SEPT 2026
Philosophy
Software as Leverage
The venture studio thesis
Why a small technical team that owns what it builds is in a different business from an agency that bills for the same hours.
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SEPT 2026
Market Structure
The Unbundling of the Enterprise ERP
From monoliths to vertical operating systems
The single system that runs the whole business was a compromise forced by the cost of integration. That cost has collapsed, and the compromise is ending.
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SEPT 2026
Technology
Intelligence at the Edge
Why the decisions that matter cannot wait for the cloud
An argument for putting computation where the work happens, drawn from the least glamorous test there is: a restaurant floor when the connection drops.
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