Writing
Notes from inside the AI transition.
What I see from working with the businesses figuring this out in real time. Some technical, some not. Mostly optimistic. Always trying to be useful.
Your SaaS Isn't Dying. It's Going Headless.
May 28, 2026The agent era is creating a sharp question for every enterprise SaaS vendor: are you a UI or a platform? The answer is being decided right now, in real time. Salesforce just gave one of the most legible answers.
Outsmarting AI
May 20, 2026Synthetic content is everywhere now. The skill we used to call 'can you spot it' is becoming 'what does it mean that you can't.' A note on detection, skin in the game, and harm reduction.
Making Tokens, Pt. 5: The Forward Pass
April 30, 2026All of the upstream chemistry, physics, and capital comes to rest on a single computation. One forward pass through the trained network. Out the other end: one token. The whole supply chain priced out per unit.
Making Tokens, Pt. 4: A City's Worth of Power
April 7, 2026A frontier training cluster is a small city of compute, with the power draw and water demand of a small city to match. The siting decisions are quietly reshaping the US power grid.
Making Tokens, Pt. 3: Photolithography
March 10, 2026Eighty rounds of printing patterns thinner than a virus on a single piece of glass, in a room cleaner than any operating theater on earth. The most complex object humans make at scale.
Front Row at the Changing Economy
February 15, 2026Why I want to spend the next decade inside the rooms where AI is being deployed into the real economy, and what it looks like from there.
Making Tokens, Pt. 2: Pulling the Crystal
February 12, 2026From polysilicon chunks to a 300mm wafer. The Czochralski process makes a single crystal the size of a person, one millimeter per minute, in dead silence.
Making Tokens, Pt. 1: Sand into Silicon
January 15, 2026The first unit operation in the AI supply chain takes quartz sand and turns it into the purest commodity humanity produces. The numbers are absurd.
Agents in the Wild: A 2025 Field Report
September 10, 2025Notes from a year of helping organizations ship agent systems into production. What actually works, what doesn't, and what surprised me.
Automation Mayhem: An AI Revolution Update
June 22, 2025Price's Law on AI steroids, Dunbar's number for AI-native orgs, and what happens when 10% of the people doing 50% of the work get tooling that's 10x better.
MCP Is the Protocol the Agent Era Needed
June 15, 2025Anthropic shipped a protocol. Most people thought we needed a framework. The protocol is winning.
Eating the Internet with a Fork
January 15, 2025On consuming the internet the way models do, what it costs you, and how to stop scrolling long enough to learn something.
Every Enterprise AI POC Dies the Same Way
August 22, 2024I've sat in on a lot of these. The technology isn't what kills them. The ownership question kills them, every time.
The Multi-Agent Moment
July 18, 20242024 was the year everyone tried to build a CEO out of LLMs. The frameworks were everywhere. The results were not.
Goodhart's Law: How to Break Every System
April 9, 2022Why optimizing for a metric tends to break the thing the metric was measuring, and how to design systems that survive it.