A few days ago, the Day One journal app gave me a prompt: what is the one word that would describe you. That made me think hard. I was thrown for a loop.

I have always struggled to describe myself. Not sure how others see me versus how I see myself. This is not the first time I have had to confront this question. As a child and as a young man, I dealt with this same challenge.

I have been thinking about this for a few days. It is hard to use one word to describe a whole person. It is a strange way to think of yourself. I came up with many descriptors, but they are not the whole thing. I knew that already. Still, I wondered why they were the fragments that I chose to put down on paper.

When I offered my fragments to Claude, it pointed out that the underlying theme to them all, the one that ties it all together, makes me a “seeker.” And almost instantly I realized that’s the word that describes me best, more than anything else.

I have always believed that you need others to see you better than you see yourself. Just as I am able to see, learn, and appreciate others better. In this specific case, Claude found an underlying correlation.

Over the years I have amassed many fragments of self. The phrases I ended up using to describe myself.

Curious. Interesting. Sarcastic. Optimistic. Cool. Forever young. Worry wart. Uptight. Indecisive waffler. Taste maker. Curator. Never finish. Early adopter. Careless.

Curator and Taste are real. But they are outputs. Descriptive of what I produce. Seeker is the reason I am. The AI pointed out that most seekers are better at outward motion than the inward one. Or maybe the AI was just doing what it is trained to do: be a sycophant, aimed to please, saying what you think you need to hear.

But, I do trust my own view of things. And of me. More than AI, or more than any other person. I just lack the vocabulary to describe myself for myself. Words are very important, but when it comes to the self and labeling myself, they have failed me.

Because words are your salvation, your reason to be, as a writer you feel your verbal shortcomings more acutely.

“We know more than we can tell.”

Michael Polanyi.

And while Polanyi was writing about science, it applies here too. Charles Taylor, in Sources of the Self, points out that articulation isn’t just description. It changes how you see what you know. The gap between awareness and articulation is something we don’t think about enough.

But we should.

As I came closer to my own fragments, I realized that the glue that holds them together is a fundamental quality I don’t even think about. Caring.

Curiosity means I care enough to dig deeper. My sarcasm is a mask for caring enough to be disappointed. I worry because I care too much to let go. An indecisive waffler? Maybe I don’t want to get it wrong. You get the point. The fragments point to just one thing. And I didn’t even realize it. It took a long few days of introspection to even come to this realization.

Henri Bergson, the French philosopher, had it right: language chops up something that was never meant to be fragmented. I suppose that’s where it all started. Where my fragments of self managed to hide the one word that describes it all.

Maybe because you are too close to yourself. Too clouded to see clearly. And that’s why you have to go outside to get a better perspective. Or maybe that’s the journalist in me. A larger perspective, a bigger context, a lens that’s not so close.

Weirdly, this translates in my photography as well. I find beauty in a landscape through its contours and its outlines, not in its details. And even when I get close, I always seek the essential.

So maybe “Seeker” is the best descriptor. What fuels the seeking is that you care. I care about a lot of things. Not sure why. But I do. Maybe I will never know. Maybe that’s the point.

Ancient philosophers across all traditions, Western, Zen, or Vedic, point out that seeking is noble. But the seeker has to make peace with the idea of never arriving.

I think I am okay with that.

March 28, 2026. San Francisco

The news cycle has been moving at hyperspeed and sometimes it is really hard to keep up with so much information, most of it not much more than a drop in the bucket. So, I did what I usually do. Take a step back from it all, and decided to just slow down the cycle around my own interests. As a result, most of my writing this week is a bit more personal.

Whether it was celebrating my 23 years in San Francisco or simply using AI to identify the right phrase to describe myself, it was quite fun, and an exercise in some philosophical meandering. I also took the time to write about broadband, and yes, I got all worked up about Google flipping my favorite internet service provider to a PE-owned company. Now I am going to be looking for a new service.

Nonetheless, I took the time to enjoy reading what others are writing, especially the longer, less covered articles.

Here are seven stories I recommend.

• American Diner Gothic. Robert Mariani writes that economic stagnation, the death of regional culture, and the internet have converged to produce a new American type he calls the “dinergoth.” The pierced-up, anime-watching, gender-fluid Amazon warehouse worker who streams on Twitch and dreams of voice acting. I don’t normally even think about this. Now I do. [The New Atlantis]
• When ChatGPT Broke an Entire Field: An Oral History. Quanta Magazine interviewed 19 current and former natural language processing researchers to tell the story of what happened to their field when the transformer arrived. This is a fantastic read. Read it, and then read it again. [Quanta Magazine]
• How Oregon’s Data Center Boom Is Supercharging a Water Crisis. Rolling Stone and FERN investigate what happens when Amazon builds data centers on top of an aquifer already poisoned by decades of agricultural runoff. The water used to cool the servers evaporates, but the nitrates don’t. The wastewater gets sprayed back onto farmland. It seeps into the same wells people drink from. It leads to miscarriages and others losing a kidney. This is ugly. [Rolling Stone]
• Despite Doubts, Feds Approved Microsoft Cloud Service. Oops. Microsoft has a history of overpromising and underdelivering. Microsoft cloud is no different, as federal reviewers found out after five years and 480 hours. They wanted to verify how Microsoft protects sensitive government data in its cloud. They couldn’t. One reviewer called the documentation “a pile of shit.” They approved it anyway. [ProPublica]
• The $165 Billion Annoyance Economy. The “annoyance economy,” the cost of being on hold, fighting cancellation flows, disputing junk fees, navigating health insurance bureaucracy, costs American families $165 billion a year. This is capitalism gone wrong, and it rankles me no end. [Business Insider]
• How AI-Assisted ABS Will Impact MLB. It was Opening Day 2026. And it was also the introduction of robot umpires. Cornell researchers studied what happens when you replace human umpires with an automated ball-strike system. A nice reminder that “more accurate” and “better” are not always the same thing. [Cornell]
• Operation Red Wings: The True Story Behind Lone Survivor. Reality is not a movie. Politico Magazine revisits one of the most mythologized events in recent military history and finds a story far more complicated than the book or the movie. Read it slowly. [Politico]

What I wrote this week, ICYMI:

• Jargon Sucks — A short rant on why we hide behind words that mean nothing.
• Seeker — I used AI to find the right word to describe myself. The answer surprised me.
• 23 Years — A short photo-filled love letter to San Francisco on the anniversary of making it home.
• We Are Now an Upload (Broadband) Nation — Upstream usage is surging 21.7% year over year. It is the biggest challenge of infrastructure.
• Meta’s May Day — Meta has lost two cases in court. The problem is the way it lost them. Will it force them to rethink their entire operation?
• More Magic Math from OpenAI — The numbers still don’t add up.
• ‘Astound’ed. Google Flips Its Fiber to PE — Google sold GFiber to a PE-owned company called Astound. I am taking it personally.

March 29, 2026. San Francisco

“One should not only photograph things for what they are, but for what else they are.” — Minor White

I have not been out in the wild making landscapes for a while now. Almost a year. However, I have found new subjects to explore. San Francisco, obviously, remains my favorite muse. California is my darling. But at home, I have been exploring how to push myself creatively. And one arena I have been exploring is fountain pens — my other lifelong hobby.

I write with them. I cherish them. I collect them. What I wasn’t doing was photograph them.

I also found that most fountain pen photography is quite boring. The sameness of it. Product shots, meant more for a sale than for enhancing the beauty of objects so lovingly created. I wanted to do something different. More abstract. More me.

As the philosopher Dōgen said: “Not to seek reality apart from appearances, nor to cling to appearances as reality.”

I am trying. In the process, learning. To find beauty in the things I use to create words, which have a beauty of their own.

Two new tools have made this possible.

My friend Kiran Karnani of Harlowe sent me a couple of small portable lights — the Sol — that attach to the iPhone via MagSafe. LEDs with the ability to change color and temperature. With two of them, you can muck about with color, with shadow, with the way light wraps around a hard object and makes it feel alive. I don’t intend to become a macro expert. But these lights give me enough control to mean what I’m doing.

The second tool is a ShortStache Shift Diopter made by PolarPro. They sent me review units in 49mm and 82mm sizes. I have been using the 49mm version in combination with my Leica Q3 43, which has a built-in macro mode. A diopter, to put it simply, is a close-up lens — a secondary optical element you screw in front of your lens. It reduces the minimum focus distance and increases magnification, letting you get closer than your lens could otherwise focus. Particularly useful for macro work. Shift diopters come in three strengths — +2, +4, +8 — each pulling you closer to the subject. (I also have a Leica ElPro e52, and will do a comparison separately.)

Shift diopters opened creative possibilities I didn’t expect. The selective focus, the way sharpness falls away at the edges — it isn’t a technical compromise. It’s an aesthetic choice. I decide what matters, and the rest becomes part of the abyss.

It is an edit. Just like writing itself.

What I am really trying to do and in the process understand is how much of my approach to landscape photography translates to pens. Can I get to the very essence of their existence — not the whole object, but the fragments that tell the story? The light catching a section of celluloid until it stops being “pen” and becomes color, curve, depth.

The most important thing I keep reminding myself: leave something unexpressed. Give the viewer room to imagine the landscape. Rather than show it all.

I want to make pen photographs that feel that way. Nothing resolved. Nothing explained.

“In all things, irregularity is intentionally preferred.” — Yoshida Kenkō, Essays in Idleness

March 30, 2026, San Francisco

An update to More Magic Math from OpenAI

The final mad dash to IPO is on for the big AI companies. SpaceX, OpenAI, and Anthropic have all made their intentions clear. And nothing could be more obvious about OpenAI’s intent than today’s new funding announcement. A few things have changed since I wrote that piece. Some confirm my thesis, and one surprise, though not really.

So, the company says the round closed. $122 billion in committed capital, up from the $110 billion announced in February. Does committed mean money has passed the transom? We won’t know. What we do know is that at a post-money valuation of $852 billion, the anchors are Amazon, Nvidia, and SoftBank. Microsoft participated again, though not clear for how much. The additional $12 billion came from a who’s who of institutional money, including a16z, Sequoia, BlackRock, Blackstone, Fidelity, Temasek, D1, and Dragoneer. The FOMO gang!

So many brand-name investors show up at the last minute because none of them want to miss out on the sweet IPO pop. It surely will win them points with their own (limited partner) investors. I guess FOMO is also an affliction for the super rich.

By the way, nothing puts more in “t “less is more,” than more itself. In 2024, OpenAI raised $6.6 billion and sold about 4 percent of the company. In 2026, they raised $122 billion, twenty times more, by selling roughly 14 percent. Existing insiders and early employees must be in heaven.

To be clear, the circular financing problem hasn’t gone away. Amazon’s $50 billion is tied to an eight-year AWS contract. Nvidia’s contribution is compute, not cash. When I wrote about this in March, it was just an observation. Now it has a name. Bloomberg, Reuters, and others are now calling it “circular financing.”

OpenAI says it now has a $4.7 billion credit line from JPMorgan, Goldman Sachs, Citi, Morgan Stanley, and Wells Fargo. That’s not a lending syndicate. That’s an IPO underwriter roster auditioning for the job. It reminds me of those lining up outside Don Corleone’s room on his daughter’s wedding day. The credit facility is the gift they bring to get in the room.

Now let’s talk about the fix. The $3 billion in investments from individual investors. Axios reports that they are customers of three of the largest banks. Wait, the same three large banks that extended the credit facility and want to be part of the IPO underwriting syndicate. More circular economy at work.

OpenAI CFO Sarah Friar told Axios, “We are really trying to take to heart our mission, which is AGI for the benefit of humanity and thinking about access. Not just access to the technology, but also access to the economic upside that it’s driving.” That’s a nice line. It’s also an IPO marketing strategy.

OpenAI said it will be included in several ARK Invest ETFs. Cathie Wood, who previously invested in OpenAI through her venture arm, now gets to channel her retail base into pre-IPO OpenAI shares. Think about what that is. A private company, not yet public, getting into retail ETFs. That’s a new thing. It’s smart, too. You create demand before the IPO. You distribute the story. You make millions of people feel like they have skin in the game before you even file. That’s the fix.

ARK is overrated, to put it mildly. ARK’s flagship fund peaked in February 2021, then fell 75 percent. Five years later, a thousand dollars invested then is worth about $573 today. And ARK is the vehicle OpenAI chose to democratize the upside. Make of that what you will.

One last thing. OpenAI is quietly pivoting, shutting down Sora, its much-hyped video app, and concentrating resources on a “superapp” for developers and business users, with coding assistants at the center. Why? Because enterprise is exactly where Anthropic is eating their lunch. The $122 billion has bought more time to beat the competition. And did you notice that CFO Friar is doing all the press versus Sam?

You focus this hard because you want to go public. Fast. After all, you don’t want to be the one without a chair when the music stops. Your move, Dario!

Previously on this topic:

• More Magic Math from OpenAI?
• OpenAI Has New Focus (on the IPO)
• $110 Billion in Name Only
• The Debt Beneath the Dream

“A newspaper is not only a collective propagandist and a collective agitator, it is also a collective organiser.” — Vladimir Lenin

In 1902, Lenin argued that his revolution needed a newspaper of its own, and that newspaper was (unironically) named Pravda, which means truth in Russian.

“The standard communications playbook just doesn’t apply to us. We’re not a typical company. We’re driving a really big technological shift.” — Fidji Simo, 2026

Simo, OpenAI’s CEO of Applications, explained this to OpenAI staff as to why OpenAI had just bought TBPN. Different century. Same logic to explain an emerging new socioeconomic order, a new post-revolution reality.

To recap, OpenAI, weeks if not months before its public offering, has acquired the Technology Business Programming Network (TBPN). It is a daily, three-hour live tech talk show hosted by founders Jordi Hays and John Coogan. The show had 58,000 YouTube subscribers, $5 million in revenue last year, and a cult following in Silicon Valley. It was profitable, had no outside investors, and was growing fast. As a former media person, any media exit is a good exit. Congratulations to the founders.

Now let’s dig into what OpenAI really bought and why.

Think of TBPN as a room. A room where people in tech come and talk openly, without having to worry about the antagonistic queries that big media is often posing them. They go because it feels like peers talking, not press interrogating.

If you lived through Internet 1.0, CNBC’s morning show had the same vibe. ESPN’s SportsCenter did the same for the cable sports revolution. They don’t speak to power. They amplify power. TBPN made that playbook its own.

The best part of the announcement is where TBPN sits inside the OpenAI org and who it reports to. The show sits under “strategy” (and not communications) and will report to Chris Lehane. He is OpenAI’s chief political operative, the man associated with coining “vast right-wing conspiracy” as a deflection tactic during the Clinton White House years, who built Fairshake, the crypto super PAC that spent hundreds of millions targeting anti-crypto candidates in 2024.

You don’t put an editorially independent media property under your political operative. That’s not a media strategy. That is part of overall strategy. But they still have to sell it as keeping it editorially independent. Pravda was technically editorially independent too.

Anyway, maybe I have lost my rose-tinted glasses, but when a company says “do no evil,” you know what they are going to do. And if a press release mentions editorial independence four times, you know where that is going. And if you have to invent a new phrase, “Editorial Independence Covenant,” then I don’t really need to spell it out for you.

“The conscious and intelligent manipulation of the organized habits and opinions of the masses is an important element in democratic society.” — Edward Bernays, Propaganda, 1928

Bernays, who was Sigmund Freud’s nephew, invented the PR industry. He thought of it as a key part of corporate design. He was hired by corporations such as United Fruit and American Tobacco to do exactly what OpenAI is doing now. Build the perception layer around a product by presenting it as a massive societal shift.

The Soviet term was agitprop. The Silicon Valley term is earned media strategy. A century apart, history still rhymes.

Related Reading

• OpenAI: The Fix Is In — How OpenAI is engineering its IPO narrative through circular financing and retail ETFs.
• OpenAI Has New Focus (on the IPO) — On Simo, Facebook-style engagement loops, and the real game being played.
• More Magic Math from OpenAI — The PE deals, the JV structure, and why the real product is the IPO prospectus.
• The New Announcement Economy — How OpenAI mastered the press release as a capital-raising instrument.