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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.

Joined Joined on  Personal website https://harryfloyd.substack.com/
You're Not Comparing Models. You're Comparing Contracts.
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You're Not Comparing Models. You're Comparing Contracts.

#ai #agents #testing #machinelearning
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6 min read
Your Tools Got Powerful. Get Boring.
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Your Tools Got Powerful. Get Boring.

#ai #agents #machinelearning #architecture
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6 min read
Your AI Agent Stack Is Solving The Wrong Problem
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Your AI Agent Stack Is Solving The Wrong Problem

#ai #agents #machinelearning #architecture
Comments 1
6 min read
You Only Hold Four Thoughts
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You Only Hold Four Thoughts

#ai #architecture #productivity #analysis
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6 min read
You Cannot Try to Fall Asleep
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You Cannot Try to Fall Asleep

#ai #agents #testing #analysis
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6 min read
Three Hidden Bottlenecks the AI Buildout Has Already Moved Past GPUs
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Three Hidden Bottlenecks the AI Buildout Has Already Moved Past GPUs

#ai #machinelearning #architecture #investing
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6 min read
The Substrate Map
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The Substrate Map

#ai #agents #testing #machinelearning
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2 min read
The Stable Liar
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The Stable Liar

#ai #productivity #analysis #research
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5 min read
The SpaceX IPO Is Not What You Think You're Buying
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The SpaceX IPO Is Not What You Think You're Buying

#ai #productivity #investing #infrastructure
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5 min read
The Other Half of Compute
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The Other Half of Compute

#ai #machinelearning #architecture #infrastructure
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5 min read
The Lens Lexicon
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The Lens Lexicon

#ai #testing #architecture #investing
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2 min read
The Investor's Substrate Test
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The Investor's Substrate Test

#ai #agents #testing #architecture
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2 min read
The Guardrail Your Agent Can Reach
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The Guardrail Your Agent Can Reach

#ai #agents #testing #machinelearning
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5 min read
The Forest Floor Is The Product
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The Forest Floor Is The Product

#ai #machinelearning #architecture #productivity
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5 min read
The Five Laws of Durable Systems
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The Five Laws of Durable Systems

#ai #agents #testing #machinelearning
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5 min read
The Displacement Rate Audit
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The Displacement Rate Audit

#ai #agents #testing #machinelearning
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2 min read
The Cheaper Fix You Keep Skipping
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The Cheaper Fix You Keep Skipping

#ai #testing #machinelearning #architecture
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6 min read
Taste Is What You Delete
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Taste Is What You Delete

#ai #machinelearning #productivity #analysis
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6 min read
Start Here: What Survives When The Surface Changes?
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Start Here: What Survives When The Surface Changes?

#ai #agents #testing #machinelearning
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6 min read
Skills Are Package Management for Your AI
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Skills Are Package Management for Your AI

#ai #agents #machinelearning #architecture
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6 min read
Self-Improvement Is Release Engineering
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Self-Improvement Is Release Engineering

#ai #agents #machinelearning #architecture
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6 min read
Right Company, Wrong Vector
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Right Company, Wrong Vector

#ai #testing #investing #analysis
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6 min read
Right About AI, Wiped Out Anyway
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Right About AI, Wiped Out Anyway

#ai #architecture #investing #infrastructure
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6 min read
Remembers Everything, Learns Nothing
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Remembers Everything, Learns Nothing

#ai #agents #testing #programming
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6 min read
Prompting Isn't Writing, It's Compilation
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Prompting Isn't Writing, It's Compilation

#ai #agents #testing #machinelearning
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6 min read
PLTR: The AI Stock That Has To Prove It Owns The Permission Layer
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PLTR: The AI Stock That Has To Prove It Owns The Permission Layer

#ai #machinelearning #investing #analysis
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6 min read
The 90-Day Canopy Audit
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The 90-Day Canopy Audit

#ai #agents #testing #machinelearning
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6 min read
Is This Difficulty Load-Bearing?
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Is This Difficulty Load-Bearing?

#ai #agents #testing #machinelearning
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1 min read
I Read 3,000 Papers Across 12 Fields. Five Patterns Kept Appearing.
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I Read 3,000 Papers Across 12 Fields. Five Patterns Kept Appearing.

#ai #testing #machinelearning #architecture
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6 min read
AI Made You Faster. It Did Not Make You Safer.
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AI Made You Faster. It Did Not Make You Safer.

#ai #agents #testing #machinelearning
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6 min read
How Reliable Is Your AI Agent?
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How Reliable Is Your AI Agent?

#ai #agents #testing #architecture
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6 min read
Most Verification Is Just Bigger Classification
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Most Verification Is Just Bigger Classification

#ai #testing #analysis #architecture
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5 min read
The Average Is Nobody's Result
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The Average Is Nobody's Result

#ai #analysis #machinelearning #productivity
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5 min read
Your Robot Coworker Is Still a Pilot
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Your Robot Coworker Is Still a Pilot

#ai #robotics #analysis #architecture
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5 min read
Where Your Metrics Fold
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Where Your Metrics Fold

#ai #architecture #analysis #productivity
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5 min read
The Leverage Hierarchy of Agent Engineering
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The Leverage Hierarchy of Agent Engineering

#ai #agents #architecture #productivity
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4 min read
Your AI Looks Best Where You Can Check It Least
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Your AI Looks Best Where You Can Check It Least

#ai #programming #productivity #architecture
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7 min read
Your AI Stack Has Three Bugs Other Fields Already Fixed
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Your AI Stack Has Three Bugs Other Fields Already Fixed

#ai #programming #architecture #productivity
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7 min read
AI Can Write Your Code. That Does Not Mean It Should.
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AI Can Write Your Code. That Does Not Mean It Should.

#ai #programming #productivity #career
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4 min read
Your Tests Pass. So What?
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Your Tests Pass. So What?

#ai #testing #programming #infrastructure
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18 min read
Your Research Agent Cites Sources It Never Read
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Your Research Agent Cites Sources It Never Read

#ai #programming #analysis #architecture
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7 min read
Your Multi-Agent System Is an Org Chart
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Your Multi-Agent System Is an Org Chart

#ai #architecture #software #agents
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11 min read
Your Benchmark Measures a Sprint. Your Agent Runs a Marathon.
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Your Benchmark Measures a Sprint. Your Agent Runs a Marathon.

#ai #llm #architecture #analysis
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4 min read
Never Let Claude Code Tell You It's Done
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Never Let Claude Code Tell You It's Done

#ai #testing #programming #tutorial
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3 min read
How Long Until Your AI Edge Stops Paying?
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How Long Until Your AI Edge Stops Paying?

#ai #analysis #architecture #productivity
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4 min read
Access Is Not Agency
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Access Is Not Agency

#ai #architecture #security #devops
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3 min read
Ten Lines of Code Scored 100% on AI Coding Benchmarks. It Solved Nothing.
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Ten Lines of Code Scored 100% on AI Coding Benchmarks. It Solved Nothing.

#ai #programming #evaluation #architecture
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4 min read
The Seven-Layer Agent Audit: How to Find Where Your AI Agent Is Actually Starving
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The Seven-Layer Agent Audit: How to Find Where Your AI Agent Is Actually Starving

#ai #llm #architecture #debugging
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4 min read
What Proves You Can Think?
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What Proves You Can Think?

#ai #productivity #career #architecture
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3 min read
What 128GB Unified Memory Changes for Local AI Development
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What 128GB Unified Memory Changes for Local AI Development

#ai #machinelearning #llm #programming
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3 min read
The Same AI Model Can Perform 6x Better: Here's Why
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The Same AI Model Can Perform 6x Better: Here's Why

#ai #architecture #productivity #programming
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Comments 1
2 min read
The Decision Subtraction Framework: How to Evaluate Any AI Tool
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The Decision Subtraction Framework: How to Evaluate Any AI Tool

#ai #productivity #frameworks #decisionmaking
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3 min read
The Verification Bottleneck: Why Testing AI Agents Is Harder Than Building Them
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The Verification Bottleneck: Why Testing AI Agents Is Harder Than Building Them

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

#ai #infrastructure #architecture #investing
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3 min read
The Indium Phosphide Bottleneck: What the Market Missed
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The Indium Phosphide Bottleneck: What the Market Missed

#ai #infrastructure #analysis #architecture
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2 min read
The Earnings Report Is Not the Signal
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The Earnings Report Is Not the Signal

#ai #infrastructure #analysis #architecture
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2 min read
3 Infrastructure Bottlenecks That Exist Beyond Any Single Earnings Report
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3 Infrastructure Bottlenecks That Exist Beyond Any Single Earnings Report

#ai #infrastructure #architecture #analysis
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2 min read
The 4 Hidden Bottlenecks in the GLP-1 Supply Chain
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The 4 Hidden Bottlenecks in the GLP-1 Supply Chain

#biotech #pharma #supplychain #analysis
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3 min read
The 3 Numbers That Matter More Than NVIDIA's $80 Billion Quarter
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The 3 Numbers That Matter More Than NVIDIA's $80 Billion Quarter

#ai #investing #infrastructure #analysis
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3 min read
NVIDIA Q1 FY2027 Earnings Preview — 5 Signals the Market May Be Missing
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NVIDIA Q1 FY2027 Earnings Preview — 5 Signals the Market May Be Missing

#ai #infrastructure #investing #analysis
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5 min read
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