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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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 8 min read
Lessons from Jaya Gupta Jaya Gupta is a Partner at Foundation Capital focusing on early stage enterprise software and AI/ML picks and shovels, leveraging a strong background that...
Profile 7 min read
Lessons from Will Brown Lessons from Will Brown Will Brown is a Research Lead at Prime Intellect working on open source research and infrastructure for agentic reinforcement...
Profile 7 min read
Lessons from Vincent Weisser Lessons from Vincent Weisser Vincent Weisser is the co founder of Prime Intellect and a builder at the intersection of decentralized AI, open source model...

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 AI Traffic Is Becoming Workflow Traffic

OpenRouter's 100 trillion token usage study suggests AI demand is shifting from simple text generation toward reasoning, tools, code, and context-heavy 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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