Writing & operating notes
Essays and publication packages
Strategic notes on AI economics, product ownership, control, and company building.
Week 2
AI Capital Intensity: The New Capital Stack of an AI-Native Company
AI makes products cheaper to create, but not automatically cheaper to operate. The Five-Layer AI Capital Stack helps leaders decide what to rent, what to own, and what not to fund.
Week 1AI Makes Creation Cheaper—and Choice More Expensive
Why cheap generation raises the cost of selection and accountable ownership.