Opinion

Opinion

The Warm Intro Is Dead. Something Better Just Killed It.

Every personal social network evolved. Every messaging app evolved. Only professional networking is still a résumé site with feeds glued on top. That ends now, and it changes how anyone with a network gets to use it.

Opinion

The Only Fight That Matters in AI. And Nobody Is Even Naming It.

Every AI debate is stuck at the model layer — bubble or not, whose benchmark wins this month. All interesting. None of it decides who owns AI. The real fight is one layer up: whoever owns the orchestration layer gets the next twenty years.

Opinion

The Trillion-Dollar Trade Wall Street Isn't Seeing.

The debate over the AI data center buildout has been about whether OpenAI, Anthropic, and Oracle can generate enough revenue to justify what they are building. That is the wrong question. The right one is what a stockpile of general-purpose GPUs is worth if one island stops shipping chips.

Opinion

The Shoebox That Changed Space

Spire Global started with a question most people in the satellite industry considered absurd. What if a satellite could be the size of a wine box, cost $200,000, and do more than the ones that cost a billion dollars? Here is what happened next.

Opinion

The Art of Subtraction

Most companies apply AI to what they already do. The ones who win ask whether what they're doing should exist at all. The sales forecast is the perfect place to start.

Opinion

What It Means to Be AI-First. And How to Get There.

Part 1 made the case for urgency. Part 2 covered the people problem. This part is operational. Not philosophy. What the companies pulling away are actually doing, and how to start.

Opinion

Find Your Builders. Or They'll Leave and Start Without You.

Part 1 made the case for urgency. This part is about who you put in charge of it, and why most companies get that decision backwards.

Opinion

The Safest Move You Can Make With AI Will Cost You Everything.

There is a sentence moving through boardrooms right now that sounds like wisdom and functions like a trap. "We are taking a responsible approach to AI." It gets nodded through. And it is the most expensive position a company can take right now.

Opinion

Software Is Not Going Down Alone.

McKinsey and Accenture are the next domino. Not because AI does their job. Because AI does their job better, faster, and permanently. That is a different kind of disruption. And it has already started.

Opinion

The End of Car Ownership. You Just Don't Know It Yet.

Americans spend $11,577 a year on a vehicle that sits parked 95% of the time. Self-driving services are now operating in a dozen US cities, with more arriving monthly. The car is about to become what the landline became after the mobile phone: something you wonder why you ever paid to own.

Opinion

Peak Token: Why the Frontier Just Priced Itself Out of Its Own Market

Jensen said spend $250k/year per engineer on tokens. The world heard him—then saw the bill. Open-source models match the frontier for a fraction of the cost. The model makers are going public the same month their pricing power runs out.

Opinion

Your Buyer Has a Process. Collective[i] Knows What It Is.

For thirty years, we built instruments to study sellers. The buyers were always the ones who decided. This final piece is about what changes when you flip the instrument — and what becomes possible when you know more about how a buyer buys than they expect any seller to know.