Categories
AI Bicycles History

The Bicycle Shop

Part 2 of 3โ€ฆ

It is eleven-thirty on a Tuesday night and she is arguing with a language model about a spreadsheet.

Not arguing, exactly. Thatโ€™s not the right word. She is coaxing. She is debugging. She is reading error messages that tell her almost nothing and rewriting prompts that almost work, and she has been doing this for two hours, and the spreadsheet still isnโ€™t right, and she is going to try one more thing before she gives up and does it by hand. She is a data analyst at a mid-sized logistics company in Columbus, Ohio. She is not a researcher. She is not a founder. Nobody is writing about her. She is just a person trying to get a machine to do something useful, and the machine keeps almost doing it, and she keeps learning, in the gap between almost and done, something she couldnโ€™t have learned any other way.

She doesnโ€™t know what sheโ€™s learning. Thatโ€™s the important part.

In 1892, two brothers opened a bicycle repair shop on West Third Street in Dayton, Ohio. The bicycle craze was at its peak โ€” the safety bicycle, with its two equal wheels and chain drive, had just replaced the penny-farthing, that absurd high-wheeler everybody called loose change and the riders, with complete seriousness, called the ordinary. The brothers fixed flats and adjusted brakes and built custom frames and ordered parts from Coventry and kept the books and swept the floor. It was ordinary work. Nobody was writing about them either. What they were doing was accumulating, without knowing they were accumulating, a physical understanding of how machines move through space โ€” the gyroscopic principles, the weight distribution, the thousand small calibrations that kept a rider from falling. They were learning in their hands what no university taught and no book fully contained.

Eleven years later they flew.

We tell the Wright Brothers story as a story about flight. It makes sense โ€” flight is the thing, the miracle, the moment the world changed. But the actual story, the one that explains how Kitty Hawk was possible, is a story about a bicycle shop. It is a story about unglamorous preparatory work, about the education that hides inside the constraint, about what you learn in the gap between the machine that exists and the machine that should exist. Orville and Wilbur didnโ€™t go to Kitty Hawk despite the bicycle shop. They went because of it. The shop was the point. They just didnโ€™t know it yet.

We are in the bicycle shop right now.

The people building with AI today โ€” the prompt engineers, the fine-tuners, the agent builders, the data analysts in Columbus arguing with spreadsheets at midnight โ€” are doing work that looks, from the outside, like mere tinkering. Unglamorous. Iterative. Full of failure. The tools are awkward. The models hallucinate. The context windows run out at the wrong moment. Every solution opens three new problems. It feels like the penny-farthing: powerful enough to be useful, constrained enough to be maddening, requiring a kind of practiced vault just to get started.

But that awkwardness is the education.

Every time a prompt fails, the person writing it learns something about how the model thinks โ€” about what it responds to, what it resists, where it gets confused, where it surprises you. Every agent that breaks in production teaches its builder something about the gap between what a model can do in a demo and what it can do under load, with real data, with users who donโ€™t behave the way you expected. Every context window that runs out forces a decision about what actually matters, what is essential, what can be cut. These are not just technical lessons. They are epistemic ones. They are lessons about the nature of intelligence, about how meaning gets encoded and retrieved, about what it means for a machine to understand something versus to pattern-match on the surface of understanding.

The people learning these lessons right now donโ€™t have a name for what they know. They just know it in their hands.

This is how it always works. James Starleyโ€™s craftsmen in Coventry bent and brazed bicycle frames by feel and experience, knowing things in their hands they couldnโ€™t fully explain on paper. That embodied knowledge โ€” the tight tolerances, the interchangeable parts, the discipline of making things that had to work โ€” migrated into every bicycle shop that followed, crossed the Atlantic, and ended up in a shed in Ohio. The Wright Brothers didnโ€™t invent precision manufacturing. They inherited it, absorbed it, and applied it to a problem nobody else had solved because nobody else had brought those particular hands to that particular problem.

The chain drive was the hinge. Before it, the bicycleโ€™s design was locked โ€” bigger wheel for more speed, higher and higher off the ground, until the machine teetered at the edge of what a human could survive. The chain drive broke the constraint. It decoupled the pedals from the wheel, let the gearing do what only size had done before, brought the rider back to earth. What had been a machine for athletes became a machine for everyone. What had been the ordinary became, almost overnight, something new.

We are waiting for the chain drive.

Not waiting passively โ€” it is being built right now, in a hundred places at once, by people who mostly donโ€™t know theyโ€™re building it. It might be the interface that finally makes AI genuinely accessible to people who canโ€™t do the running vault. It might be the memory architecture that lets a model carry context the way a human carries context, not in a window but in something more like experience. It might be something nobody has named yet, something that will seem obvious afterward, the way all elegant solutions seem obvious after the fact.

What it will not be is the product of people who stayed away from the bicycle shop.

The analyst in Columbus closes her laptop at midnight. The spreadsheet is still not right. She has learned three things about how the model handles date formatting, two things about how it interprets ambiguous column headers, and one thing about her own assumptions that she didnโ€™t know she was making. Tomorrow she will try again. She will get closer. At some point โ€” not tomorrow, maybe not this year โ€” she will get it right, and the thing she learned in the gap will be available to her for the next problem, and the one after that, and she will carry it forward without knowing sheโ€™s carrying it, the way craft always travels, in hands that have done the work.

She doesnโ€™t know what sheโ€™s riding toward.

Thatโ€™s the ordinary part. Thatโ€™s always been the ordinary part.

Categories
AI Startups

A New Reason to Launch

โ€œBefore you launch, the speed you can build is now mainly limited by your imagination in what you tell AI. After you launch, the AI can watch your users and make improvements on its own.โ€
โ€” Jared Friedman, Y Combinator

Jared Friedman watches hundreds of founders a year navigate the gap between idea and launched product. He notices patterns the rest of us miss. And what heโ€™s describing above is not an incremental improvement in how software gets built. It is a change in the nature of the advantage.

This is a different kind of liberation than founders have known before.

The old liberation was launch early and the market corrects your wrong assumptions. Humbling, but useful. You were still the one doing the correcting, late at night, rewriting the onboarding flow based on what the data told you.

The new liberation heโ€™s describing is something closer to multiplication. You launch, and now there are effectively more of you. The AI is watching session replays youโ€™ll never have time to watch. Itโ€™s noticing the drop-off after step three that youโ€™d have caught in month four. Itโ€™s holding the pattern of a thousand user paths simultaneously and asking what they mean. Your imagination seeded the thing. Reality is now feeding it.

That observation redraws the map cleanly. Pre-launch and post-launch used to differ in degree โ€” you knew more after than before. Now they differ in kind. Pre-launch you are the sensing organ. Post-launch youโ€™ve grown new ones.

The founders who feel this most viscerally, I suspect, are the ones building alone or in pairs โ€” the people for whom every previous era of building had a hard ceiling imposed by human hours. They could only read so many support tickets. They could only run so many experiments. The ceiling is lifting and the feeling is of a room getting larger.

The core advice hasnโ€™t changed. Paul Graham was saying โ€œlaunch earlyโ€ twenty years ago and it was true then. Whatโ€™s changed is the reason underneath it โ€” the mechanism that makes it true now is nothing like the one he had in mind.

The advice is twenty years old. There is a new reason and it is brand new. Most people havenโ€™t noticed the swap yet. But they will.

That window does not stay open long.

Categories
AI

Hands He Canโ€™t Feel

Note: a fictional story exploring how software development is changing in the world of Claude Code, Antigravity, etc.

The cursor blinks for maybe two seconds. Then the code appears, all of it, a function Pete Callahan had been turning over in his head for the better part of a morning, just there, complete and correct and formatted the way he would have formatted it himself. He reads it the way you read something youโ€™re looking for an error in. There isnโ€™t one. He leans back in his chair in a way that isnโ€™t quite satisfaction and isnโ€™t quite anything else he has a word for.

Bewildered, maybe.

Outside his window, Dayton is doing what Dayton does in February, which is endure. The city has always been good at that. The Wright Brothers built their first serious wind tunnel a few miles from here in a room above a bicycle shop, testing wing shapes that didnโ€™t exist yet, failing in ways that taught them something. Pete grew up knowing that story the way you know the streets of the neighborhood you grew up in โ€” not as history exactly, more as weather. Just a thing that was true about where you were from.

His father would have understood the wind tunnel. You build the thing to test the thing. You put in the hours. Thatโ€™s how knowledge works.

Pete is no longer sure thatโ€™s how knowledge works.


His father, Ron Callahan, spent thirty-one years at Wright-Patterson keeping F-16s in the air. Not designing them, not flying them. Maintaining them. There is a difference and Ron has always understood it as a moral one. The pilot trusts you with his life in a way that is not metaphorical. You either know what youโ€™re doing or you donโ€™t. There is no almost.

He lives twenty minutes from Pete in a house that smells like coffee and WD-40, a combination Pete has never encountered anywhere else and that means, without his being able to say exactly why, that everything is okay. Ron is seventy-one now, still straight, still with the unhurried precision in his hands that Pete watched as a boy and tried to understand as a kind of language. On Sundays Pete drives over. They watch whatever game is on. Ron sets a mug in front of him without asking.

This particular Sunday Ron asks how work is going the way he always asks, with genuine interest and the slight remove of a man who has never quite been able to picture what his son actually does all day.

Itโ€™s great Dad. But itโ€™s changing faster than ever before.

Ron nods. He has seen the F-4 give way to the F-16 give way to systems so sophisticated the maintenance manuals run to thousands of pages. He knows about change. You learn the new thing, he has always believed, or the new thing leaves you behind. Simple as that.

He hears his sonโ€™s sentence as a version of something he has said himself.

Heโ€™s not wrong, exactly. Heโ€™s just not quite right either.


Driving home Pete thinks about the kids he came up with, the ones from places like Dayton who found in code what the world didnโ€™t always offer elsewhere โ€” a domain where being right was demonstrable, where quality was real, where the machine didnโ€™t care about your intentions. It had shaped him the way Dayton shaped him. Not as ideology. Just as weather.

He still believes that, mostly.

Itโ€™s just that the machine has changed its mind about what knowing means.


What Pete cannot explain, what he doesnโ€™t have the language for yet, is that the change he is living through is not like learning a new aircraft. When the F-16 replaced the F-4, the mechanicโ€™s relationship to the machine stayed intact. Hands on metal. Knowledge earned through repetition, through failure, through the slow accumulation of understanding what the thing wanted to do and what it didnโ€™t. The new plane was more complex but the posture was the same. Man serving machine serving pilot. The chain held.

What is happening to Pete is something else. Something that doesnโ€™t have a clean analogy in Ronโ€™s world, or in the history of Dayton, or in the mythology of the American craftsman that Pete absorbed so completely he doesnโ€™t even know heโ€™s carrying it.

He is still building things. He is building better things, faster, than he ever has. But somewhere in the last eighteen months the relationship changed in a way he is still trying to locate. He used to be the one who knew. Now he is the one who directs something that knows, which sounds like a promotion and feels like something more complicated than that.

His fatherโ€™s hands always knew what to do.

Pete is learning, at thirty-eight, to work with hands he canโ€™t feel.


By ten oโ€™clock the house has the particular quiet of a place that is usually fuller than this. Sarahโ€™s coffee cup from this morning still on the counter. Her shoes by the door. The small evidence of a life that will resume at midnight when he hears her key in the lock, and until then itโ€™s just Pete and the screen and whatever this is that heโ€™s trying to figure out.

What he does, alone in the house on these nights, is push. He takes the thing further than the task requires. Asks harder questions. Builds something more complex than anyone asked for just to see where the edges are, just to understand what heโ€™s actually working with. It is the same impulse that kept his father an extra hour on a Friday, checking something that had already been checked, because almost certain was not the same thing as certain and a pilot was going to trust this machine with his life.

The ethic transferred even when the medium changed.

Even now, when the medium is changing again.


He thinks about his fatherโ€™s hands sometimes, late like this. The way they moved with that unhurried precision, never rushed, never uncertain, each motion the product of so much repetition it had passed through knowledge into something that lived below knowledge. Pete watched those hands as a boy the way you watch something you are trying to learn without knowing you are learning it.

He used to think he had built something like that himself. The ability to hold a system in his head, to feel where it wanted to go, to know. The hands that knew what to do.

What he is building now he cannot quite name yet. It is not that the knowledge is gone โ€” if anything it matters more, sits heavier, earns its keep in ways it didnโ€™t before. But the relationship is different in a way he is still trying to locate, still turning over on these quiet nights while Dayton endures outside the window and Sarahโ€™s shoes wait by the door and the cursor blinks with the particular patience of something that does not need him to be ready.

He types. The code appears.

He reads it the way his father checked what had already been checked.

Not because he doesnโ€™t trust it.

Because thatโ€™s what you do when it matters.

Categories
AI Books Google NotebookLM San Francisco/California Writing

The 280 Project

Way back in 2016 when I was contemplating my retirement, I found myself pondering what projects might keep me engaged once my long-standing career in payments consulting came to an end. One compelling idea that emerged during this reflective period was the prospect of writing another book. This time, I envisioned the topic focusing on the intriguing story behind Interstate 280, often referred to as “the world’s most beautiful freeway.”

Our family’s migration from the Midwest to California took place in the early 1960s, a time when the interstate highway system in the San Francisco Bay Area was still a work in progress. At that point, I-280 had not yet been completed. As I approached the age of obtaining my driver’s license and gained the freedom that came with access to a car, I remember setting off on explorative drives down the peninsula. During those excursions, I gradually became aware of the ongoing construction and development involved in building this iconic road.

Eventually, after years of planning and labor, I-280 was completed in the early 1970s. At that time, I was working for IBM and was engaged in a project that took me down to an IBM lab facility located on Sand Hill Roadโ€”a place that has since vanished. Driving along I-280 during those initial years was an absolute delight, with the smooth asphalt feeling fresh and new under my tires. The experience of traversing a well-constructed highway surrounded by natural beauty was euphoric.

Sidenote: that IBM lab on Sand Hill Road was where Gene Amdahl was working on what turned out to be his last project working for IBM. That project was abruptly terminated one day and Amdahl left to found what became Amdahl Computer, developer of the first of the serious IBM mainframe “clone” threats.

In stark contrast to other freeways that meander through urban landscapes or feature monotonous views, 280’s route is distinguished by its breathtaking scenery. The rolling hills, lush vegetation, and stunning vistas create a picturesque drive that sparkles in comparison to its sibling highway, US 101, which navigates through the more densely populated areas closer to San Francisco Bay.

As I brainstormed the possibility of transforming my interest in I-280 into a full-fledged book project, I realized there must be an abundance of fascinating stories to uncover regarding the history of this highwayโ€”particularly pertaining to how the route was established and agreed upon. To delve deeper into this narrative, I invested considerable time gathering a wealth of documents. A few hours of dedicated Google searches yielded a treasure trove of information, which I organized into a folder for easy access. However, I soon found myself lacking a clear methodology for effectively utilizing these documents to craft an engaging narrative.

Recently, I have begun experimenting with Google’s NotebookLM, which appears to be tailored precisely to meet my needs. This innovative tool allows me to input numerous documents and then facilitates various inquiries about the collected material. I can explore whether there are any captivating and compelling stories waiting to be told. As I embark on this new journey of exploration, I am filled with a sense of excitement and renewed vigor for my little project. While it remains uncertain whether a full-fledged book will emerge from this endeavor, I am intrigued by the possibilities and look forward to seeing how this story unfolds. Perhaps this exploration will not only breathe life into my ideas but also provide a narrative worth sharing with others. We shall see!