Writing

On production AI systems that read documents, and on knowing whether to trust what they say.

• July 27, 2026

  Poor men can't afford cheap shoes

  Extraction is cheap now, which is exactly the trap. A model that returns valid, empty JSON looks like the best deal and quietly costs you everything downstream.

• July 19, 2026

  What extracting data from a filing actually costs in 2026

  Nine language models over 2,280 real SEC filings, every call metered. The extraction is close to free, and what you actually pay for is not knowing whether to trust it.

• July 18, 2026

  The problem we were already living

  Every time software reads documents and reaches a conclusion, somebody has to answer an uncomfortable question. How do you know the call is right?