Thinking beyond the AI demo.
Research and writing on AI economics, workforce transformation, decision-making, evaluation, strategy, and governance, published as essays and working papers rather than marketing copy.
A framework by Vector & Value AI
The Vector & Value Matrix
A two-axis map of where AI creates value and where the risk lands, with a monthly compass of where AI pressure is moving.
A reference by Vector & Value AI
The Model Register
Language models seen two ways: how each is built, and what it means to depend on it. Architecture and GPU memory for CTOs; price, license, jurisdiction, and vendor concentration for boards. A sample of 19 from our analysis of more than 100.
Case study: the Compute Register
Thirteen AI accelerators compared on memory, model fit, supply chain, and software lock-in.
The AI insight map
AI is changing more than how work gets done. It is changing where value accrues, what judgment is worth, who is accountable, and where the boundaries lie. Nine essays, placed on the Vector & Value Matrix.
All essays by theme
Amplify
What happens to human expertise?
Automate
Who captures the value?
Authorize
Who owns the inputs and outputs?
Read everything on Substack
A new essay most weeks, published there first and separate from our formal research papers. Subscribe to get them by email.
Research papers
Working papers, hosted in full on SSRN.
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AI Evaluation
Early-Truncation and Information Leakage in Small Non-Reasoning-Tuned Language Models
SSRN, 2026
Research on where common evaluation shortcuts distort what we actually learn about a model’s reasoning.
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AI & Markets
How Much Short Interest Does a Squeeze Need? Amplification Thresholds and the Measurement of Herding in Meme Stocks
SSRN, 2026
How much short interest it takes for attention-driven herding to amplify into a squeeze, and how herding in meme stocks can be measured.
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AI Governance
Infrastructure or Regulation? State–Platform Bargaining over AI Localization
SSRN, 2026
State–platform bargaining over AI localization, and what it means for organizations deploying AI across jurisdictions.
See the complete listing on our SSRN author page.
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