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Corporations Should Die
On empire building, rent-seeking, and the case for trust-based businesses
Apr 7
5
1
March 2026
Fat Margins Hide a Lot of Sins
What meatpacking knows about AI that wealth management is still figuring out
Mar 22
2
The Landlord Fallacy
Why calling your ecosystem "parasites" is a confession, not a strategy
Mar 19
3
The Mimetic Trap
Why the AGI race is a desire problem, not a technology problem
Mar 15
6
The Intelligence Factory Has No Workers
Morgan Stanley built the bull case. Citrini built the bear case. Both missed the same variable.
Mar 14
1
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
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