July 18, 2026
Humans have one set of hands, and civilization was built by constraining what they touch — the authority you can safely delegate to an AI scales inversely with its capability surface, and the harness, not the model, is where the power lives.
March 22, 2026
SaaS valuation multiples are not durable — and when AI collapses the cost of software creation toward zero, the margin does not disappear but migrates downstream to the operators who use software to run real businesses.
August 25, 2025
Enterprise software is a $650B industry built on a lie — and AI doesn't make the incumbent architecture better, it makes it obsolete.