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Investing in the Jevons Expansion

If AI follows a Jevons trajectory — and five pieces in this series argue that it does — the investment question isn't whether demand will expand, but where the expansion creates bottlenecks. This piece maps the Jevons framework onto concrete investment layers: energy, physical infrastructure, custom silicon, and the application tier. It also addresses the most common objection — that GPU diminishing returns cap the expansion — and explains why multiple overlapping cost curves make the case stronger, not weaker.

Generating Technical Handbooks with AI: Parallel Agents, Source Code, and 2,400 Pages

I used Claude Code with Opus 4.6 and the Claude Agent SDK to generate three technical handbooks — totaling over 2,400 pages and 232 chapters — from real project source code. The key was a framework that launches 10-12 AI agents in parallel, each reading actual codebases and writing LaTeX chapters simultaneously. This post describes how the system works, what goes right, what goes wrong, and what it means for the future of technical documentation.

The AI Vampire Is Jevons Paradox

Steve Yegge's "The AI Vampire" describes AI-driven burnout as an extraction problem — companies capture the productivity surplus while workers absorb the cognitive toll. But what he's actually describing is Jevons Paradox applied to human attention. AI makes cognitive output dramatically cheaper, demand for it expands exactly as the model predicts, and the expansion concentrates on the one input that can't scale: human judgment.