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Sand That Thinks

On intelligence and humanity

May 21

1

What We Actually Mean by Taste

Deconstructing the black box of professional taste

May 17

The Salt Merchant’s Son

In a market town centuries ago, a boy named Tomas inherited his father’s salt stall.

May 9

3

April 2026

The Virtues of Thinking vs. Doing

Know which dimension energizes you. Then build around it.

Apr 12

4

Corporations Should Die

On empire building, rent-seeking, and the case for trust-based businesses

Apr 7

8

1

March 2026

Fat Margins Hide a Lot of Sins

What meatpacking knows about AI that wealth management is still figuring out

Mar 22

2

The Landlord Fallacy

Why calling your ecosystem "parasites" is a confession, not a strategy

Mar 19

3

The Mimetic Trap

Why the AGI race is a desire problem, not a technology problem

Mar 15

6

The Intelligence Factory Has No Workers

Morgan Stanley built the bull case. Citrini built the bear case. Both missed the same variable.

Mar 14

3

The Trillion Dollar Question

The 12 most valuable companies on earth sell infrastructure. The next one will sell the output.

Mar 8

3

February 2026

Selling Dollars for 85 Cents: The AI Revenue Illusion

The token economy isn't 1999. It's something new.

Feb 21

1

1

The Expanding Enterprise Stack, Part 3: The Skills That Will Matter

What Changes Inside Companies When AI Does the Work

Feb 18

1