Data Speaks Only in the Language You Bring
On marketing measurement, and why the numbers you are given cannot be the numbers you use
SmartInfer
First-principles analysis of AI technology, strategy, and organizational incentives — and the gap between how the stack is described and how it actually works.
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The Vibe Coding Delusion: Coding Got Cheaper. Engineering Got More Expensive.
The vibe coding narrative gets the economics of AI-assisted development exactly backwards. The bottleneck didn't disappear — it moved from typing to judgment, and judgment doesn't compress.
The Office Productivity Market in the Generative AI Era (2023–2026): Defensibility, Antitrust, and the Fragmentation Thesis
TL;DR This is a fragmentation game, not a 0-1 displacement game. Microsoft’s fortress—over 90% of the Fortune 500 on M365 Copilot per Satya Nadella’s FY25 Q1 earnings call [1]—is intact at the suite level, but AI-native insurgents are capturing specific surfaces.
Adobe Document Cloud: Sales Carries the Number, Engineering Underdelivers
A Policy Analysis for Competitors, Investors, and Startups
Four Ways to Read Adobe's Acquisition of Semrush
A Strategic Analysis of Corporate Acquisition in the Age of AI Agents
When Benchmarks Lie
Your benchmark scores might be lying to you. Here’s how to tell.
Every Data System That Won Was a One-Line Algebra Bet
The one-line algebraic bet behind every data system that mattered.
What an Ancient Mahayana Text Can Teach Us About the Nature of AI
The Lankavatara Sutra is not a book about machines.
Distribution Is Not a Moat: How Incumbents Lose the AI Era
Why Your Current Org Chart is Sabotaging Your AI Investments
How Applied Science Leaders Build Teams That Compound
A First-Principles Guide