Executive / board reader
Start with AI economics and operating implications, then move into research and speaking topics.
Start here
Choose the path that matches how you think about AI.
This site spans strategy, research, code, market signal, teaching, and executive AI operations. Start with the route that matches your role, then follow the thread.
Best first move
Read the latest, then subscribe.
The homepage and Writing hub now act as the front door. The newsletter keeps the operating signal coming back to you.
Reader paths
Five ways into the work.
AI operator
Follow the operating layer: governance, adoption, token economics, data foundations, and controlled execution.
Technical builder
Go deep on context systems, agent architectures, RAG, memory, and production-grade AI software patterns.
Research reader
Begin with the foundational Context Compilation paper, then read the trilogy and related systems essays.
Industry watcher
Use the weekly industry publications for market movement, model shifts, agent techniques, and application-layer signals.
Current reading
Start with what is live now.
agent-native-work
Why Software Engineers Got Agents First
85.2% versus 10.4%. Same tier of models, five weeks apart. That is not a domain gap — it is a grader gap. Software got agents first because its work came with a free compiler. One law, three multipliers, and the reason every other domain now has to build its own.
agent-native-work
Every Domain Needs Its AGENTS.md
AGENTS.md is not a document. It is an interface stack — MCP tools, skill catalogs, policy packs, and audit streams — with a README on top. Five translations, one procurement boundary, and the difference between agent-legible and Potemkin agent-ready.
agent-native-work
The Verification Gap
Verification is not merely the reliability blocker — it is the pricing lever. Where a domain can verify cheaply, it prices on outcomes and tunes smaller models. Where it cannot, it stays hostage to frontier tokens. Margin follows verification.
Weekly signal
Use Industry when you need the market map.
Cross-stack flywheel
AI Stack Weekly
For officers tracking AI market movement.
Model layer
The Model Pulse
For architects tracking model capability shifts.
Operating layer
Agent Techniques Weekly
For builders operationalizing agentic work.
Procurement surface
The Application Layer
For buyers watching AI reshape software.