From first principles: AI and Capitalism

You’re probably caught in a bit of confusion. You know AI is powerful. You know it will change everything. But you’ve tried to use it in your day-to-day life and found a false promise was somewhere introduced. It hasn’t made your job significantly easier. It gives advice you can’t always trust. You aren’t sure how it’s supposed to actually fit into your, or anyone’s life, let alone be such an omnipotent threat or savior as to radically alter the fate of humanity. Are you crazy?

On the contrary. If you pay attention to the contradictions you notice in the reality vs. the perception of GenAI, you can use this case as a vaccine, to inoculate your thinking against the lies that capitalism routinely parrots in order to convince you of its worth and necessity. Let’s hold up the mirror.

AI is a perfect reflection of capitalism itself.

1. Economics is a social construction to solve a social problem (how to value transactions – not how to deal with scarcity. Orthodox economics clearly doesn’t “deal” with scarcity in any way, especially natural scarcity; it's neatly externalized in order to obscure the real decisions made, politically and socially, about who does and doesn't deserve resources).

2. Capitalism nominates a class of people who are value-deciders (owner class, now investor class) and, through business relationships between one another and a dialectic between that class and the working class (the non-owner, non-investor class), value is decided.

3. Capitalism’s value-deciders are the bourgeois, those who own capital. Traditionally capital was the means of production, i.e., the buildings and machines and land that created products which were sold for a profit. This class of owners were able to decide the value of those products among other owners based on their incentive to sell. But they are also able to decide the value of the labor that helps create the products by virtue of their willingness to buy. – Willingness to sell and willingness to buy are also subject to social creation in addition to material constraints. (Ads, psychology, the social distribution of the things needed to live, inflation, colonialism, etc.)

4. But capitalism has a major internal contradiction: because owners are not exposed to much risk, there’s not much constraint on available wealth – capitalism tends to monopolize. But it must have the appearance of being competitive or it will lead to unchecked inflation and the collapse of value. To solve this social challenge, capitalism seeks unlimited growth from its investments. Investments that fail to grow fail existentially and must be stripped for parts. This maintains pressure and participation in the economy. – But the failure only extends to the business and the workers. It does not extend to the owners – again, see the point that they are not exposed to risk.

5. Because growth is merely a social construction to solve the social problem of not enough risk exposure for wealth accumulators, it is essentially an illusion and can be endlessly gamed by those who are considered value-deciders, but only if it maintains the illusion of value coming from growth, from something “real” like scarcity or demand.

6. This tendency leads capitalism to abstraction, or “going meta” (Survival of the Richest). As “growth” in sectors is conquered by other owners or by an increasing concentration among the same owners, the need to demonstrate more growth (and therefore the validity of capitalism as a social enterprise) leads to the creation of levels of abstraction upon the original transaction (i.e., the original valuation – a bet on the 49ers to win the Super Bowl, upon which a surprising amount of abstraction can be layered: The stock price of the gambling company, the bets against the stock price of the gambling company, the mortgage owned by the better, the bets against that mortgage defaulting, etc. etc. etc.; not to mention the value of the stock of the 49ers, the Super Bowl ad space, ad nauseam).

7. Therefore, capitalism is an economic system organized by a class of owner-value-deciders who must consistently achieve the perception of growth. Since growth tied to physical scarcity will quickly exhaust itself and make the internal contradiction clear, their chief mode of growth is abstraction, where a new arena of value-determinations can be made.

8. Some initial value under capitalism is determined by a “market” via transactions: The creation of a product or service that is then sold.

9. But much of the value-determination under capitalism is facilitated through bets, placed through the stock market, or now through prediction markets; or in the holding of property; or in any accumulation of a certain capital.

10. Though the final payment of the bet is zero-sum, for both the arbiter of the bet and the outcome on which bets are placed, hype creates value (for the arbiter, on the cut; for the outcome, on the temporary infusion of capital which can be used to purchase value elsewhere and is not due back, since it’s the responsibility of the losers). – Also, bet-takers can hedge their overall investment in the bet to effectively “both sides” the bet while reaping real wealth from the benefits of owning bets (tax evasion, other benefits of being wealthy conferred by regulatory capture)

11. Therefore, hype – the perception of value whether there “is” or “isn’t”, whether it’s a “good” bet or not – creates real wealth under capitalism.

12. This is explains the AI tech bubble but it also explains why companies seem to legitimately think AI will improve their business outcomes: it is the perception of the offloading of work. And that’s why it DOES create value, at least among publicly-traded companies that are able to convince shareholders (betters) that the adoption of AI is valuable. Just the perception of being able to reduce labor costs or otherwise innovate creates real wealth. And because it is a bet, the value of the bet is largely determined by hype.

13. Similarly, the value or innovation created by AI itself, as in your evaluation of its output, is also determined by hype: by your ability or willingness to believe that its output is human, or super-human. It creates nothing but a perception. It is literally a machine that creates perceptions that are likely to be believable.

14. It’s basically the endgame capitalist technology.

Thanks for listening.

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I never thought I would get married. I never thought I would be looking to buy a house with someone. Yet, here I am doing both. It feels incredible, wonderful, and a bit scary, mostly on the buying-a-house part due to age rather than anything else.

Falling in love and getting hitched was never in my thoughts because of my lifestyle, mostly nomadic. People come and go in my life. They don’t stick around. Part of it is living overseas. Part of it is just my nature. It is something I accepted as part of my path until it changed a few years ago.

I met the love of my life – the one who changed me. The one who shaped how I would love many years ago. It began with a clear end – he would move to the United States at some point. We would enjoy our time together and see things, but there would be an unknown end date. In the early years of that relationship, we talked about being together forever, but there would be awkward pauses, so we dropped the topic and enjoyed our time. It ended as expected, and I was hurt. I fell for another, but quickly saw that the future there wasn't going to happen because of timing.

Then I met him with no expectations, no hopes for the future, only to enjoy being with him. We saw each other a lot, then more. We travelled and learned more about each other. There was safety and security as we grew together. It was love, and I felt it for a while, but this feeling or fear – “he will leave me” was still there even though there were no signs or anything, but the thought was there.

He came home with me last year to meet my mom and see my childhood home. He saw the place where I grew the most – Korea, where I spent 7 years. In return, I got to know him more and liked what I saw and what I learned. We grew together and began seeing how lucky I am to have him in my life, and we wanted to build a future together.

The thought has always been there. The talks have always been there. Until we talked last night. He moved in fully near the beginning of the year and has enjoyed it a lot. We have been looking for apartments to build, which is a huge step. Then I turned to him, and we talked, never sure how to 'do it right.' So I asked, “Do you wanna?” and he said, “Sure.” We were joking, but we weren’t. I am lucky beyond words and looking forward to many, many years ahead.

In Summary: * Another quiet Sunday ends well. The San Antonio Spurs win over the Portland Trail Blazers this afternoon was MOST enjoyable. The only things remaining between now and bedtime are my night prayers, and I intend to start on them soon.

Prayers, etc.: * I have a daily prayer regimen I try to follow throughout the day from early morning, as soon as I roll out of bed, until head hits pillow at night. Details of that regimen are linked to my link tree, which is linked to my profile page here.

Starting Ash Wednesday, 2026, I've added this daily prayer as part of the Prayer Crusade Preceding the 2026 SSPX Episcopal Consecrations.

Health Metrics: * bw= 231.92 lbs. * bp= 151/91 (67)

Exercise: * morning stretches, balance exercises, kegel pelvic floor exercises, half squats, calf raises, wall push-ups

Diet: * 07:10 – 1 big cookie, 1 banana * 08:30 – 1 ham and cheese sandwich * 10:00 – candied bananas * 12:50 – garden salad * 13:45 – bowl of pancit * 15:30 – 1 big cookie * 16:15 – 1 fresh apple

Activities, Chores, etc.: * 07:20 – bank accounts activity monitored. * 07:40 – read, write, pray, follow news reports from various sources, surf the socials, nap. * 12:20 – listening to the pregame show of this afternoon's Detroit Tigers vs Cincinnati Reds on the Reds Radio Network * 14:00 – now listening to the pregame show ahead of today's San Antonio Spurs vs Portland Trail Blazers game * 14:40 – and... the Spurs Game is starting. * 17:20 – and ... Spurs win 114 to 93.

Chess: * 11:00 – moved in all pending CC games, registered for another “3 days per move CC tournament” with games starting 01 May

#writing #revolution #NoDAPL #indigenous #landback #MMIWR #abolition #education #essay

This post is Part 1 of a series on social revolutions of the past 30 years — examples where public consciousness has massively shifted in favor of liberation. My aim is to create space to pause and acknowledge how things have changed in ways that once felt impossible, remind us that things can always be otherwise. It is inspired in part by Rebecca Solnit’s 2016 edition of Hope in the Dark and David Graeber’s 2007 essay “The Shock of Victory.”

The average education about Native American history when I was growing up in rural Nevada was pretty much “Indians helped the Pilgrims at Thanksgiving” or “savages viciously attacked poor defenseless settlers.”

Nowadays, while you may still hear such distortions and genocide-justifying lies from right wing pundits, broader public awareness of indigenous peoples’ continued existence and ongoing defense of their lands, stewardship practices and philosophy have blossomed in fire.

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Thin Green Line protestors in Tacoma, WA, source: Media Project Online

Books like Braiding Sweetgrass and The Serviceberry by indigenous scientist Robin Wall Kimmerer have been a sustained presence on the NYT Best Seller list, and the former was one of the most checked out books from the public library in 2024.

Even television shows like the FX dramedy Reservation Dogs (2021-2023), created by indigenous filmmakers Taika Waititi (Māori and European descent) and Sterlin Harjo (Seminole and Muskogee descent) has opened up a wider space in the media landscape for depictions of indigenous characters as something beyond crass stereotypes or the lie of the “Vanishing Indian.”

Reservation Dogs poster, source: FX

Films like Martin Scorsese’s Killers of the Flower Moon (2023) have brought to the mainstream moviegoing public a powerful story of what colonization really looked like, depicting indigenous Americans not as “backward savages,” but in fact the prosperous land-owning class of the Osage Nation of modern-day Oklahoma — that is, until their family members are systematically murdered to give the white settlers access to exploit that land’s rich oil reserves through marriage to an Osage woman.

This character, Mollie Burkhart, is stunningly played by Lily Gladstone (Piegan Blackfeet, Nez Perce), for which she received an Academy Award nomination for Best Actress. Gladstone she has since used her platform to Executive Produce four films to date, centering on contemporary Native American stories of Missing and Murdered Indigenous Women (Fancy Dance), adolescence (Jazzy), confronting generational trauma of the residential school system (Sugarcane), and steps toward restoration of indigenous land and animal stewardship (Bring them Home).

The discussions of settler colonialism have gone from basically unspeakable heresy against the very soul of America to, it seems to me, pretty widely accepted in liberal to leftist circles at least (I mean John Oliver made the direct comparison of the US to Israel on a late-night comedy show). Reading Roxanne Dunbar-Ortiz’ An Indigenous Peoples History of the United States in 2024, I was struck by just how far the public sphere has shifted in narratives about indigenous people in just the 12 years since the book’s publication.

#NoDAPL

I trace a significant part of this recent shift to the 2016-2017 Standing Rock protests against the Dakota Access oil Pipeline, which made international news as indigenous water protectors and allies in solidarity occupied the historic lands of the Standing Rock Sioux Tribe for 11 months through the harsh North Dakota winter. The protests and occupations were multi-pronged, including support from 87 indigenous nations, thousands of activists, legal scholars, and organizers.

NoDAPL protest march in 2016, source: IndianNZ

The NoDAPL protests brought the issues of indigenous tribal sovereignty, broken treaties, and especially the indigenous conception of water and lands as sacred to the forefront of public discourse about climate change and the United States’ history of genocide.

The backlash

With each of the social revolutions I will cover in this series, I must acknowledge not just the positive steps toward shifting public consciousness, but also the reactionary backlash which inevitably follows.

This has been twofold: the State repression against activists attempting to defend water and life, and culture war against intellectuals, educators, and artists. In the former, law enforcement has deployed all manner of violent tactics (borrowed from the anti-Civil Rights police violence of the 1950s-1960s), from water cannons to chemical weapons and rubber bullets, to siccing dogs on protestors. The legal repression escalated to such a degree that those occupying the Standing Rock Sioux reservation were given prison sentences ranging from a few months, up to eight years (for single count of property damage).

Not to be deterred, #StopCopCity protestors began occupying the Weelaunee Forest in Atlanta in 2021 in the wake of Black Lives Matter Uprisings in 2020 (which I will cover in a future entry of this series), connecting struggle against anti-Black systemic racism and police with indigenous sovereignty. Again, protestors and those engaging in direct action were met with violence, most famously the murder of non-violent resister Tortuguita (whose death is still under investigation), which made international news spurred a week-long demonstration of solidarity.

Tortuguita in Welaunee Forest in 2021, source: Twitter

The second prong of backlash against rising indigenous sovereignty can be seen in the response to revisionist histories like 1619 project (commemorating the 400th anniversary of the beginning of American slavery upon its publication in 2019). The same year, President Trump signed into law the 1776 Commission, intended to enforce “patriotic education” to combat to “twisted web of lies” he claimed was being taught regarding systemic racism in U.S. schools.

This, paired with the overall withdrawal of funding from US education and the ongoing dismantling of US Department of Education by Executive Order is the result of long decades of psychological warfare waged by the likes of Steven Bannon and other right-wing political actors, cataloged brilliantly (and disturbingly) in Annalee Newitz 2024 book Stories Are Weapons: Psychological Warfare and the American Mind.

Paths forward

That said, I am encouraged by Grace Lee Boggs’ words in The Next American Revolution (2012), where she analyzes how radical, beloved community has risen in Detroit in the face of monumental dis-investment and violence by the State and Capital, creating autonomous networks of care and creativity — including in education. Alternatives to “patriotic” public schooling are cropping up, like the Boggs School, founded in 2013 on the philosophy and activism of the late Grace Lee and her husband Jimmy Boggs, over their decades of organizing in the Midwest city.

These types of schools center around education as a practice of freedom, in the tradition of Paolo Freire’s work in literacy in rural Brazil, Freedom Schools of the 1960s which opened up education to Black Americans to learn about their history and spark critical consciousness to take action in their society.

Education has long been a site of struggle for Indigenous peoples everywhere, with a major tactic of colonization being the suppressed of indigenous knowledge, language, and traditions — perhaps most famously in the Residential School System, part of the “Kill the Indian, Save the Man” philosophy of forced assimilation and destruction of indigenous culture.

Promising efforts in excavating and restoring indigenous knowledge systems are blossoming all over the world, like the School of Māori and Pacific Development at the University of Waikato in Aotearoa (New Zealand), established in 1996 and becoming the Te Pua Wānanga ki te Ao, Faculty of Māori and Indigenous Studies in 2016. The emergence of these sorts of research institutions are heartening, as are the environmental remediation projects combining indigenous land stewardship and Western scientific methods.

Commencement Ceremony at the University of Waikato, source: Waikato.ac.nz

Indigenous peoples have been resisting erasure, colonization, and dispossession for hundreds of years. Now is the time of a growing movement to stand in solidarity and learn from one another if we want to make it into the next century.

Suggested Reads

• Our History Is the Future: Standing Rock Versus the Dakota Access Pipeline, and the Long Tradition of Indigenous Resistance by Nick Estes
• The Red Deal: Indigenous Action to Save our Earth by The Red Nation
• Coexistence & A Minor Chorus by Billy-Ray Belcourt

I have two things on my mind

(This will be my best post yet)

1

I am now after a painfully long time in the microwave transformed into a popcorn.

There’s no way on this earth to unpop a popcorn

This new me isn’t just a hard shell but inside out

Soft

Of course it hurt, but look at me now

I am weightless

This is my final form of course

#poetry

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2

I’m watching Tulsa king. I see with great interest Stallone playing this mafioso guy out of prison, just murdering anyone who he finds disrespectful, just doing things his way, even though he is a prisoner of his own principles, is somewhat satisfying: seeing him solve most of his problems with violence like that.

Yes👍 🤌

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24 April 2026

The Leonardo book A Life in Drawing (2019) has been open on the floor of my studio this week; specifically his map drawings. In the summer of 1504, he was employed by the Florentine government to map parts of the river Arno, and there's one drawing in particular that I keep returning to—on page 127, fig. 93—A weir on the Arno east of Florence. It describes damage to the river embankment from water bursting through a weir. Such a wonderful drawing, the movement of the water alive in his precisely-rendered rushing and swirling lines, the site of destruction gently heightened with a darker blue than the rest of the wash representing the water. That meeting, between the physical intensity of natural phenomena and measured observational focus such that the eye dilates enough to make room for the emotion of a space to enter through the hand, is something close to what I'm after right now.

In 2026, I started using a paper notebook as my main organizational tool. That came with a conscious effort to let go of the idea of finding the perfect workflow or toolchain. Four months in, I have to say it is working pretty well.

First, handwriting is faster and more fun than typing on a keyboard, especially a virtual one. If you need the copy digitized, you have to rekey it, but I find that small overhead acceptable, because in many cases I need to revise the text anyway (so far, all digitalization tools, including smart pens, have not worked for me. Fixing errors in the automatically converted text is far more unpleasant than simply rekeying).

Using a paper notebook for task management, Bullet Journal-style, also has the advantage that of keeping you honest. Task management apps make it too easy to create a multitude of tasks and conveniently push them from day to day. The limited space in a notebook forces you to decide whether you want to manually copy, complete, or give up a task.

However, I need to remind myself constantly that the notebook is not a precious journal of my life but a working tool. There is an entire notebook culture that tries to convince you otherwise. I currently use a $35 Art Collection Moleskine notebook because it was the only one with dot-grid paper I could find on New Year’s Eve (the McNally Jackson bookstore has a wide selection of notebooks, but it seems to categorically reject dot-grid paper). At more than 20 cents per 120g page, it makes you wonder whether the paper is worth it for what you want to write down. Honestly, I’m looking forward to being done with it and using a more reasonable notebook.

The Darkest Road est un roman publié en anglais en 1986. Il s’agit du troisième et dernier volet de The Fionavar Tapestry, une trilogie de fantasy par l'auteur canadien Guy Gavriel Kay.

The young heroes from our own world have gained power and maturity from their sufferings and adventures in Fionavar. Now they must bring all the strength and wisdom they possess to the aid of the armies of Light in the ultimate battle against the evil of Rakoth Maugrim and the hordes of the Dark.

On a ghost-ship the legendary Warrior, Arthur Pendragon, and Pwyll Twiceborn, Lord of the Summer Tree, sail to confront the Unraveller at last. Meanwhile, Darien, the child within whom Light and Dark vie for supremacy, must walk the darkest road of any child of earth or stars.

Je ne vais pas faire durer le suspense plus longtemps : ce troisième tome est encore meilleur que les précédents et conclut magistralement la trilogie. Les deux premiers volets étaient déjà riches en grands moments mais ils permettaient aussi bâtir des fondations pour une conclusion épique et émouvante. Cela paye totalement dans ce troisième tome : les enjeux sont colossaux et surtout, après m’être attaché aux personnages, j’ai été d’autant plus touché par ce qui leur arrive et par les choix qu’ils font.

Les choix, il faut en parler, car il s’agit là d’un thème majeur de la trilogie, sous-jacent jusque là et qui se révèle totalement dans ce dernier tome. La question du libre arbitre face au destin est centrale dans le récit de Guy Gavriel Kay. Ses personnages semblent parfois enfermés dans une destinée inévitable, mais ils font des choix. Parfois difficiles, parfois douloureux, parfois tragiques. Parfois, il n’y a que de mauvais choix, et il faut choisir entre deux maux. Parfois, il faut savoir abandonner le pouvoir. Ou sacrifier sa vie pour celle des autres.

Je me souviens des premiers chapitres du premier roman, j’étais intrigué, déjà un peu envouté, mais je n’étais pas forcément séduit par les protagonistes que l’auteur mettait en scène. Aujourd’hui, après avoir tourné la dernière page du dernier tome, je vois tout le chemin parcouru avec tous ces personnages que j’ai appris à aimer et dont je me souviendrai longtemps. Je garderai également le souvenir de ces personnages dites « secondaires » mais tellement mémorables : Matt Sören, Galadan, Darien, Finn, Diarmuid bien sûr.

Ce qui avait commencé comme un récit de fantasy épique classique, fortement inspiré par Tolkien, avec une dose de Narnia et de légende arthurienne, s’est avéré un cycle de très grande qualité, servi par un style impeccable et envoutant. Je pressentais après le premier tome que cette trilogie était l’une des rares qui pourrait ne pas souffrir de la comparaison avec l’œuvre de Tolkien : je suis ravi de pouvoir le confirmer aujourd’hui.

22 April 2026

Image inventory: fuzzy figure on a street from above through a magnifying glass, a calligraphic graffiti of the letter B on the tube, the point of a man's mohawk on his neck approaching the apex of a mandala-like tattoo on his back, an arching tree canopy over a street receding downhill into a distant cluster of homes (near Crystal Palace Park), the tail of a concrete lion outside the British Museum, a peeling billboard of a billboard, at the top of a hill a yellow to red gradient sculpture (yellow and orange vertical steel beams leaning against a red one), dead fish stacked vertically in bowls on a table at a farmer's market, a spider web spanning a hole in a brick wall, a small wire dragonfly sculpture, a street intersection (stark shadows) from above, a mouse running across tube tracks.