HeyJaredWojciech Gryc
- Indexed articles, last 90 days
- 4
- Latest publication
- Aug 10, 2026
- Outlet visibility, for Emergingtrajectories
- Top 10M sites
- Earliest in this view
- Jul 19, 2026
Latest articles
The Tradeoffs Facing Japan's Economy (opens the original)
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This past week's US-Japan collaboration on shoring up the Japanese yen leads to the question—what's wrong? Why is the Japanese yen getting so weak, and is there something wrong with the Japanese economy? Japan has one of the largest debt-to-GDP ratios and is particularly disadvantaged due to the Iran War driving up oil and energy prices. At the same time, its technology industry has a lot to offer, but not without tradeoffs. Here, we're exploring some of those tradeoffs: interest rates versus de
Situational Awareness and the Impending Market Volatility (opens the original)
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There are thousands of articles and opinion pieces on Situational Awareness: what happened, what went wrong, and so on. We're less interested in exploring that here as you can find lots of deep dives and many more to come, we're sure. Contrary to what others say, we believe that Situational Awareness struggled this past week because of forces pushing prices down, but it also benefited from those same forces when its asset prices were skyrocketing in value over the past ~18 months. Situational Aw
Commodification of Intelligence: Good, Bad, and Ugly Circular AI Deals (opens the original)
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Every few months, and especially this week, the AI space gets criticized for circular financing and customer relationships. OpenAI raises money from Microsoft, spending it on Microsoft servers; Nvidia backstops CoreWeave debt, and CoreWeave buys Nvidia GPUs. “The bubble is about to burst!” analysts scream. Analysts point to dot-com deals with circular investments in 1999, arguing that this is all bound to happen again[1][2]. They are wrong. Circular deals are more interesting than “good” or “bad
Kimi K3, Qwen 3.8, and Anthropic's (potential) Unravelling (opens the original)
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This past week, two state-of-the-art (SOTA) foundation models were launched: Moonshot Labs' Kimi K3[1] and Alibaba's Qwen 3.8[2]. Both are allegedly close to Anthropic's Fable 5 in performance, and both will have their model weights released publicly in the coming weeks. Kimi K3 and Qwen 3.8 represent a strategic challenge to top-tier model developers and what they'll need to do to compete moving forward. They prove that the SOTA frontier is possible to attain with open models, and this represen
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