Moats and Moonshots
Thoughts, stories and ideas.
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May 17, 2026
The Doers, The Watchers and a Two-Week Milestone
Depending on whom you talk to you get one of the three immutable truths about AI implementations: 1. The tooling is unstable, observability is difficult, and security is a nightmare 2. Whatever works is magical, but when the job depends
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May 10, 2026
Moative Essay: The Two-Week Test
A physician owns seven clinics across two states. Revenue is up. Patients are growing. The newest location opened in March. On paper, the business is exactly what a founder hopes to build. She is also fifty-nine. Her children have their
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May 3, 2026
Moative Essay: The Brownfield Tax
Anthropic acknowledged late April what Claude Code users had been complaining about for weeks. The product had been silently degrading. Product-layer changes around reasoning, caching, and prompt behavior had drifted in ways the people running it did not catch in
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Apr 26, 2026
Moative Essay: Earl, Tom, and The Guild
Tom is a firefighter. Years ago, we built him what was basically an Excel-spreadsheet version of AI. No agents. No copilots. No white paper about the future of work. Just a thing that helped him make better decisions under pressure.
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Apr 19, 2026
Moative Essay: Systems of Interia
Two of us write this newsletter, alternating Sundays. Every now and then, the shape is call and response: one week someone lays down a theme, the following week the other tries to answer. When that happens, most weeks the response
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Apr 12, 2026
Moative Essay: Enterprise Grade is Dried Spit With A Budget
For most of business history, we have built organizations the way ants build apartment blocks. An ant does not have a design philosophy. It does not sit around wondering whether the plumbing stack should be elsewhere, or whether a load-bearing
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Apr 5, 2026
Your AI readiness blindspot
Last week we talked about why users resist AI. An underwriter who has spent 20 years eyeballing equipment across categories, spotting label problems, cross-referencing auction data against economic signals, all while copying data into a spreadsheet, will push back when
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Mar 29, 2026
Users resist. But why?
Let’s get past the obvious push-backs – both the unspoken and the vocal – to save one’s own job. That is understandable. But there is another. There is a pushback that comes not from fear of relevance but lack of
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Mar 22, 2026
60 Days of Summer Coding
If you never wrote code, get a taste for it, but become a 10x operator by scaling how you analyze opportunities, model financial outcomes, reach out to partners, and sell a vision. I have been writing code, almost every day
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Mar 22, 2026
Find the five gaps before spending on AI
Companies see charts, diagnose behavioral gaps, buy a stack of AI tools, launch training programs, and wait for productivity gains. Later, the executive teams wonder why the demo looked so good. Anthropic released a report last week that introduces a
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Mar 8, 2026
AI Adoption: Observations from traditional industries
Our business model is unique. We build ventures in partnerships with midmarket companies in regulated and asset-heavy industries. But these ventures don't start as ventures on Day 1. They usually start as co-build/co-sell motions or consulting projects
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Mar 1, 2026
Inertia Meets Existential Crisis
Orgs eventually redesigned how work was done. Hasn't happened yet with AI.