July 19, 2026
AGI Will Be a Commodity
AI is not in a bubble. But the frontier labs most certainly are. OpenAI and Anthropic are wildly overhyped and structurally doomed. Intelligence is becoming abundant, models interchangeable, and the real winners will be the companies that own the customer, the workflow, and the device.
Read →
June 23, 2026
Kinter: Why I Pivoted
I looked at what we'd spent five years building and decided to walk away from it. Not because it wasn't working, but because we could see what was coming. In the era of vibe coding, software is becoming a commodity.
Read →
February 6, 2026
After the SaaSpocalypse: What Actually Survives AI
Last Monday, Anthropic didn't unveil a breakthrough model or some mind-bending new interface. They rolled out…plugins for Claude Cowork. Within 24 hours, hundreds of billions of dollars vanished from public software valuations.
Read →