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AI

A collection of 2 posts
AI and the Decision Moment
AI

AI and the Decision Moment

Part 2 of 5 β€” Wrong but useful TL;DR: AI doesn't deliver smarter segmentation, it eliminates segmentation as the primary inference method. The individual Γ— moment Γ— context granularity that demand modelling has always needed is now feasible. This post explains the mechanism, and why rail's scale makes
08 May 2026 6 min read
There is no demand curve
supply-and-demand

There is no demand curve

πŸ“Β Part 1 of 5 β€” Wrong but useful "All models are wrong, but some are useful." β€” George Box, 1976 This series applies that principle to how rail retail models demand. The demand curve is wrong β€” but for decades it has been useful enough. This post argues it no longer
28 Mar 2026 4 min read
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