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News Letter
Block, Anthropic, and Stripe Just Showed You What Offense Looks Like. Your Competitors Aren’t Ready.

The companies winning the AI era aren't cutting costs. They're replacing the coordination layer that's governed every organization since the Roman legions — and they're doing it at a speed bureaucratic competitors can't match.

News Letter
The Intelligence Grid

Microsoft built the enterprise routing layer. Apple is building the consumer one. The intelligence grid isn't a thesis anymore it's infrastructure.

News Letter
Everyone’s arguing about who builds the best AI model. That’s the wrong race. The winner of the AI era will be whoever builds the best router.
Article
Stop Boarding Up the Windows. The Tsunami Is Coming.
Article
AI and Jobs: What Three Decades of Building Tech Taught Me About What’s Coming
Article
The Species That Wasn’t Ready 

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