00-3Thoughts // research.log
Thoughts on AI, quantum computing, systems design, and personal opinions.
05.02.26
Two Lenses on x402: A Builder and a Data Guy Compare Notes
Two builders, two telescopes on the x402 network. Phibo on the operator side, Tom on the observatory side. Here's what each saw, and what aligned.→
04.28.26
The Hormuz Blockade Is a Semiconductor Time Bomb and Nobody's Watching the Clock
Trump just ordered a naval blockade of the Strait of Hormuz. Markets are focused on oil. But what if they're looking at the wrong thing?→