Moats and Moonshots
Thoughts, stories and ideas.
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Apr 5, 2026
Your AI readiness blindspot
Last week we talked about why users resist AI. An underwriter who has spent 20 years eyeballing equipment across categories, spotting label problems, cross-referencing auction data against economic signals, all while copying data into a spreadsheet, will push back when
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Mar 29, 2026
Users resist. But why?
Let’s get past the obvious push-backs – both the unspoken and the vocal – to save one’s own job. That is understandable. But there is another. There is a pushback that comes not from fear of relevance but lack of
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Mar 22, 2026
60 Days of Summer Coding
If you never wrote code, get a taste for it, but become a 10x operator by scaling how you analyze opportunities, model financial outcomes, reach out to partners, and sell a vision. I have been writing code, almost every day
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Mar 22, 2026
Find the five gaps before spending on AI
Companies see charts, diagnose behavioral gaps, buy a stack of AI tools, launch training programs, and wait for productivity gains. Later, the executive teams wonder why the demo looked so good. Anthropic released a report last week that introduces a
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Mar 8, 2026
AI Adoption: Observations from traditional industries
Our business model is unique. We build ventures in partnerships with midmarket companies in regulated and asset-heavy industries. But these ventures don't start as ventures on Day 1. They usually start as co-build/co-sell motions or consulting projects
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Mar 1, 2026
Inertia Meets Existential Crisis
Orgs eventually redesigned how work was done. Hasn't happened yet with AI.
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Feb 22, 2026
Nobel Laureates, Economists, & the death of SaaS
The economics dictating SaaS's demise
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Feb 8, 2026
Your AI System Can Explain Everything and Control Nothing
See it before it costs you
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Feb 2, 2026
Your AI System Has a Half-Life. Know What It Is?
The real question is whether you built in a way that makes the next migration cheap
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Feb 1, 2026
Decision traces - Who owns them? A Case for Enterprise Sovereign Systems
Invest in your sovereignty. Let your system constrain vendors, by design How do we buy software? A problem appears often, a category forms around it, and vendors emerge. A vendor is selected, and a contract is signed. In Your SaaS
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Jan 11, 2026
Ten thousand dollar productivity > Million dollar transformation
Taste is the limiting factor, not tools or people "AI is changing everything" is a tiring trope, if we are not able to show concrete examples of how it changes daily work. Companies that want to open their
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Dec 21, 2025
Context Engineering for AI is the Enterprise Version of "Santa is Real"
A POC does not an enterprise make