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Harry Floyd

I write The Durability Curve. Practical essays on AI agents, markets, infrastructure, and the hidden constraints that decide what lasts.

date-fix-test-B

date-fix-test-B

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1 min read
date-fix-test-A

date-fix-test-A

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1 min read
You're Not Comparing Models. You're Comparing Contracts.

You're Not Comparing Models. You're Comparing Contracts.

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6 min read
Your Tools Got Powerful. Get Boring.

Your Tools Got Powerful. Get Boring.

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6 min read
Your AI Agent Stack Is Solving The Wrong Problem

Your AI Agent Stack Is Solving The Wrong Problem

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6 min read
You Only Hold Four Thoughts

You Only Hold Four Thoughts

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6 min read
You Cannot Try to Fall Asleep

You Cannot Try to Fall Asleep

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6 min read
Three Hidden Bottlenecks the AI Buildout Has Already Moved Past GPUs

Three Hidden Bottlenecks the AI Buildout Has Already Moved Past GPUs

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6 min read
The Substrate Map

The Substrate Map

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2 min read
The Stable Liar

The Stable Liar

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5 min read
The Other Half of Compute

The Other Half of Compute

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5 min read
The Lens Lexicon

The Lens Lexicon

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2 min read
The Investor's Substrate Test

The Investor's Substrate Test

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2 min read
The Guardrail Your Agent Can Reach

The Guardrail Your Agent Can Reach

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5 min read
The Forest Floor Is The Product

The Forest Floor Is The Product

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5 min read
The Five Laws of Durable Systems

The Five Laws of Durable Systems

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5 min read
The Displacement Rate Audit

The Displacement Rate Audit

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2 min read
The Cheaper Fix You Keep Skipping

The Cheaper Fix You Keep Skipping

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6 min read
Taste Is What You Delete

Taste Is What You Delete

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6 min read
Start Here: What Survives When The Surface Changes?

Start Here: What Survives When The Surface Changes?

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6 min read
Skills Are Package Management for Your AI

Skills Are Package Management for Your AI

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6 min read
Self-Improvement Is Release Engineering

Self-Improvement Is Release Engineering

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6 min read
Right Company, Wrong Vector

Right Company, Wrong Vector

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6 min read
Right About AI, Wiped Out Anyway

Right About AI, Wiped Out Anyway

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6 min read
Remembers Everything, Learns Nothing

Remembers Everything, Learns Nothing

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6 min read
Prompting Isn't Writing, It's Compilation

Prompting Isn't Writing, It's Compilation

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6 min read
PLTR: The AI Stock That Has To Prove It Owns The Permission Layer

PLTR: The AI Stock That Has To Prove It Owns The Permission Layer

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6 min read
The 90-Day Canopy Audit

The 90-Day Canopy Audit

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6 min read
Is This Difficulty Load-Bearing?

Is This Difficulty Load-Bearing?

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1 min read
I Read 3,000 Papers Across 12 Fields. Five Patterns Kept Appearing.

I Read 3,000 Papers Across 12 Fields. Five Patterns Kept Appearing.

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6 min read
AI Made You Faster. It Did Not Make You Safer.

AI Made You Faster. It Did Not Make You Safer.

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6 min read
How Reliable Is Your AI Agent?

How Reliable Is Your AI Agent?

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6 min read
Most Verification Is Just Bigger Classification

Most Verification Is Just Bigger Classification

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5 min read
The Average Is Nobody's Result

The Average Is Nobody's Result

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5 min read
Your Robot Coworker Is Still a Pilot

Your Robot Coworker Is Still a Pilot

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5 min read
Where Your Metrics Fold

Where Your Metrics Fold

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5 min read
The Leverage Hierarchy of Agent Engineering

The Leverage Hierarchy of Agent Engineering

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4 min read
Your AI Looks Best Where You Can Check It Least

Your AI Looks Best Where You Can Check It Least

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7 min read
Your AI Stack Has Three Bugs Other Fields Already Fixed

Your AI Stack Has Three Bugs Other Fields Already Fixed

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7 min read
AI Can Write Your Code. That Does Not Mean It Should.

AI Can Write Your Code. That Does Not Mean It Should.

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4 min read
Your Tests Pass. So What?

Your Tests Pass. So What?

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18 min read
Your Research Agent Cites Sources It Never Read

Your Research Agent Cites Sources It Never Read

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7 min read
Your Multi-Agent System Is an Org Chart

Your Multi-Agent System Is an Org Chart

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11 min read
Your Benchmark Measures a Sprint. Your Agent Runs a Marathon.

Your Benchmark Measures a Sprint. Your Agent Runs a Marathon.

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4 min read
Never Let Claude Code Tell You It's Done

Never Let Claude Code Tell You It's Done

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3 min read
How Long Until Your AI Edge Stops Paying?

How Long Until Your AI Edge Stops Paying?

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4 min read
Access Is Not Agency

Access Is Not Agency

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3 min read
Ten Lines of Code Scored 100% on AI Coding Benchmarks. It Solved Nothing.

Ten Lines of Code Scored 100% on AI Coding Benchmarks. It Solved Nothing.

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4 min read
The Seven-Layer Agent Audit: How to Find Where Your AI Agent Is Actually Starving

The Seven-Layer Agent Audit: How to Find Where Your AI Agent Is Actually Starving

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4 min read
What Proves You Can Think?

What Proves You Can Think?

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3 min read
What 128GB Unified Memory Changes for Local AI Development

What 128GB Unified Memory Changes for Local AI Development

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3 min read
The Same AI Model Can Perform 6x Better: Here's Why

The Same AI Model Can Perform 6x Better: Here's Why

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2 min read
The Decision Subtraction Framework: How to Evaluate Any AI Tool

The Decision Subtraction Framework: How to Evaluate Any AI Tool

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3 min read
The Verification Bottleneck: Why Testing AI Agents Is Harder Than Building Them

The Verification Bottleneck: Why Testing AI Agents Is Harder Than Building Them

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4 min read
NVIDIA's $81.6B Quarter Confirms the Networking Bottleneck — Here's What Developers Should Know

NVIDIA's $81.6B Quarter Confirms the Networking Bottleneck — Here's What Developers Should Know

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3 min read
The Indium Phosphide Bottleneck: What the Market Missed

The Indium Phosphide Bottleneck: What the Market Missed

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2 min read
The Earnings Report Is Not the Signal

The Earnings Report Is Not the Signal

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2 min read
3 Infrastructure Bottlenecks That Exist Beyond Any Single Earnings Report

3 Infrastructure Bottlenecks That Exist Beyond Any Single Earnings Report

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2 min read
The 4 Hidden Bottlenecks in the GLP-1 Supply Chain

The 4 Hidden Bottlenecks in the GLP-1 Supply Chain

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3 min read
The 3 Numbers That Matter More Than NVIDIA's $80 Billion Quarter

The 3 Numbers That Matter More Than NVIDIA's $80 Billion Quarter

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3 min read
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