James Thomason
banner
jamesthomason.com
James Thomason
@jamesthomason.com
Tech Analyst | Portfolio Manager | Venture Investor | Philosophy of Technology - Not investment advice
How it started, how it's going, Intel #$INTC earnings edition. 😈
January 22, 2026 at 11:35 PM
I'm ready to give up on LLMs and declare shenanigans on the entire AI market. You spend hundreds of hours prompt engineering to get a reliable output until the cloud vendor rugpulls you with a new model that's completely busted. You can't rely on cloud AI models at all. It's self-hosted or nothing.
January 14, 2026 at 2:38 AM
The bubble isn't the bug. It's the feature.

What we call "bubbles" are actually society's option premium on discovery.

The dot-com crash? Two-thirds of companies failed, but Amazon inherited infrastructure dead competitors paid to create.

Is this rational? Nobody knows. That's the point.
November 12, 2025 at 9:35 PM
Deus ex nihilo: Decoherence and the superposition of capital in the OpenAI ecosytem

Read on: jamesthomason.com/deus-ex-nihi...

You just don't understand the beauty and complexity of the system, the sacred geometry of what Sam Altman has manifested in OpenAI...
September 23, 2025 at 4:35 PM
When an old friend checks in to make sure you’re not dead but later you realize they were hoping.
September 16, 2025 at 1:06 PM