Tagged: AI Strategy

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The Marginal Return of Intelligence (And the Marginal Return to It)

One week ago I announced Grazier Ventures and Aqen.ai. Since then I’ve been asked a version of the same question about a dozen times: how are you actually going…

Diagram showing stages of AI startup ecosystem including idea, funding, development, launch, growth, and revenue

The Builder’s Bet

I’ve spent 15+ years building things inside other people’s companies. This week I started building one of my own. It’s called Aqen.ai. You bring the idea. Aqen brings everything else…

Futuristic city at night with neon signs, data pipelines connecting city hall and neural core, people with umbrellas.

I Trained a Small Language Model on My City’s Government Documents

A few weeks ago I shipped a phone app that lets residents measure the speed of cars on their street. The thing I learned building it wasn’t about…

The Org Chart Is Flattening & Nobody Has a Replacement

Two things happened last week that look unrelated but aren’t. JPMorgan told its 65,000 engineers and technologists that AI tool usage is now part of their performance reviews.…

I Vibe Coded a Civic Tool

Everyone’s vibe coding the next todo app. The next AI wrapper. The next SaaS dashboard that solves a problem three other SaaS dashboards already solved. I vibe coded…

“Tokenmaxxing” Is Lines-of-Code Thinking for the Agentic Era

Silicon Valley has a new competitive sport, and it’s exactly the mistake you think it is. The New York Times reported last week that engineers at Meta, OpenAI,…

Minutes Added To Workforce

Every company I’ve talked to in the last two quarters is asking the same question about AI: what’s the ROI? The instinct is to measure AI value in cost…

The Next Platform Giant Is Hiding in Plain Sight

Every major era of software development has produced a defining platform company. The one that quietly became the infrastructure everyone depends on. GitHub didn’t win because git was…

Putting AI to Work in Your Engineering Workflow Today

A few years ago, I wrote about the creeping danger of debt. Debt being the slow accumulation of manual processes, fragile deployments, and tribal knowledge that eventually drowns…

The Pre-AI to Post-AI Company Transition

Leaders must rethink beyond adding ML models. Transition to AI-native architectures and embrace probabilistic systems for robust outcomes in this new era of software.

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The notebook, in your inbox. Every Tuesday, one essay on AI implementation, engineering leadership, or the operator-to-founder transition. No digests, no roundups, no AI-generated news — just the ideas I'm actually working through.