Essays and dispatches. First principles, not playbooks.
Start with the philosophy →Monday morning, an FP&A analyst opens last month's actuals export, screenshots the variance dashboard, and pastes both into a chat window with the same prompt: summarize what changed and why. The model answers fluently.
9 min read →A manager asks an analyst for a competitive memo. The analyst pastes the brief into a model, gets five polished pages in twelve minutes, and sends it over.
8 min read →On August 10, 2026, NVIDIA said it wants to help pull more than $500 billion of outside capital into a group of new financing platforms.
9 min read →A CFO is walking through next year's forecast. The AI line has its own row now, separate from software, separate from headcount. Last year it was a rounding error.
9 min read →A company gives two product candidates the same problem: customer retention has fallen for three months. Both return polished plans. The first recommends better onboarding, lifecycle emails, and a referral program.
10 min read →Most people looked at Kimi K3 and saw a very large model. Moonshot AI introduced it on July 16 with 2.8 trillion total parameters, a one-million-token context window, native vision, and a sparse architecture that activat...
10 min read →Most people still use AI like a very fast junior analyst. They ask a question, read the answer, ask a better question, correct an assumption, and ask again. The conversation gets longer. The output gets more useful.
9 min read →Three weeks after Claude Fable 5 went dark, the conversation in most enterprise AI rooms had already moved on from the headline. Not because the shutdown stopped mattering.
10 min read →Ask an operator how they used AI yesterday and you will usually hear about one conversation. One thread. One prompt. One wait. That rhythm felt normal for years. You ask, you wait, you read, you refine, you move on.
8 min read →Most people look at Cursor or Claude Code and think about building product. That makes sense. These tools live near code. They understand files, terminals, diffs, logs, repositories, and deployment.
7 min read →On June 9, Anthropic released Claude Fable 5, the most capable model it had ever put in front of the public.
8 min read →Ask a leadership team where AI fits in their company and you will usually get a task list. Automate the weekly report. Draft the follow-up emails. Summarize the support calls. Clean the pipeline data.
7 min read →People are not wrong to feel nervous when they hear the word automation. Most companies have trained them to hear it as a threat.
7 min read →Every company has a best person for something. The lawyer who knows which clause will blow up the deal. The tech lead who catches a bad boundary in the first diagram.
8 min read →The mistake is assuming AI shrinks software markets because fewer people will do more work. That may be true in a narrow headcount sense.
7 min read →Most companies are asking the wrong question about AI in finance. They ask, "Which agent can help us plan, forecast, and explain performance?" The better question is, "What layer is the agent allowed to work on?" If the...
8 min read →The loudest instruction right now is to use AI to make more. More drafts, more code, more slides, more variants.
7 min read →Most people still think the AI shift is about producing more. It is about producing less, on purpose. A small team is closing its quarter. Three people.
7 min read →On Monday morning, a support manager opens her queue and sees 614 tickets waiting. A year ago, that number would have meant chaos.
7 min read →Most AI ROI conversations start with the same screenshot: a dashboard, a cost line, and a token count. Then the room asks the predictable questions: - Can we cut the prompt? - Can we switch models? - Can we cap usage?
6 min read →The End of Human Latency The next great bottleneck in business is not capital. It is not distribution. It is not even intelligence. It is human latency.
6 min read →The strange thing about this moment is that most people still talk about AI as if it were expensive. It is not. At least, not in the way it should be. We are living through a trillion-dollar accounting error.
5 min read →Most people are using AI to write better emails. The bigger opportunity is to use AI to automate the communication function itself. That is the shift.
5 min read →We spent months trying to make agents better with smarter prompts. The bigger improvement came from making it easier for the system to see what happened, judge whether it worked, and adjust quickly.
4 min read →For the past decade, I've built enterprise planning and forecasting systems. I've met brilliant people across the world, and watched some of the smartest people in the room overcomplicate everything, relying on conventio...
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