publications

It’s a Delay. There’s a growing sentiment in markets that a weaker U.S. dollar may be a net positive — boosting exports, easing debt burdens, and rebalancing trade. On paper, that logic holds. In practice, it’s far more conditional than current optimism suggests. Currency devaluation can make exports more competitive, but only if an economy… Read more: Dollar Devaluation Isn’t a Strategy.

Keeping up with data center housing for a growing young AI is a challenge. But have we considered how to repurpose what a maturing Large Language Model will leave behind? Keeping up with data center housing for a growing young AI is a challenge. But have we considered how to repurpose what a maturing Large… Read more: When Middle-Aged AI Downsizes

*The Frictionless Borders Theorem (Cerda, 2025) *“Humanity evolves by dissolving the barriers that separate it. From the cell wall to the city wall — from tribal firelight to digital light — every leap forward has come from lowering friction between minds, genes, and worlds.The Frictionless Borders Theorem argues that the future of evolution isn’t competition… Read more: The Frictionless Border Theorem

Markets aren’t “pricing in growth.”They’re pricing in hoped-for growth — and that’s a dangerous difference. At the Chicago Field Museum, the exhibit “Lions of Tsavo” showcases two predators whose behavior defied every law of the natural order. Overkill. Farmers call it “henhouse syndrome”: destroying far more than needed, driven by instinct gone wrong. In the… Read more: This Isn’t a Guardrail Moment

I discovered, while researching one of my fictional books, that you can learn a great deal about human history. My curiosity led to the question of which of today’s countries were the first to institute bonded labor or slavery.  To my surprise, the Netherlands was included in that list. The home of the ICC, the… Read more: The Illusion of Merging Justice