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Computational leverage and the physical frontier
A systems analysis of knowledge work, factor shares, and the reordering of value through the lens of foundational AI architectures and macroeconomic transitions.
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AI & StrategyEnglish
On the architecture of autonomous engineering: Why software development belongs in the cloud
AI is changing software development. As autonomous coding agents become asynchronous multi-step problem solvers, development workspaces move to persistent cloud infrastructure.
AI & StrategyEnglish
Character becomes an economic quality
For most of the history of professional services, scale meant people. AI is beginning to weaken that relationship as procedural logic is compressed, making human judgement and character the ultimate economic bottlenecks.