Business
Business: AI, teams, software and strategy.
Every article is dated, and every prediction is specific enough to be proven wrong. Most look two to five years ahead. Teardowns of other companies' strategies live here too — all teardowns.
LatestEssay · Nov 10, 2026
The Country Spending the Most on AI Is the Least Excited About It
The US put $285.9 billion into AI last year, yet only a third of Americans are excited about it. What that gap means for companies through 2027 and beyond.
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- Nov 10, 2026What Texas Lawmakers Want in 2027, Based on 1,262 BillsI had AI read the 1,262 bills Texas lawmakers pre-filed on day one for 2027.
- Nov 5, 2026Jim Paulsen on What Happens If the AI Boom SlowsJim Paulsen says AI is propping up a split US economy.
- Oct 20, 2026Why the Energy Trade Can Work for YearsThe war has gone on long enough to change the floor.
- Oct 13, 2026We Forget Jeff Bezos Was Once a Broke EntrepreneurWe see Jeff Bezos the billionaire and forget the founder who started Amazon in a garage.
- Oct 12, 2026What Happened to My SEO When I Left WordPress for LovableThe real numbers from moving my sites off WordPress and WP Engine, a side-by-side comparison, and the…
- Oct 3, 2026Recurring Revenue Is About to Get a Lot Less RecurringRecurring revenue works because people sign up on impulse and cancel on procrastination.
- Sep 27, 2026Why Your Voice Is Replacing the KeyboardI now write articles by talking.
- Aug 19, 2026AI Watermarking Is a Pattern I've Watched for Twenty YearsAI watermarking is the fourth version of a pattern I have watched for twenty years: cheap content floods a…
- Jul 9, 2025How to Find What Is Capping Your Company's GrowthGrowth usually stalls at one main constraint.
- Mar 12, 2025Should You Raise Money or Bootstrap?Raise when speed decides who wins your market and you can use the money to grow faster than you otherwise…
- Nov 20, 2024Should You Start a Company or Stay an EmployeeStart a company if you can live with years of uncertainty, you're drawn to one specific problem, and you'd…
- Sep 18, 2024How to Find Your Ideal Customer Before You ScaleYour ideal customer is the narrowest group that feels the problem most, can buy without a committee, and…
- Jun 12, 2024How to Tell if Your Startup Idea Is Any GoodA good idea is a painful, frequent problem that a specific group already spends money or time trying to…
- Sep 2, 2021Remote Work Exposed the Illusion of Measuring OutputMany companies measured presence because it was easy.
Team size
Org design, hiring and who sits on the team.
- Nov 8, 2026Anthropic Approved Our MCP Server Without a HumanI submitted an MCP server for one of our portfolio companies.
- Oct 31, 2026Software Dollars Are Moving From SaaS to CustomCompanies are starting to own their software instead of renting it.
- Oct 27, 2026Anthropic and the Enterprise Blind SpotPharma brought Claude inside to speed up drug discovery.
- Oct 26, 2026Why Most AI Apps Don't Make Money, and Which Ones DoLovable users have built 50 million projects, but most builders aren't making money yet.
- Oct 26, 2026Anthropic Hits $6.6 Million in Revenue per EmployeeAnthropic's S-1 reports over $6.6 million in revenue per employee.
- Oct 24, 2026Why Your Best Engineers Need Unlimited TokensIf you need token limits, you don't trust your team.
- Oct 23, 2026Why Forward-Deployed Engineers Are the FutureForward-deployed engineers sit between businesses that need help adopting AI and people who need new skills.
- Oct 19, 2026We Need a New Model for EmploymentThe 40-hour week was built for factories.
- May 23, 2026Is Every Hire a Builder or a Grower?Most companies are still buying players who look the part instead of buying wins.
- May 6, 2026What the AI-Native Executive Team Looks LikeThe AI-native exec team is not a bigger boat.
- Apr 29, 2026Hire for the Problem Slowing Your Company DownWe paid engineers like professional athletes because engineering was the bottleneck.
- Sep 26, 2022The Great Reset in the Post-Pandemic Labor MarketWritten in 2022, after a lunch with an HR leader in the middle of a second round of layoffs.
Operations
The loops a company runs on, and the parts that stay human.
- Jul 22, 2026AI-Native Companies Move Faster in Every DepartmentEvery department in your company is a deployment pipeline, and almost none of them measure lead time.
- Jul 15, 2026Why Human Marketing Wins When Bots Outnumber PeopleOne founder sent 100,000 AI-written emails in thirty days and got a flagged domain and a handful of MQLs.
- Oct 15, 2011What 100,000 Customer Complaints Taught Me About GrowthCompanies grow, outsource support and stop listening.
AI and jobs
What disappears, what gets created, and who's caught in between.
- Oct 21, 2026Trump's Data Center Dividend Shows AI Has to Give BackPresident Trump says data centers should make their own electricity and pay the communities around them a…
- Oct 20, 2026Where Software Engineers Will Work NextSoftware vendors need fewer engineers.
- Oct 13, 2026Kroger Is Cutting 3,000 Corporate Jobs to Run LeanerAI lets leaders do more with less work, so companies need fewer layers between a decision and the customer.
- Sep 13, 2026The Roles Most at Risk from AI Right NowFirst-year analyst and associate work, then volume content production.
- Aug 3, 2025AI Is Ending the Entry-Level JobAI is taking the bottom rungs of the org chart, and scale no longer means hiring.
Software
Which products survive the shift, and which become a database with a chat box.
- Oct 20, 2026Why ARR Is Over in the Age of AICompanies spend on AI in bursts, a heavy build followed by light upkeep.
- Oct 15, 2026beehiiv CEO Tyler Denk Is Right About Vibe-CodingAI makes the first version of almost any product cheap.
- Oct 14, 2026Bending Spoons Shows SaaS Doesn't Need 5,000 EngineersBending Spoons runs Evernote, Vimeo, AOL and now Airtable with small teams and AI.
- Oct 9, 2026RealPage, EliseAI and the Integration WarsThe open web ran on two assumptions: users are human, and platforms are hard to build.
- Apr 16, 2026Legacy SaaS Is Worth Its DataYour customers can now rebuild your interface in a month, and some of them will.
- Mar 24, 2026Per-Seat Software Is the Last Castle of SaaSMost of my net worth sits in tech, so I want the SaaS party to continue.
- Feb 15, 2026The Rise of Hollow ARR in AI CompaniesNot all of the record-breaking ARR of the last two years is recurring.
- Jun 17, 2025Headless CRMs Train Customers to Stop Logging InWhen you invite customers to plug an LLM straight into your CRM, you train them to stop logging in.
Teardowns
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