Thesis 03 · The leverage
The AI Thesis
This is the 1993 internet era. AI rewards owners and leverage-users — and punishes everyone else.
The claim, in one paragraph: In 1993 the internet looked like a toy for nerds; thirteen years later it had eaten retail, media, and telephony. AI is on the same curve for knowledge work. That gives you two moves, not one: own a piece of the buildout (the infrastructure layer is the railroad phase — chips, energy, data centers), and use AI as personal leverage (a one-person operation with good tools now does the work of a team). The people who do both get the upside twice. The people who do neither get automated.
I live the second half: I build with AI agents daily — trading tools, business-development systems, this website. The leverage is not theoretical. It's Tuesday.
The honest tension, stated upfront: AI destroys jobs and creates leverage, and nobody knows the speed. The thesis isn't "AI will save us" or "AI will doom us." It's that the direction is obvious even when the timing isn't — so you position for the direction and stop trying to time the arrival.
The full thesis is coming — the claim, the evidence, what it means for a regular person, and where it could be wrong. Until then, the essays are where this thinking happens live.