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.

  • The distance between an AI demo
    and business value is an operating model.
  • Forward deployment finds
    what the roadmap cannot see.
  • AI adoption is not a technology problem.
    It is an operating model problem.
  • Cheaper tokens are not cheaper systems.
    Total cost lives in the dynamics, not the price sheet.
  • Scale was never the goal.
    It was a proxy for structure we hadn't figured out yet.
  • AI won't make your skills obsolete.
    It will make them atrophy. That's worse.
  • Stop augmenting broken systems.
    Redesign them.
  • To AGI, or not to AGI.
    That was never the real question.