Mar 28, 2026
Convenient stories around Claude
Leaks, enterprise reality, distillation fights, and IPO weather. The simple story is never the whole file.
Mar 28, 2026
Leaks, enterprise reality, distillation fights, and IPO weather. The simple story is never the whole file.
Mar 19, 2026
The moat obsession is backwards: when anyone can build, the real moat is your speed to ship, learn, and iterate.
Feb 22, 2026
To hit a home run you have two options: be really good, or swing a billion times until you get lucky. The second one is something you can control.
Feb 20, 2026
All innovation in human history is about shrinking the gap between what we want and what we get—and the effort it takes to get there.
Feb 18, 2026
A short theory of how products were designed for mobile—and how that's shifting as we build for AI.
Feb 15, 2026
You set out for point B. AI helps you get there—but along the way it can drift you somewhere else entirely. Why that happens and what it means.