From the desk
Writing
Category analyses, stack teardowns, market shifts, and framework methodology — all through the B4 lens, all from the operator's seat.
The Shift
11 pieces Latest OCT 26, 2026 · 6 MIN
Why the S&P 493 Haven't Seen an AI Payoff Yet
Apollo's chief economist says AI has paid off zero outside of tech. He's right on the numbers. Here's why big companies are slow, and why the payoff is still coming.
READ ↗Coding Agents Get Production Funding… and Research Says They Aren't Quite Ready.
SEP 9, 2026 · 4 MINAWS Just Gave Agents a Wallet
SEP 2, 2026 · 5 MINYour Next AI Bottleneck Is a Substation
AUG 26, 2026 · 4 MINYour Favorite AI Tools Are Getting Bought Out From Under You
AUG 19, 2026 · 4 MINThe Build Button Got a Billion-Dollar Week
AUG 13, 2026 · 6 MINWho's Actually Paying for the AI Buildout?
AUG 5, 2026 · 3 MINThe Week Keeping AI Agents in Line Got a Billion-Dollar Price Tag
JUL 29, 2026 · 3 MINThree Compliance Raises in Two Weeks. That's a Lane.
JUL 22, 2026 · 2 MINThe Week AI's Biggest Checks Bet on Cheaper Tokens
JUL 17, 2026 · 4 MINMoves at the Frontier of AI and Software Development
JUL 12, 2026 · 4 MINDecision Stories
2 pieces Latest AUG 9, 2026 · 4 MIN
Why My Website Has a Crew
Ten AI systems run this operation, and every one signs its work. What building a crew instead of hiring one taught me about running a focused business.
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