Moats and Moonshots
Thoughts, stories and ideas.
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Sep 21, 2025
Enterprise Prime Time - The Brass Tacks
AI is compounding – inside workflows that look boring from the outside and feel indispensable from the inside.
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Sep 14, 2025
AI Rollouts: Managing vs. Multiplying Complexity
Brooks's long-awaited Silver Bullet is creating complexity at a scale he never imagined
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Sep 7, 2025
Building on boring strength
Eval quality compounds only through unglamorous user friction.
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Aug 30, 2025
The MIT Report on Enterprise GenAI adoption Is a Nothing-burger
Progress isn’t loud; it compounds quietly in production.
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Aug 24, 2025
Productionizing AI Agents: Do what you did with ERP
The real test isn’t the model. It’s how you contain its fragility.
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Aug 16, 2025
Inflections & Business Models
Frictions in AI transformation convos turn into upsides, with partners on a common pursuit.
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Aug 10, 2025
Where AI Moves the Margins
Not a wave but a tide change. Will you be building harbors or clinging to docks?
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Jul 27, 2025
AI Winners Are Emerging
Reasoning model advancements and agentic infrastructure products will only accelerate this shift.
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Jul 20, 2025
Don't sell to Private Equity
AI boom is here. PEs will knock at your doors. There is more juice to squeeze.
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Jul 13, 2025
Buying vs. Becoming AI
Don't give into the dogma of SaaS or conservatism of Consulting firms
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Jul 6, 2025
Your SaaS vendor's margin is your opportunity
The dogma of SaaS
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Jun 29, 2025
Supercharge your AI with Graphs
Connecting the dots for deeper understanding using Knowledge Graphs