Group chats as distribution: How OpenAI is disrupting messaging without the graph
OpenAI’s rollout of group chats in ChatGPT is a small UX tweak with massive implications. On the surface, it’s a productivity tool for shared itineraries and brainstorming sessions. But underneath, it’s the perfect viral growth hack. It is a feature that invites users to bring their social graph into the product, without needing to […]
[Essay] Business leaders for 2026
Here is my subjective take on the people I consider the most inspiring from the business environment. They don’t line up like a textbook leadership panel. One launches rockets from Twitter threads. One treats a global bank like a carefully tuned risk reactor. One walks into defense briefings quoting philosophy. One fires off ideas […]
Focus on fewer things
The ruthless math of focus The world doesn’t reward nonexperts. It rewards people who go unreasonably deep on a few things and ignore almost everything else. Three to five priorities? Cute. Try two. Maybe even one. The harsh reality is that most of what’s on your plate is either a distraction or a security […]
The inner ring is a trap
One thing I realized quite early in life is that status is a costume. It looks shiny. It sounds important. But it wears thin, fast. One day you’re in the A-class office and the next day the room has moved and you weren’t invited. That’s the inner ring fallacy, ie. the belief that belonging […]
[Essay] AI is the ‘Manhattan project’ of our lives
I. The last time I felt this way was in 2007 I still remember the heat, the buzz, and the buzzcut of the guy next to me in line. It was Philadelphia in 2007 and I was there! The original iPhone was about to launch, and the Apple Store had the atmosphere of a rock […]
The AI Bubble will build the grid
GPUs are the tulips of our time: scarce, beautiful, and rapidly depreciating (ie. 1 – 3 years). They’re not durable infrastructure, but they’re the speculative steel beams of a half-finished cathedral. Data centers last longer, but even those will look old/outdated once the next wave of compute efficiency hits. The real prize, the one […]
Taking a decision has two ‘stops’
Every decision has two legs: Analyze the data. Build the model, argue with yourself in comments, ask for feedback, produce a beautiful memo that you read the next day, etc. Decide. Hit “buy/sell/approve/ship”. Analysis without a decision is accrual accounting for courage: impressive, but nobody got paid. A decision without analysis is amateur work. […]
[Essay] Stop selling AI like SaaS: A compute-aware Pricing Playbook
Flat, all-you-can-eat subscriptions don’t map to AI’s cost curve. Every prompt is a variable-cost event tied to tokens, routing, retries, tool calls, and GPU minutes. That’s why you see eye-popping anecdotes and data points: GitHub Copilot reportedly lost ~$20 per user per month on average (some as high as $80), even at a […]
[Essay] Apple’s lost decade
Apple made a strategic choice a decade ago and it chose comfort (and a lot of money) Instead of building the future, it took a dividend from the present. While Google plowed billions into search, data infrastructure, and foundational AI research, Apple signed a check to license Google Search as the default on Safari. That […]
on the long-term
“Long-term strategy” is basically accrual accounting for vibes. Weekly progress is cash flow. You can carry your plan at cost for years, but the market prefers marks. If nothing is shipped this week, you’re holding a Level-3 asset: unobservable inputs, mostly hope. Boards love five-year slides, but the reality loves Tuesday releases. Close the books […]