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.

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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Profile 7 min read
Lessons from Jimmy Buffett Lessons from Jimmy Buffett Jimmy Buffett turned his 1977 hit "Margaritaville" and a laid back Gulf Coast persona into a billion dollar hospitality empire...
Profile 8 min read
Lessons from Jim Clark Jim Clark founded Silicon Graphics, Netscape, and Healtheon, launching three separate companies that fundamentally altered 3D computing, internet browsing...
Profile 6 min read
Lessons from Jim Casey Lessons from Jim Casey In 1907, Jim Casey used a $100 loan to start the American Messenger Company in a Seattle basement, eventually growing it into United...

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 Agentic AI Turns Work Into Delegation

OpenAI's Codex usage data suggests the agentic shift is less about better chat answers and more about delegating longer, reusable, parallel workflows.

 Research Library Browse the full research layer

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

Book Notes

A reference layer from books worth revisiting.

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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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