AI is getting booed at commencement ceremonies, which is a strange sentence to write and a useful one. Commencement speeches are usually designed to be politely endured. The speaker tells the graduates that the future is bright, the parents take too many pictures, and everyone tries not to think …more
I tried to write this post with AI, which seems like the honest place to start because the post is about writing with AI, and because the first draft was terrible in exactly the way AI writing is often terrible. It was not incompetent. Incompetent would have been easier. It …more
Why the periodic table of creative briefs matters more than ever — and how to turn an old discipline into the strategic core of a modern AI briefing system. I have wanted to write this essay for years, but I think I finally understand the reason for the timing. About …more
Every company eventually discovers that the work it depends on is not as neatly arranged as the org chart suggests. The work lives in handoffs: from one system to another, from one team to another, from a signal to a decision, from a decision to an action, from an action …more
A saloonkeeper built the cash register to recover missing money. AI can give small-business owners digital workers that recover missing time. Table of Contents James Ritty invented the cash register because his saloon could not tell him the truth Main Street looks small one customer at a time, but it …more
How a retail lesson from Walmart, Kmart, and UPC codes helps explain the coming fight over agentic commerce infrastructure. One of the most useful stories in Sangeet Paul Choudary’s Reshuffle is not about AI. It is about the barcode. Choudary’s line is wonderfully sharp: Kmart treated the barcode as …more
Why voice is the natural endpoint of human-computer interaction, why the model layer may be disintermediated by the interaction layer, and why a neglected Gartner category may be hiding the next operating system company. “People often overestimate what will happen in the next two years and underestimate what will …more
I ran across this video of a speech I gave three years ago and, to be honest, I did not even know they had posted it. Watching it now, what struck me was not nostalgia. It was recognition. The speech was reaching for an idea I did not yet have …more
The registered investment adviser business is one of the most important — and most misunderstood — parts of financial services. In 2024, the U.S. advisory industry included 15,870 advisers serving 68.4 million clients and overseeing $144.6 trillion in assets under management (AUM). And yet it remains, structurally, a small-firm industry: …more
Why The Next Analyst Category Will Be Built On Trust, Not PDFs Analyst firms are being mispriced by the market because they are being misdefined by the market. LLMs are better synthesizers of information than humans. They are faster, cheaper, and dramatically less interested in sleep. If the analyst business …more
Family Health Agent — Working Prototype A household-first, delegated, role-based prototype that demonstrates the manager loop: track what should happen next, detect …more
I got tired of admiring the category from a tasteful distance, so I took the Family Health Agent thesis, turned the Claude …more
From category thesis to working software: how I would actually build the Family Health Agent, what I would prompt first in Claude …more
How a forgotten HealthVault insight about households, delegated care, and the real operating unit of healthcare points toward the next platform in …more
A buyer-centered control plane across D3C—where synthesized reputation, claim governance, proof production, activation, and outcomes form one compounding system. Table of Contents …more
As LLMs compress internet‑scale word‑of‑mouth into answers and citations, the next generation of customer platforms must govern how brands are understood across …more
Reshuffle reframes AI as coordination without consensus. Andrei Pop reframes the enterprise moat as operational memory. That combination puts product analytics and …more
TL;DR: Why the modern web is structurally unreadable to machines—and what that means for the future of accessibility. As software shifts from …more
