, 2026

  What each chapter is about, what it establishes, and why you should care

• The Gatekeepers Mar 9, 2026

  Or, How Indians Didn't Just Export Indian Culture — They Decided What Western Culture Was

• The Conquest Nobody Planned Mar 2, 2026

  Or, How a Guy Who Has Seen Exactly Five Indian Movies Explains Why India Won Without Trying

• AI X and the X of AI: Two Revolutions for the Price of One Feb 23, 2026

  Stephen Wolfram Was Almost Right