+AI & the PDCA Cycle Introduction In the +AI era, the costs of both horizontal expansion and vertical expansion are steadily decreasing. Horizontal expansion refers to applying methods or products that have succeeded in one market or environment to other markets or environments. For example, an investment strategy that worked well in the stock market may be tested in commodity futures or foreign exchange markets, or a game application that succeeded on Windows may be ported to macOS. With the advancement of +AI, such horizontal expansion is becoming possible at a far lower cost than in the past. Cost Reduction and Acceleration of Vertical Expansion Vertical expansion, on the other hand, refers to running the PDCA cycle , a sequence consisting of Plan, Do, Check, and Action. • Plan : Formulating hypotheses and plans • Do : Conducting small-scale experiments • Check : Evaluating and analyzing the results of those experiments • Action : Deciding on the next steps or ...

Ratios between Gold, Platinum and Silver Rather than focusing on absolute prices, this article looks at price ratios between gold, platinum, and silver over long time horizons. Ratios often reveal structural changes that are harder to see in nominal price charts. Code is here. https://tkgwithpython.blogspot.com/2026/01/ratios-between-gold-platinum-and-silver.html This is not an investment thesis, nor a trading strategy. It is simply an observation about long-term relative movements. Gold / Silver Ratio: Volatile over the Past 10 Years Over the past one decades, the Gold/Silver ratio has shown highly volatile behavior. • Sharp spikes during periods of financial stress • Rapid reversals when panic subsides • Strong sensitivity to monetary policy, inflation expectations, and market sentiment This volatility suggests that the Gold/Silver ratio functions more as a financial stress indicator than as a stable long-term trend. In other words, it reflects short- to medium-term se...

Notes on AI, Strategy, Compute Resources, and ROI 1. The Human Mind and Abstraction • The human mind contains an emotional layer responsible for abstraction . • This emotional layer is not noise; it compresses and reduces the search space in advance . • Through this emotional layer, humans unconsciously perform information compression on the order of 3 to 10 orders of magnitude . • This compression is what makes instant decision-making possible even in highly complex situations . 2. Subtraction → Complex Computation • The correct order is: Subtraction (reduction / compression) → Complex computation (optimization) . • If full exploration is performed using logic and algorithms alone, → wasted compute resources grow exponentially . • The core problem is not insufficient compute power , but poor search space design . 3. Division of Roles: Strategists and Tacticians • Strategists • Compress and reduce information • Decide what not to do • Design...