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The Mimetic Trap
Why the AGI race is a desire problem, not a technology problem
23 hrs ago
2
The Intelligence Factory Has No Workers
Morgan Stanley built the bull case. Citrini built the bear case. Both missed the same variable.
Mar 14
The Trillion Dollar Question
The 12 most valuable companies on earth sell infrastructure. The next one will sell the output.
Mar 8
3
February 2026
Selling Dollars for 85 Cents: The AI Revenue Illusion
The token economy isn't 1999. It's something new.
Feb 21
1
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
5
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
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