Field notes from four reinventions — a $200M exit, two unicorns, and building AI-native. Published as I learn.
AI decision fatigue is the hidden tax founders pay to supervise AI tools. Here is the Oversight Tax framework and how to protect your judgment budget.
AI compute costs are set by a capital cycle you do not control. The Subsidy Line, the three price regimes, and the two-way stress test every founder needs.
AI agent observability fails because agents return confident wrong answers, not errors. A four-trace framework for catching silent failure before customers do.
AI free tier economics changed the rules: every free user burns inference. A framework for pricing, capping, and designing a free tier that pays for itself.
When anyone can build anything, the scarce skill is knowing what to build. Here is a founder's operating system for selection judgment in the age of AI.
Vertical AI wins because intelligence is a commodity and the wedge is the moat. How to pick one narrow vertical, price it against the wage bill, and own it.
Deploying AI agents breaks when authority outruns oversight. The Blast Radius rule and the Autonomy Dial show founders how much control to give an AI agent.
AI can recall any fact instantly, so the value of knowing did not go to zero. It inverted. Here is which knowledge to stop learning and which to own cold.
Every AI feature has a countdown to the day the model ships it for free. Here is how to tell how long your product has, and how to build above the waterline.
AI collapsed the cost to build software. Should you replace your SaaS? The build vs buy decision for the AI era, and the ownership tail almost nobody prices.
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