§ 02 / THE EDITORIAL LINEWHAT EVERY ENTRY HAS TO EARN
I was trained to assume the thing will fail until the data says otherwise. I edit this catalog the same way.
THE CLARITY RULE
It has to make you see it.
THE HONESTY RULE
If I say I did it, I did it. If I borrowed it, I name who from.
THE MONDAY RULE
It has to work before Monday.
SIGNED · I.P. · THE ONLY EDITOR · NO EDITORIAL BOARD · NO SPONSORS
ALL DISPATCHES15 DISPATCHES · FULL INDEX
- 001Speed Is Not the StrategyI went to China expecting a lesson in speed. Shanghai and Shenzhen taught me something more useful: build the conditions that make responsible speed possible.
- 002The Lego Set for InnovationWhat speaking at the first no-code conference taught me about how we should think about building with AI.
- 003Wrong Idea, Ages to Build, Start OverThe enterprise innovation failure pattern hasn't changed in decades. The technology has. The problem hasn't.
- 0044% of the Brain, 100% of the PerformanceA model that fires 4% of its brain and matches the best in the world for $1,892 a year. Intelligence is becoming a utility.
- 005100 Agents, Zero EngineeringMoonshot trained agent orchestration directly into the model. The application layer companies spent years building may become a model feature.
- 006The 10-Minute WarOpenAI dropped GPT-5.3 Codex minutes after Anthropic's Opus 4.6. The real story isn't who won. It's how fast the ground is moving.
- 007The Clawdbot ParadoxThe most useful AI agents are the ones you have to trust the most. That's the problem nobody solved yet.
- 008DeepSeek's Plumbing Fix for AI's Biggest BottleneckManifold Hyperconnections won't make headlines. They'll make everything that follows faster and cheaper.
- 009The Memory TaxAI labs are buying up nearly half the world's DRAM. Your next laptop will pay the price.
- 010SaaS Isn't Dying. It's Losing Control of the Interface.AI agents are commoditizing the application layer. The $300B market cap loss tells you where this is headed.
- 011OpenAI's Money ProblemOpenAI needs $174 billion in revenue by 2030. Their subscription model covers less than half. The math doesn't add up yet.
- 012The $150K QuestionAI didn't kill developer jobs. It split the profession in two. The salary follows the split.
- 013Context Is EverythingAI works great until it doesn't, and you never know why. The answer isn't better prompts. It's becoming a context architect.
- 014Step One: The beginning of somethingI preach that ideas without execution are just hallucinations, then I sat on the idea of a blog for months. Here's me shipping it anyway.
- 015Art Thinking: The Power of Uncertainty and VulnerabilityHow a single ESCP seminar dismantled my professional toolkit and rebuilt how I think about creation, uncertainty, and vulnerability.