Earned Lessons from Building in the Arena
A weekly publication. Field notes from inside the building of a company in the AI moment, written for the operators and institutions still in the arena.
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Why the Graduates Booed and Why It's a Mistake
An AI CEO on the commencement booings, why the graduates' fear is rational, and why opting out isn't the answer.
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The Price Was Never Real
Two industries treat price as a secret. I've built companies inside both of them.
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Context Decay
The systems schools use aren't broken. They just don't talk to each other. And in an AI world, that's the difference between personalization that works and personalization that's pretending.
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Pistols
When my kids were small and I coached their basketball teams, I taught them a defensive technique called pistols. Both hands up, one finger pointing at your man, one finger pointing at the ball, head on a swivel. I've been thinking about it constantly. It is the closest thing I have to a description of what building with AI in this moment actually feels like.