Writing
Long-form thinking on AI, ownership, vertical markets, and the people building what comes next.
Essay
The most interesting AI companies of the next decade may not look like software companies at all — at least not at first. They begin inside the workflow, beside the customer, and grow into software from there.
Field notes
The most interesting capital in the next decade may come from the people who built the last one.
Notes
Software is being rewritten. So are the contracts, the cap tables, and the quiet assumptions about who gets to participate.
Recommended reading
A small, evolving shelf of writing that has shaped the way we think about AI, ownership, and company-building.
Why general methods that leverage computation continue to win.
A long view on where AI is heading and what it means for the next decade.
A clear lens on where defensibility might live in the AI stack.
Worth re-reading in the age of AI-native companies.