vault concepts
Concepts
The recurring ideas, theses, and patterns the vault organizes around, sorted by how many pages build on them. Filter by context, then open one to read it and see what references it.
US fab capacity bottleneck → Intel as the alternative foundry
stock-market·46 refs·2026-05-18
HBM supply bottleneck
stock-market·38 refs·2026-05-29
Picks-and-shovels: leading-edge fab buildout
stock-market·36 refs·2026-05-27
US critical mineral independence
stock-market·36 refs·2026-05-30
Nuclear as the only viable AI data center baseload
stock-market·35 refs·2026-05-30
CoWoS packaging capacity crunch
stock-market·27 refs·2026-05-29
AI Coding Tool Landscape (2026)
artificial-intelligence·26 refs·2026-04-21
TSMC capacity shortfall and 4-year pricing power
stock-market·24 refs·2026-05-25
Copper supercycle: AI data centers and energy buildout
stock-market·21 refs·2026-05-27
AI Coding Productivity Paradox
artificial-intelligence·20 refs·2026-05-16
CUDA moat erosion at inference
stock-market·18 refs·2026-05-30
Why the 2026 energy shock is different from 2022
stock-market·18 refs·2026-05-30
Supply-shock inflation persistence: why central banks stay tighter than demand suggests
stock-market·17 refs·2026-05-30
AI Assistants for Older Adults
patia·16 refs·2026-04-21
Citizen Journalism vs Mainstream Coverage of State-Program Fraud
politics·16 refs·2026-05-13
The AI Vampire Pattern
career·16 refs·2026-05-12
Helium supply crisis: differentiated fab exposure and LIN/APD pricing power
stock-market·15 refs·2026-05-30
State-Administered Federal Program Fraud Vulnerability
politics·15 refs·2026-05-13
AI coding agents are asymmetrically weak on code that has never been written before
artificial-intelligence·14 refs·2026-05-15
AI Macro Signals 2026: All-In and Moonshots
career·14 refs·2026-05-16
Black Holes
science·14 refs·2026-05-30
El Niño 2026: commodity / agriculture / energy impact
stock-market·14 refs·2026-05-21
Trump 2026 Childcare-Funding Freeze
politics·14 refs·2026-05-13
Iran War (2025–2026)
politics·13 refs·2026-05-30
Minnesota State-Program Fraud, 2024–2026
politics·13 refs·2026-05-13
Coder → Builder: Role Consolidation in AI-Native Companies
career·12 refs·2026-05-12
Pose-driven vs audio-driven avatars
ai-video-generation·12 refs·2026-05-07
Quantum Entanglement
science·12 refs·2026-05-30
Shame as a UX Blocker
patia·12 refs·2026-04-21
US-Canada Trade War (2025-2026)
politics·12 refs·2026-05-14
Vibe Coding / Greenfield App Builders
artificial-intelligence·12 refs·2026-04-21
California Hospice Fraud, 2024–2026
politics·11 refs·2026-05-13
Florida Private Adoption Process
florida-adoption·11 refs·2026-04-20
Open vs closed source model economics
artificial-intelligence·11 refs·2026-05-21
Senior Mobile UX Principles
patia·11 refs·2026-04-21
Senior Tech Competitive Landscape
patia·11 refs·2026-04-17
Senior Technology Adoption Factors
patia·11 refs·2026-04-21
Transformation versus collapse (the late-antique historiography debate)
history·11 refs·2026-05-13
Inference speed as a pricing premium
stock-market·10 refs·2026-05-21
LLMs are a commodity; the moat is proprietary data + workflow integration
artificial-intelligence·10 refs·2026-05-16
Cattle-cycle beef supply squeeze
stock-market·9 refs·2026-05-21
Florida Adoption Costs
florida-adoption·9 refs·2026-04-20
Florida Adoption: Attorney vs. Agency
florida-adoption·9 refs·2026-04-20
Florida Private Adoption Types
florida-adoption·9 refs·2026-04-20
Gravitational Time Dilation
science·9 refs·2026-05-30
Journalism Practitioner Codes — Canonical Tenets
journalism·9 refs·2026-05-13
MCTS vs LLM RL — why the credit-assignment problem makes LLM RL inefficient
artificial-intelligence·9 refs·2026-05-21
Parallel Claude workflow
artificial-intelligence·9 refs·2026-04-21
The three camps of AI: superintelligence-quest / sober-researchers / value-capture
artificial-intelligence·9 refs·2026-05-16
Agent output verification
artificial-intelligence·8 refs·2026-04-21
AI Coding Tool Stacking
artificial-intelligence·8 refs·2026-04-21
Canada vs US Economic Divergence (2026)
politics·8 refs·2026-04-21
ChatGPT super-assistant vision: chat → actions + proactivity
artificial-intelligence·8 refs·2026-05-16
Defense industrial-base rearmament: magazine depth + neo-primes
stock-market·8 refs·2026-05-30
Expanding Universe
science·8 refs·2026-05-30
Late Antique Little Ice Age (LALIA)
history·8 refs·2026-05-13
Late Bronze Age Collapse
history·8 refs·2026-05-13
Limits of Science
science·8 refs·2026-05-30
No-Communication Theorem (why entanglement can't signal)
science·8 refs·2026-05-30
Plan-then-execute coding
artificial-intelligence·8 refs·2026-04-21
Seat-based SaaS disruption by agentic AI ("SaaSpocalypse")
stock-market·8 refs·2026-05-29
The "No Surprises Rule" — Right of Reply in Journalism
journalism·8 refs·2026-05-13
Vision-Only vs Sensor Fusion
autonomous-driving·8 refs·2026-04-20
AI Coding Benchmarks
artificial-intelligence·7 refs·2026-04-21
AI Implementer Opportunity
career·7 refs·2026-05-16
Antonine Plague
history·7 refs·2026-05-13
AutoResearch and the recursive-self-improvement loop
artificial-intelligence·7 refs·2026-05-23
Canadian Anti-Trump Sentiment (2025-2026)
politics·7 refs·2026-04-22
Canadian Decline Indicators (Brunet compilation)
politics·7 refs·2026-04-22
CLAUDE.md as team knowledge base
artificial-intelligence·7 refs·2026-04-21
Cosmic Microwave Background
science·7 refs·2026-05-30
Demo-to-product gap: the "march of nines"
autonomous-driving·7 refs·2026-05-15
Frontend Role Compression
career·7 refs·2026-04-17
Identity preservation in video diffusion
ai-video-generation·7 refs·2026-05-07
Neutron Stars
science·7 refs·2026-05-30
Quantum Internet / Quantum Networks
science·7 refs·2026-05-30
RL is more information-inefficient than you think (bits-per-flop)
artificial-intelligence·7 refs·2026-05-21
Spectroscopy
science·7 refs·2026-05-30
The SaaSpocalypse thesis: is AI eating SaaS?
artificial-intelligence·7 refs·2026-05-15
UNet-to-DiT shift in avatar video diffusion
ai-video-generation·7 refs·2026-05-07
US-Iran Nuclear Negotiations (2025–2026)
politics·7 refs·2026-04-21
Vibe Coding Security
artificial-intelligence·7 refs·2026-04-21
West–East divergence by geography
history·7 refs·2026-05-13
What AI research LLMs can and can't automate (the capability boundary)
artificial-intelligence·7 refs·2026-05-21
AB 2624 — "Stop Nick Shirley Act"
politics·6 refs·2026-05-13
Bell's Theorem and the Death of Local Realism
science·6 refs·2026-05-30
Canadian Provincial Divergence (2026)
politics·6 refs·2026-04-21
Editorial Register Classes
triangulate·6 refs·2026-05-13
Exoplanet Detection and Atmospheres
science·6 refs·2026-05-30
Florida Birth Parent Consent Rules
florida-adoption·6 refs·2026-04-20
FSD Safety Data Validity
autonomous-driving·6 refs·2026-04-20
MN Fraud Crackdown Over-Correction Tension
politics·6 refs·2026-05-13
Niche Vertical AI SaaS Playbook
career·6 refs·2026-04-20
Sea Peoples
history·6 refs·2026-05-13
Technology Anxiety in Older Adults
patia·6 refs·2026-04-21
The Vault Has Two Separable Functions: Substrate and Methodology
triangulate·6 refs·2026-05-13
Transferable F3 Misinterpretation Patterns
triangulate·6 refs·2026-05-13
Trump-Xi Summit (May 2026): trade reset, Taiwan warning, midterm framing
politics·6 refs·2026-05-15
AI Job Application Arms Race
career·5 refs·2026-04-20
Canada-China Trade Deal (January 2026)
politics·5 refs·2026-04-21
Device-Independent Quantum Key Distribution (DI-QKD)
science·5 refs·2026-05-30
Florida Adoptive Parent Eligibility
florida-adoption·5 refs·2026-04-20
Florida Birth Mother Expense Rules
florida-adoption·5 refs·2026-04-20
Florida Open Adoption Agreements (PACAs)
florida-adoption·5 refs·2026-04-20
Investment mistake taxonomy across four levels
psychology·5 refs·2026-05-23
LLM Wiki Pattern
career·5 refs·2026-04-20
Operation Epic Fury (February 2026)
politics·5 refs·2026-04-21
Senior Fraud Susceptibility
patia·5 refs·2026-04-17
Senior Technology Adoption Rates
patia·5 refs·2026-04-17
Spontaneous Parametric Down-Conversion (SPDC)
science·5 refs·2026-05-30
Training and Co-design as UX Levers for Older Adults
patia·5 refs·2026-04-21
Trump Derangement Syndrome (TDS)
politics·5 refs·2026-04-22
Approach-avoidance framing replaces risk-vs-attraction in investment decisions
psychology·4 refs·2026-05-23
Passive-flows structural bid: defined-benefit to defined-contribution shift
stock-market·4 refs·2026-05-30
Quantum Teleportation
science·4 refs·2026-05-30
Hutchins Commission and Social Responsibility Theory
journalism·3 refs·2026-05-13
Journalism Error Typology
journalism·3 refs·2026-05-13
Multi-Agent Code Review
artificial-intelligence·3 refs·2026-04-22
US biotech strategic technology offshoring: genetic engineering is the next programmable substrate
stock-market·3 refs·2026-05-30
Florida Private Adoption Agencies — Comparison
florida-adoption·2 refs·2026-04-20
Video Catalog Schema
patia·2 refs·2026-04-17