Insights
Thoughts.
Perspectives on AI, investing, and building in underserved markets. We write about what we learn from founders, operators, and the industries we serve.
Photo by John Fowler
AI Architecture
Sedimentary Intelligence: What Actually Survives in AI Infrastructure
Orchestrators, workers, memory, and reinforcement learning: the architecture that will separate AI survivors from casualties.
Growth Strategy
Building for Sustainability: Growth Without the Burn
A lens on paid social, trust decay, and why operational markets reward quieter go-to-market strategies.
Leadership & AI
The Human Capital Flywheel
The compounding value of AI shows up when automation buys headroom, and leadership refuses to refill it with more tickets.
Industry Perspective
Pointing Humans at Humans Again
The most valuable AI use-case isn't smarter answers. It's deleting the machine-facing work we forced humans to do.