5 min read
Why Does Your AI Start From Zero Every Morning?
The firms pulling ahead with AI aren't using better models. They're building better institutional memory.
Writing
Original thinking on intelligence, markets, and technology. Not summaries. Not commentary. Arguments.
Standalone Essays
4 min read
What Happens When Your Competitor Gives It Away for Free?
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
When Intelligence Is Everywhere, What's Still Worth Paying For?
When machine reasoning is abundant, four things become scarce: judgment, trust, context, and orchestration. That's where the value lives.
4 min read
What Happens When AI Automates the Career Ladder?
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
Is AI the New China Shock?
AI is producing the same asymmetry as the China Shock. But the commodity being redistributed isn't manufacturing labour. It's intelligence itself.