Links

Links for May 14, 2026

1. "Why aren't oil prices higher?"
2. "How Agents Use Systems Differently"
3. "Here's What I Told the DNC Autopsy" "What will be scarce?"

   Some inside baseball "Let me paint two scenarios. In one, people are fine with AI-generated slop despite their protests, the platforms shrug, and feeds become a slop war. In the otherwhich I think is more likely people hit a threshold where the internet enshittifies to the point of being unusable and they retreat into private spaces with trusted voices. If that happens, parasocial relationships with creators will hit warp speed. People will seek out the creators, influencers, and voices they really want to hear from by going to them directly. And their real conversations move further underground into group chats, WhatsApp groups, Instagram DMs, Snapchat, Discord servers." I also agree the second scenario is more likely - see also Imas's articles on 'what is scarce', relational economy, etc

4. "Notes on AI, Labor, and China"