Pick the Work, Not the Winner
After the first week of September, the finance meeting opened the same way a lot of rooms did. Someone asked whether the team should switch to Astra. Someone else asked whether Fable 5.1 was approved yet.
9 min read →Articles
Essays and dispatches. First principles, not playbooks.
Start with the philosophy →Start With One Recurring Report
Monday morning, an FP&A analyst opens last month's actuals export, screenshots the variance dashboard, and pastes both into a chat window with the same prompt: summarize what changed and why. The model answers fluently.
9 min read →Make Your Work Easier to Review
A manager asks an analyst for a competitive memo. The analyst pastes the brief into a model, gets five polished pages in twelve minutes, and sends it over.
8 min read →Compute Is An Asset Class
On August 10, 2026, NVIDIA said it wants to help pull more than $500 billion of outside capital into a group of new financing platforms.
9 min read →The Price of Electricity Belongs in Your AI Forecast
A CFO is walking through next year's forecast. The AI line has its own row now, separate from software, separate from headcount. Last year it was a rounding error.
9 min read →The Question Economy
A company gives two product candidates the same problem: customer retention has fallen for three months. Both return polished plans. The first recommends better onboarding, lifecycle emails, and a referral program.
10 min read →Kimi K3 Could Reset the Price of Frontier Intelligence
Most people looked at Kimi K3 and saw a very large model. Moonshot AI introduced it on July 16 with 2.8 trillion total parameters, a one-million-token context window, native vision, and a sparse architecture that activat...
10 min read →Stop Asking AI Questions. Give It Work to Finish.
Most people still use AI like a very fast junior analyst. They ask a question, read the answer, ask a better question, correct an assumption, and ask again. The conversation gets longer. The output gets more useful.
9 min read →Every Agent Conversation Comes Back to Security
Three weeks after Claude Fable 5 went dark, the conversation in most enterprise AI rooms had already moved on from the headline. Not because the shutdown stopped mattering.
10 min read →One Chat at a Time Is Already Behind
Ask an operator how they used AI yesterday and you will usually hear about one conversation. One thread. One prompt. One wait. That rhythm felt normal for years. You ask, you wait, you read, you refine, you move on.
8 min read →Stop Managing Complex Work in Chat Threads
Most people look at Cursor or Claude Code and think about building product. That makes sense. These tools live near code. They understand files, terminals, diffs, logs, repositories, and deployment.
7 min read →The Real Risk of Fable 5
On June 9, Anthropic released Claude Fable 5, the most capable model it had ever put in front of the public.
8 min read →Stop Counting Tasks. Start Closing Loops.
Ask a leadership team where AI fits in their company and you will usually get a task list. Automate the weekly report. Draft the follow-up emails. Summarize the support calls. Clean the pipeline data.
7 min read →Your Job Is Not Going Away. The Boring Parts Are.
People are not wrong to feel nervous when they hear the word automation. Most companies have trained them to hear it as a threat.
7 min read →Scale Your Top 1%
Every company has a best person for something. The lawyer who knows which clause will blow up the deal. The tech lead who catches a bad boundary in the first diagram.
8 min read →Enterprise Problems Are Coming for Everyone
The mistake is assuming AI shrinks software markets because fewer people will do more work. That may be true in a narrow headcount sense.
7 min read →Agentic Performance Management Starts at the Data Layer
Most companies are asking the wrong question about AI in finance. They ask, "Which agent can help us plan, forecast, and explain performance?" The better question is, "What layer is the agent allowed to work on?" If the...
8 min read →Build Your Digital Twin Before Someone Else Does
The loudest instruction right now is to use AI to make more. More drafts, more code, more slides, more variants.
7 min read →Intelligence Got Cheap. Here's What Just Got Expensive.
Most people still think the AI shift is about producing more. It is about producing less, on purpose. A small team is closing its quarter. Three people.
7 min read →The AI-Native Company
On Monday morning, a support manager opens her queue and sees 614 tickets waiting. A year ago, that number would have meant chaos.
7 min read →The Wrong AI Metric Is Winning
Most AI ROI conversations start with the same screenshot: a dashboard, a cost line, and a token count. Then the room asks the predictable questions: - Can we cut the prompt? - Can we switch models? - Can we cap usage?
6 min read →The Zero-Latency Business
The End of Human Latency The next great bottleneck in business is not capital. It is not distribution. It is not even intelligence. It is human latency.
6 min read →The Subsidy of the Century
The strange thing about this moment is that most people still talk about AI as if it were expensive. It is not. At least, not in the way it should be. We are living through a trillion-dollar accounting error.
5 min read →The Manager of Agents Era
Most people are using AI to write better emails. The bigger opportunity is to use AI to automate the communication function itself. That is the shift.
5 min read →Tightening Feedback Loops
We spent months trying to make agents better with smarter prompts. The bigger improvement came from making it easier for the system to see what happened, judge whether it worked, and adjust quickly.
4 min read →Welcome to Stay Naive
For the past decade, I've built enterprise planning and forecasting systems. I've met brilliant people across the world, and watched some of the smartest people in the room overcomplicate everything, relying on conventio...
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