The latest notes, insights, ideas, and perspectives.
The AI Build-Out Is Becoming an Infrastructure Allocation System
Stripe Is Buying the Control Plane for AI Economics
The Price of Free Intelligence
The Grid Is the New GPU
The AI Boom Is Becoming a Financing System
OpenAI, Anthropic & the New Compute Power Structure
Etched: The $21 Billion Bet on Specialized AI Inference
NVIDIA Is Becoming the Financing Layer of AI
The Return of Marginal Cost
Clarity Before Growth
How Momentum Changes Decision Quality
The evidence gap is a company-building problem.
Why Growing Companies Become Harder to Understand
AI Has Made Startups Easier to Build—and Harder to Evaluate
The Anatomy of Structural Friction: What Revenue Acceleration Tends to Hide
How to Detect Logic Leaks in Your Board Decks: The Signal Audit Approach
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