@mgogel

Analyst, writer, systems thinker, forecaster. Formerly nightlife and crisis comms for Fortune 50s. AI, markets, culture, and the future etc. I’m @mgogel hi!

New York, NY
Joined February 2009
This is my public analyst record. A 12-sequence compiled retrospective of digital-asset forecasts, top calls, distribution reads, technical breakdowns, geopolitical risk, no-fear psychology, systemic-risk warnings, and visibility suppression, set to a very nice track of music.
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“The perfect fog of war” - October 1, 2026 A study of AI agents, the shift from skills to plugins, autonomous finance, crypto and tokenization, military realignment, and the changing architecture of attention. The old conception of the fog of war depended on deprivation. A system does not need to make something invisible if it can make everything surrounding it irresistible. The fog of war is no longer necessarily the absence of information. It is the perfection of attention. I have been marking versions of this condition for years, usually before I understood what I was marking. The crossing of the swords, anthracite, the beast and the recurring nine-day intervals belong to that record because they preserve an earlier state of observation before whatever followed could reorganize the memory of what came before it. Some later appeared significant and some led nowhere. Both belong in the archive, because a pattern that survives only after its failures have been removed is not a pattern. It is editing. April 2026 matters because much of what surrounded the experience can now be separated from recollection. On April 8, after thirty-eight days of war and the beginning of a fragile ceasefire with Iran, senior American military officials said U.S. forces remained positioned to resume combat if diplomacy failed, with more than fifty thousand American troops still in the region. On April 13, after negotiations failed to produce a settlement, the United States began a naval blockade of Iranian ports. Iran temporarily reopened the Strait of Hormuz on April 17 while warning that it could close the passage again, and on April 22 Iranian forces seized two commercial ships attempting to leave the Gulf. The word ceasefire therefore described a period that also contained military readiness, blockade, disrupted maritime movement, negotiation and the possibility of renewed combat. At almost exactly the same time, another field was becoming unusually easy to follow. Coachella occupied the cultural foreground across April 10 through 12 and April 17 through 19. On April 10, OpenAI was publicly teaching skills as reusable workflows, packages of instructions and supporting material that allowed a method to persist instead of being rebuilt prompt by prompt. During the second half of the month, skills repositories, coding agents, context systems and increasingly autonomous workflows spread rapidly across the technological foreground, while Karpathy’s late-April discussion of the movement from vibe coding toward agentic engineering supplied a name for a change already underway. That technological wave was not something my feed invented. It existed outside me, but the feed made it feel nearly complete. The asymmetry is what stayed with me. The geopolitical field required constant reconstruction because the significance of each development depended upon what happened next. The technological field unfolded with far less resistance. A discussion of reusable skills opened into coding agents, which opened into memory, context, verification, delegation and autonomy, and each of those led naturally into another subject I already wanted to understand. The material held attention because it was consequential enough to justify the next hour.
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@karpathy if you ever see this
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That’s a note and prompt from September 15.
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I don’t know but ASD-STE100 was so two weeks ago.
We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks: Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better: Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better: Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better: Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work! In summary: - As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding. - Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.
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I’ve been thinking a lot about what happened on September 3, 2026, when so many of the major AI companies went down at roughly the same time. Then came the outage, followed by the outrage cycle. I think I’ve finally figured out what happened.
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Will write a post maybe but by Jove, I think I’ve got it.
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Saudi Yemen begins more, now.
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Interesting.
“The perfect fog of war” - October 1, 2026 A study of AI agents, the shift from skills to plugins, autonomous finance, crypto and tokenization, military realignment, and the changing architecture of attention. The old conception of the fog of war depended on deprivation. A system does not need to make something invisible if it can make everything surrounding it irresistible. The fog of war is no longer necessarily the absence of information. It is the perfection of attention. I have been marking versions of this condition for years, usually before I understood what I was marking. The crossing of the swords, anthracite, the beast and the recurring nine-day intervals belong to that record because they preserve an earlier state of observation before whatever followed could reorganize the memory of what came before it. Some later appeared significant and some led nowhere. Both belong in the archive, because a pattern that survives only after its failures have been removed is not a pattern. It is editing. April 2026 matters because much of what surrounded the experience can now be separated from recollection. On April 8, after thirty-eight days of war and the beginning of a fragile ceasefire with Iran, senior American military officials said U.S. forces remained positioned to resume combat if diplomacy failed, with more than fifty thousand American troops still in the region. On April 13, after negotiations failed to produce a settlement, the United States began a naval blockade of Iranian ports. Iran temporarily reopened the Strait of Hormuz on April 17 while warning that it could close the passage again, and on April 22 Iranian forces seized two commercial ships attempting to leave the Gulf. The word ceasefire therefore described a period that also contained military readiness, blockade, disrupted maritime movement, negotiation and the possibility of renewed combat. At almost exactly the same time, another field was becoming unusually easy to follow. Coachella occupied the cultural foreground across April 10 through 12 and April 17 through 19. On April 10, OpenAI was publicly teaching skills as reusable workflows, packages of instructions and supporting material that allowed a method to persist instead of being rebuilt prompt by prompt. During the second half of the month, skills repositories, coding agents, context systems and increasingly autonomous workflows spread rapidly across the technological foreground, while Karpathy’s late-April discussion of the movement from vibe coding toward agentic engineering supplied a name for a change already underway. That technological wave was not something my feed invented. It existed outside me, but the feed made it feel nearly complete. The asymmetry is what stayed with me. The geopolitical field required constant reconstruction because the significance of each development depended upon what happened next. The technological field unfolded with far less resistance. A discussion of reusable skills opened into coding agents, which opened into memory, context, verification, delegation and autonomy, and each of those led naturally into another subject I already wanted to understand. The material held attention because it was consequential enough to justify the next hour.
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We'll be spending a lot more time trying to understand the outputs of language models. A few thoughts, tips & tricks: Writing. Something I've had success with: Ask your LLM to explain something in ASD-STE100, it's a controlled language specification originally developed for aerospace maintenance documentation. LLMs well-versed in this language and it comes with heavy constraints on clean writing style that I often find a lot more readable. Sometimes I've tried to soften it a bit e.g. ask for "80% of the way to ASD-STE100" because the spec is quite stringent. But even better: Diagrams / images. Instead of writing, ask your LLM to create a diagram. These can be a lot easier to process, parse, and understand. But even better: Web pages. Ask for output "in HTML" to get a beautiful, interactive webpage. LLMs are getting really good at frontend and can create beautiful experiences, animations, etc. But even better: Explainer videos. The output format I am most bullish on is fully custom / bespoke explainer videos generated on any arbitrary topic. Experiment with things like "Create a 3b1b style video explainer on X. Use my ElevenLabs API key for audio narration". (you'd need an API key for the latter or you can ask your LLM to find you decent free alternatives that use your local compute). This is actually starting to work! In summary: - As LLMs get better, they will do more and more of the legwork autonomously, and a lot more of our work will rise up the abstractions into oversight and understanding. - Luckily, LLMs can help here too because as intelligence and code are increasingly abundant, you can ask for large, custom, discardable software artifacts (e.g. web apps, video explainers) that would have never made sense to create before. Push the boundaries here and you'll be surprised.
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Apparently, I am spam. I’ve been detected by X’s automated systems as potentially containing spam, so my posts are hidden from recommendations to non-followers, since, well, long before this feature came live, though there’s no historicity to it. I took a look under the hood, where you can check your visibility and shadow-ban status: Anyway, I always like confirmations. x.com/i/under_the_hood
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The bigger question is actually the inverse one. “If your non-follower reach was severely depressed throughout August, this single 0.08% post-level label cannot by itself explain it. Something else in ranking, eligibility, distribution, or an earlier/account state not represented by this monthly report would have to account for the broader pattern.”
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A prompt share and a little self-knowing. Sooooo I wanted to know something. How much do I actually read? It’s also a kind of AI screen-time measure. I’m reading roughly one book’s worth of AI-generated text every week, about 50–70 standard books a year, requiring around 5–7 hours of reading in a typical week. That works out to roughly 72,000–104,000 words of AI output every week, about 10,000–15,000 words per day, or 37–54 book pages per day at 275 words per page. So I wondered, if I examined my entire AI chat history from my very first session until now, and assumed I actually read 100% of every response the models gave me, how much am I really reading every week? Not tokens. Actual words, pages, books, and hours of reading. I am turning AI usage from an app-engagement metric into an information-consumption metric. “Hours spent with AI” and “words actually read” describe two very different things. So I wrote this prompt: AUDIT full accessible AI-chat history, first session → now. ASSUME read_rate = 100% of assistant/model outputs. MEASURE wherever possible. Estimate only where necessary. RETURN: • total_output_words • avg_words/week • avg_read_time/week @ {200, 250, 300} wpm • avg_books/week @ 80k words/book • avg_pages/week @ 275 words/page • lifetime {words, hours, books, pages} • rolling {30d, 90d, 365d} vs lifetime baseline • accessible_history_% + confidence_range Do not infer whole-history volume from a small sample when broader records exist. Label every result: {MEASURED | ESTIMATED | UNKNOWN} FINAL: “Average weekly AI reading load ≈ X–Y hours, equivalent to A–B standard books.” I think this is a much more interesting way to measure AI use than messages sent or hours spent in an app. How much have you actually read?
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What’s insane is that by volume, and I think the number is actually much higher than this given the amount I know I spend. I’m consuming roughly 47–68 standard books’ worth of AI text a year. For comparison, the median American consumed 2 books in 2025, the average was 8, and only about 4% reported 50 or more. It isn’t the same thing as reading 50–70 conventional books, but the amount of text passing through my attention is in that range. I’d put it at about 100 since I’m into the long stuff.
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What’s insane is that by volume, and I think the number is actually much higher than this given the amount I know I spend. I’m consuming roughly 47–68 standard books’ worth of AI text a year. For comparison, the median American consumed 2 books in 2025, the average was 8, and only about 4% reported 50 or more. It isn’t the same thing as reading 50–70 conventional books, but the amount of text passing through my attention is in that range. I’d put it at about 100 since I’m into the long stuff.
A prompt share and a little self-knowing. Sooooo I wanted to know something. How much do I actually read? It’s also a kind of AI screen-time measure. I’m reading roughly one book’s worth of AI-generated text every week, about 50–70 standard books a year, requiring around 5–7 hours of reading in a typical week. That works out to roughly 72,000–104,000 words of AI output every week, about 10,000–15,000 words per day, or 37–54 book pages per day at 275 words per page. So I wondered, if I examined my entire AI chat history from my very first session until now, and assumed I actually read 100% of every response the models gave me, how much am I really reading every week? Not tokens. Actual words, pages, books, and hours of reading. I am turning AI usage from an app-engagement metric into an information-consumption metric. “Hours spent with AI” and “words actually read” describe two very different things. So I wrote this prompt: AUDIT full accessible AI-chat history, first session → now. ASSUME read_rate = 100% of assistant/model outputs. MEASURE wherever possible. Estimate only where necessary. RETURN: • total_output_words • avg_words/week • avg_read_time/week @ {200, 250, 300} wpm • avg_books/week @ 80k words/book • avg_pages/week @ 275 words/page • lifetime {words, hours, books, pages} • rolling {30d, 90d, 365d} vs lifetime baseline • accessible_history_% + confidence_range Do not infer whole-history volume from a small sample when broader records exist. Label every result: {MEASURED | ESTIMATED | UNKNOWN} FINAL: “Average weekly AI reading load ≈ X–Y hours, equivalent to A–B standard books.” I think this is a much more interesting way to measure AI use than messages sent or hours spent in an app. How much have you actually read?
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Does the shortening of major AI names, from polysyllabic and multi-part names such as An-throp-ic, O-pen-A-I, Chat-G-P-T, Per-plex-i-ty, Gem-i-ni, Co-pi-lot, Mis-tral and Deep-Seek toward increasingly monosyllabic, often monomorphemic or lexically unitized names such as Claude, Grok, Jev, Muse and Dots, have anything to do with cognition? I think it might. It is not simply a movement toward shorter names. It may be a form of cognitive compression. AI naming is moving from description toward names that the brain can process as single, rapidly retrievable objects. An-throp-ic is three syllables. O-pen-A-I is four. Chat-G-P-T is four. Per-plex-i-ty is four. Gem-i-ni and Co-pi-lot are three. Mis-tral and Deep-Seek are two. Then there is Claude. Grok. Jev. Muse. Dots. One syllable. We are moving from compositional names toward names that behave cognitively like single lexical objects. The interesting shift is not simply toward fewer syllables. It is toward names that require less decomposition before the mind recognizes what is being invoked. Syllable count is only part of it. The deeper property may be chunkability. OpenAI contains several conceptual components. ChatGPT contains a product category attached to an acronym whose letters still have to be decoded. Perplexity is a pre-existing, multisyllabic abstract concept. But Grok is almost indivisible. You hear it, retrieve it, say it and recognize it as essentially one cognitive object. There is also a second transition embedded in these names that may be even more consequential. They are moving from describing machines toward naming entities. OpenAI tells you something about what the organization concerns itself with. ChatGPT tells you approximately what the product is. Copilot describes its functional relationship to the user. DeepSeek describes an activity. Claude does none of that. Neither does Grok in the conventional product-label sense. Muse is closer to an archetype. Jev functions almost as a compact arbitrary identifier. Dots is a simple, concrete lexical object. This may resemble what happens when a technology stops requiring explanation. Once the category itself becomes familiar, the name no longer needs to explain the thing it names. AI may therefore be undergoing a kind of semantic shedding. As artificial intelligence moves from a technology we consciously operate toward an ambient cognitive layer we continuously interact with, its names may be undergoing the same compression as its interface, shedding descriptive information until the name itself becomes a single, rapidly retrievable cognitive object. The shorter form carries lower articulatory cost, lower retrieval cost and greater conversational naturalness. At sufficient frequency of use, tiny differences in linguistic friction begin to matter because the name is no longer something encountered occasionally. It may be spoken, typed, summoned or mentally retrieved dozens of times a day. Claude. Grok. Jev. Muse. Dots. The progression is not only a reduction in syllables. It is a reduction in the amount of decoding required before the mind knows what, or increasingly who, is being invoked.
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The next frontier is emerging as adversarial entities move toward “Neuromorphic Strike Systems,” AI architectures that map the collective neuro-semantic network of a population to identify minimum-effective-dose stimuli. Instead of spamming disinformation, these systems identify the precise sequence and emotional valence of inputs most likely to trigger cascading societal phase transitions, including mass panic and institutional paralysis, through structural resonance, bypassing rational evaluation almost entirely. Yes I’m still early and you will not be able to properly verify this. MG
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autonoetic consciousness Endel Tulving’s work describes the human capacity to locate oneself across subjective time and re-experience earlier states of consciousness, sometimes termed autonoetic consciousness, and I realized that this is precisely what I am privileged to be able to do. I have more than ten years of timestamped thoughts, messages, drafts, predictions, revisions, photographs, and records through which I can return not only to what I thought, but to when I thought it, why I thought it, what I could reasonably have known at the time, and what the world looked like before I knew what happened next. One of the coolest human abilities may be the ability to retrace nearly every thought you have had across a decade and place it back inside its original context, then juxtapose it against timestamps, market charts, world events, technological change, human behavior, synthetic systems, civilization itself, and the reality that unfolded afterward.
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There will be no Million Mask March, also known as "Operation Vendetta” this year.
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Stay safe, remain a good person, and have a great day and an absolutely wonderful weekend. Chapter 11 of book 10 has commenced. The symbolism isn’t lost on me.
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👀👀👀 Change is not coming regardless of what happens due to “humanity manifest.” December 2026 will mark 19 years since the Great Recession began in December 2007, and 17 and a half years since the last conventional U.S. recession ended in June 2009. I would argue that we have not seen a financial crisis since then that was not, in some meaningful sense, “planned for” in advance, not planned as an event (albeit maybe) truly, but anticipated by institutions since many of us did that successfully. The only recession since was the two-month COVID recession in 2020, the shortest recession on record, which I called at the time in July 2019 well in advance. The expansion from June 2009 to February 2020 lasted 128 months, 10 years and 8 months, the longest economic expansion in U.S. history, in records going back to 1854. Anyone born after June 2009 has never lived through a conventional U.S. recession. That cohort is now 17. A 26-year-old today has no meaningful memory of 9/11 and was still a child during the Great Recession. Their entire adult life has unfolded without a conventional U.S. recession, and without the conception of the world that was formed by either 9/11 or the financial crisis. An entire generation has reached adulthood inside a system whose defining catastrophes were inherited as history rather than experienced as rupture. Add to that a generation increasingly disconnected from sustained attention to news and international affairs, living instead inside fragmented information systems, algorithmic feeds, new forms of censorship and filtering, and an enormous technological bubble that can make events everywhere visible while keeping their consequences strangely remote. At the same time, the world itself has moved toward protectionism and insulation, alignment and containment. Supply chains are being reorganized, economic blocs hardened, technologies restricted, alliances consolidated, borders and markets defended more deliberately. We are becoming more connected technologically while the political and economic world becomes more compartmentalized, and many people experience neither process directly enough to understand the scale of what is changing around them. I still think meaningful change may be two generations away. Information alone does not produce the kind of revision people imagine it does. Consequence has to be felt, and I think it would have to be felt on a scale equivalent, or near equivalent, to 2020 before many of the assumptions built during this long period of insulation finally break. Without something of that magnitude, I do not see how recovery, in the deeper sense of a society recovering contact with consequence, occurs without disaster first.
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If crypto is on a 10-year capital cycle, watch the 2017–2019 cohort, when the first serious institutional money entered around a ~$6.5K–$8K BTC basis. The alpha is not another halving replay. It is whether that decade-old supply starts distributing in 2027–2029.
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