Thinking about AI, robotics & what the world becomes. First principles. Long arcs. Building in the middle of it
Joined January 2021
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Everyone is talking about humanoid robots.
Nobody is defining them.
The reason it looks like us has nothing to do with design.
It has to do with doorknobs.
The world was built for the human form. Every staircase, every handle, every construction site. The robot has to fit the world... not the other way around.
We are at the bend of the S-curve. The steep part is starting.
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Full essay... what humanoid robots actually are, why the form factor matters, the S-curve, and the deflationary world at the end of all this.
open.substack.com/pub/raynow…
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Found @JulianSaks Humanoid Atlas.
29 OEMs. 41 supply chain suppliers. Every VLA model is mapped.
The most complete map of the humanoid robot industry I've seen.
Bookmark this.
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AI isn't taking the developer's job.
It's giving their job to me.
I can't code. Never could. But this week I built a web app, a database, and a full content system.
The developer is scared Claude will replace him.
I'm using Claude to become him.
We're both right. That's the part nobody's saying.
It's not man vs machine. It's the person who adapts vs the person who waits.
The adapters don't look like you think.
They're just obsessive, slightly unhinged, zero credentials... and an AI that never gets tired.
We're all just accidentally becoming each other.
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The interface keeps getting simpler.
And somehow deeper.
Command line → OS → Browser → AI → Voice → Thought
Every era, the machine got closer to how humans actually think.
We are at the edge of something most people haven't noticed yet.
Full essay ↓
The interface keeps getting simpler. And somehow deeper.
First it was command lines. Then the OS. Then the browser swallowed the OS suddenly it didn't matter if you had Windows or Mac, Chrome was the real operating system.
Then something weirder happened. One website inside that browser started doing everything. I open Claude, and I don't leave. To-do lists, code, strategy, writing... it's all in there.
But here's what nobody is saying: the interface isn't just getting more powerful. It's getting more human. We went from typing commands... to clicking... to tapping... to talking.
Voice is the next interface. Not because it's convenient. Because thinking is faster than typing, and the interface is finally catching up to the speed of thought.
We are at the edge of something. And most people haven't even noticed yet.
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The interface keeps getting simpler. And somehow deeper.
First it was command lines. Then the OS. Then the browser swallowed the OS suddenly it didn't matter if you had Windows or Mac, Chrome was the real operating system.
Then something weirder happened. One website inside that browser started doing everything. I open Claude, and I don't leave. To-do lists, code, strategy, writing... it's all in there.
But here's what nobody is saying: the interface isn't just getting more powerful. It's getting more human. We went from typing commands... to clicking... to tapping... to talking.
Voice is the next interface. Not because it's convenient. Because thinking is faster than typing, and the interface is finally catching up to the speed of thought.
We are at the edge of something. And most people haven't even noticed yet.
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maybe the chasing itself is the closest thing to home i have found so far...
open.substack.com/pub/raynow…
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