Capital de Tokens
August 2, 2026

A 92% AI accuracy rate can fool you

For example: an AI is right 92% of the time. Sounds good. But in which cases does it fail? Does it fail more often with certain users? Is the remaining 8% irrelevant, or does it include critical situations? Was the sample representative? What happens if the system is used millions of times a day? Without this way of thinking, you can celebrate a nice metric and deploy a massive problem

#Shorts
July 30, 2026

China doesn't need to win: it needs to learn

China manufacturing five machines does not mean those machines can replace ASML tomorrow. They will have to go through testing, calibration, integration with other equipment, error correction, and industrial learning. And they will probably perform worse, with lower productivity and lower reliability. But here's the uncomfortable angle

#Shorts
July 30, 2026

AI Promises Abundance, but It Still Comes with Limits

It's not enough to look at which model is better. You have to look at when it lets you use it, for how long, with how much context, and how much it degrades once you hit the ceiling. It's a kind of scarcity economy within an industry that promises abundance. The public narrative says: intelligence will be cheap. The daily experienc

#Shorts