Cameron Otsuka

Articles

G20 Ministers Watching Their Yields

newsletterSovereign yields are back at their highs just as the political and geopolitical backdrop gets messier.

Why AI Companies Are Hunting for Data Nobody Else Has

newsletterThe next AI race is for data that hasn’t already been consumed.

Formal Verification: When Intention Is Not Enough

newsletterAs AI gets better at exploiting the gap between intentions and implementations, formal verification becomes hard to ignore.

Bitcoin Wallets Emptied

newsletterTurns out, software is hard.

Bitcoin's Opt-In Constitution

newsletterBitcoin's rules are enforced by adoption, not decree.

Wisconsin Won't Write the AI Put

newsletterWisconsin is making Oracle secure the power plants behind its AI data center

Circle's Float Problem

newsletterOpen USD's challenge to the issuer-led stablecoin model.

American AI Suzerainty

newsletterWhat if export controls on Anthropic were the "right decision?"

Blocking Your AI Access — For Your Safety

newsletterIf the frontier AI models are too dangerous for the public, then who gets access to them and what does the public get to use?

From AI Tools to AI Loops

newsletterThe move away from prompting and towards crafting the AI ouroboros.

Tokenmaxxing as Management Theory

newsletteror, I sure hope finance doesn't this bill...

Necessity Is the Mother of Huawei's Invention

newsletterWill Chinese chipmakers innovate themselves around US sanctions and re-level the AI lab race?

Soft Wars for Hard Infrastructure

newsletterAre we manufacturing anxiety for the next truth machine?

Glasswing & Daybreak: You Are (Not) Secure

newsletterWhat if frontier labs can turn constrained compute into market leverage?

TPUs Advance on Nvidia

newsletterWhat happens when AI accelerator demand is no longer synonymous with "Nvidia GPUs"?

Bitcoin Mempools Cleared: Is Nobody Using Bitcoin?

essayBitcoin mempools have cleared before and there's no immediate reason to panic.

R1 vs. o1: AI as Commodity or Moat

essayIs DeepSeek's R1 an existential threat to OpenAI?

Monetary System Enshittification

essayIs the US monetary system experiencing enshittification? And how do we solve it?

Minimum UTXO Value

noteA look at what Bitcoin dust is, historical fee rates, how fees are calculated, and a decision on a minimum UTXO value to stay above the dust threshold.

Removing a Drive from a Btrfs Array

noteIf a drive is failing in an array, Btrfs could block attempts at removing the drive due to corrupted files. A quick write-up of how to get it removed.