Kyle Harrison
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Historical Futurism

Learning from how the past imagined tomorrow

The study of history not as a static record but as a laboratory of attempted futures — how did people in the past envision progress, what solutions did they try, what worked, what failed, and what remains relevant? Encompasses classic histories, the history of ideas through science fiction, and the mining of old proposals for insights applicable now.

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The Icahnist @TheIcahnist

Larry Ellison’s favorite book No wonder it is a history of ruthless monopolists. This century is going to be the age of a new generation of robber barons who own the bottlenecks behind the AI buildout. Study the Old Masters. **Image:** the cover of *The Robber Barons* by Matthew Josephson. ### Quoted post > Jay Gould Playbook > > 1. Target distressed strategic infrastructure > > 2. Buy its stock + bonds at depressed prices; accumulate enough voting stock to control the company. > > 3. Buy connecting railroads that increase the system’s routes and traffic. > > 4. Cut rates and redirect traffic <!-- The quoted post's text comes from the syndication endpoint, which clips long posts at ~280 characters; it may continue past step 4. -->

The Icahnist — image
The Icahnist — image
Sep 30, 2026
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@wordgrammer @wordgrammer

The dot com bubble got some things right. It noticed that the internet was going to be big. It noticed that the value generated by the internet would roughly scale in proportion with the amount of fiber laid. It recognized a latent need in all humans to use technology for self-expression. There are a few things that it missed. First: it thought that html and javascript were the means by which common people would express themselves. The dot com bubble thought everyone would have a website. As it turns out, normal people prefer expressing themselves with text, images, and video. The first 1% of internet adopters expressed themselves by creating personal websites. But as the internet grew, we didn't get more and more websites. The internet "collapsed" into a much simpler form of distribution: social media, which only let people express themselves in an incredibly limited fashion. Among social media, 90% is text, image, or video. Html is not a good form of self-expression. It's hard to secure. It's hard to distribute. It's hard to reason about. You need to learn how to code. Images are an incredible form of self-expression. Non-technical people love editing photos of themselves. Non-technical people hate making websites. The TAM of Instagram is 100x larger than the TAM of Godaddy. Second: it missed that 90% of the internet's traffic would come through video. As the total usage of fiber increased, we saw the internet once again "collapsed" into a simpler form of distribution: video streaming. Now, Netflix, YouTube, Tik Tok, Instagram, and so on take up the majority of data passed through internet fiber. The modern AI discourse is making a similar mistake to saying "everyone will have a website" back in 1995. I hear stuff like: - People want personal software - Everyone will build a mobile app - The market for software is infinite No. You are directionally correct, but you are missing something big. Every human will use agents. But less than 1% will use coding agents. (In the same way every human has a "personal page" through social media, but less than 1% have a personal website.) You need an "idiotproof" sandbox. Your consumer agent, as well as agents for enterprise use cases, must have a 0% chance of failure. Your consumer agent must be usable while drunk, in bed, having sex, on the toilet, during lunch break, in the background while working on homework, while your brain is 99% preoccupied with a difficult task at work. It must be impossible for AI to: make purchases you did not intend, send messages you did not intend, and access information you did not want to share. It cannot be "difficult" for these to happen. It must be impossible. (In the same way that YouTube videos have a 0% chance of phishing, cross-site scripting, malware, and viruses.) No amount of models getting better will give them a 0% chance of failure. To get to a 0% chance of failure, you need to be creative. You need to innovate. You need to radically rethink your abstractions. Every human has a "personal page" through social media, but less than 1% has a personal website. What is the same shift for AI? Every human will use \_\_\_\_\_ agents, but less than 1% use coding agents. What is \_\_\_\_\_? What is the "idiotproof" sandbox for agents?

2026-09-02
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Mustafa @oprydai

most people predict the future badly. because they chase trends. ai crypto robots space biotech but futurists don’t start with hype. they ask better questions: what is changing? what is stable? what is accelerating? what is constrained? what incentives are shaping behavior? https://t.co/vvMP29IEnr

from the tweet
2026-06-11