Thinking · All essays

What I'm thinking.

16 essays on AI leadership, engineering, and where value comes from. Newest first. Read them in order from // 001 and you'll watch a prediction become a playbook. Subscribe via RSS →

// 016 July 2026 Satire

A Press Release From a Company Doing AI Exactly Wrong

Satire. Apex Dynamics retires 'find ways to use AI' and hires a consultancy to produce an AI Opportunity Map, a 127-page slide deck, and a plan to plan. Everything my essays argue against, filed with a straight face.

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// 015 July 2026 AI Leadership

Value per Token, Not Cost per Token

Tokens aren't a cost problem. They're a guidance problem. The winners won't have the lowest AI bill - they'll generate the most value per token.

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// 013 June 2026 AI Leadership

AI Where It Counts

Not seeing the gains and spending too much on tokens are the same problem. Stop applying AI everywhere. Aim the tokens where the value is.

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// 010 March 2026 AI Leadership

Use the Tokens

The real risk isn't overuse - it's underuse. Your company handed you a superpower budget. Spend it deliberately, learn fast, iterate faster.

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// 007 April 2026 AI Leadership

Leaders Were Never Meant to Wait

The biggest drag on leadership is waiting on information. AI is about to remove the wait entirely with the speed of insight.

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// 005 March 2026 Bitcoin

The Bitcoin Power Law - Health and Stress Indicators

Standard power law trackers show where price sits in the channel today. These two indicators ask a different question: how much weighted history of deviation has accumulated, and what does that imply for future price.

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// 003 March 2026 Engineering

Coding Isn't the Job

You are not just a programmer. You don't simply translate from human language to computer language. You are an engineer.

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// 002 March 2026 AI Leadership

We Are At Another AI Inflection Point

Don't miss this one. How agentic AI is shifting from a chatbot you talk to into infrastructure that works for you. Are you positioned for this shift?

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