Articles

The operating thesis, at length.

The case studies show the work; these argue the why. Essays, not posts — written when there's something to say, not on a schedule.

Jul 2026 · 5 min readThe 85% that isn't AIYou can rent a very good model this afternoon. So can your competitor. What neither of you can rent is everything around it — and that's the part that decides whether the thing still works on the second Tuesday of next month.