Articles
Notes from the inflection point.
Writing on go-to-market, product strategy, and what actually changes as a company scales.
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Energy, the final frontier
It was never about the algorithm. The Second Bounce of the Ball, Part 4: why cheap electrons, not models, decide who wins the AI era.
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The Second Bounce of the Ball, Part 3: When Governments Can't Tax Productivity Anymore
The coming crisis of governance. How AI severs the connection between productivity and government revenue. When a $100k employee becomes $10k of compute, the tax base evaporates - then what?
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The pendulum swings: when Capital leverage is greater than Labour leverage
Productivity is shifting from wages to watts. From the Jacquard loom to compute clusters: how productivity gains reshape bargaining power.
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The Second Bounce of the Ball
When productive activity shifts from humans to machines, we relocate where economic value gets created and captured. This triggers a cascade of long term effects on people, capital and infrastructure.
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The Fighting Temeraire
On the anniversary of the Battle of Trafalgar.
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Open wins in the end. But why?
Closed systems capture value early. Open systems create it forever. From AOL to AI the pattern repeats, because economic gravity beats corporate strategy.
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RWAs and the Great Unbundling
The internet spent decades unbundling media. Now it comes for $500 trillion of global assets. BlackRock's bet and JPMorgan's tokenization platform are the opening moves in finance's Great Unbundling.
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The Arc of Progress: Up Sometimes
Why we're living in the most interesting time in 300 years.
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We do not live in exponential times
Why the exponential growth narrative is wrong and what the data actually reveals about progress. And why S-curves, not exponentials, explain why technological progress feels fast but is actually slow.
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A Declaration of Digital Awakening
To the architects of silicon and code, the wielders of data and algorithms.
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From firms to networks: How coordination technology will reorganise everything
Contracts, courts, banks and companies are technology too. Why the next paradigm shift will hit the coordination layer of the economy, not just production.
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The Velvet Sundown: it was only a hopeless fancy
This week, a rock band that amassed over 1 million monthly listeners on Spotify revealed itself to be entirely AI-generated.
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Make Time for Making: 7 Ways Builders Control Their Days
Your inbox is somebody else's to-do list, and your diary is what someone else wants you to do. Seven techniques builders use to take back control of their time.
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What is web3 really about?
Zoom out. What we see as decentralisation is the continuation of the technology project of the twentieth century, automation
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Why you need Product-Market Fit BEFORE you try to scale
When you have P/M fit, you will know because customers come “flowing out of the ground like oil”, demand will be accelerating in a way that is hard to keep up with.
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Creative Disruption report
Move78's report on how AI is reshaping art, design and media: the fundamentals of creative disruption, the impact on media, and the opportunities and risks ahead.
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Paradigm shift: augmented reality
Fish cannot see the water. Fifty years of the desktop paradigm, from Engelbart's Mother of All Demos to the smartphone, and why augmented reality breaks it.
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Everything is impossible until someone does it
From the first ascent of the Eiger's North Face to Ueli Steck running it in under three hours: what changes once someone proves the impossible can be done.
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The real reason Publicis aren't entering any awards in 2018
Publicis is pulling out of Cannes and every awards show in 2018. It is not just a cost saving: the real reason behind the decision, and what it says about agencies and AI.
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