Field notes from four reinventions — a $200M exit, two unicorns, and building AI-native. Published as I learn.
The AI boom runs on a half-trillion-dollar capital stack built on circular financing. How to read the stack, trace the money, and find the capital-light lane.
AI recommends brands it recognizes, and recognition is built off your site, not on it. How to get named by ChatGPT and AI search, and measure it.
Inference costs fell 90 percent, but pricing AI products on cost is a trap. Here is how to decouple price from tokens and keep the deflation as your margin.
AI delegation makes you faster now and worse over time. Here is the mechanism that turns your skipped reps into missing judgment, and how to keep yours.
Multi-model routing sends each request to the cheapest capable model. The framework, the four patterns, and how to cut AI costs 60 to 85 percent.
Agent security is becoming the next great software category. AI agents broke the actor model security was built on. Here is the market map for founders.
You feel faster with AI. Studies measured slower. The velocity illusion is the gap between felt speed and shipped output, and how to instrument it away.
Robotics raised $18.8B in 2026, past every prior year. The signal: AI moved the durable moat from software to atoms. A founder's map of where to build.
When your AI supplier goes public, its incentives change. A founder's map of the structural no-go zones where a trillion-dollar lab cannot follow you.
Fallback competence is your ability to work when AI is down, wrong, or compromised. A founder's framework for keeping the skills you cannot afford to lose.
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