Just a guy with opinions that tend to be right ;-)
Opinion
Both sides of the political spectrum can agree on this one. No new laws, no partisan fight — just technology applied directly to one of the most painful problems in American life. It's already working in the cities smart enough to try it.
Opinion
The AI reshaping the world isn't a chatbot. It's in dark factories, drug labs, and autonomous aircraft. That's where the durable value settles.
Opinion
SaaS revenue is about to tick up. Analysts will call it a recovery. They will be wrong about what it means. The revenue comes first. The reckoning is sequential.
Opinion
There's a move every leader learns early. Propose a project. Buy time. Call it strategy. For decades it worked. AI just made it obsolete, and visible.
Opinion
Executives report no AI productivity gains despite record investment. The reason isn't the AI — it's one human-gated function corrupting every signal the rest of the org depends on. Fix it, and everything accelerates.
Opinion
The AI-first organization is completely different from a typical company — and you may not understand why.
Opinion
Everyone projecting AI's future needs is doing the same math: more models, more data, more chips, more power. Linear extrapolation from a technology that is running out of room. Disruption always looks far away — until it arrives overnight. Here's what's actually coming.
Opinion
Your teams came in with a deck. Old tools on the left, new tools on the right. Same boxes. Same workflows. Same logic. Just .ai instead of .com. It looked like transformation. It was a shuffle. And it’s happening in almost every company I walk into right now
Opinion
Among the first AI models to achieve mass acceptance — language models, diffusion models — were systems built on the one input every lab in the world has equal access to: the public internet. Commodity data in. Commodity output out.
Opinion
Part 1 showed you why the companies winning at AI are playing a different game. This is the equipment list. A complete map of the intelligence available right now — commodity brains, open-source alternatives, and domain-specific AI models — plus sample stacks for three different kinds of companies.
Opinion
They're not buying more tools. They're not running more pilots. They're building something that gets smarter every single day. A recursive engine their competitors can't copy because by the time you see it, it's already three laps ahead. Here's exactly how they do it.
Opinion
Don’t let it be the anchor that pulls your company under. 30 years at the intersection of tech and disruption: LinkShare before affiliate marketing, Spire Global before satellite data, Collective[i] before AI. Every disruption follows the same shape. Here’s what this one requires.