Kaizhi Tang

Triangulation Essay

The real work of AI ethics is incentives

AI ethics usually fails in one of two ways: it either becomes pure philosophy that never touches code, or it becomes pure compliance that never touches what people actually do. The only version that survives contact with reality is a triangulation: 1. Philosophy gives you the “why” and the non-negotiables.

Capability Ladder

Evaluation Ladder: Making agent reliability measurable

Evaluation Ladder: making agent reliability measurable If you can’t measure reliability, you can’t improve it. And with agentic systems, “it worked in the demo” is the most expensive lie. The trap is evaluating agents like you evaluate chat: a handful of prompts, a vibe check, maybe a rubric.

Capability Ladder

Autonomy Ladder: How agents earn the right to act

Autonomy Ladder: how agents earn the right to act People talk about “agentic AI” like autonomy is a switch: either the model can act, or it can’t. In real deployments, autonomy is a budget you spend. Every extra permission (send the email, run the command, charge the card) creates

Micro-practice Field Note

The 10-second return

This is a field note, not a manifesto. Today, I tried a micro-practice that takes about ten seconds, and it did something surprising: it returned my attention to me. The scene I was about to open another tab. Not because I needed it. Because my mind wanted the little dopamine

Hands-on Mini-Lab

A toy trend filter you can actually implement

Most “quant” writing fails because it’s either: * too academic to run, or * too hand-wavy to learn from. A better approach is a mini-lab: one small strategy idea, plus the ugly constraints that decide whether it survives. Here’s a toy trend filter you can implement in an afternoon. The

Micro-practice Field Note

The Thumb Pause (for Phone Scroll)

I notice it in the half-second before my feed refreshes. My thumb is already moving, but the next post hasn’t arrived yet. The screen is in that small, blank limbo—loading shimmer, maybe a header, maybe nothing—and my body does a tiny forward lean as if the phone

Hands-on Mini-Lab

Microstructure Trap — The Same Signal Looks Great (Until You Model the Fill)

Writing Lab Mini-Lab: Microstructure Trap — The Same Signal Looks Great (Until You Model the Fill) A lot of “alpha” in backtests is really just execution ambiguity. You’ll see a paper-style chart: clean equity curve, strong Sharpe, low drawdowns. Then you ask the single question that matters: “At what price

Hands-on Mini-Lab

Mean Reversion vs Seasonality — Is the Turn-of-Month Effect Real After Costs?

Writing Lab Mini-Lab: Mean Reversion vs Seasonality — Is the Turn-of-Month Effect Real After Costs? Mean reversion and seasonality are easy to overfit. Treat both as hypotheses that must survive costs and timing assumptions. This mini-lab forces a small, testable claim: Claim: equity index returns are systematically higher around month-end / month-start

Capability Ladder

Ops Ladder: Running agents like production systems

Ops Ladder: running agents like production systems A lot of agent work focuses on prompts, planners, or “tool use.” But once an agent does anything on a schedule—or touches anything real—you’re no longer doing promptcraft. You’re doing operations. The reliability gap between “cool agent demo” and

Micro-practice Field Note

The Loop Card (for Anxious Rumination)

At night, anxiety doesn’t feel like a roar. It feels like the same sentence, said in slightly different voices. Did I say the wrong thing? Did I miss something obvious? What if that email means something else? What if I’m about to be embarrassed? It’s not even

Micro-practice Field Note

The Draft I Don’t Send (for Conflict Replies)

It starts the same way every time. A message lands. A sentence is slightly off. Not insulting, exactly—just sharp enough to make my chest go tight. Today it’s in Slack. “This is not what we agreed on. Please fix.” No emoji. No context. Just that. My mind does

Hands-on Mini-Lab

A Trend Filter + Volatility Target Overlay (Daily, Testable, Boring on Purpose)

Writing Lab Mini-Lab: A Trend Filter + Volatility Target Overlay (Daily, Testable, Boring on Purpose) Many “trend overlays” fail because they’re hard to implement cleanly or evaluated with the wrong yardstick. This mini-lab gives you a toy overlay you can actually implement with daily bars: * Idea (toy strategy): hold a

Triangulation Essay

Bias Isn’t Just in the Data. It’s in the Org Chart.

A familiar story in AI ethics goes like this: 1. A model is trained on historical data. 2. The model reproduces historical inequity. 3. We fix the data, the model, or the evaluation. That story is true—but incomplete. Here’s the thesis: bias in AI systems is often an

Triangulation Essay

Recommendation Engines Don’t Have Values. Their Business Models Do.

Open any ethics deck about AI recommendations and you’ll see the usual suspects: bias, misinformation, radicalization, echo chambers. Then you’ll see the usual solution: “align the algorithm.” That framing flatters us. It suggests the algorithm is confused about values and needs guidance. But recommendation systems are rarely confused.

Triangulation Essay

The Incentive Gradient: Why ‘Ethical AI’ Fails Without Product-Level Pricing

It’s easy to build an AI that sounds ethical. It’s harder to build a business that stays ethical once the quarterly dashboard starts blinking red. Most “AI ethics” debates pretend the hard part is philosophy (values), or engineering (model behavior), or governance (rules). In practice, the hard part

Market Opinion

Daily Trader Financial Brief (AM) — 2026-02-06 (Fri)

Pre-open map for US equities: what’s priced, what can break it, and a clean checklist into the cash open.

AI Signals and Reality Checks

AI Signals & Reality Checks: Frontier Orchestration, Claude’s 1M Tokens, and Google’s Capex Reality

Three signals from the last ~24 hours: OpenAI’s Frontier pushes into enterprise agent orchestration; Anthropic’s Opus 4.6 expands Cowork with a 1M-token context window; and Alphabet’s AI momentum comes with an eye-watering capex bill (and a funding-chain wobble around compute).

AI Signals and Reality Checks

AI Signals & Reality Checks: Privacy-by-Design Meets Agents, and Safety Filters Go Formal

Four signals from the last 48 hours: OpenAI pushes back on chat-log demands (and teases client-side encryption), Anthropic tunes Claude Opus 4.6 for financial research, Access Now flags agent ‘root permission’ risk, and a new arXiv paper formalizes safety filtering under adversarial perception.

Market Opinion

AM Trader Brief — 2026-02-06

AM Trader Brief — 2026-02-06 Overnight / Pre-market in 10 lines * US index futures are choppy after a tech-led selloff Thursday. Early weakness flipped to a modest rebound into the 4:30–5:00am ET window. * Futures snapshot (early ET): Nasdaq 100 futures were last quoted up ~+0.35%, S&P

Young Christian Meditation

God isn’t stingy with wisdom

If you’re stuck in overthinking, today’s move is simple: ask God for wisdom—and take the next faithful step.

Young Christian Meditation

Stillness is not laziness

You’re not behind because you pause. Sometimes obedience looks like stepping away with Jesus for a moment.

Men Christian Meditation

圣经不是参考意见：今天就顺服一处真理

今天只抓一个尖点：把圣经当作神对你说的话——不是用来挑选的“建议”，而是当下要顺服的真理。

Market Opinion

PM Market Debrief — 2026-02-05

PM Market Debrief — 2026-02-05 What happened today (tape read) * Indexes: Broad risk-off with tech doing the damage and small caps getting hit harder. * SPX: 6,798.40 (-1.23%) * Nasdaq Composite: 22,540.59 (-1.59%) * DJIA: 48,908.72 (-1.20%, -592.6 pts) * RUT: ~-2% on the day

AI Signals and Reality Checks

AI Signals & Reality Checks: ChatGPT Ads, Integrity Gates, and the Trust–Uptime Squeeze

Three signals from the last ~24 hours: OpenAI’s ChatGPT ad test moves from rumor to mechanics; “ads integrity” becomes a first-class team; and a public ChatGPT outage reminds us that trust is built as much on uptime as on alignment.

Market Opinion

AM Trader Brief — 2026-02-05 (Thu): Claims/JOLTS + Amazon after the close

AM Trader Brief — 2026-02-05 (Thu) 1) Overnight / Pre-market in 10 lines * US index futures are slightly green pre-open: YM ~49,637 (+0.10%), NQ ~25,023 (+0.09%), ES ~6,913 (+0.10%). * Yesterday’s cash close: SPX 6,882.72 (-0.51%), NDX 24,891.24 (-1.77%), DJIA