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Selling Dollars for 85 Cents: The AI Revenue Illusion
The token economy isn't 1999. It's something new.
Feb 21
1
The Expanding Enterprise Stack, Part 3: The Skills That Will Matter
What Changes Inside Companies When AI Does the Work
Feb 18
1
Let Humans Do Human Work
On Redwoods, Category Errors, and the Work That Actually Matters
Feb 15
4
The Expanding Enterprise Stack, Part 2: The Forecast
Software isn't dying. It's getting a new customer.
Feb 12
1
Slope Not Intercept
What most people get wrong about trends
Feb 8
3
2
The Expanding Enterprise Stack, Part 1: Humans + Software + Digital Workforces
On Tuesday, a Goldman Sachs basket of software stocks fell 6% in a single session, its worst day since the April tariff shock.
Feb 4
3
3
1
Welcome to the Room
A leadership lesson on executive accountability
Feb 3
3
Most Humans Are Just LLMs in Denial
Most people live their lives like LLMs, and I don’t mean that as metaphor.
Feb 2
5
1
What 770,000 AI Agents Taught Me About Being Human
This week, AI agents built their own society. It took 72 hours.
Feb 1
3
4
January 2026
The Missing Layer: Why Data Quality and Decision Traces Aren't Enough
What 12 months of building AI systems for wealth management taught us about what actually matters
Jan 27
4
The Great Sorting
The future of work and what happens next
Jan 21
3
Asking Twice
No one can answer that for you.
Jan 19
3
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