Essays

Arguments, written down. The ones I think are worth keeping.


Essay

Jun 18, 2026

Sitting out AI until it settles feels prudent. Don't.

It's the decision that quietly sinks you. 95% of corporate AI pilots produced nothing measurable — the winners didn't wait for a playbook, they moved in the fog and wrote one as they went.

Essay

Jun 5, 2026

Do the IC work yourself

Why the leaders who keep their hands on the tools are about to pull away from the ones who don't.

Essay

May 10, 2026

Give away the front door

A counterintuitive case for incumbents ceding discovery to AI agents — and owning what's left.