We turn expertise in one field into authority over everything nearby.
Sep 21, 2026
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3 min read
I heard it building AI companies in 2010 and 2017. The forecasts keep changing. The confidence doesn't.
Sep 14, 2026
6 min read
If model capability tops out, the frontier labs are racing toward a commodity. Wrappers take the premium.
Sep 6, 2026
5 min read
Everyone says AI is in the first inning. The physics, the scaling data, and a measurement problem nobody talks about suggest we might be further along than that.
Aug 30, 2026
4 min read
Your AI bill is exact. Its value isn't. Companies need two different scoreboards before the CFO starts asking questions.
Aug 23, 2026
A four-step test for whether an AI workflow will actually give you time back, or just move the work.
Aug 16, 2026
AI made building cheaper. It didn't touch who decides what gets built.
Aug 10, 2026
Company-wide AI licenses are overhead. The money is in narrow projects nobody calls transformation.
Aug 3, 2026