9 min read
When no one in the room knows the answer
Why the most expensive technology bet in modern history rests on a test most buyers have not run.
Blog
Original thinking on intelligence, markets, and technology. Not summaries. Not commentary. Arguments.
Standalone Essays
3 min read
What Love Teaches Us About AI
The most valuable thing two people build together is invisible. The same is true of AI. As intelligence commoditises, value migrates to the relationship layer - and love figured this out millennia ago.
9 min read
Railways or South Sea? Yes.
The AI economy is two business models pretending to be one. Enterprise AI is building railways. Consumer AI is the fog of freemium. The answer to which template fits is: yes.
5 min read
Your AI has amnesia
The firms pulling ahead with AI aren't using better models. They're building better institutional memory.
4 min read
Free is not a price
Free isn't a price. It's a regime change. When a credible free alternative arrives, premium pricing doesn't erode gradually. It shatters.
4 min read
Beyond intelligence
When machine reasoning is abundant, four things become scarce: judgment, trust, context, and orchestration. That's where the value lives.
4 min read
The AI rung gap
AI is repricing knowledge work on the same pattern as the power loom - but with a twist. The work being automated is the same work that trains the next generation of experts.
5 min read
China Shock 2.0
AI is producing the same asymmetry as the China Shock. But the commodity being redistributed isn't manufacturing labour. It's intelligence itself.