AI StrategyFuturesEfficiency
When Models Converge, What Actually Wins?
GPT-5.4, Claude 4.6, and Gemini 3.1 launched within weeks of each other. No clear winner on benchmarks. That is the most important result.
·5 min readRead
Writing
Essays & Ideas
How AI is reshaping decisions, organizations, and the systems we rely on — the second-order effects nobody talks about. Published when ready.
These essays reflect my personal perspectives only and do not represent the views of my employer.
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Second-Order Effects: The AI Jobs Story We're Missing
Everyone asks what AI will replace. The better question is what becomes newly valuable once intelligence gets cheap.
AI StrategyInfrastructureEfficiency
Sora's Shutdown and the Efficiency Story Told in Reverse
OpenAI killed Sora because $15 million a day in inference costs dwarfed $2.1 million in lifetime revenue. It is the strongest case study yet for why delivery economics — not capability — decides what survives.
·5 min readRead
AI StrategyInfrastructureEfficiency
TurboQuant, ChatJimmy, and the AI Efficiency Story We're Missing
Everyone asks how smart the model is becoming. The better question is how cheap intelligence is becoming to deliver.
·9 min readRead
AI StrategyInfrastructureFutures
ChatJimmy and the Return of the AI Appliance
Most AI demos are framed as intelligence demos. ChatJimmy is more interesting as an economics demo.
·4 min readRead
AI StrategyInfrastructureFutures
TurboQuant and the Cost of Context
In many real systems, the scarce thing is not intelligence itself. It is working memory — the cost of keeping enough of the past alive for the model to be useful in the present.
·5 min readRead
AI StrategyConsultingFutures
The Forward Deployed Strategist
Why AI is making presence the premium — and what that means for the future of strategy work.
·11 min readRead
AI StrategyEnterpriseAgents
OpenClaw Is Not Just Another AI Assistant. It's a New Operating Layer for Work.
Most leaders still talk about AI as though it were a better search box. OpenClaw suggests the bigger shift: AI as an ambient layer that can act wherever work already happens.
·7 min readRead
AI StrategySecond-Order EffectsFutures
Second-Order Effects: The AI Jobs Story We're Missing
Everyone asks what AI will replace. The better question is what becomes newly valuable once intelligence gets cheap.
·9 min readRead
SoftwareVibe CodingAI Tools
What I Got Wrong About Vibe Coding
I went all-in on vibe coding for a real project. The speed was unreal. The debugging was a nightmare. Here's the honest scorecard.
·5 min readRead
AutonomyAI SystemsDecision-Making
The Autonomy Spectrum: Why 'How Much AI' Is the Wrong Question
People frame AI decisions as 'human vs. machine.' The real question is where to sit on the spectrum between them — and most organizations choose poorly.
·5 min readRead
AI StrategyEnterpriseOperations
Every Company Has an AI Strategy. Almost None Have an AI Operating Model.
Strategy decks are easy. The hard part is who retrains the model, who handles the 2am edge case, and who decides when to override the AI.
·5 min readRead
AI StrategyProductGTM
The Demo Trap: Why Most AI Products Die After the Wow Moment
A killer demo gets funding. It gets press. It gets a standing ovation. What it doesn't get you is product-market fit.
·4 min readRead
SoftwareVibe CodingDeveloper Experience
You Don't Need a Glossary. You Need a Map.
I learned to read code as a strategy person who'd spent a decade outside engineering. Here's the mental model that made modern codebases legible.
·5 min readRead
TrustAI SystemsAutonomy
On Trust in Systems That Can't Explain Themselves
Every day I watch autonomous systems make life-or-death decisions they can't fully explain. Here's the framework I use to think about trust when stakes are high.
·6 min readRead