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 9 min read
Lessons from Darren Farber Darren Farber is a defense investor and former U.S. Department of Defense official who focuses on modernizing the military industrial base. He is a...
Profile 9 min read
Lessons from Vlad Barbalat Lessons from Vlad Barbalat Vlad Barbalat manages a $120 billion portfolio as Liberty Mutual’s Chief Investment Officer and President of Global Risk &...
Profile 9 min read
Lessons from Kareem Amin Lessons from Kareem Amin Kareem Amin is the CEO and co founder of Clay, a multi billion dollar AI platform that automates personalized sales outreach...

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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Library Index Choose a complete shelf or a focused bundle.

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

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