Thoughts
One thought per month.
A running record of where my thinking is, one short reflection at a time. Each one is a snapshot, not a thesis — the longer arguments live in the articles.
- September 2026
The distance between an AI demo
and business value is an operating model. - August 2026
Forward deployment finds
what the roadmap cannot see. - July 2026
AI adoption is not a technology problem.
It is an operating model problem. - June 2026
Cheaper tokens are not cheaper systems.
Total cost lives in the dynamics, not the price sheet. - May 2026
Scale was never the goal.
It was a proxy for structure we hadn't figured out yet. - April 2026
AI won't make your skills obsolete.
It will make them atrophy. That's worse. - March 2026
Stop augmenting broken systems.
Redesign them. - February 2026
To AGI, or not to AGI.
That was never the real question.