Writing & operating notes
Essays and publication packages
Strategic notes on AI economics, product ownership, control, and company building.
Week 3
The Founder as Architect: Why Delegating Tasks Does Not Remove the Founder Bottleneck
Delegating execution increases output. Founder dependence falls only when recurring decisions have a named owner, explicit limits, required evidence, escalation triggers, and reversal rights.
Week 2AI 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
AI lowers the cost of producing options faster than it lowers the cost of judging them. The Choice Cost Stack helps leaders decide when to integrate, when to build, and where scarce human review belongs.