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Entries tagged with: STRATEGY

  • Mar 10, 2026

    The Bubble and the Long Game

    What the printing press taught me about AI, FOMO, and the decades-long game of technological diffusion.

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  • Feb 13, 2026

    Meat Moat: Why Cheap Code Doesn't Kill Defensibility

    When software is cheap to clone, the moat shifts to trust, liability, verifiability, and multi-party adoption.

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  • Jan 21, 2026

    The Disequilibrium Advantage

    In stable worlds, incumbents win. In disequilibrium, speed wins—because disequilibrium makes the world plastic.

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  • Oct 28, 2025

    Agent Labs Are Eating the Software World

    Why product-first AI startups will dominate the next decade while model labs build the infrastructure they run on

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  • Oct 26, 2025

    Mention Engineering: The Content Side of Prompt Craft

    Analysis of AI search behavior reveals why some brands get cited while others disappear in AI-generated responses

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  • Oct 01, 2025

    The 20-Year Playbook: How to Build an AI Startup That Lasts

    Condensed wisdom from Marc Andreessen and Charlie Songhurst on winning the AI game over decades, not quarters

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  • Jul 17, 2025

    The Anti-Playbook: Why AI Dev Tools Need Different Growth

    Traditional SaaS growth tactics fail with AI dev tools. Here's why you need to throw out the playbook.

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