For most of business history, we have built organizations the way ants build apartment blocks. An ant does not have a design philosophy. It does not sit around wondering whether the plumbing stack should be elsewhere, or whether a load-bearing wall has now become an obstacle to future growth. It
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 you tell them a model can do it better. You
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 trust in AI’s ability to do the job. For
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 for the last 60 days. I had not written code
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 new way to measure AI's impact on the
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 that we start for them. Occasionally our pre-built IPs come
Orgs eventually redesigned how work was done. Hasn't happened yet with AI.
The economics dictating SaaS's demise
See it before it costs you
The real question is whether you built in a way that makes the next migration cheap
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 Vendor’s Margin Is Your Opportunity, we named a quiet
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 purse strings, want to know how AI can make a