Moats and Moonshots

Thoughts, stories and ideas.

Jun 21, 2025

Take it slow with AI

Your industry is slow. AI is fast. How do you hop on the bandwagon?
Jun 15, 2025

Snail-paced enterprise and Warp-speed AI

Making AI work within the enterprise
Jun 8, 2025

Speed is the only moat

Go fast and then go slow.
Jun 1, 2025

The 'Trust Me Bro' Problem of AI

Why Generative AI is not the only answer.
May 24, 2025

Pricing AI based on outcomes is a non-starter

For outcome-based pricing to win, AI cannot be deflationary
May 18, 2025

The Mid-market AI Thesis

The time is now for mid-market companies to change the pegging order.
May 18, 2025

Failed ERPs. PBJs. AI Orchestration

How tech failed the industry and kept crying wolf.
May 11, 2025

Thesis Note: Intelligent systems & Interdisciplinary research

The beginning of intelligent everything
May 4, 2025

The Mid-market AI Thesis

The time is now for mid-market companies to change the pegging order.