
Field Note
The Verification Economy
When capable agents make production cheap, the scarce work moves upstream into specification and downstream into proof.

When capable agents make production cheap, the scarce work moves upstream into specification and downstream into proof.

AI may be made of software, but its expansion is being governed by substations, queues, turbines, transformers, and time.

The largest robotics opportunity may not be a more human machine, but a cheaper path from an empty factory floor to reliable production.

Every orbital business eventually reaches an antenna, a control room, a launch range or a regulator on Earth.

The cloud crosses oceans inside glass fibers laid on the seabed. Its resilience depends on ships, permits and geographic slack.

The machine at the center of the electric age is still built like a bespoke industrial artifact. Demand is exposing what that costs.