Geospatial technology, markets, and practice
In 1951, Paul Fitts edited a report on human engineering for air-navigation and traffic-control systems. One of its lasting artifacts was a deceptively simple allocation device that came to be known as the Fitts list: what humans are better at and what machines are better at (Fitts, 1951). In shorthand, it became HABA-MABA: Humans Are … Continue reading Interpretation and Ownership
In early February 2026, a sharp software-sector selloff, widely described in market commentary as the "SaaSpocalypse," erased hundreds of billions of dollars in SaaS and software-services market value. Anthropic's release of Claude Cowork plugins gave investors a concrete example around which to reprice a concern that had been building for more than a year: AI-assisted … Continue reading Vibe Coding, AI Disruption, and the Restructuring of the SaaS Market
Introduction The current data center boom appears to be an early-stage, brute-force response to the first wave of artificial intelligence demand. The market has encountered a rapid increase in demand for training, inference, and AI-enabled cloud services, and the immediate response has understandably been physical scale in the form of larger campuses, more megawatts, denser … Continue reading AI Data Centers and the Risk of Stranded Infrastructure
I've been doing some recent work related to automating QA in AI workflows. Most recently, I built a small jury pool app to assess agreement across generated outputs, which got me interested in small models. It's a necessary step to ensure quality and precision, and it well-trodden by research. After running down a few rabbit … Continue reading Applicability of Small Models for Agentic QA
For eighteen years, I drove past the Morgantown Generating Station on my way to work. Its stacks were part of the background geography of my daily life, sitting along the Potomac River in Newburg, Maryland. Like many pieces of industrial infrastructure, it was both conspicuous and easy to stop seeing. It was just there. Then, … Continue reading What Spatial Finance Cannot See From Orbit