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Essays from this site, plus the ET CETERA newsletter and Medium.
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Notes on AI adoption, go-to-market and startups.
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When Davos Names Your Thesis
The World Economic Forum and Kearney published a blueprint for the AI-first enterprise that codifies theses about enterprise AI adoption. When consensus institutions validate edge ideas, the real value shifts to solving implementation gaps—moving from pilots to operational systems.
Jun 29, 2026 · Blog · AI
How many internets is AI worth?
An interactive economic model explores AI's growth impact through the lens of weak links in business systems. The upside is real but gradual—improvement requires automating sequential bottlenecks, not just individual tasks.
Jun 5, 2026 · Blog · AI, Productivity
Why AI Works in Engineering and Stalls Everywhere Else
Engineering adoption of AI succeeds because code is machine-readable with fast feedback loops. Other functions stall when workflows depend on scattered data, tribal knowledge, and subjective review rather than legible, bounded processes.
May 27, 2026 · Blog · AI, Productivity
The Storyteller Monopoly
AI makes plausible narratives cheap, shifting the bottleneck from story creation to judgment about which stories map to reality. Coherent but false outputs become the primary risk when humans no longer pace narrative production.
Apr 19, 2026 · Blog · AI
The Narrowing Effect: Why Fast-Moving Teams Start Seeing Less
High-velocity work fragments attention and shrinks peripheral awareness—the field where judgment develops. Speed without instrumentation creates drift. Teams need decision principles and planning horizons to maintain strategic alignment.
Apr 6, 2026 · Blog · Productivity
A, B, C, D, E, F, G, Another Round, Still No Liquidity
Extended funding rounds delay founder and investor payouts. The venture system made fundraising easier but not distributions—creating duration risk for early investors, employees, and LPs waiting for actual cash returns.
Mar 27, 2026 · Blog · Startups
The Bandwidth Tax: AI Gave You Infinite Intelligence. It Didn't Give You Infinite Time.
Adding AI tools without redesigning workflows moves bottlenecks from creation to review. Organizations pay a "bandwidth tax" by keeping humans in loops they shouldn't occupy, leaving judgment-required work starved of attention.
Mar 17, 2026 · Blog
The Token Trap: AI Capabilities Grew 10× Pricing Grew 0×
Most AI companies are stuck in the Token Trap: pricing by compute while capabilities compound at 10× per year. The winners will price on workflows and outcomes, not tokens.
Feb 17, 2026 · Blog · AI, Marketing
Your AI Agent Works Great in Demos. Then It Meets Reality.
The hidden architecture that turns expensive chatbots into profitable business tools.
Sep 28, 2025 · Blog · AI
Solving Marketing Attribution Mysteries with BigQuery AI: From unstructured data to $434K in revenue insights
Used all 9 BigQuery AI functions to build a marketing attribution engine. One command deploys the whole system. $434K ROI from real data.
Aug 20, 2025 · Blog · AI, Marketing
What's next?
A poet, a mathematician, and a 100-year debate about free will is about to change everything. Here's why?
Jul 27, 2025 · Blog · AI
From Swords to Words: The new weapons piercing enterprise's armor
Words are the new weapons. Attackers are now hacking AI with language, not code, turning our most powerful tools against us.
Jul 7, 2025 · Blog · AI
I built a 4‑Agent AI "Mini‑Team" and slashed blog research time by 80% — Here's the Full Playbook
Problem: manual community research → synthesis → first draft took about 3 hours. Solution: four collaborating agents. Result: insight report plus Markdown draft in 6 min 12 s (≈ 80% faster).
May 20, 2025 · Blog · AI, Marketing