Topic AI
AI
Notes on AI as it actually lands in products and companies — less about models, more about what the collapse in building cost does to judgment, moats, and work.
003 filed on file
The interesting questions about AI aren’t about the models. They’re about what happens to everything downstream when the cost of building approaches zero: where the new bottlenecks form, what becomes scarce, and which kinds of judgment get more valuable rather than less.
01 Essays
Essays filed here
- ES-005 When Software Gets Easier, Judgment Gets More Valuable The cost of building collapsed. The cost of deciding what to build did not.
- ES-003 Agentic Commerce and the Work Beneath the Surface The checkout is the part everyone can see, which is exactly why it isn't the opportunity.
- NO SIGNAL — no reports match that filter.
02 Notes