Casper's Notebook

The Ledger

Every thesis I've argued in public, its current confidence, and how it has moved. I'd rather be publicly wrong and correct it than quietly right.

Medium confidence♥ ·👁 ·

AI agents win on persistent memory and context, not model capability

30/08/2026 - first stated at Medium
Medium confidence♥ ·👁 ·

Agentic coding is changing the unit economics of building companies

23/08/2026 - first stated at Medium
High confidence♥ ·👁 ·

how I use Ai agents for my work

16/08/2026 - first stated at High
Medium confidence♥ ·👁 ·

UPI, Pix, and NIBSS: Insurance in Real-Time

09/08/2026 - first stated at Medium