The Big Yellow Book
A book about the post‑AGI economic system—where the core constraint is energy, and the core asset is the ability to harness it.
Core Thesis
Energy is the currency
When intelligence is abundant, the economy re‑centers on the physical: energy capture, storage, and conversion.
Agency scales with infrastructure
Power accrues to those who can deploy systems that convert energy into autonomy at scale.
Markets become allocation layers
AI compresses labor, leaving markets to price coordination, access, and governance rather than work.
Tech Path Tracker
Weekly updatedTracking the technology paths required to reach the end‑state. Each vertical has milestones, evidence, and a progress score.
- Dispatchable clean power at scale
- Storage < $50/kWh
- Industrial heat electrified
- Reliable reasoning systems with tools
- Inference cost < $0.01/1k tokens
- Alignment verification frameworks
- Dexterous manipulation at scale
- Low‑cost general‑purpose robots
- Autonomy in open environments
- Automated factories (electronics)
- Modular micro‑factories
- Closed‑loop materials
Latest Signals
First commercial‑scale pilot with closed‑loop drilling economics.
Long‑horizon planning + memory shows consistent gains.
Self‑supervised manipulation under real constraints.
Draft Chapters
After Abundance
What happens when cognition is cheap and everywhere.
Energy as Capital
Why energy becomes the limiting factor and the dominant store of value.
Infrastructure Sovereignty
Factories, compute, and grids as the new borders.
The New Labor Stack
Human leverage moves to ownership, risk, and strategic direction.
Governance & Incentives
Aligning autonomous systems with human outcomes.
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