Insights on AI, entrepreneurship, business growth, and systems thinking.
Entrepreneurship
The average American household spends $69 a month on streaming subscriptions. That number has barely moved in a year. Not because people stopped caring about content. Because they got disciplined.
AI & Tech
The AI regulation debate has collapsed into two camps, and I think they're both wrong. The answer might be hiding in the last place I expected.
AI & Tech
A trillion dollars in SaaS market cap vanished in a few weeks. Wall Street looked at a few impressive AI demos and concluded that enterprise software is dead. It isn't.
AI & Tech
If you want to understand why so many companies are spending fortunes on AI and getting nothing back, look no further than Meta's internal leaderboard for token consumption.
Systems Thinking
I have a graveyard of SaaS subscriptions I paid for instead of building and custom tools I built instead of buying. After enough mistakes, a pattern emerged in what made some decisions right and others wrong.
Investment
When I evaluate a business for the family office, I run one test before anything else. If the wind reversed tomorrow, does the company still exist?
Investment
When I evaluate pre-IPO retail access from the family office side, I run a simple test. I ask: who benefits more from this transaction, the buyer or the seller? If the company is engineering broad ownership before a public listing, the answer is almost always the seller.
Entrepreneurship
Every system you build is equity. Every process only you understand is a liability on the balance sheet.
AI & Tech
Slack announced more than 30 new capabilities for Slackbot today, transforming it from a simple chatbot into a full-spectrum enterprise agent powered by Anthropic's Claude and connected via MCP.
AI & Tech
OpenAI is shutting down Sora, the AI video platform it launched to enormous fanfare in late 2025. The consumer app, the API, and the website are all going dark. The billion-dollar Disney deal? Dead.
AI & Tech
The most safety-conscious AI lab on the planet just leaked its most dangerous model through a misconfigured content management system.
AI & Tech
Interloom just raised $16.5M to map how companies actually operate. The product is compelling, but the real opportunity is much bigger than one startup's context graph.
Systems Thinking
Most operators think about margin as an output. Revenue minus cost equals profit. Margin erosion almost never shows up as a single line item you can point to and fix. It shows up as a pattern, a reinforcing cycle where one problem feeds another.
AI & Tech
Anthropic released a new Claude model this week that wasn't supposed to be public. They called it an accident. The model appeared briefly, got pulled, and the story spread everywhere.
AI & Tech
A federal judge in San Francisco said today what the entire AI industry has been thinking for two weeks. The Pentagon's decision to blacklist Anthropic looks like an attempt to cripple the company.
Mark Zuckerberg is personally building an AI agent to help him run Meta. Not a prototype. Not a demo. A working tool. What his approach reveals about where every builder should start.
AI & Tech
Elon Musk just announced Terafab, a $20 billion-plus semiconductor fabrication facility in Austin that will manufacture custom chips for Tesla, SpaceX, and xAI under one roof.
AI & Tech
The Lead The Trump administration released its National Policy Framework for Artificial Intelligence today, and the headline provision is a direct call for Congress to preempt state-level AI...
Development
I work with AI all day, every day and people always ask for examples of how I deploy AI for different purposes. Here is a real life look at the most recent example.
AI & Tech
AI Just Disappeared Into the Toolbox and a16z's New Data Proves It Andreessen Horowitz just published its sixth Top 100 Gen AI Consumer Apps report, and the most important line isn't about who's...
AI & Tech
The Lead Two days into GTC, the most interesting story in AI isn't about a chip. It's about two narratives running at full speed in opposite directions.
AI & Tech
The Lead Jensen Huang took the stage at GTC yesterday and did what he does best: made the future feel inevitable. But the headline number wasn't a benchmark score or a chip spec. It was $1 trillion.
AI & Tech
The Lead NVIDIA's GTC 2026 opens today in San Jose with Jensen Huang's keynote at 11 a.m.
AI & Tech
Something broke on Tuesday. Not a crash, worse. Scorpio, the AI orchestrator I've been building, started replanning work that had already shipped.
Development
This is the second post in a series about building Scorpio, an AI orchestration system. The first post— Lisa Didn't Ship. Scorpio Does.
Development
My day job is running a large travel advisor network. My nights, for the past several months, have been something different: building an AI orchestration system. I've built it twice now.