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#104: AI Is Making Bankruptcies More Valuable
AI companies may find value in the data of distressed businesses
14 hrs ago
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August 2026
#103: The Case for Multi-Player AI
The future of enterprise AI is multiplayer
Aug 25
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#102: Hot Takes in AI (Part X)
Bitcoin, watermarks, and Lovable
Aug 18
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#101: Brand Might Be AI's Most Enduring Moat
Brand equity gives a struggling company a second act
Aug 11
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#100: What It Means to Be Relentlessly Curious
Why I write and what I’ve learned
Aug 4
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July 2026
#99: AI Is Only as Ethical as the Companies Using It
The Phia scandal surfaces an uncomfortable reality around incentives
Jul 28
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#98: Hot Takes in AI (Part IX)
Human data management, Meta’s ambitions, model releases
Jul 14
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#97: Revisiting AI + Shopping (Part III)
Why marketplaces are best suited to win agentic commerce
Jul 7
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June 2026
#96: Revisiting AI + Shopping (Part II)
Discovery commerce is a data problem, not a model problem
Jun 30
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#95: Revisiting AI + Shopping (Part I)
Maybe AI doesn’t work for shopping just yet
Jun 23
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#94: When Robotics Becomes Reality
Robots will be integrated into our lives when we trust them
Jun 9
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#93: Trust in AI Depends on the Physical Narrative
A free cleaning startup hints at AI’s next monetization layer
Jun 2
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