Essays

Notes on agentic venture-build, the application layer, and rebuilding the mid-market into an agentic-first operation.

1. Own the means of productionThe cost of intelligence is collapsing for every company at once, so on its own it is no advantage. The edge is your own proprietary knowledge built into systems you control. And real enterprise AI safety is keeping that control, over your data, your models, your compute, and who gets to see your alpha, because the labs that own the model layer have every incentive to move up it and ship what you built as their next product.2026-07-02 · 7 min read
2. Rent models, own judgementThe model is fungible because every competitor rents the same one. The advantage is the Loop, the captured human judgement that compounds and survives every model release. We build it for the operators who never could.2026-06-19 · 7 min read
3. Token FatigueEnterprises bolted AI onto broken processes and the bills came due without the returns. Token Fatigue is the reckoning. The fix is a business rebuilt around the intelligence, not a cheaper token.2026-06-04 · 8 min read
4. The Operator is the specThe mid-market runs on a person, not a process map. Horizontal AI configures around the process and cannot reach it. A vertical build is shaped around the operator and compounds on their P&L.2026-05-28 · 7 min read