Essays and everything else
Every post since January 2000, newest first. The early ones are short.
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June 22, 2026
KPMG Didn't Buy AI for 276,000 People. It Bought a Control Plane.
KPMG didn’t buy AI for 276,000 people. It bought a control plane — and threw in a quarter-million seats to keep you looking the other way.
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June 15, 2026
The ROI Test Just Died
For thirty years, the first question before building anything was “will this be worth it?” That question is dead. I killed a small piece of it on a Saturday morning, on my deck, …
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June 12, 2026
Your Net Worth Cannot Be Rendered
There’s a new letter, and you’re not it.
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June 8, 2026
The Subsidy Era of Agentic Coding Just Ended. Nobody Built FinOps for It.
The best deal in software just ended, and the replacement bill is non-deterministic.
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June 1, 2026
The $965 Billion Number Is a Distraction. Here's What Actually Matters.
The $965 billion number is a distraction. Here’s what actually matters.
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May 24, 2026
Your AI Agents Aren't Failing Because the Models Are Bad. You Just Never Built an Ops Team for Them.
The enterprise AI agent story of 2026 is a demo story. Somewhere between “watch this” and “we run this at 2am,” the wheels come off — and almost everyone is blaming the wrong part …
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May 4, 2026
Burned Through a Month of Claude in 4 Days And Accidentally Reenacted Star Wars
“You’ve hit your org’s monthly usage limit.”
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March 7, 2026
I Burned Through My AI Tokens by Noon and I Think I Need a Sponsor
Subtitle: On the dark psychology of token scarcity, the $200 plan that still isn’t enough, and why Anthropic’s usage bar is the most stressful thing on the internet
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February 14, 2026
Who Becomes the J Dilla of AI Music? That's the Only Question That Matters.
While artists argue about whether algorithms can create “real” music, somewhere right now a producer is learning to use AI the way J Dilla used the MPC 3000 - and that person will …
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January 30, 2026
I Stopped Writing Code and Started Building Software: The Agentic Coding Revolution
Here’s what nobody tells you about AI coding assistants: you’re still coding the old way.
