Speed Is Not the Strategy
I went to China expecting a lesson in speed. Shanghai and Shenzhen taught me something more useful: build the conditions that make responsible speed possible.
china · innovation · operations · aerospace
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§ / INDEX
15 DISPATCHES · FULL INDEX
I went to China expecting a lesson in speed. Shanghai and Shenzhen taught me something more useful: build the conditions that make responsible speed possible.
china · innovation · operations · aerospace
What speaking at the first no-code conference taught me about how we should think about building with AI.
innovation · strategy · no-code · ai · personal
The enterprise innovation failure pattern hasn't changed in decades. The technology has. The problem hasn't.
innovation · strategy · enterprises · ai
A model that fires 4% of its brain and matches the best in the world for $1,892 a year. Intelligence is becoming a utility.
ai · economics · agents
Moonshot trained agent orchestration directly into the model. The application layer companies spent years building may become a model feature.
ai · agents · architecture
OpenAI 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.
ai · models · competition
The most useful AI agents are the ones you have to trust the most. That's the problem nobody solved yet.
ai · trust · autonomy · agents · security
Manifold Hyperconnections won't make headlines. They'll make everything that follows faster and cheaper.
ai · deepseek · architecture
AI labs are buying up nearly half the world's DRAM. Your next laptop will pay the price.
ai · hardware · economics
AI agents are commoditizing the application layer. The $300B market cap loss tells you where this is headed.
ai · saas · business · agents
OpenAI needs $174 billion in revenue by 2030. Their subscription model covers less than half. The math doesn't add up yet.
ai · business · openai
AI didn't kill developer jobs. It split the profession in two. The salary follows the split.
ai · developers · careers
AI works great until it doesn't, and you never know why. The answer isn't better prompts. It's becoming a context architect.
innovation · ai · context
I 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.
personal · beginnings
How a single ESCP seminar dismantled my professional toolkit and rebuilt how I think about creation, uncertainty, and vulnerability.
innovation · creativity · thinking