Kimbho Thoughts
Latest
Archive
26 posts — everything published, oldest to newest within each month.
AI
6
LLM
3
enterprise AI
3
machine learning
3
Machine Learning
2
AI Engineering
2
Explainer
2
AI Agents
2
AI Strategy
2
Banking Infrastructure
2
AI agents
2
Agent Architecture
2
neural networks
2
Economics
1
October 2026
Cheap Tokens, Expensive Decisions
AI
5 min
The Zipper, the Mask, and the Lost Write: How AI Picks the Right Numbers
How AI works
33 min
One Score Is All You Get: GRPO From Scratch, With a Lava-Hopping Robot
Explainer
33 min
How a Single Click Trains a Chatbot: RLHF From First Principles
Explainer
10 min
September 2026
Everything Is Commodity
AI
20 min
The Loop Is the Breakthrough: Why GPT-6 Astra Feels Different
AI Agents
14 min
The Collapse of the Core: When Intelligence Becomes the Integration Layer
AI
20 min
August 2026
The Filter Is the Collapse: How AI Slop Compounds, and What It's Quietly Doing to Us
AI Slop
14 min
Bloom or Doom: The $124 Trillion Repricing of Trusted Advice
WealthTech
21 min
The Invisible Signature: How AI Text Watermarking Works, Where It Breaks, and What It Can Never Prove
AI Watermarking
19 min
Own the Harness, Rent the Model: The Quantified Case for AI's Great Rebalancing
ai-infrastructure
13 min
July 2026
The $100 Million Problem solvable by AI: Semantic Virtualization of Legacy Core Banking
Banking Infrastructure
31 min
The $8.8 Trillion Free Lunch: How Open Source Quietly Built the Modern World
Open Source
15 min
The Third Asset: Compounding Knowledge and the End of Disposable AI
AI agents
21 min
The Conscious Bridge: Why the Human Mind Is the Missing Layer in AI Architecture
AI Architecture
20 min
AI Naming Has Entered Its Fantasy Novel Phase
AI
5 min
A Quarter Millennium in Words: What 63 Inaugural Addresses Reveal About America
history
11 min
Source the Brain. Own the Harness.
AI Strategy
24 min
June 2026
The Three-Layer Stack That's Rewriting Inference Economics
AI infrastructure
13 min
One Equation Rules Them All: The Chain Rule, LLMs, and the Math That Runs Your Life
calculus
11 min
The Confidence Inversion
AI
13 min
What Do We Even Mean by Intelligence?
AI strategy
11 min
The Surprise Loop: What LLM Pre-Training Actually Does
LLM
7 min
The 96% Solution: How to Cut LLM Costs by 96% in 90 Days — Without Sacrificing Quality
AI cost optimization
15 min
What Autonomous Agent Revolution may mean for typical Banking Infrastructure?
Autonomous Agents
15 min
Your Agent Swarm Is Selecting for Persuasion, Not Truth
AI agents
15 min