I was at home on a weekend, surfing YouTube to catch up on AI news, and landed on the Swamp Club podcast. Somewhere in the episode, they mentioned that r/opensource had banned AI. On October 24, t...

I’ve missed sharing stories on this blog. My last post here was back in May, and it’s time to get back into it. On a Thursday night, I handed one of my Claude Code workflows a spreadsheet. It was ...

Last week I argued the margin moved out of the model and into the gateway: the layer that sits between an agent and everything outside its weights. The argument was abstract. The gateway was a thes...

The model layer commoditized in two weeks. Providers pushed downward into silicon, devices, and the infrastructure builders thought they owned. The supply chain turned hostile from below in the sam...

In December 2020 I published a framework for asking one question: can this company produce a +$1B exit? I applied it to four companies. Two were tagged “high unicorn potential.” Two were tagged “lo...

Most agents can access whatever you give them access to. No guardrails, no clear audit trail, no way to pull the plug mid-run. That sentence described a demo project in 2024. In 2026, it describes ...

The best AI agent operators don’t look like engineers. They look like good managers. And the question that actually matters right now isn’t “should I learn to code?” It’s “do I know how to manage s...

AI inference demand grew 1,000,000x in two years. Email volume doubled after AI adoption. Chat messages went up 145%. The productivity gain didn’t free anyone — it just raised the bar for what “kee...

I started blogging in 2009. Back then it was WordPress, on shared hosting, writing in Romanian about PR, advertising events, and whatever was happening in the Bucharest social media scene. Over the...

Everyone is talking about AI replacing white-collar knowledge work — lawyers, coders, analysts, marketers. That narrative is wrong, or at least badly sequenced. The jobs that will disappear first a...