Strategy, operations, AI, and company-building

I study how operators, companies, and AI systems actually work.

Essays, profiles, and daily reading notes on strategy, operations, AI adoption, business systems, and GTM.

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Popular Series

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AI Systems The AI Control Plane

How companies coordinate agents, context, tools, and human judgment.

 Operations Operating Cadence

Management systems, reviews, rhythms, and the machinery of execution.

 GTM AI-Native GTM

How go-to-market systems change when workflows become agentic.

Recent Profiles

People worth studying.

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Lessons from Joshua Baer Lessons from Joshua Baer Joshua Baer founded Capital Factory to connect Austin's early stage founders with investors, mentors, and defense programs. He... Lessons from Charlie O’Neill Lessons from Charlie O’Neill Charlie O’Neill is an AI researcher, Head of Model Training at Baseten, and a John Monash Scholar at Oxford. His work on LLM... Lessons from Avery Pennarun Avery Pennarun is the co founder and CEO of Tailscale, an engineer who spent years at Google Fiber, and a prolific open source contributor known for tools...

Research & Deep Dives

Market, company, and research maps.

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Deep Dive Lakehouse Analytics Platforms: Snowflake Databricks ClickHouse and Open Table Formats — Industry Deep Dive

Lakehouse analytics platforms Executive summary The old warehouse versus lakehouse argument is no longer the most useful way to read the market. The...

 Research Explainer Prompt Tuning Stops Working When the Workflow Is the Problem

FAPO uses Claude Code to optimize multi-step LLM pipelines by inspecting intermediate failures, trying prompt fixes first, and changing the workflow only when evidence points to a structural bottleneck.

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Industry maps, company deep dives, papers, reports, and technical shifts worth understanding.

Book Notes

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PDF Libraries

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Packaged versions of the durable essays and profiles on this site. Daily Digest entries stay out of the paid files.

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