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 what got dropped, act within bounded authority, and re-check until the work resolves. Run Daily Manager Loop Reset Demo State Household Health Graph The core data structure is …more
I got tired of admiring the category from a tasteful distance, so I took the Family Health Agent thesis, turned the Claude Code prompts into a build order, and made a working prototype of the core loop. This is a companion to From the Family Health Manager to the Family …more
From category thesis to working software: how I would actually build the Family Health Agent, what I would prompt first in Claude Code, and how to avoid rebuilding the same provider-patient-centric mistakes the industry has already made once. This is a companion piece to From the Family Health Manager to …more
How a forgotten HealthVault insight about households, delegated care, and the real operating unit of healthcare points toward the next platform in the industry. This essay is going to take a minute. If you don’t have the time right now, bookmark it and come back when you do. I want …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 D3C is the spine, because it names what the buyer is actually doing Discovery has structurally changed, and the change is not “more content” Synthesized reputation demands claim …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 thousands of third‑party surfaces — and operate reputation as a control plane across D3C: Discovery, Create Confidence, and Commit. Almost every week — and in some weeks, several …more
Reshuffle reframes AI as coordination without consensus. Andrei Pop reframes the enterprise moat as operational memory. That combination puts product analytics and digital adoption platforms at a fork in the road: optimize human clicking—or become infrastructure for governed execution. Table of Contents The Age of Skeuomorphs AI’s Skeuomorphic Phase Reshuffle …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
