https://future.lulzx.space/blog/ Constraint-first analysis of AI, semiconductors, and capital. Every claim traceable to a 100,000-word forecast. en https://future.lulzx.space/blog/falling-floor.html https://future.lulzx.space/blog/falling-floor.html Sat, 01 Aug 2026 12:00:00 GMT inferencemoatsunit economics Inference cost at a fixed capability fell 100 to 1000 times in two years, on a published schedule. Any product whose moat is model access has about two years of shelf life. https://future.lulzx.space/blog/taiwan-gray-zone.html https://future.lulzx.space/blog/taiwan-gray-zone.html Fri, 31 Jul 2026 12:00:00 GMT taiwansemiconductorsrisk The likelier failure is not an invasion but a quarantine, a war-risk insurance premium, and an export licence that takes eleven months instead of three. https://future.lulzx.space/blog/cheap-scoreboard.html https://future.lulzx.space/blog/cheap-scoreboard.html Thu, 30 Jul 2026 12:00:00 GMT verificationcapabilitycareers AI is superhuman at competitive programming and merely fine at telling you whether to take the job. What separates the two is the cost of checking the answer. https://future.lulzx.space/blog/no-night-no-neighbors.html https://future.lulzx.space/blog/no-night-no-neighbors.html Wed, 29 Jul 2026 12:00:00 GMT energydatacentersspace Solar is the cheapest electricity ever sold, for about a quarter of the day. The cost of firming the other three quarters, plus the politics of every terrestrial site, is the case for putting datacenters in orbit, and in June SpaceX turned that case into a product. https://future.lulzx.space/blog/silicon-electrons-permits.html https://future.lulzx.space/blog/silicon-electrons-permits.html Tue, 28 Jul 2026 12:00:00 GMT energydatacenterspolicy For thirty years the binding constraint was chip supply. By 2028 it is interconnection queues, turbine order books, and environmental review.