The Thirty-Year Compromise is Over
Enterprise software was built on an economic constraint: software was expensive to build and cheap to copy. The constraint is gone and the economics have inverted.
Differential Factor
Strategic Research & Advisory for the AI-Native Economy
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I Don't Care Who Wrote This
And eventually, neither will you
You Have One Job
What predicting the World Cup says about enterprise AI, compute costs, and right-sizing.
Competition for Capital: A First-Principles View of Tech Markets
Stop asking which software category to buy. Start mapping how your business actually allocates capital.
Moove over Banks, Disruption is Coming
What Ten Tokenized Cows Tell Us About the Future of Money
The World Cup Model likes Spain
The final numbers are in for Spain vs Argentina, along with an honest look at where a transparent probability engine works—and where it breaks down
The SaaS Disruption is Getting Real
In at least some segments of the market, vibe coding IS replacing SaaS
Confidently Wrong
Two near misses, and a few lessons learned
The Three-Legged Stool is Down to One
The value of your business is ultimately the value you create for customers.
The World Cup Model enters the Knockout Stage
What the Group Stage Taught Us
Fix the Data First
Join me and Alex Kangoun of Athena Solutions for a webinar Thursday June 25 at 12 PM EST