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The Year Models Commodified
When AI stops being the differentiator and starts being the substrate
Feb 17
•
A Z Mackay
7
1
5
Research Notes: The Year Models Commodified
Opening: The Question That Started This
Feb 17
•
A Z Mackay
1
The Salesperson in Your Head
Your AI assistant now takes ads and handles your wallet. One of these pays for the other.
Feb 10
•
A Z Mackay
7
1
1
Research Notes: The Salesperson in Your Head
Sam Altman called advertising a “last resort” for OpenAI.
Feb 10
•
A Z Mackay
1
The Servants' Quarters
What happened when we built a social network for AI and humans showed up anyway
Feb 3
•
A Z Mackay
11
6
5
Research Notes: The Servants' Quarters
Started with a ratio that didn’t make sense.
Feb 3
•
A Z Mackay
2
January 2026
The ChatGPT Moment for Things That Move
What Nvidia's shift to 'physical AI' reveals about who actually gets a future
Jan 28
•
A Z Mackay
7
1
7
Research Notes: Physical AI and the Pivot Nobody's Talking About
Started with a simple curiosity after watching Jensen Huang’s CES 2026 keynote: when exactly did we stop expecting gaming hardware at a tech show?
Jan 28
•
A Z Mackay
3
Disinformation Without Effort
The economics of synthetic media favor quantity over quality. That's the point.
Jan 20
•
A Z Mackay
11
1
2
Research Notes: Disinformation Without Effort
Why do fact-checkers always seem to be losing?
Jan 20
•
A Z Mackay
1
The Voight-Kampff Moment
When proving you're human becomes your problem, not theirs
Jan 15
•
A Z Mackay
10
7
5
Research Notes: The Authentication Inversion
Noticed something odd last week: my new Pixel phone had a setting I’d never seen before.
Jan 15
•
A Z Mackay
3
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