Essays
On AI, product, markets, and culture.
The graveyard of AI startups has a specific geometry. Above sit the model labs absorbing features into ChatGPT and Claude. Below sit the incumbents bolting AI onto installed bases. Caught in the middle, packaging value too neatly is the dangerous act.
The traditional product process (spec, design, build, test, ship) was the shape of how things work when building software is expensive. That world ended quietly. Most teams haven't noticed yet.
The products didn't just get better at serving you. They got better at making you easier to serve. Across music, politics, and cognition itself, engagement-optimized platforms are quietly restructuring human taste, belief, and attention toward their own algorithmic logic.
Every generation or two, a technology arrives that doesn't just help people work. It extends what a single motivated person can project into the world. We are inside that moment again.
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